# ![@SanCompounding Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1000030068452876288.png) @SanCompounding Sandeep Anand

Sandeep Anand posts on X about ai, $crdo, $hims, $baba the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1000030068452876288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:interactions.svg)

- [--] Week [------] +55%
- [--] Month [------] +79%
- [--] Months [---------] +430%
- [--] Year [---------] -1.50%

### Mentions: [--] [#](/creator/twitter::1000030068452876288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:posts_active.svg)

- [--] Month [--] -50%
- [--] Months [---] +41%
- [--] Year [---] +34%

### Followers: [-----] [#](/creator/twitter::1000030068452876288/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:followers.svg)

- [--] Week [-----] +0.30%
- [--] Month [-----] +1.40%
- [--] Months [-----] +14%
- [--] Year [-----] +34%

### CreatorRank: [-------] [#](/creator/twitter::1000030068452876288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1000030068452876288/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  72.87% [finance](/list/finance)  41.09% [technology brands](/list/technology-brands)  37.21% [countries](/list/countries)  13.18% [cryptocurrencies](/list/cryptocurrencies)  #3785 [automotive brands](/list/automotive-brands)  5.43% [social networks](/list/social-networks)  4.65% [fashion brands](/list/fashion-brands)  4.65% [celebrities](/list/celebrities)  1.55% [exchanges](/list/exchanges)  0.78%

**Social topic influence**
[ai](/topic/ai) 38.76%, [$crdo](/topic/$crdo) #3, [$hims](/topic/$hims) 13.95%, [$baba](/topic/$baba) #40, [stocks](/topic/stocks) 12.4%, [baba](/topic/baba) #1901, [data](/topic/data) 10.08%, [based](/topic/based) #1178, [$alab](/topic/$alab) #54, [health](/topic/health) 7.75%

**Top accounts mentioned or mentioned by**
[@nileshshah68](/creator/undefined) [@realbillgross](/creator/undefined) [@jonahlupton](/creator/undefined) [@benitoz](/creator/undefined) [@skhynix](/creator/undefined) [@kobeissiletter](/creator/undefined) [@raamdeo](/creator/undefined) [@mrmotilaloswal](/creator/undefined) [@artofinvestmnt](/creator/undefined) [@semianalysis](/creator/undefined) [@samsungdsglobal](/creator/undefined) [@mrderivatives](/creator/undefined) [@beatwallst](/creator/undefined) [@tomgardnerfool](/creator/undefined) [@impenny2x](/creator/undefined) [@andrewdudum](/creator/undefined) [@axios](/creator/undefined) [@dianadukic](/creator/undefined) [@mmmtwealth](/creator/undefined) [@briantycangco](/creator/undefined)

**Top assets mentioned**
[Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alibaba Group (BABA)](/topic/$baba) [Astera Labs, Inc. (ALAB)](/topic/$alab) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Micron Technology, Inc. (MU)](/topic/$mu) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [4 (FOUR)](/topic/$four) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Sandisk Corporation (SNDK)](/topic/$sndk) [Iris Energy Limited (IREN)](/topic/$iren) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Born in [--] (19)](/topic/$19) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Metadium (META)](/topic/$meta) [Figma, Inc. (FIG)](/topic/$fig) [Tesla, Inc. (TSLA)](/topic/$tsla) [Applied Digital Corp. (APLD)](/topic/$apld) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Microsoft Corp. (MSFT)](/topic/$msft) [AppLovin Corporation (APP)](/topic/$app) [Snowflake Inc. (SNOW)](/topic/$snow) [Cloudflare, Inc. (NET)](/topic/$net) [Ally Financial, Inc. (ALLY)](/topic/$ally) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Vistra, Corp. (VST)](/topic/$vst) [GE Vernova Inc. (GEV)](/topic/$gev) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"🚀6 Major Tailwinds for $BABA from here [--]. Fresh Hippo revenue in [----] increased by over 40% year-on-year [--]. Alibaba "Cloud Intelligence Group" is now the fastest-growing major division of Alibaba. Growth Rate: 34% year-over-year - accelerating significantly from previous single digits driven by AI [--]. AI Chip Valuation (T-Head): Listing as a separate company [--]. The "AI Revenue" Engine ( Qwen LLM): AI Revenue Growth: Triple-digit growth (100%+) for [--] consecutive quarters. The "Qwen" Effect: Alibaba's open-source LLM Qwen (Tongyi Qianwen) has become the de-facto standard for many Chinese"  
[X Link](https://x.com/SanCompounding/status/2015565997814518087)  2026-01-25T23:22Z [----] followers, [----] engagements


"You know Figma. Adobe wanted to buy Figma for $20 billion and now $FIG is available at $14 billion $FIG is so undervalued by Market for their 'rising monopoly' in AI Design world 👇 Your work tools are now interactive in Claude. Draft Slack messages visualize ideas as Figma diagrams or build and see Asana timelines. https://t.co/ROWwUOU5vA Your work tools are now interactive in Claude. Draft Slack messages visualize ideas as Figma diagrams or build and see Asana timelines. https://t.co/ROWwUOU5vA"  
[X Link](https://x.com/SanCompounding/status/2016178745111965977)  2026-01-27T15:57Z [----] followers, [----] engagements


"$FOUR has ✅Strong CAP (competitive advantages) - Restaurant Coverage: Shift4 is considered a top-2 player in the US restaurant market alongside Toast with a strong emphasis on full-service dining covering 1/3 of US table service restaurants. Hospitality & Enterprise: Beyond food service they power payments for 40% of US hotels and 75% of stadiums. ✅ International Expansion: Has grown its customer base through acquisitions and setting up partnerships Example In [----] Shift4 Payments acquired Global Blue Group Holding a Swiss payments company that provides tax-free shopping and currently has a"  
[X Link](https://x.com/SanCompounding/status/2017088575473336346)  2026-01-30T04:12Z [----] followers, [---] engagements


"🚨In [--] months - Well have data centers in space - Elon If you have a [--] year holding period these stocks will benefit immensely:: $TSLA SPACEX $RKLB $RDW $MDALF"  
[X Link](https://x.com/SanCompounding/status/2019197162165330263)  2026-02-04T23:51Z [----] followers, [---] engagements


"🚨Clawdbot just pulled over '85000 GitHub' Stars in [--] Week. At its peak Clawdbot wasnt just a chatbot anymore it was acting planning and executing work autonomously. Precisely why it scaled rapidly ⛔But the "viral AI agent" trend to a real security wake-up call. Why Cybersecurity is a winner of 'AI Adoption' and why these cybersecurity companies shouldnt be getting thrown out with the bath water in the 'SaaSpocalypse' carnage Clawdbot is an AI agent built on Anthropic's LLM called Claudecall it an AI worker that runs on Edge (on your devices) and execute jobs like booking airline tickets for"  
[X Link](https://x.com/SanCompounding/status/2019446821471330519)  2026-02-05T16:23Z [----] followers, [---] engagements


"Wow this is super bullish for Chinese LLMs $BABA QWEN and $BABA KIMI can cross-pollinate AI Parallel ai task processing for higher efficiency and lower Mrmiry requirements QWEN App is already leading across parameters Due to the Agent Swarm innovation Kimi K2.5 Agent feels so much better Instead of trying to increase the interactivity via more memory bandwidth the 10x cracked Chinese engineers take a different approach by dividing an task into any parallel subtasks such that they can https://t.co/YoTDebmTjz Due to the Agent Swarm innovation Kimi K2.5 Agent feels so much better Instead of"  
[X Link](https://x.com/SanCompounding/status/2019503010909508058)  2026-02-05T20:06Z [----] followers, [----] engagements


"Only [--] companies you need to invest in AI 👇 [--]. Pro-Copper $CRDO [--]. Anti-Copper $LITE There is no better hedge to each other but both have strong demands 🚀 📉🔻COPPER SHORTAGES THAT IS STOPPING AI SCALING. WHAT CAN OVERCOM THIS Answer can be found in a recent news that went unnoticed mostly. Read 👇 "NVIDIA is transitioning NVLink from traditional copper cables to co-packaged optics (CPO) to overcome distance limitations and https://t.co/w2o3f2MJv5 📉🔻COPPER SHORTAGES THAT IS STOPPING AI SCALING. WHAT CAN OVERCOM THIS Answer can be found in a recent news that went unnoticed mostly. Read 👇"  
[X Link](https://x.com/SanCompounding/status/2019544857883402256)  2026-02-05T22:53Z [----] followers, [---] engagements


"I see a big buying opportunity in SAAS tech names that have been beaten down because of SaaSpoCalypse Not all stocks are impacted by AI. Infact here are [--] such companies that will benefit from AI [--]. $FIG : Anthropic considers Figma as an important Design tool for AI and is interactive within Claude to automate design - code [--]. $CRWD $PANW: Cuber security threats has been reported where AI Agents compromised user credentials . Agentic AI cannot go mainstream with out cybersecurity [--]. $NET : Edge AI is the ultimate goal of all Capex. Agentic AI requires Cloudflare checks and access to scale"  
[X Link](https://x.com/SanCompounding/status/2019860403032060052)  2026-02-06T19:47Z [----] followers, [---] engagements


"🚨Optics (CPO) will be the Next Inevitable Technology leap Yes if we are talking about data centers in space A Chinese geostationary( Peking university) successfully transmitted data at a speed of [--] gigabit per second (Gbps) using a low-power 2-watt laser beam. This is 5X (times) faster than the average download speeds provided by SpaceXs Starlink. 🔬Called Adaptive optics technology that leverages laser (comparable in power to a small LED bulb or nightlight) Chinese satellite managed to send data over [-----] km above Earth a vast distance while overcoming atmospheric interference 📡Starlink"  
[X Link](https://x.com/SanCompounding/status/2020683415243358376)  2026-02-09T02:17Z [----] followers, [---] engagements


"@JonahLupton $CRDO Still dam cheap being the leader in AI Interconnects"  
[X Link](https://x.com/SanCompounding/status/2020984084777009250)  2026-02-09T22:12Z [----] followers, [---] engagements


"$CRDO is entering HBM space 🚀 🚨Credo Technologies just unveiled Industrys First Memory Fanout Gearbox for Scalable High-Bandwidth AI Inference High Bandwidth Memory (HBM) suffers from very high cost limited availability and density issues. Off-chip HBM refers to the physical separation between the 🚨Credo Technologies just unveiled Industrys First Memory Fanout Gearbox for Scalable High-Bandwidth AI Inference High Bandwidth Memory (HBM) suffers from very high cost limited availability and density issues. Off-chip HBM refers to the physical separation between the"  
[X Link](https://x.com/SanCompounding/status/2020985334012772804)  2026-02-09T22:17Z [----] followers, [---] engagements


"@benitoz Copper or Optics - $CRDO is the AI Interconnect"  
[X Link](https://x.com/SanCompounding/status/2021197878472081805)  2026-02-10T12:21Z [----] followers, [---] engagements


"ITS NOT EITHER COPPER OR OPTICS. IRS BOTH $CRDO 📈"  
[X Link](https://x.com/SanCompounding/status/2021220501973008543)  2026-02-10T13:51Z [----] followers, [---] engagements


"🚀 Top S&P [---] Stock Rockets of Jan [--] 📈 Which sectors crushing it Memory stocks are on fire$SNDK up a whopping 142.8% Lets break it down by industry. Whats your bet for the year Mine is AI Interconnects and Optics ( $CRDO $LITE) and Memory names below 👇 Memory 🔥 $SNDK: 142.8% $STX: 48.0% $MU: 45.4% $WDC: 45.3% Healthcare 💉 $MRNA: 49.4% (mRNA magic continues) Value in Semiconductor $LRCX: 36.4% $INTC: 25.9% $AMAT: 25.4% $TER: 24.5% $TXN: 24.2% $MPWR: 24.0% Defense 🛡 $LMT: 31.1% $HII: 23.7% Staples 🌾 $BG: 27.8% Energy ⚡ $SLB: 26.1% https://twitter.com/i/web/status/2021262799637291201"  
[X Link](https://x.com/SanCompounding/status/2021262799637291201)  2026-02-10T16:39Z [----] followers, [---] engagements


"Fastest Growing AI Companies for [----] 🚀 ☁ AI Neocloud & Infrastructure: $NBIS Nebius - 440% $CRWV CoreWeave - 134.1% $WULF TeraWulf - 123.2% $IREN IREN - 122.3% $HUT Hut [--] - 116.8% $CORZ Core Scientific - 113.6% $APLD Applied Digital - 71.3% $CIFR Cipher Mining - 57.0% 🔗 AI Connectivity (The "Plumbing") $CRDO Credo Tech - 173.0% (Analyst Proj.) $AAOI Applied Optoelectronics - 64.5% $ALAB Astera Labs - 59.0% (Rev upgraded) 📐AI Chips & Hardware $NVDA NVIDIA - 53.7% $AMD AMD - 28.5% $TSM TSMC - 24.1% $AVGO Broadcom - 16.4% (AI Rev 100%) $ASML ASML - 12.2% 🛡 AI Security (Cyber) $S SentinelOne"  
[X Link](https://x.com/SanCompounding/status/2008341960881471585)  2026-01-06T00:56Z [----] followers, [---] engagements


"Healthcare and Biotech are breaking out 📈 These were [----] Multibaggers 2X 🎯Do deep diligence👇 [--]. Micro Caps: Regencell Bioscience ( $RGC) 19892% Abivax ( $ABVX) 1799% Resolute Holdings ( $RHLD) 600% Terns Pharmaceuticals ( $TERN) 629% Celcuity ( $CELC) 661% Nanobiotix ( $NBTX) 705% Cidara Therapeutics ( $CDTX) 721% Hims & Hers Health ( $HIMS) 150% Travere Therapeutics ( $TVTX): +101% ProKidney ( $PROK): +600% AnaptysBio ( $ANAB): +227% Hydreight Technologies $HYDTF: +120% [--]. Small caps: Axsome Therapeutics ( $AXSM): +109% Ionis Pharmaceuticals ( $IONS): +128% Arrowhead Pharmaceutical("  
[X Link](https://x.com/SanCompounding/status/2009799621602574645)  2026-01-10T01:29Z [----] followers, [----] engagements


"🚨Breaking: Hyperscalers like $AMZN buying Copper output for Datacenters will be huge win for Copper miners Top [--] Copper ETFs: $COPX Global X Copper Miners ETF: The largest and most liquid ETF focusing on global copper mining companies. $CPER United States Copper Index Fund: Tracks copper futures offering direct exposure to the metal's price movements rather than mining equity. $COPJ Sprott Junior Copper Miners ETF: Targets smaller junior exploration and development mining companies. $ICOP iShares Copper and Metals Mining ETF: Tracks a broad index of global copper and metal mining companies."  
[X Link](https://x.com/SanCompounding/status/2018081468581560761)  2026-02-01T21:58Z [----] followers, [----] engagements


"🚨"SaaSpocalypse - TECH IS DOWN GLOBALLY IShares Tech SAAS ETF $IGV TOP STOCKS 🔻 FROM [--] wk HIGH $MSFT -24.95% $PLTR -33.79% $CRM -43.33% $ORCL -57.86% $INTU -45.23% $APP -38.04% $ADBE -41.61% $NOW -48.45% $PANW -26.20% $CRWD -25.60% $SNPS -36.25% $CDNS -28.33% $ADSK -25.75% $FTNT -29.27% $ROP -39.43% $WDAY -43.18% https://twitter.com/i/web/status/2019137357581283653 https://twitter.com/i/web/status/2019137357581283653"  
[X Link](https://x.com/SanCompounding/status/2019137357581283653)  2026-02-04T19:53Z [----] followers, [---] engagements


"$GDMN GOLD BULLS HOLDING FIRM For those looking to invest in gold this ETF looks interesting"  
[X Link](https://x.com/SanCompounding/status/2019407530867454144)  2026-02-05T13:47Z [----] followers, [---] engagements


"Stripe: [----] Revenue $19 billion Pvt market cap: $95 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe valued 2X $PYPL but Stripe has 50% less FCF and 40% lesser revenue Only difference is growth - but no one is projecting Share buyback that can increase price exponentially after 50% threshold (of outstanding shares) https://twitter.com/i/web/status/2021315640200692093 https://twitter.com/i/web/status/2021315640200692093"  
[X Link](https://x.com/SanCompounding/status/2021315640200692093)  2026-02-10T20:09Z [----] followers, [---] engagements


"🚨 NVIDIA's PhysicsNeMo Unleashed: AI Platform Supercharges Engineers 500x Faster in Aerospace & Automotive Design AI physics is the next big wave from $NVDA and Korean SK Hynix have partnered to accelerate 📊 $KORU 🦾 @SKhynix and NVIDIA are accelerating semiconductor development with AI physics. By leveraging the NVIDIA PhysicsNeMo framework SK hynix engineers have fast-tracked the development of proprietary AI models that can unlock tools for significant innovation in device design and https://t.co/fvxPehdD9n 🦾 @SKhynix and NVIDIA are accelerating semiconductor development with AI"  
[X Link](https://x.com/SanCompounding/status/2021324061469491363)  2026-02-10T20:43Z [----] followers, [---] engagements


"Infact Stripe valuation now exceeds $140 billion ie 4X of $PYPL Stripe: [----] Revenue $19 billion Pvt market cap: $95 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe valued 2X $PYPL but Stripe has 50% less FCF and 40% lesser revenue Only https://t.co/ggoCSO9F5t Stripe: [----] Revenue $19 billion Pvt market cap: $95 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe valued 2X $PYPL but Stripe has 50% less"  
[X Link](https://x.com/SanCompounding/status/2021335357544190359)  2026-02-10T21:27Z [----] followers, [---] engagements


"Stripe: [----] Revenue $19 billion Pvt market cap: $140 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe now valued 5X $PYPL but Stripe has 50% less FCF and 40% lesser revenue Only difference is growth - but no one is projecting Share buyback that can increase price exponentially after 50% threshold (of outstanding shares) And PayPals stablecoin income growth https://twitter.com/i/web/status/2021673309776359626 https://twitter.com/i/web/status/2021673309776359626"  
[X Link](https://x.com/SanCompounding/status/2021673309776359626)  2026-02-11T19:50Z [----] followers, [---] engagements


"🚀Doctor Copper is experiencing a significant breakout -- Driven by record-high copper prices due to tight supply and surging demand from AI EVs and infrastructure (Data centers) Top copper stocks for [----] include: Freeport-McMoRan ( $FCX) BHP Group ( $BHP) Rio Tinto ( $RIO) Southern Copper ( $SCCO) Teck Resources ( $TECK) Growth plays like Ero Copper ( $ERO) and Ivanhoe Mines ( $IVN) I like Index ETFs like Global X Copper Miners ETF ( $COPX) https://twitter.com/i/web/status/2012936494890004775 https://twitter.com/i/web/status/2012936494890004775"  
[X Link](https://x.com/SanCompounding/status/2012936494890004775)  2026-01-18T17:13Z [----] followers, [---] engagements


"$NVO $LLY $HIMS Key Highlights from the Novo Nordisk CEO Mike Doustdar Interview [--]. Pricing Pressures and Market Expansion Strategy: To increase affordability and expand the market Novo is reducing prices on GLP-1 drugs. In the US (which accounts for 55% of Novos business) prices are dropping from high levels. This creates short-term headwinds but Doustdar is confident volumes will compensate with growth expected in [----] as the company treats more patients than ever before. [--]. Patient Reach and Market Potential: Globally nearly [--] billion people are affected by diabetes obesity and overweight."  
[X Link](https://x.com/SanCompounding/status/2019219363627196856)  2026-02-05T01:19Z [----] followers, [---] engagements


"$CRDO Credo Provides Preliminary Third Quarter Earnings update - [----] revenue in the range of $404 million to $408 million above the high-end of Credos previously announced third quarter guidance range of $335 million and $345 million. Super bullish on AI ECOSYSTEM 👇 🚨20 AI COMPANIES IN MY BUY LIST: Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026): https://t.co/Hvp128ljjP 🚨20 AI COMPANIES IN MY BUY LIST:"  
[X Link](https://x.com/SanCompounding/status/2020971134788030876)  2026-02-09T21:20Z [----] followers, [---] engagements


"Stripe: [----] Revenue $19 billion Pvt market cap: $95 billion Revenue growth: 20% FCF [---] billion $PYPL [----] revenue : $33 billion Market cap: $38 billion Revenue growth: 4% FCF : $5.5 billion Stripe valued 2X $PYPL but Stripe has 50% less FCF and 40% lesser revenue Only difference is growth - but no one is projecting Share buyback that can increase price exponentially after 50% threshold (of outstanding shares) https://twitter.com/i/web/status/2021315742981877917 https://twitter.com/i/web/status/2021315742981877917"  
[X Link](https://x.com/SanCompounding/status/2021315742981877917)  2026-02-10T20:10Z [----] followers, [----] engagements


"@KobeissiLetter And $BABA is just down 1% Just shows the demand 📈"  
[X Link](https://x.com/SanCompounding/status/2022330173874635258)  2026-02-13T15:21Z [----] followers, [---] engagements


"2020 will be an unforgettable year for my investing career. Thankful and Happy to share the performance. Global portfolio up [---] times India portfolio up [--] times. 👍"  
[X Link](https://x.com/SanCompounding/status/1340018749160771585)  2020-12-18T19:39Z [----] followers, [--] engagements


"Am a global investor. US outperformed the decade. For those are invested in $SQ $TSLA $SNOW $ETSY and many more except core CLOUD STOCKS expect TIME correction for next 1-2 years . The best returns for next 2-3 years will be from Indian stocks not US stocks. @NileshShah68"  
[X Link](https://x.com/SanCompounding/status/1340185588671115264)  2020-12-19T06:41Z [----] followers, [--] engagements


"If I have become an investor over last decade is bcoz of a magazine I picked in a BLR store which had @Raamdeo talk abt Hero [---] bagger. But more than that Motilal wealth creation study is equivalent of Buffet letters in India. [--] years of sheer wisdom @MrMotilalOswal .Thanks sir"  
[X Link](https://x.com/SanCompounding/status/1344517304198062084)  2020-12-31T05:34Z [----] followers, [--] engagements


"@artofinvestmnt India 🙌"  
[X Link](https://x.com/anyuser/status/1600124497541357575)  2022-12-06T13:46Z [----] followers, [--] engagements


"Data is the lifeblood of every organization in the world of Artificial Intelligence. So what makes Alarum: NetNut as a Revolutionary AI Based Data Collector Read 👇 First What is Web Data Extraction To succeed in businesses companies needs to collect data scrape relevant data and then derive insights from the set. To extract data it is difficult to do manually. So you need Automated data extraction Tools that collects transparent accurate data and at scale -- most importantly Anonymously (masked) Total Addressable Market (TAM) of Data Collection: Global Market Size in 2022: $2.2 B Expected"  
[X Link](https://x.com/SanCompounding/status/1801887080005652762)  2024-06-15T07:58Z [----] followers, [----] engagements


"$BABA UP 33% since Bridgewater China exit Bookmark this. Bridgewater exit could mark the quarter Chinese stocks hit the bottom. $BABA $KWEB Bookmark this. Bridgewater exit could mark the quarter Chinese stocks hit the bottom. $BABA $KWEB"  
[X Link](https://x.com/SanCompounding/status/1968112199660167283)  2025-09-17T00:38Z [----] followers, [----] engagements


"Best [--] AI Driven QTD performers at end of Quarter 🚀 [--]. Astera Labs ( $ALAB): +37.40% High-speed connectivity leader benefiting from explosive demand in AI data centers with strong Q3 revenue growth projections [--]. Credo Technology ( $CRDO): +65.86% Provider of advanced connectivity solutions driven by over 85% expected revenue growth in AI-driven products like retimers and AECs [--]. Nebius ( $NBIS): +134.22% AI NEO-Cloud provider. Large deal with $MSFT [--]. Iris Energy ( $IREN): +275.34% DOUBLING AI data centers capitalizing on energy-efficient compute power amid surging AI investments. 5."  
[X Link](https://x.com/SanCompounding/status/1984313581710508385)  2025-10-31T17:36Z [----] followers, 15.3K engagements


"This tweet from [----] aged so well 🎯 $KORU UP 640% (Korea Index) $BABA UP 50% India Nifty Down 5% Still bullish on Korea for [----] but now better China showing better risk reward. India will see earnings catch-up leg higher in [----]. I can see so many small caps with great earning at cheap PE multiples which was rare in last [--] years in India. #Nifty50 Example : 1/ Basilic Fly Studio P/E [--] Leader in VFX Tech (with subs in UK CA [-----] completed projects 400+ clients including [----] movies Collab w/ Warner Bros Netflix Sony Prime Video BBC Fox Studios HBO . 70% stake in One of US - expanding to EU"  
[X Link](https://x.com/SanCompounding/status/2016143429915259289)  2026-01-27T13:37Z [----] followers, [---] engagements


"🚨20 AI COMPANIES IN MY BUY LIST: Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026): 64.1x Credo ( $CRDO ) -15% YTD PE(2026): 43.7x Lumentum ( $LITE ) 18% YTD PE(2026): 74.0x Layer [--]. AI Chips and Fabs: Nvidia ( $NVDA ) 1% YTD PE(2026): 40.2x Alibaba ( $BABA ) 15% YTD PE(2026): 11x TSMC ( $TSM ) 11% YTD PE(2026): 23.6x Baidu ( $BIDU ) 15% YTD PE(2026): 4.6x Layer [--]. Cybersecurity and Edge AI: Cloudflare ("  
[X Link](https://x.com/SanCompounding/status/2018352766284927343)  2026-02-02T15:56Z [----] followers, [----] engagements


"Another bold call by @SemiAnalysis_ Korea is trading at a premium but still at 50% levels of US AI stocks $KORU #SKHYNIX @SamsungDSGlobal SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split. SemiAnalysis: We reduce Microns $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidias HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split"  
[X Link](https://x.com/SanCompounding/status/2019790176977895631)  2026-02-06T15:07Z [----] followers, [---] engagements


"🚨 US LARGE-TECH TO DO $650 BILLION CAPEX IN [----] It could double to$1 Trillion by. [----]. Who will benefit from these AI investments Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026): 64.1x Credo ( $CRDO ) -15% YTD PE(2026): 43.7x Lumentum ( $LITE ) 18% YTD PE(2026): 74.0x Layer [--]. AI Chips and Fabs: Nvidia ( $NVDA ) 1% YTD PE(2026): 40.2x Alibaba ( $BABA ) 15% YTD PE(2026): 11x TSMC ( $TSM ) 11% YTD"  
[X Link](https://x.com/SanCompounding/status/2019868452219961835)  2026-02-06T20:19Z [----] followers, [----] engagements


"🚀Optics stocks are clearly the next AI stocks to run after memory driving the next leg of AI bull market $LITE +5% $COHR +6.5% $CIEN +7% $GLW +7.5% $AVGO +3.3% my bull thesis on Photonics below 👇 🚨Optics (CPO) will be the Next Inevitable Technology leap Yes if we are talking about data centers in space A Chinese geostationary( Peking university) successfully transmitted data at a speed of [--] gigabit per second (Gbps) using a low-power 2-watt laser beam. This is https://t.co/M9DnNiXaC1 🚨Optics (CPO) will be the Next Inevitable Technology leap Yes if we are talking about data centers in"  
[X Link](https://x.com/SanCompounding/status/2021057751821279353)  2026-02-10T03:04Z [----] followers, [---] engagements


"$KORU TOUCHED $400 YTD 100% returns 🚀 Still holding $KORU TOUCHED $300 Up 4X since this tweet Still holding SK Hynix and Samsung holds 62% of HBM Markets and we are in a Memory super cycle. ( $SNDK $MU as well 🚀) Not jus memory and AI Korea also benefitting from strong defence manufacturing orders from EU 👇 $KORU TOUCHED $300 Up 4X since this tweet Still holding SK Hynix and Samsung holds 62% of HBM Markets and we are in a Memory super cycle. ( $SNDK $MU as well 🚀) Not jus memory and AI Korea also benefitting from strong defence manufacturing orders from EU 👇"  
[X Link](https://x.com/SanCompounding/status/2021639971954979038)  2026-02-11T17:38Z [----] followers, [---] engagements


"$BIDU Baidu AI Cloud ranks first with a 35% market share in China's embodied intelligence AI market. Baidus AI and Autonomous EV market is so underpriced by the market $BABA $KWEB"  
[X Link](https://x.com/SanCompounding/status/2022029882264625521)  2026-02-12T19:27Z [----] followers, [---] engagements


"@Mr_Derivatives $LITE $KORU - clearly Optics Memory"  
[X Link](https://x.com/SanCompounding/status/2022077884463202637)  2026-02-12T22:38Z [----] followers, [---] engagements


"🚨 $BABA IS THE LEADER IN AGENTIC COMMERCE AIpowered shopping is on the rise 🛍 During its Chinese New Year campaign Qwen App has spurred a behavioral shift toward AIpowered shopping 🧧 Alibaba has the end-to-end AI Ecosystem ✅One billion MAUs retail base (Taobao/Tmall/Freshippo) ✅Qwen AI App ✅Qwen LLMs for Agentic commerce ✅Alipay leveraging AI for Agent based payments and settlement https://twitter.com/i/web/status/2022334426470920351 https://twitter.com/i/web/status/2022334426470920351"  
[X Link](https://x.com/SanCompounding/status/2022334426470920351)  2026-02-13T15:37Z [----] followers, [---] engagements


"🚨 Its official. Alibaba pulled back from the list $BABA Bullish from here 🚀"  
[X Link](https://x.com/SanCompounding/status/2022390109132460310)  2026-02-13T19:19Z [----] followers, [---] engagements


"@beat_wallst He did the work but results will take time. like agentic commerce Stablecoins Venmo cards etc"  
[X Link](https://x.com/SanCompounding/status/2022397636603764915)  2026-02-13T19:49Z [----] followers, [--] engagements


"🎯Look for strength in this market correction theyll lead the next leg of bull market 📈 Memory HBM: $SNDK $MU $STX SK Hynix Fabs: $TSMC $INTC Optics material: $AXTI Data Center racks: $VRT Edge AI: $FSLY $NET Cybersecurity: $PANW $CRWD $CYBR OPTICS: $LITE $COHR $LASR OSAT: $AMKR AI interconnects: $CRDO https://twitter.com/i/web/status/2022554863385632855 https://twitter.com/i/web/status/2022554863385632855"  
[X Link](https://x.com/SanCompounding/status/2022554863385632855)  2026-02-14T06:13Z [----] followers, [----] engagements


"Annual Recurring Revenue (ARR) is a key metric for cloud and infrastructure companies like Nebius and CoreWeave $NBIS [----] ARR Estimate Guidance: $900 million to $1.1 billion $CRWV [----] ARR Estimate Estimated [----] ARR: $6.5-7.5 billion Nebius is smaller but growing faster %-wise (625% YoY Q2 revenue vs. CoreWeaves 207%) Both trades at 10X ARR (fwd) By [----] both Neoclouds are expected takeaway Hyperscalers marketshare by a wide scale. Why is $CRWV & $NBIS the leaders as Neoclouds CoreWeave Edge: - Purpose-built data centers that deliver approximately 20-30% better performance-per-dollar -"  
[X Link](https://x.com/SanCompounding/status/1984631716992942122)  2025-11-01T14:40Z [----] followers, [----] engagements


"$KORU at $266 📈 Memory stocks are on fire. I like Korea still for all the right reasons along with $Mu and $SNDK $KORU UP 30% IN [--] MONTH SK HYNIX HOLDS 62% OF HBM MARKET Samsung Electronics is expected to lift its share of the high-bandwidth memory (HBM) market above 30% in [----] 💥HBM (High Bandwidth Memory) market is experiencing a massive "bull run" driven by explosive AI demand https://t.co/1QJijUhLJB $KORU UP 30% IN [--] MONTH SK HYNIX HOLDS 62% OF HBM MARKET Samsung Electronics is expected to lift its share of the high-bandwidth memory (HBM) market above 30% in [----] 💥HBM (High Bandwidth"  
[X Link](https://x.com/SanCompounding/status/2011785535094657307)  2026-01-15T13:00Z [----] followers, [---] engagements


"This tweet from [----] aged so well 🎯 $KORU UP 640% (Korea Index) $BABA UP 50% India Nifty Down 5% Still bullish on Korea for [----] but now better China showing better risk reward. India will see earnings catch-up leg higher in [----]. I can see so many small caps with great earning at cheap PE multiples which was rare in last [--] years in India. #Nifty50 Example : 1/ Basilic Fly Studio P/E [--] Leader in VFX Tech (with subs in UK CA [-----] completed projects 400+ clients including [----] movies Collab w/ Warner Bros Netflix Sony Prime Video BBC Fox Studios HBO . 70% stake in One of US - expanding to EU"  
[X Link](https://x.com/SanCompounding/status/2016142338846810353)  2026-01-27T13:32Z [----] followers, [---] engagements


"2020 has been a challenging year. happy that my personal portfolio did really well. Here are [--] Key Stock Market Investing Lessons I re-registered. https://youtu.be/tWogjw3DcEM https://youtu.be/tWogjw3DcEM"  
[X Link](https://x.com/SanCompounding/status/1338309769447268352)  2020-12-14T02:28Z [----] followers, [--] engagements


"Created this Just For Fun. 😊📈. Stock Market Crazy Bull Run -- Will the bubble burst - #SCAM1992 remix https://youtu.be/P1xFaYFkbn8 https://youtu.be/P1xFaYFkbn8"  
[X Link](https://x.com/SanCompounding/status/1342976141175435266)  2020-12-26T23:30Z [----] followers, [--] engagements


"Gold related stocks like #Titan and #manappuram have outperformed Gold returns itself by a factor of [--] & [--] times But still Indias gold holding is so high As @NileshShah68 mentioned there is more than [-----] tonnes of gold held by Indian population worth $2 Trillion"  
[X Link](https://x.com/SanCompounding/status/1373398903375155202)  2021-03-20T22:19Z [----] followers, [---] engagements


"@TomGardnerFool The biggest takeaway is migration from Asset heavy ( industrial) economy to Asset light (digital) economy. This is not only in US. Every major economies are seeing this shift 👍 Here is top [--] in [----] and Amazon was not even there"  
[X Link](https://x.com/SanCompounding/status/1451545066779123716)  2021-10-22T13:44Z [----] followers, [--] engagements


"This is hilarious got it as a forward. Adani & Hindenburg vs Silicon Valley bank debacle 😅"  
[X Link](https://x.com/SanCompounding/status/1635340623237746689)  2023-03-13T18:02Z [----] followers, [----] engagements


"$Ally Bank has returned -6% over last [--] years since listing in [----] Regional Bank Index $KRE is down 16% over last [--] years US Financials are the most hated sector since a long time now. Opportunity"  
[X Link](https://x.com/SanCompounding/status/1716472804910965157)  2023-10-23T15:13Z [----] followers, 14.4K engagements


"@real_bill_gross Regional banks are Totally cheap. But is it a value trap https://x.com/sancompounding/status/1716472804910965157s=46 $Ally Bank has returned -6% over last [--] years since listing in [----] Regional Bank Index $KRE is down 16% over last [--] years US Financials are the most hated sector since a long time now. Opportunity https://t.co/Km5fr9kWud https://x.com/sancompounding/status/1716472804910965157s=46 $Ally Bank has returned -6% over last [--] years since listing in [----] Regional Bank Index $KRE is down 16% over last [--] years US Financials are the most hated sector since a long time"  
[X Link](https://x.com/SanCompounding/status/1716483657030873344)  2023-10-23T15:56Z [----] followers, 13.7K engagements


"@real_bill_gross $Ally Bank has returned -6% over last [--] years since listing in [----] Regional Bank Index $KRE is down 16% over last [--] years US Financials are the most hated sector since a long time now"  
[X Link](https://x.com/SanCompounding/status/1730309594826633626)  2023-11-30T19:35Z [----] followers, [----] engagements


"$HIMS Hims is very impressive in terms of growth but look at the way the management increased Gross Margins from 54% to 81% How did they do this [--]. Creating a Business Niche that has no or low competition. This gives Scalability edge. [--]. Tapping on Optionality: Launching HERS with HIMS . Look at their product listings. Note More and See all they are keeping growth options Open [--]. Focus on Operating Cash flows which is essential to reinvesting for higher returns on invested capital [--]. Large Addressable Market strong value creation through Growth and focus on higher capital returns is a potent"  
[X Link](https://x.com/SanCompounding/status/1750885783274160354)  2024-01-26T14:17Z [----] followers, [----] engagements


"$LNTH Lantheus Imaging posted strong growth of 38.6% in [----] driven by PYLARIFY (drives 65% of Lantheus revenues) Pylarify remains clear market leader in PSMA PET imaging1 (Radiopharmaceutical Oncology) and growing 61% yoy. Strong competitive positioning PYLARIFY (piflufolastat F 18) Injection is a radioactive diagnostic agent indicated for positron emission tomography (PET) of prostate-specific membrane antigen (PSMA) positive lesions in men with prostate cancer Prostate Cancer is the 2nd Most Common Cancer in American Men PSMA PET Imaging Total Addressable U.S. Market is 350K Annual Scans"  
[X Link](https://x.com/SanCompounding/status/1760704845676245177)  2024-02-22T16:35Z [----] followers, [----] engagements


"$MSTR $BTC #BTC ✅Microstrategy has done the right thing ahead of the curve by accumulating 200K #Bitcoin anticipating the demand surge. Bitcoin at all time highs 🎯 Billionaire hedge fund investor Bill Ackman suggests #Bitcoin could "go to infinity" and "collapse the economy" if demand continues to rise. "Maybe I should buy some Bitcoin." 👏 https://t.co/FXfnjAJTaH Billionaire hedge fund investor Bill Ackman suggests #Bitcoin could "go to infinity" and "collapse the economy" if demand continues to rise. "Maybe I should buy some Bitcoin." 👏 https://t.co/FXfnjAJTaH"  
[X Link](https://x.com/SanCompounding/status/1766885051092930925)  2024-03-10T17:53Z [----] followers, [----] engagements


"Applying 'First Principles Thinking' Concept to Financial Planning and investing Game of Investing Podcast - Ep#16: 👇"  
[X Link](https://x.com/SanCompounding/status/1770587332359471224)  2024-03-20T23:04Z [----] followers, [----] engagements


"$HIMS $NVO $VKTX $LLY Ro Health is a $7 Billion Digital Telehealth platform that is a direct competitor to Hims and Hers. Hims is valued less than 50% that of Ro Health. Like Hims Ro also offers personalized treatment plans for ED hair loss skincare and fertility. Ro has ventured into GLP1 Weight-loss programs partnering with Novo and Lilly. But Hims offers customized personalized weight-loss treatments and might extend to GLP1 in the future. With Ro Patients has to apply if they qualify for Ozempic Wegovy or Zepbound or Semaglutide. Ro has insurance concierge to help with cost. Steps"  
[X Link](https://x.com/SanCompounding/status/1772662980431254003)  2024-03-26T16:32Z [----] followers, [----] engagements


"$HIMS Hims & Hers A D2C Health company has been growing rapidly. Why MedMatch is the Biggest Advantage for Hims & Hers: How does Hims Platform work A [--] step walkthrough based on an interview with their Chief Medical Officer 👇 MedMatch is an AI based platform that provides healthcare providers with anonymized data points generated from the company's customer database. Hims MedMatch has millions of data points that's like a treasure trove for someone in machine learning or AI [--]. A patient go through a workflow that is very structured and all of the questions are designed to get the essential"  
[X Link](https://x.com/SanCompounding/status/1773359445835170108)  2024-03-28T14:40Z [----] followers, 16.3K engagements


"86 million people can become millionaires worldwide by [----]. Rise to top 1% with these [--] essential AI investing ideas:"  
[X Link](https://x.com/SanCompounding/status/1778132660105195550)  2024-04-10T18:47Z [----] followers, 12.1K engagements


"$HIMS Though Hims is an amazing platform investors needs to understand risks as well. Hims sells compounded drug products which are not approved by FDA for efficacy or safety. Hims Weight Loss custom medication kits are prescribed based on what a provider determines is medically appropriate But HIMS weight loss uses generic compounds of FDA approved weight loss drugs like Bupropion and Metformin 👇 [--] FDA Approved weight loss drugs: Bupropion-naltrexone (Contrave) Liraglutide (Saxenda) Orlistat (Xenical Alli) Phentermine-topiramate (Qsymia) Semaglutide (Wegovy) Setmelanotide (Imcivree)"  
[X Link](https://x.com/SanCompounding/status/1778932195119284384)  2024-04-12T23:44Z [----] followers, [----] engagements


"Digital Payments market worldwide is projected to grow by 10% CAGR Next set of Billionaires will be investors in Fintech Here are [--] Global Digital Payments investment ideas you should not miss out on:"  
[X Link](https://x.com/SanCompounding/status/1781380125289812436)  2024-04-19T17:51Z [----] followers, 11.5K engagements


"This cosmetics brand is taking the beauty world by storm. Becoming the 3rd largest mass-market beauty brand in the United States. Here's everything you need to know:"  
[X Link](https://x.com/SanCompounding/status/1786448082231574823)  2024-05-03T17:29Z [----] followers, [----] engagements


"$HIMS Market often gives opportunities with near term sentiments . Great results. GLP-1 onboarding will be strong tailwinds for future growth 👇 $HIMS Hims & Hers A D2C Health company has been growing rapidly. Why MedMatch is the Biggest Advantage for Hims & Hers: How does Hims Platform work A [--] step walkthrough based on an interview with their Chief Medical Officer 👇 MedMatch is an AI based platform that https://t.co/HqqbLQ493J $HIMS Hims & Hers A D2C Health company has been growing rapidly. Why MedMatch is the Biggest Advantage for Hims & Hers: How does Hims Platform work A [--] step"  
[X Link](https://x.com/SanCompounding/status/1787681206185660770)  2024-05-07T03:09Z [----] followers, [----] engagements


"$HIMS There are more than [--] billion people having obesity in the world. And Ely Lilly plus Novo Nordisk could only cater GLP-1/ Semaglutide to less than 5% of addressable market. Why Hims & Hers platform can scale The biggest advantage of Hims is ability to skip insurance and pharmacy benefits managers. PBMs are a drag on the system making medical care unaffordable Power of Hims/ Medmatch AI platform to [--]. Sell GLP-1 meds directly and personalized at affordable rates and [--]. Ability to scale to Millions of obese customers is really under appreciated. GLP-1 could add up to a Billion Dollar to"  
[X Link](https://x.com/SanCompounding/status/1792562407610486903)  2024-05-20T14:25Z [----] followers, [----] engagements


"$HIMS - Markets still not pricing in the potential Hims is going all-in on weight-loss drugs with a Wegovy copycat https://t.co/AQIm8OJgbo Hims is going all-in on weight-loss drugs with a Wegovy copycat https://t.co/AQIm8OJgbo"  
[X Link](https://x.com/SanCompounding/status/1792714917923209656)  2024-05-21T00:31Z [----] followers, [---] engagements


"Global whisky market is projected to reach $100 billion by [----]. But 99% don't know the world's most lucrative whisky market. Let me tell you it's not the US Scotland or China"  
[X Link](https://x.com/SanCompounding/status/1794045973305692203)  2024-05-24T16:41Z [----] followers, 22K engagements


"4. Indian Single Malts on the Rise: Indri Amrut Rampur Kamet and Paul John are shaking up the global spirits scene dominated by Pernod and Diageo. These rising stars are reshaping India's $33 billion spirit market. In a stunning upset Amrut's 183% surge dethroned Pernod's Glenlivet which had been India's top-selling single malt with a 39% growth in [----] according to Euromonitor data"  
[X Link](https://x.com/SanCompounding/status/1794045988664987837)  2024-05-24T16:41Z [----] followers, [---] engagements


"AI Astronomical Rise is here. If you are not learning AI you are loosing out. Master AI with Just #5 YouTube talks. Bookmark Now"  
[X Link](https://x.com/SanCompounding/status/1796422674933334231)  2024-05-31T06:05Z [----] followers, [----] engagements


"$HIMS $NVDA $LLY $NVO GLP-1 ETF $OZEM has added $HIMS Elon endorsing [--] Gs GLP-1 & Gen AI And these [--] secular trends are driving the Bull market @imPenny2x Just make a lot of Ozempic/Mounjaro. Its not inherently expensive. The health benefits of reducing obesity far exceed the downside of GLP-1 inhibitors. We evolved under starving conditions and now make food that is plentiful and delicious. Whether that food is processed does @imPenny2x Just make a lot of Ozempic/Mounjaro. Its not inherently expensive. The health benefits of reducing obesity far exceed the downside of GLP-1 inhibitors. We"  
[X Link](https://x.com/SanCompounding/status/1796439915041054908)  2024-05-31T07:13Z [----] followers, [----] engagements


"Hims & Hers Is Selling GLP-1 Drugs. Wondered how when $NVO and $LLY are struggling to meet up massive demand Read: 👇 [--]. Novo Nordisk has Wegovy and Ely Lilly has Zepbound as primary Glocagon-Like-Peptide/ GLP-1 treatments [--]. Hims & Hers said it would offer compounded GLP-1 shots and oral medication kits. There is no insurance involved. [--]. Hims has partnered with a leading US manufacturer of generic and 503B compounded injectable medications for GLP-1 drugs [--]. $HIMS plans to sell semaglutide A key ingredient in $NVO Wegovy manufactured by a compounding pharmacy named BPI Labs [--]. The current"  
[X Link](https://x.com/SanCompounding/status/1797819834178380217)  2024-06-04T02:37Z [----] followers, 15.1K engagements


"$FOUR Shift4 is the Constellation software of Payments business Serial acquirer 🎯This helps Shift4 scoop up rivals customers in payments market. Latest: Shift4 acquired a majority stake in the German company Vectron Systems a supplier of point-of-sale systems. Vectronprovides POS systems to the restaurant and hospitality industries and reaches about [-----] locations in Europe equaling about $27 billion in payments volume. 2024: Shift4 bought POS firm Revel for $250M and integrated Revels POS functionality into its SkyTab POS system Revel point-of-sale terminals are in [-----] merchant locations"  
[X Link](https://x.com/SanCompounding/status/1802884133234057317)  2024-06-18T02:00Z [----] followers, [----] engagements


"Most crowded space. Here is a potential list to avoid that will underperform over next [--] Years"  
[X Link](https://x.com/SanCompounding/status/1804119664664154273)  2024-06-21T11:50Z [----] followers, [----] engagements


"$HIMS Forbes latest article on GLP-1 is a Must read for Hims investors: Key Takeaway: Unaffordable Branded GLP-1 drugs is as BIG a TAM (Total Addressable Market) for HIMS as Drug shortages are. High Branded Cost: Branded GLP-1 drugs in US range from $11000 to $16000 a year prices that are unaffordable for most people [--] Trillion TAM: Cost of providing 100% of obese Americans with GLP-1 medications wouldsurpass $1 trillion a year even with drug rebates. For perspective thats more than twice what Americans spend on all prescription drugs annually Persisting TAM: Patients who stop taking the"  
[X Link](https://x.com/SanCompounding/status/1805775070708875640)  2024-06-26T01:28Z [----] followers, 29.4K engagements


"Liquid Cooling is the biggest Pick and Shovel theme of AI and Data Center boom. Find it difficult to understand why The heart of a data center's efficiency is its ability to manage heat. Excessive heatcan lead to hardware failure reduced performance and increased energy consumption [--]. Supercomputers Boom: 1000s of GPUs rack built for AI have higher thermal density properties than previous-generation architectures. [--]. Server manufacturers like $SMCI are packing more GPUs into each rack to meet the accelerating demand for high-performance computing and AI applications. [--]. Traditional air"  
[X Link](https://x.com/SanCompounding/status/1808681936015045093)  2024-07-04T01:59Z [----] followers, 209.6K engagements


"In [----] Jensen couldnt have calculated Nvidias humongous cash flows in 2022-24 In [----] Bezos couldnt have calculated all AWS earnings Amazon generated next [--] years Same applies to Deckers CEO when they acquired Hoka for $1 Million in [----]. And many such examples. This model holds really good mostly for undervalued assets or under-appreciated earnings power by markets"  
[X Link](https://x.com/SanCompounding/status/1809815486579855704)  2024-07-07T05:03Z [----] followers, [----] engagements


"There is a lesson in your post: [----] Motilal PE was [---] [----] PE is [--] Stock was up only [--] times inspite of earnings going up [---] times. PE compressed 19X Lesson: PE compression can be brutal to performance. Especially applicable for todays Indian markets. I hear analysts stating [--] as low PE these days in Indian markets"  
[X Link](https://x.com/SanCompounding/status/1818635095877492952)  2024-07-31T13:09Z [----] followers, 13.9K engagements


"Meta LLama integration with WhatsApp is the Fastest and Easiest adoption of AI by consumers and business enterprises WhatsApp is the most popular messaging service in over [---] countries. It has over [--] billion active users $META WhatsApp Ai chat can really help [--]. Search [--]. Payments [--]. Personal agent [--]. Research Most important of all: They can start publishing personalized Ads in Chat responses. This is Huge ROIC of their AI investments in $NVDA servers. Here is an example of a quick search I did today"  
[X Link](https://x.com/SanCompounding/status/1821217963153793437)  2024-08-07T16:12Z [----] followers, 60.7K engagements


"$HIMS @AndrewDudum forecasts Hers business to eclipse Hims. Thats almost doubling the addressable growth 👇 Hims & Hers Health CEO @AndrewDudum: "Long term I think the women's business will likely eclipse the Hims business." My story @Axios: https://t.co/1ZGZegAYFy $HIMS https://t.co/YIhG1FSPEd Hims & Hers Health CEO @AndrewDudum: "Long term I think the women's business will likely eclipse the Hims business." My story @Axios: https://t.co/1ZGZegAYFy $HIMS https://t.co/YIhG1FSPEd"  
[X Link](https://x.com/SanCompounding/status/1821565196105617456)  2024-08-08T15:12Z [----] followers, [----] engagements


"The implementation of Basel III is expected to have significant implications for the gold market. One of the key changes with Basel III is the reclassification of gold from a Tier [--] asset to a Tier [--] asset with a 0% risk weighting similar to cash and government bonds. Gold's previous classification as a Tier [--] asset meant that banks had to hold more capital against their gold holdings. Its change to a Tier [--] asset is likely to make gold a more attractive reserve asset for banks as it will require less capital to be held against gold holdings. [--]. This is driving gold market. With banks"  
[X Link](https://x.com/SanCompounding/status/1825898685638619421)  2024-08-20T14:12Z [----] followers, [----] engagements


"Uber is the best Autonomous Vehicles (AV) play out there. Trips by autonomous vehicles on Ubers platform grew 6X in Q2 FY24. Why $UBER for AV It's taken Uber [--] years to build their Navigation and ride-hailing platform. It's taken tens of billions of dollars of capital and Uber can provide that instantly to a partner. And who are those partners Uber and Waymo recently expanded partnership to bring Autonomous ride hailing to Austin and Atlanta. Uber is already making revenues offering driverless with Waymo in Phoenix. GM backed autonomous firm Cruise will offer Robotaxis on Uber platform from"  
[X Link](https://x.com/SanCompounding/status/1834708355262136714)  2024-09-13T21:38Z [----] followers, [----] engagements


"What is funny is 99% of institutions are still short China China is getting started as the new leader of this global Bull market. When Tepper speaks we listen $KWEB"  
[X Link](https://x.com/SanCompounding/status/1839304756893987146)  2024-09-26T14:03Z [----] followers, [---] engagements


"$HIMS TO Join S&P [---] Up 5% AH $HIMS Forbes latest article on GLP-1 is a Must read for Hims investors: Key Takeaway: Unaffordable Branded GLP-1 drugs is as BIG a TAM (Total Addressable Market) for HIMS as Drug shortages are. High Branded Cost: Branded GLP-1 drugs in US range from $11000 to $16000 a https://t.co/tmtZPHnsJ8 $HIMS Forbes latest article on GLP-1 is a Must read for Hims investors: Key Takeaway: Unaffordable Branded GLP-1 drugs is as BIG a TAM (Total Addressable Market) for HIMS as Drug shortages are. High Branded Cost: Branded GLP-1 drugs in US range from $11000 to $16000 a"  
[X Link](https://x.com/SanCompounding/status/1842321708486738333)  2024-10-04T21:51Z [----] followers, [---] engagements


"This is great move by $HIMS to grow into HERS white space addressable markets like menopause and sexual wellness. $HIMS is doubling or tripling down on TAM just on the basis of HERS addressable market. Its 2X TAM now. Today were excited to introduce our first Chief Medical Officer of Hers Dr. Jessica Shepherd. With nearly [--] years of experience Dr. Shepherd is a womens health sexual wellness and menopausal expert a board-certified OB/GYN founder of Sanctum Med and Wellness and https://t.co/V3WVgTEDFh Today were excited to introduce our first Chief Medical Officer of Hers Dr. Jessica Shepherd."  
[X Link](https://x.com/SanCompounding/status/1848390809961566675)  2024-10-21T15:48Z [----] followers, [----] engagements


"5 US Small-Midcaps that have High Growth Cheap and can create multibagger returns over next [--] years: 1/ $ELF 2/ $HIMS 3/ $APP 4/ $FOUR 5/ $ZS A portfolio approach will do Investors great returns"  
[X Link](https://x.com/SanCompounding/status/1848438577392201999)  2024-10-21T18:57Z [----] followers, [----] engagements


"Luxury Consumption as a basket is at a good entry point now. Many top notch brands are available at cheap valuations to enter like $EL $KER $LVMH. $RACE has corrected a bit too. I have created a model Pyramid structure of Luxury consumption brands based on affordability. The higher the value chain higher the pricing power and exclusivity. These businesses tend to have higher returns on Invested capital"  
[X Link](https://x.com/SanCompounding/status/1856432558889709619)  2024-11-12T20:23Z [----] followers, [----] engagements


"Elons view bullish for $HIMS Its not just GLP1 applies to many areas of medical treatments. HIMS CEO Andrews vision from day [--] was to bring healthcare accessibility to all at lowest cost possible. Insurance and PBMs is a big money swindler in US @diana_dukic Making GLP inhibitors available at low cost to Americans who wish to use them would greatly improve health and reduce healthcare costs @diana_dukic Making GLP inhibitors available at low cost to Americans who wish to use them would greatly improve health and reduce healthcare costs"  
[X Link](https://x.com/SanCompounding/status/1857784231004377457)  2024-11-16T13:54Z [----] followers, 45K engagements


"$META $TSLA $DELL $TSSI $IREN $D $VST $CEG $TLN / Meta to Build $10 Billion AI Data Center in Louisiana / xAI Expands Tennessee AI Facility / AWS breaks ground on $11bn data center campus in Indiana This will be tailwinds for [--]. Nuclear and Utilities plants like Vistra Corp Talen energy Constellation energy Dominion energy [--]. Natural gas power plants [--]. Data center build players like Dell Vertiv Iris Energy Total Site Solutions SMCI [--]. Demand for $NVDA Blackwell and ASIC chips"  
[X Link](https://x.com/SanCompounding/status/1864808035249484113)  2024-12-05T23:04Z [----] followers, [----] engagements


"Nice write up 👍def helps I had recently bought into this. Total contract value of their order book for yachts is [--]. [--] billion. $TISG is also building super yacht in Admiral brands contracts. And market is pricing the company at $400 million trading 6X earnings. Operating Income [--] Year CAGR Of 64% There are many EU quality companies with growth available cheap"  
[X Link](https://x.com/SanCompounding/status/1866544757683507265)  2024-12-10T18:05Z [----] followers, [---] engagements


"AI is Everything for the Decade Here are [--] AI Trends/companies to bet on in [----] and for the decade: [--]. Data Orchestration: Data is the foundation of AI. Companies delivering Data pipeline orchestration Data lake and enabling AI modeling $SNOW $INOD [--]. Quantum AI: Quantum chips have groundbreaking capabilities in complex computational power and error corrections. $GOOG Willow chip can complete a complex computing challenge in [--] minutes that would take supercomputers [--] Septillion years [--]. Custom ASICs Application-Specific Integrated Circuit. ASICs are custom-made computer chips that are"  
[X Link](https://x.com/SanCompounding/status/1866913095446081909)  2024-12-11T18:29Z [----] followers, [----] engagements


"$GOOG TPUs (Tensor Processing Units) and $AVGO are eating away $NVDA AI Market share Broadcoms custom-AI-chip revenue grew 220% in [----]. Why Major factor in the 29% rise in Googles cloud revenue is the use of its Tensor Processing Units (TPUs) for training AI models. Example $AAPL is using Google's TPUs instead of Nvidia GPUs to train its artificial intelligence (AI) models. With a 58% market share Google is the market leader in custom cloud AI accelerators. $GOOG Trillium its sixth-generation TPU is now GA Trillium highlights: Over 4x improvement in training performance Up to 3x increase in"  
[X Link](https://x.com/SanCompounding/status/1871947200525373501)  2024-12-25T15:52Z [----] followers, [----] engagements


"@MMMTwealth Good thesis👍. Just the ROE growth of $NU vindicates the quality of assets"  
[X Link](https://x.com/SanCompounding/status/1872357571375620460)  2024-12-26T19:03Z [----] followers, [----] engagements


"@BrianTycangco And $BYD who sold 207k EVs units just in December at 21% Gross margins is trading at $100 billion. Sometime value investors life sucks seeing all the hypes but lesson is to wait it out to mean revert"  
[X Link](https://x.com/SanCompounding/status/1875480376203936184)  2025-01-04T09:52Z [----] followers, [---] engagements


"$NET Cloudflare just reported the largest Distributed Denial-of-Service (DDoS) attack ever recorded A massive [---] terabits per second (Tbps) assault targeting an internet service provider (ISP) in Eastern Asia. Attack Details: The UDP-based attack occurred on October [--] [----]. It targeted an internet service provider (ISP) in Eastern Asia to disrupt its services. Cloudflare a security and connectivity services provider reported that the attack lasted [--] seconds but had no impact on the target due to autonomous detection and mitigation. Rise in Ransom DDoS Attacks: Ransom-driven DDoS attacks"  
[X Link](https://x.com/SanCompounding/status/1882876026298208714)  2025-01-24T19:40Z [----] followers, [----] engagements


"$HIMS is just appealing BREAKING: $HIMS plans to run their first Super Bowl Ad +5% today Heres a look at the ad: https://t.co/vLFIuja0tz BREAKING: $HIMS plans to run their first Super Bowl Ad +5% today Heres a look at the ad: https://t.co/vLFIuja0tz"  
[X Link](https://x.com/SanCompounding/status/1884422147126313187)  2025-01-29T02:03Z [----] followers, [----] engagements


"@Quartr_App @ConsensusGurus @EricJhonsa @InvestWthIcebox @berg_bernt @danielnewmanUV @stackmarket @Frederi55284379 @WilliamGKubik @dissectmarkets Hyperscalers Capex directly reflects in $NVDA AI revenue scaling"  
[X Link](https://x.com/SanCompounding/status/1884722864751821297)  2025-01-29T21:58Z [----] followers, [---] engagements


"$HIMS Super Bowl Ad was a brilliant decision Why The numbers don't lie: 💰 Super Bowl ads hits to $8 million for [--] Seconds 💉30 Seconds - Target Growth TAM ie "Obesity" 🫰 Research shows 20% Return on AD Investment in Super Bowl 🏃♂Athletes have 2.5x more engagement than other celebrities 🧠 Live Sports content drives 25% higher brand recall This year total Super Bowl ad spend could surpass the billion-dollar mark for the first time with nearly an hour of commercial slots sold at an eye-popping rate of around $8 million each. Here is $HIMS Ad 👇 $HIMS Hims & Hers A D2C Health company has"  
[X Link](https://x.com/SanCompounding/status/1888664971308945762)  2025-02-09T19:03Z [----] followers, [----] engagements


"Perplexity Deep Research is just stunning for Investors. Here is an Example . Since the whole world is talking about $GRAB I asked Perplexity Finance -- Deep research to "Give me an Investment thesis on $GRAB" Here is a [--] page Investment Thesis Generated by Perplexity 👇"  
[X Link](https://x.com/SanCompounding/status/1891669483875385351)  2025-02-18T02:02Z [----] followers, [----] engagements


"$PDD Here are [--] facts how they are growin leaps and bounds in International Market: [--]. Globally Temu has 480-490 million users and it aims to reach [---] million users this year. The total number of Temu users in the U.S. is [---] [----] million and it has about [--] million monthly active users of which [--] million make monthly purchases. In Europe the monthly active users are [--] [--] million. [--]. [---] Million Total rich customers in EU for Temu. Germany is the biggest market. Top 3: Germany (16.3 million users) France (12 million) and Italy (10 million) [--]. The internet access of people in Europe is"  
[X Link](https://x.com/SanCompounding/status/1893702923609153972)  2025-02-23T16:42Z [----] followers, 20K engagements


"$PDD Here are [--] facts how they are growin leaps and bounds in International Market: [--]. Globally Temu has 480-490 million users and it aims to reach [---] million users this year. The total number of Temu users in the U.S. is [---] [----] million and it has about [--] million monthly active users of which [--] million make monthly purchases. In Europe the monthly active users are [--] [--] million. [--]. [---] Million Total rich customers in EU for Temu. Germany is the biggest market. Top 3: Germany (16.3 million users) France (12 million) and Italy (10 million) [--]. The internet access of people in Europe is"  
[X Link](https://x.com/SanCompounding/status/1893703269870121440)  2025-02-23T16:43Z [----] followers, [----] engagements


"3 Insanely High Growth Companies at lowest ever valuations: [--]. $NU Bank: Everytime $NU touched $10 range it has bounced by 50% and is back at it again Just see how the earnings has compounded for NU Bank in last [--] years 👇"  
[X Link](https://x.com/SanCompounding/status/1896018082600239217)  2025-03-02T02:01Z [----] followers, [----] engagements


"$BABA CEO Tsai on importance of Xi meeting Chinese entrepreneurs All [--] pillars of GDP growth kicks in:- ✅ Government ✅ Private Capex ✅ Retail Consumption Corporate profits as % of GDP 5% and it can inch up to 12% next [--] years when all drivers of growth peaks. Ex: US corporate profits is 12% of GDP now. China is just at the inflection point $KWEB $BABA $PDD"  
[X Link](https://x.com/SanCompounding/status/1900561630494171533)  2025-03-14T14:56Z [----] followers, [----] engagements


"$FOUR is the Best Way To Benefit From Markets Shifting to EU and EM because Shift4 will have 50% revenues in next [--] years from International Markets at this Pace of Acquisitions - Shift4 is signing up restaurants in Europe left right and center - at rapid momentum of 1000/ Month in International Markets - Primarily driven by Vectron a restaurant software vendor based in Germany has [-----] merchants - And driven by Finaro acquisition helping Shift4 onboard EV Charging across EU clients - Shift4s acquisition of Global Blue is revenue accretive in Internationalization direction - EU LATAM and"  
[X Link](https://x.com/SanCompounding/status/1919435508301631579)  2025-05-05T16:54Z [----] followers, [----] engagements


"INDIA is the Most preferred Equity Market in Asia - Per BOFA Survey India had the most number of Multibaggers over last [--] decades. For investors outside US it is best advised to participate in Indias Growth story through these [--] ETFs: [--]. Vaneck Digital India ETF $DGIN [--]. Range India Financials $INDF [--]. iShares MSCI India ETF $INDA [--]. India Internet ETF $INQQ Or direct stocks like $MMYT and $IBN https://twitter.com/i/web/status/1924089742062174712 https://twitter.com/i/web/status/1924089742062174712"  
[X Link](https://x.com/SanCompounding/status/1924089742062174712)  2025-05-18T13:08Z [----] followers, [---] engagements


"@lalitinvestor Moneycontrol is the worst App in finance. The way they bombard Ads is irritating to users. People would rather pay than see the deluge of ads"  
[X Link](https://x.com/SanCompounding/status/1925989198357582113)  2025-05-23T18:56Z [----] followers, [----] engagements


"Cursor will be the fastest in history to GO - From $1M ARR to $500M in ARR 🚀 And Agentic AI Is just getting started: How to bet on Rapid AI Proliferation I Call them AI Super [---] Small Caps 👇 [--]. $CRDO [--]. $CRWV [--]. $NBIS [--]. $ALAB [--]. $TSSI"  
[X Link](https://x.com/SanCompounding/status/1931319295335711038)  2025-06-07T11:56Z [----] followers, [----] engagements


"By [----] Gartner predicts that 33% of enterprise software applications will include agentic AI up from less than 1% in [----]. $2 Trillion AI Opportunity: How AI Super-8 SMID Caps connects all the Agentic-AI Dots [--]. $CRDO : Custom ASICs is the Need of the hour to de-bottleneck Blackwell cost and availability to scale Credo is the global leader in SerDes IP for custom ASICs for three major AI ASIC server projects: $GOOGL TPU $AMZN Tranium [--] and $MSFT Maia [--] [--]. $ALAB : Astera labs has Purpose-built Connectivity Solutions for AI and Cloud Infrastructure Astera products like Aries PCIe/CXLand Fabric"  
[X Link](https://x.com/SanCompounding/status/1932616376008712200)  2025-06-11T01:50Z [----] followers, [----] engagements


"🚀Looking For Next 10X Returns - Invest in "Moonshot Ideas" for Next [--] Years 📈20 Transformative 'Moonshot Ideas' that will shape Next [--] years: [--]. Cybersecurity :: $CRWD $PANW $CYBR $RBRK $NET (US) $4493.JP (Cyber Security Cloud Japan) TAC Infosec (India) [--]. Renewable energy and EV transition :: TSLA $GEV SMR (Nuclear) BYD CATL XIAOMI (China) [--]. Autonomous Vehicles and Ride share :: $UBER $TSLA GOOGL AMZN ( ZOOX) $NBIS (Avride) BIDU XIAOMI GRAB ( China SEA) [--]. Artificial intelligence Hardware and Software :: NVDA AMD AVGO ORCL TSMC $ALAB $CRWV AMZN GOOG MSFT VRT $CRDO $NBIS ASML (Hardware)"  
[X Link](https://x.com/SanCompounding/status/1935896327768166480)  2025-06-20T03:03Z [----] followers, [----] engagements


"Michael Dells post is super bullish for my AI Super [---] [--]. $CRDO [--]. $CRWV [--]. $NBIS [--]. $ALAB [--]. $TSSI Here are Margin-FCF profile of Super [---] [--]. $CRDO Gross Margin : 65% FCF Margins :: 6.6% EPS : Turned +ve from (.2) to [---] [--]. $CRWV Gross Margin : 74% FCF Margins :: No FCF (Huge Capex) EPS : Loss [--]. $NBIS Gross Margin : 41% FCF Margins :: No FCF (Huge Capex) EPS : Loss [--]. $ALAB Gross Margin : 76% FCF Margins :: 22% EPS : Turned +ve from (.6) to [---] [--]. $TSSI Gross Margin : 12% FCF Margins :: 4% EPS : [---] ✅I like $ALAB and $CRDO based on all growth and margins metrics ✅But IAAS Data Center"  
[X Link](https://x.com/SanCompounding/status/1940958058605432920)  2025-07-04T02:17Z [----] followers, [----] engagements


"AppLovins AI AXON engine has been trained on more than $10 billion of historical ad spend augments campaigns in real time If you pair $APP s algorithm with the TikTok audience the expansion on that platform for dollars spent will be through the roof 🚀"  
[X Link](https://x.com/SanCompounding/status/1943727027590234324)  2025-07-11T17:40Z [----] followers, [----] engagements


"40 AI Companies Across Ecosystem :: LLMs: $MSFT $GOOG $META GROK $BABA Nuclear: $GEV $SMR $OKLO Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR ASICs: $AVGO $MRVL $META Energy/Grid: $AMSC $TLN $VST HPC connectivity: $CRDO $ALAB Data Centers: $IREN $NBIS $APLD AI Racks /HVAC: $SMCI $VRT $TGEN $DELL $TSSI Hyperscalers: $MSFT $CRWV $GOOGL $AMZN Agentic AI: $RBRK $NOW $SNOW $CRM Cybersecurity: $PANW $NET $CRWD Data: $RDDT $INOD $META (SCALE AI)"  
[X Link](https://x.com/SanCompounding/status/1952454224752607684)  2025-08-04T19:38Z [----] followers, 82.6K engagements


"$TTD JUS [--] slides from Earning presentation investors need to gain conviction through this DIP 👇"  
[X Link](https://x.com/SanCompounding/status/1953557403263242670)  2025-08-07T20:42Z [----] followers, 10.2K engagements


"Bookmark this. Bridgewater exit could mark the quarter Chinese stocks hit the bottom. $BABA $KWEB Bridgewater Exits Alibaba Shifts to Google Meta Microsoft Amid China Pullback Bridgewater Associates the worlds largest hedge fund sold all its holdings in US-listed Chinese companies in Q2 signaling a retreat amid geopolitical tensions and weakening investor sentiment. https://t.co/JtHH8uvZDY Bridgewater Exits Alibaba Shifts to Google Meta Microsoft Amid China Pullback Bridgewater Associates the worlds largest hedge fund sold all its holdings in US-listed Chinese companies in Q2 signaling a"  
[X Link](https://x.com/SanCompounding/status/1956015890605949020)  2025-08-14T15:31Z [----] followers, [----] engagements


"$CRWV: Nvidia $6.3 Billion AI Cloud Deal $NVDA owns a 6.6% stake in CoreWeave and supplies its data centers with advanced GPUs CoreWeave [----] revenue estimate is $5.3 billion From [----] to [----] analysts project CoreWeaves revenue to grow at a compound annual rate of 106% reaching $16.7 billion or higher And revenue could even ramp up to $30 billion after [----] based on Order Backlog"  
[X Link](https://x.com/SanCompounding/status/1967727802343625086)  2025-09-15T23:10Z [----] followers, [----] engagements


"Best [--] AI Driven QTD performers 🚀 [--]. Astera Labs ( $ALAB): +116.55% High-speed connectivity leader benefiting from explosive demand in AI data centers with strong Q3 revenue growth projections. [--]. Credo Technology ( $CRDO): +57.26% Provider of advanced connectivity solutions driven by over 85% expected revenue growth in AI-driven products like retimers and AECs. [--]. Nebius ( $NBIS): +102.91% AI NEO-Cloud provider. Large deal with $MSFT [--]. Iris Energy ( $IREN): +222.10% DOUBLING AI data centers capitalizing on energy-efficient compute power amid surging AI investments. [--]. AppLovin ( $APP):"  
[X Link](https://x.com/SanCompounding/status/1973206547984470361)  2025-10-01T02:01Z [----] followers, 10.8K engagements


"@biancoresearch Here is a better [--] AI list represented https://x.com/sancompounding/status/1952454224752607684s=46 [--] AI Companies Across Ecosystem :: LLMs: $MSFT $GOOG $META GROK $BABA Nuclear: $GEV $SMR $OKLO Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR ASICs: $AVGO $MRVL $META Energy/Grid: $AMSC $TLN $VST HPC connectivity: $CRDO $ALAB Data Centers: $IREN $NBIS $APLD AI Racks https://t.co/ymIEDKtvsi https://x.com/sancompounding/status/1952454224752607684s=46 [--] AI Companies Across Ecosystem :: LLMs: $MSFT $GOOG $META GROK $BABA Nuclear: $GEV $SMR $OKLO Semis: $NVDA $AMD $TSM $ASML"  
[X Link](https://x.com/SanCompounding/status/1975243066673144275)  2025-10-06T16:53Z [----] followers, [----] engagements


"$NVDA is becoming the Berkshire of AI companies. Nvidia to invest up to $2 billion in xAI. That means a 1% holding in xAI valued at $200 billion. Concentrated in $CRWV as the largest bet 🎯"  
[X Link](https://x.com/SanCompounding/status/1975898501537263630)  2025-10-08T12:18Z [----] followers, 12.2K engagements


"Rare Earths are in demand but its tough to pick stocks. So buying an ETF is a great choice There are couple ETFs focused on rare earth stocks. [--]. VanEck Rare Earth and Strategic Metals ETF ( $REMX) Companies involved in mining refining and producing rare earth and strategic metals. Below is a detailed breakdown of the top [--] holdings 👇 [--]. TSX: $LAC - Lithium Americas Corp. (8.09%) [--]. ASX: $LYC - Lynas Rare Earths Limited (7.63%) [--]. $MP - MP Materials Corp. (7.12%) [--]. ASX: $PLS - Pilbara Minerals Limited (6.42%) [--]. $ALB - Albemarle Corporation (6.38%) [--]. $SHA:600111 - China Northern Rare"  
[X Link](https://x.com/SanCompounding/status/1977019469550469492)  2025-10-11T14:32Z [----] followers, [----] engagements


"THIS WILL MAKE CHINA AS THE BEST MARKET RETURN IN [----] Terrific [--] $BABA 🚀 BREAKING: US Treasury Secretary Bessent says China is "ready" to make a trade deal with the US after [--] days of negotiations. Bessent says the agreement will remove President Trump's 100% tariff set to go live November 1st. BREAKING: US Treasury Secretary Bessent says China is "ready" to make a trade deal with the US after [--] days of negotiations. Bessent says the agreement will remove President Trump's 100% tariff set to go live November 1st"  
[X Link](https://x.com/SanCompounding/status/1982414714031530066)  2025-10-26T11:51Z [----] followers, [----] engagements


"ANT IPO AND AI CHIPS WILL TAKE $BABA TO $1 TRILLION VALUATION $RKLB STILL HAS LONG RUNWAY - TAKING A LEAF OUT IF SPACE && $CRWV MCAP WILL BE A $200 BILLION BASED ON ANTHROPIC AND OPENAI PREMIUM IN PRIVATE MARKETS"  
[X Link](https://x.com/SanCompounding/status/1984834836456939574)  2025-11-02T04:07Z [----] followers, [----] engagements


"Top [--] AI Stocks If China will win AI RACE [--]. $DRGN AI Chipmakers ETF (stocks like Cambricon Technologies) [--]. $BABA Leader in AI Chips and LLMs [--]. $BIDU LLMs and Autonomous cars [--]. $XIACF AI Models and Humanoids [--]. $KSHTY AI Kling model for content"  
[X Link](https://x.com/SanCompounding/status/1986398922819141892)  2025-11-06T11:43Z [----] followers, [----] engagements


"Googles NEW AI Designer - Figma Yes $GOOGL has invested in $FIG Story of Figma 👇 How Figma was born  [--] college kids Dylan Field and Evan Wallace spotted a big gap in design tools - All are single player and offline built a collaborative design tool from dorm clone Google docs to collaborate design Figma was born Photoshop in the browser Figma means "figment of your imagination made real" No need to install software Launch Growth and Market Domination (20162021) Monetization kicked off in [----] - 700K revenue 10X better designs by multiplayers Freemium model - for Rapid Growth Revenue climbed"  
[X Link](https://x.com/SanCompounding/status/1987161422434836791)  2025-11-08T14:12Z [----] followers, [----] engagements


"Korean companies going all-in AI Korea is the new China/Taiwan for US Semi supply chain $KORU SK Hynix Plans to Establish a Dedicated US-Focused Wing Ironically Called the AI Company to Capitalize on Memory Demand. 📰 News Source: https://t.co/er55uIjXi2 https://t.co/Q8p668Zrtg SK Hynix Plans to Establish a Dedicated US-Focused Wing Ironically Called the AI Company to Capitalize on Memory Demand. 📰 News Source: https://t.co/er55uIjXi2 https://t.co/Q8p668Zrtg"  
[X Link](https://x.com/SanCompounding/status/2018065617732210795)  2026-02-01T20:55Z [----] followers, [---] engagements


"Korea could well be the best market in [----] 🚀Strong tailwinds : $KORU ✅Memory super cycle 🌍Defence outsourcing by EU 🏦Digital banks ( rate cuts) and deregulations 📊AI Chip partnerships - Samsung with xAI The Memory Supercycle is here. New reports from Morgan Stanley est. - Samsung's net profit $163.0B USD - SK Hynix's $120.9B USD. That would make Samsung the most profitable company in the world even more than $NVDA and $GOOGL. Here are the top [--] rankings: [--]. Samsung https://t.co/EllvfY0dxq The Memory Supercycle is here. New reports from Morgan Stanley est. - Samsung's net profit $163.0B"  
[X Link](https://x.com/SanCompounding/status/2018137442365395032)  2026-02-02T01:40Z [----] followers, [---] engagements

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