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# ![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1675352906025902082.png) @_travellingmonk Inquisitive Investor | Sumit

Inquisitive Investor | Sumit posts on X about $tsla, hims, $rklb, $hims the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1675352906025902082/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675352906025902082/c:line/m:interactions.svg)

- X Week XXXXX +1,279%
- X Month XXXXXX +42%
- X Months XXXXXX -XX%
- X Year XXXXXXX +545%

### Mentions: XX [#](/creator/twitter::1675352906025902082/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675352906025902082/c:line/m:posts_active.svg)


### Followers: XXX [#](/creator/twitter::1675352906025902082/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675352906025902082/c:line/m:followers.svg)

- X Week XXX +12%
- X Month XXX +15%
- X Months XXX +39%
- X Year XXX +11%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1675352906025902082/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675352906025902082/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1675352906025902082/influence)
---

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [automotive brands](/list/automotive-brands)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries) 

**Social topic influence**
[$tsla](/topic/$tsla), [hims](/topic/hims), [$rklb](/topic/$rklb), [$hims](/topic/$hims), [asts](/topic/asts), [rklb](/topic/rklb), [$asts](/topic/$asts), [10x](/topic/10x), [oscr](/topic/oscr), [$oscr](/topic/$oscr)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Advanced Micro Devices (AMD)](/topic/$amd) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Palantir (PLTR)](/topic/$pltr) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [MercadoLibre Inc (MELI)](/topic/$meli) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [IonQ, Inc. (IONQ)](/topic/$ionq) [NuCypher (NU)](/topic/$nu) [Oklo Inc. (OKLO)](/topic/$oklo) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Spotify Technology (SPOT)](/topic/$spot) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Zscaler Inc (ZS)](/topic/$zs) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Global-E Online Ltd. Ordinary Shares (GLBE)](/topic/$glbe) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Metadium (META)](/topic/$meta) [Cloudflare, Inc. (NET)](/topic/$net) [Snowflake, Inc. (SNOW)](/topic/$snow) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Costco Hot Dog (COST)](/topic/$cost) [Walmart, Inc. (WMT)](/topic/$wmt) [Apple, Inc. (AAPL)](/topic/$aapl) [Shopify Inc (SHOP)](/topic/$shop) [Netflix Inc (NFLX)](/topic/$nflx) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Archer Aviation Inc. (ACHR)](/topic/$achr) [BEAM (BEAM)](/topic/$beam)
### Top Social Posts [#](/creator/twitter::1675352906025902082/posts)
---
Top posts by engagements in the last XX hours

"companies to study and build your conviction for coming decades $HIMS $TSLA $PLTR $DUOL $RKLB $MELI $EOSE $OKLO $CRWD $ISRG $ZS $TSM $AMD $NBIS $TTD $TMDX $GLBE $DLO $MNMD $ISRG $PRME $TEM $SPOT $ASTS $NU $ABCL $NTLA $LMND $OSCR $IONQ $IREN study & find ur mag X from the list"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945598132210811135) 2025-07-16 21:35:16 UTC XXX followers, 1550 engagements


"$OSCR in a nutshell: X. Customer centric healthcare X. Techfirst Insurance X. AIDriven Underwriting X. Membership Growth + Profitability X. Mission driven leadership X. +Oscar Platform powers cost efficiency X. Full stack member experience & clinical AI built from code"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945978752615248370) 2025-07-17 22:47:43 UTC XXX followers, XX engagements


"Sooner $HIMS and $TSLA would start their bull run and you will ask - why didnt I double down on them This is your reminder"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1946212967273333082) 2025-07-18 14:18:24 UTC XXX followers, XX engagements


"$TSLA in a nutshell: X. EV X. Energy X. Autonomy bet X. Vertical Integration X. Deflationary manufacturing flywheel X. AI Robotics Energy converging X. Cost Leadership drives scalable demand X. Dojo + Optimus = Infinite Optionality X. A multi-decade innovation engine"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945532836502532199) 2025-07-16 17:15:49 UTC XXX followers, XX engagements


"$ABCL vs $PRME (Biotech) $ABCL is a platform play with a $500M+ cash has partnerships with Eli Lilly GSK & Moderna and has optionality in over XXX discovery programs. $PRME is a moonshot play (CRISPR XXX (just vision as of now) with $120M (high cash burn) and debt equity"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945834490569327093) 2025-07-17 13:14:29 UTC XXX followers, 2189 engagements


"The market is still mispricing these names long-term optionality. $TSLA $HIMS $AMZN $DUOL $MELI $CRWD $AMD $ISRG $OSCR $NU"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1946434348346937808) 2025-07-19 04:58:06 UTC XXX followers, XXX engagements


"Top X things to look out for when going for long term investing : X. Growth X. Value X. Innovation Companies that exhibits all X : $TSLA $HIMS $PLTR $AMZN $MELI $CRWD $RKLB $MSFT $GOOGL $TSM $AMD $SNOW $NET $ASML $NVDA $COST $WMT $AAPL $SHOP $META $DUOL $ASTS $NFLX $SPOT $NU"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945476014349353307) 2025-07-16 13:30:01 UTC XXX followers, XXX engagements


"$IONQ vs $QBTS vs $RGTI (Quantum) $IONQ has cash + growth +acquisitions (Capella).building a full-stack quantum platform - h/w s/w & networking $QBTS has growth but heavy burn $RGTI has declining sales + cash drain P/S ratios (TTM): $RGTI 526x $IONQ 265x $QBTS 177x"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945836981675553126) 2025-07-17 13:24:22 UTC XXX followers, XXX engagements


"$ASTS - still burning cash and selling a dream - still pre-revenue - trust and traction visibility is missing - binary bet on satellite-to-phone tech and regulatory wins - moonshot idea but no moat yet - If it succeeds its 50x. But if it fails its zero"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945682957856919572) 2025-07-17 03:12:20 UTC XXX followers, XXX engagements


"8 AI edge businesses (10x prob./10yrs) $TSLA Dojo FSD Optimus $PLTR AIP $CRWD AI-led cybersecurity $DUOL AI based learning $HIMS AI-guided health personalization $SPOT AI discovery engine $RKLB AI-optimized launch & satellite op $AMD AI Edge and Inference chips"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945670355391070533) 2025-07-17 02:22:16 UTC XXX followers, XXX engagements


"Which of the below high risk-high return small caps can 10x+ from here and why These are : X. founder led X. have massive TAM X. have disruptive edge & optionality X. AI/Sector tailwind $TEM $NBIS $ASTS $IONQ $ENVX $OKLO $ABCL Add others"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945950860409790649) 2025-07-17 20:56:53 UTC XXX followers, XXX engagements


"$TSLA can surpass 7.5T+ of valuation with Optimus alone $TSLA #TSLA #TeslaOptimus #Optimus"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945596314210730032) 2025-07-16 21:28:03 UTC XXX followers, XX engagements


"It seems my first 10x would come from $RKLB. Here is the thesis for $RKLB in a nutshell: Space E2E launch Vertical integration Electron + photon advantage Expanding into space systems + satellites Becoming AWS of Space infra layer Peter beck leadership"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945481464960692408) 2025-07-16 13:51:41 UTC XXX followers, XXX engagements


"After doing a deep dive on the below companies I have started to build strong conviction on $RKLB $ASTS $NBIS $ABCL for 10x+ returns in coming decades"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945245318045409521) 2025-07-15 22:13:19 UTC XXX followers, XXX engagements


"$HIMS in a nutshell: X. Access X. Affordable healthcare X. Telehealth platform X. AI Personalization X. Brand-led customer obsession X. Recurring revenue via Subscriptions X. Scaling trust across demographics X. Distribution R&D in healthcare now X. Early $AMZN of modern med"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945478920003793230) 2025-07-16 13:41:34 UTC XXX followers, XXX engagements


"$RKLB vs $ASTS $RKLB - founder driven - vertical integration (building launching and scaling) - FCF visibilty still burning cash but it has revenue gross margins and customer prepayments (1b+ backlog). - growing economic moat - product-market fit launches and LTV proof"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945681991891824777) 2025-07-17 03:08:30 UTC XXX followers, XXX engagements


"5 point investing filter of mine X. TAM Is the market size massive X. Moat what makes it hard to copy X. Leadership founders mission driven X. Market cap Is there room to 10x X. Time can I hold it for a decade Currently analyzing : $ABCL $NBIS $PRME $OKLO $EOSE"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945317949260058790) 2025-07-16 03:01:56 UTC XXX followers, 1140 engagements


"$MELI in a nutshell: Commerce LatAm Superapp E-commerce + Fintech Moat via Mercado Pago & Envios Amazon + PayPal for Latin America Dominant distribution +Logistics network Multiple growth engines in under-penetrated market"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945944995489300945) 2025-07-17 20:33:35 UTC XXX followers, XXX engagements


"All of them ( $IONQ $QBTS $RGTI) are moonshot and speculative as of now. Would not consider anyone at this point in time. Can only add $IONQ if it comes below $XX for moonshot play"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945885203454673206) 2025-07-17 16:35:59 UTC XXX followers, XXX engagements


"First 10x in US Holding Way to go $RKLB (avg. 4.7). I expect the same with $TSLA $HIMS $PLTR Within XX years"  
![@_travellingmonk Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1675352906025902082.png) [@_travellingmonk](/creator/x/_travellingmonk) on [X](/post/tweet/1945928937441579459) 2025-07-17 19:29:46 UTC XXX followers, XXX 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.]

@_travellingmonk Avatar @_travellingmonk Inquisitive Investor | Sumit

Inquisitive Investor | Sumit posts on X about $tsla, hims, $rklb, $hims the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX +1,279%
  • X Month XXXXXX +42%
  • X Months XXXXXX -XX%
  • X Year XXXXXXX +545%

Mentions: XX #

Mentions Line Chart

Followers: XXX #

Followers Line Chart

  • X Week XXX +12%
  • X Month XXX +15%
  • X Months XXX +39%
  • X Year XXX +11%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance stocks automotive brands technology brands cryptocurrencies countries

Social topic influence $tsla, hims, $rklb, $hims, asts, rklb, $asts, 10x, oscr, $oscr

Top assets mentioned Tesla, Inc. (TSLA) Rocket Lab USA, Inc. Common Stock (RKLB) Hims & Hers Health, Inc. (HIMS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Oscar Health, Inc. (OSCR) Advanced Micro Devices (AMD) Crowdstrike Holdings Inc (CRWD) Palantir (PLTR) Duolingo, Inc. Class A Common Stock (DUOL) MercadoLibre Inc (MELI) Nebius Group N.V. Class A Ordinary Shares (NBIS) IonQ, Inc. (IONQ) NuCypher (NU) Oklo Inc. (OKLO) Tempus AI, Inc. Class A Common Stock (TEM) Spotify Technology (SPOT) Amazon.com, Inc. (AMZN) Taiwan Semiconductor (TSM) Eos Energy Enterprises, Inc. (EOSE) Intuitive Surgical, Inc. (ISRG) DLocal Limited Class A Common Shares (DLO) D-Wave Quantum Inc. (QBTS) Rigetti Computing, Inc. Common Stock (RGTI) Trade Desk, Inc. (TTD) Zscaler Inc (ZS) TransMedics Group, Inc. Common Stock (TMDX) Global-E Online Ltd. Ordinary Shares (GLBE) Intellia Therapeutics, Inc (NTLA) Lemonade, Inc. (LMND) Iris Energy Limited Ordinary Shares (IREN) Eli Lilly and Company (LLY) Metadium (META) Cloudflare, Inc. (NET) Snowflake, Inc. (SNOW) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Costco Hot Dog (COST) Walmart, Inc. (WMT) Apple, Inc. (AAPL) Shopify Inc (SHOP) Netflix Inc (NFLX) Enovix Corporation Common Stock (ENVX) Peloton Interactive, Inc. Class A Common Stock (PTON) Archer Aviation Inc. (ACHR) BEAM (BEAM)

Top Social Posts #


Top posts by engagements in the last XX hours

"companies to study and build your conviction for coming decades $HIMS $TSLA $PLTR $DUOL $RKLB $MELI $EOSE $OKLO $CRWD $ISRG $ZS $TSM $AMD $NBIS $TTD $TMDX $GLBE $DLO $MNMD $ISRG $PRME $TEM $SPOT $ASTS $NU $ABCL $NTLA $LMND $OSCR $IONQ $IREN study & find ur mag X from the list"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-16 21:35:16 UTC XXX followers, 1550 engagements

"$OSCR in a nutshell: X. Customer centric healthcare X. Techfirst Insurance X. AIDriven Underwriting X. Membership Growth + Profitability X. Mission driven leadership X. +Oscar Platform powers cost efficiency X. Full stack member experience & clinical AI built from code"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-17 22:47:43 UTC XXX followers, XX engagements

"Sooner $HIMS and $TSLA would start their bull run and you will ask - why didnt I double down on them This is your reminder"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-18 14:18:24 UTC XXX followers, XX engagements

"$TSLA in a nutshell: X. EV X. Energy X. Autonomy bet X. Vertical Integration X. Deflationary manufacturing flywheel X. AI Robotics Energy converging X. Cost Leadership drives scalable demand X. Dojo + Optimus = Infinite Optionality X. A multi-decade innovation engine"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-16 17:15:49 UTC XXX followers, XX engagements

"$ABCL vs $PRME (Biotech) $ABCL is a platform play with a $500M+ cash has partnerships with Eli Lilly GSK & Moderna and has optionality in over XXX discovery programs. $PRME is a moonshot play (CRISPR XXX (just vision as of now) with $120M (high cash burn) and debt equity"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-17 13:14:29 UTC XXX followers, 2189 engagements

"The market is still mispricing these names long-term optionality. $TSLA $HIMS $AMZN $DUOL $MELI $CRWD $AMD $ISRG $OSCR $NU"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-19 04:58:06 UTC XXX followers, XXX engagements

"Top X things to look out for when going for long term investing : X. Growth X. Value X. Innovation Companies that exhibits all X : $TSLA $HIMS $PLTR $AMZN $MELI $CRWD $RKLB $MSFT $GOOGL $TSM $AMD $SNOW $NET $ASML $NVDA $COST $WMT $AAPL $SHOP $META $DUOL $ASTS $NFLX $SPOT $NU"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-16 13:30:01 UTC XXX followers, XXX engagements

"$IONQ vs $QBTS vs $RGTI (Quantum) $IONQ has cash + growth +acquisitions (Capella).building a full-stack quantum platform - h/w s/w & networking $QBTS has growth but heavy burn $RGTI has declining sales + cash drain P/S ratios (TTM): $RGTI 526x $IONQ 265x $QBTS 177x"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-17 13:24:22 UTC XXX followers, XXX engagements

"$ASTS - still burning cash and selling a dream - still pre-revenue - trust and traction visibility is missing - binary bet on satellite-to-phone tech and regulatory wins - moonshot idea but no moat yet - If it succeeds its 50x. But if it fails its zero"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-17 03:12:20 UTC XXX followers, XXX engagements

"8 AI edge businesses (10x prob./10yrs) $TSLA Dojo FSD Optimus $PLTR AIP $CRWD AI-led cybersecurity $DUOL AI based learning $HIMS AI-guided health personalization $SPOT AI discovery engine $RKLB AI-optimized launch & satellite op $AMD AI Edge and Inference chips"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-17 02:22:16 UTC XXX followers, XXX engagements

"Which of the below high risk-high return small caps can 10x+ from here and why These are : X. founder led X. have massive TAM X. have disruptive edge & optionality X. AI/Sector tailwind $TEM $NBIS $ASTS $IONQ $ENVX $OKLO $ABCL Add others"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-17 20:56:53 UTC XXX followers, XXX engagements

"$TSLA can surpass 7.5T+ of valuation with Optimus alone $TSLA #TSLA #TeslaOptimus #Optimus"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-16 21:28:03 UTC XXX followers, XX engagements

"It seems my first 10x would come from $RKLB. Here is the thesis for $RKLB in a nutshell: Space E2E launch Vertical integration Electron + photon advantage Expanding into space systems + satellites Becoming AWS of Space infra layer Peter beck leadership"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-16 13:51:41 UTC XXX followers, XXX engagements

"After doing a deep dive on the below companies I have started to build strong conviction on $RKLB $ASTS $NBIS $ABCL for 10x+ returns in coming decades"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-15 22:13:19 UTC XXX followers, XXX engagements

"$HIMS in a nutshell: X. Access X. Affordable healthcare X. Telehealth platform X. AI Personalization X. Brand-led customer obsession X. Recurring revenue via Subscriptions X. Scaling trust across demographics X. Distribution R&D in healthcare now X. Early $AMZN of modern med"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-16 13:41:34 UTC XXX followers, XXX engagements

"$RKLB vs $ASTS $RKLB - founder driven - vertical integration (building launching and scaling) - FCF visibilty still burning cash but it has revenue gross margins and customer prepayments (1b+ backlog). - growing economic moat - product-market fit launches and LTV proof"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-17 03:08:30 UTC XXX followers, XXX engagements

"5 point investing filter of mine X. TAM Is the market size massive X. Moat what makes it hard to copy X. Leadership founders mission driven X. Market cap Is there room to 10x X. Time can I hold it for a decade Currently analyzing : $ABCL $NBIS $PRME $OKLO $EOSE"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-16 03:01:56 UTC XXX followers, 1140 engagements

"$MELI in a nutshell: Commerce LatAm Superapp E-commerce + Fintech Moat via Mercado Pago & Envios Amazon + PayPal for Latin America Dominant distribution +Logistics network Multiple growth engines in under-penetrated market"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-17 20:33:35 UTC XXX followers, XXX engagements

"All of them ( $IONQ $QBTS $RGTI) are moonshot and speculative as of now. Would not consider anyone at this point in time. Can only add $IONQ if it comes below $XX for moonshot play"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-17 16:35:59 UTC XXX followers, XXX engagements

"First 10x in US Holding Way to go $RKLB (avg. 4.7). I expect the same with $TSLA $HIMS $PLTR Within XX years"
@_travellingmonk Avatar @_travellingmonk on X 2025-07-17 19:29:46 UTC XXX followers, XXX engagements

creator/x::_travellingmonk
/creator/x::_travellingmonk