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# ![@alc2022 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1329828490737233921.png) @alc2022 Antonio Linares

Antonio Linares is being referred to as "the machine that prints 100x investments". He appears to be a highly successful investor with a track record of making bold and accurate predictions about various stocks, including $AMD, $PLTR, $HIMS, and $ASTS. His investment thesis and insights have garnered significant attention and admiration from his online community.

### Engagements: XXXXXXX [#](/creator/twitter::1329828490737233921/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1329828490737233921/c:line/m:interactions.svg)

- X Week XXXXXXXXX +16%
- X Month XXXXXXXXXX +77%
- X Months XXXXXXXXXX +5.80%
- X Year XXXXXXXXXXX +293%

### Mentions: XXX [#](/creator/twitter::1329828490737233921/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1329828490737233921/c:line/m:posts_active.svg)

- X Week XXX +32%
- X Month XXX +61%
- X Months XXXXX -XXXX%
- X Year XXXXX +127%

### Followers: XXXXXXX [#](/creator/twitter::1329828490737233921/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1329828490737233921/c:line/m:followers.svg)

- X Week XXXXXXX +1.40%
- X Month XXXXXXX +6.30%
- X Months XXXXXXX +59%
- X Year XXXXXXX +218%

### CreatorRank: XXXXXX [#](/creator/twitter::1329828490737233921/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1329828490737233921/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1329828490737233921/influence)
---

**Social category influence**
[stocks](/list/stocks)  #1314 [technology brands](/list/technology-brands)  #6915 [finance](/list/finance)  #3263 [automotive brands](/list/automotive-brands)  #4304 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$amd](/topic/$amd) #4, [$hims](/topic/$hims) #8, [$pltr](/topic/$pltr) #16, [$duol](/topic/$duol) #42, [$asts](/topic/$asts) #12, [over the](/topic/over-the) #822, [stocks](/topic/stocks) 0.78%, [$iren](/topic/$iren) #47, [$tsla](/topic/$tsla) #45, [asts](/topic/asts) #15

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@danielisdizzy](/creator/undefined) [@number1invest_](/creator/undefined) [@nighthawktradez](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@stockstormx](/creator/undefined) [@zeff_pena](/creator/undefined) [@007ofwallst](/creator/undefined) [@guvscryptotips](/creator/undefined) [@curioustraderie](/creator/undefined) [@braxtonproper](/creator/undefined) [@sunshine01av](/creator/undefined) [@yodastockinvest](/creator/undefined) [@saintagnesbets](/creator/undefined) [@therealbirnbaum](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@andrewdudum](/creator/undefined) [@hermesinvest1](/creator/undefined) [@moninvestor](/creator/undefined) [@deepvaluebagger](/creator/undefined)

**Top assets mentioned**
[Advanced Micro Devices (AMD)](/topic/$amd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Palantir (PLTR)](/topic/$pltr) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [IREN Limited (IREN)](/topic/$iren) [Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Spotify Technology (SPOT)](/topic/$spot) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Costco Hot Dog (COST)](/topic/$cost) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [UiPath, Inc. (PATH)](/topic/$path) [GameStop, Corp. (GME)](/topic/$gme) [Microsoft Corp. (MSFT)](/topic/microsoft) [DoorDash, Inc. (DASH)](/topic/doordash) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Oracle Corporation (ORCL)](/topic/$orcl) [Eli Lilly and Company (LLY)](/topic/$lly) [Nike Inc (NKE)](/topic/$nke) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts [#](/creator/twitter::1329828490737233921/posts)
---
Top posts by engagements in the last XX hours

"This is my $DUOL thesis"  
[X Link](https://x.com/alc2022/status/1976618108572872893) [@alc2022](/creator/x/alc2022) 2025-10-10T11:57Z 106.7K followers, 86.3K engagements


"I went long $AMD at $XXX and $TSLA at $XX. Next I went long $PLTR at $X $SPOT at $XXXXX and $HIMS at $XX and I'm still holding all of them. These picks have changed my life. $DUOL is my next giga bet. I believe $DUOL is set to take the entire $10T global education market 🧵"  
[X Link](https://x.com/alc2022/status/1971510096732770560) [@alc2022](/creator/x/alc2022) 2025-09-26T09:40Z 106.7K followers, 108.6K engagements


"My $DUOL pick is going to make XXXX% of financial analysts worldwide reconsider their very existence"  
[X Link](https://x.com/alc2022/status/1975898537654374436) [@alc2022](/creator/x/alc2022) 2025-10-08T12:18Z 106.7K followers, 52.5K engagements


"The 6th is $DUOL and its going to rip faces"  
[X Link](https://x.com/alc2022/status/1977401431226261793) [@alc2022](/creator/x/alc2022) 2025-10-12T15:50Z 106.7K followers, 23.5K engagements


"I believe $AMD is going to announce a few more giga-partnerships soon. The power of $AMD's chiplet platform remains widely misunderstood. Experts are only just starting to understand it. $AMD is the next trillion $ AI giant"  
[X Link](https://x.com/alc2022/status/1977704317638385928) [@alc2022](/creator/x/alc2022) 2025-10-13T11:53Z 106.7K followers, 105.9K engagements


"Good morning to everyone and especially $AMD shareholders except for those that rotate their portfolio"  
[X Link](https://x.com/alc2022/status/1977707232834748797) [@alc2022](/creator/x/alc2022) 2025-10-13T12:05Z 106.7K followers, 31.3K engagements


"Only pussies spend more than X minutes reading income statements"  
[X Link](https://x.com/alc2022/status/1977751410704822324) [@alc2022](/creator/x/alc2022) 2025-10-13T15:00Z 106.7K followers, 72.2K engagements


"By studying $IREN $ASTS $RKLB $ABCL $RIVN and others closely over time I'm starting to figure out how to apply my framework (behind my massive $PLTR $AMD $SPOT $HIMS picks) to early-stage pre-cash-flow VC bets in the public markets. Here's what I've learnt"  
[X Link](https://x.com/alc2022/status/1977806227120820229) [@alc2022](/creator/x/alc2022) 2025-10-13T18:38Z 106.7K followers, 105.9K engagements


"THE $HIMS SQUEEZE IS HERE"  
[X Link](https://x.com/alc2022/status/1978536995321155675) [@alc2022](/creator/x/alc2022) 2025-10-15T19:02Z 106.7K followers, 359.3K engagements


"The patients that are not responding to Anktiva have one thing in common: a lymphocyte count below 1200 cells/L a.k.a an excessively wrecked immune system. As I've explained many times Thymosin Alpha X (peptide) is quite effective at reversing lymphopenia"  
[X Link](https://x.com/alc2022/status/1978772702782484838) [@alc2022](/creator/x/alc2022) 2025-10-16T10:39Z 106.7K followers, 16.7K engagements


"Not looking good for $HIMS shorts today after yesterday's run. Will probably be a hard day for them My THOUGHTS AND PRAYERS go to their mothers"  
[X Link](https://x.com/alc2022/status/1978779265979097144) [@alc2022](/creator/x/alc2022) 2025-10-16T11:05Z 106.7K followers, 36.4K engagements


"Datacenters are AI at the Edge. We're going to want both training and inference to happen as close as possible to where customers will use AI. $AMD's chiplet platform has a MASSIVE advantage in a distributed future"  
[X Link](https://x.com/alc2022/status/1979136576820044139) [@alc2022](/creator/x/alc2022) 2025-10-17T10:45Z 106.7K followers, 40.1K engagements


"$10000/share for $AMD in some years actually makes sense. I believe my $AMD position is going to be worth hundreds of millions of $"  
[X Link](https://x.com/alc2022/status/1979139403831247060) [@alc2022](/creator/x/alc2022) 2025-10-17T10:56Z 106.7K followers, 77.8K engagements


"Panicans dont make money"  
[X Link](https://x.com/alc2022/status/1979183333109035463) [@alc2022](/creator/x/alc2022) 2025-10-17T13:50Z 106.7K followers, 47.7K engagements


"At the height of todays shiatsu session when I felt like I was levitating my shiatsu master Yoshi asked my what I truly want to achieve in life and visualize it. I promptly responded: to fucking burn the $HIMS shorts Sensei"  
[X Link](https://x.com/alc2022/status/1979238864007942615) [@alc2022](/creator/x/alc2022) 2025-10-17T17:31Z 106.7K followers, 46.8K engagements


"Before $AMD went up XXX% this year every single chip expert analyst and retail investor gave up on $AMD. Whats worse on FinX were commending each other for their prudence and honorability in punting $AMD Morale of the story: going with the herd doesnt make you money"  
[X Link](https://x.com/alc2022/status/1979489013372473847) [@alc2022](/creator/x/alc2022) 2025-10-18T10:05Z 106.7K followers, 22.7K engagements


"I dont rule out working for a firm. But only for $40m/year"  
[X Link](https://x.com/alc2022/status/1979635626950750565) [@alc2022](/creator/x/alc2022) 2025-10-18T19:48Z 106.7K followers, 220.6K engagements


"$PLTR has 100x potential. From here (after going up 1734% since the IPO)"  
[X Link](https://x.com/alc2022/status/1975647323423170568) [@alc2022](/creator/x/alc2022) 2025-10-07T19:40Z 106.7K followers, 34.8K engagements


"My dream team"  
[X Link](https://x.com/alc2022/status/1977703939299561981) [@alc2022](/creator/x/alc2022) 2025-10-13T11:52Z 106.7K followers, 15.4K engagements


"$AMD time is here"  
[X Link](https://x.com/alc2022/status/1978078644267270546) [@alc2022](/creator/x/alc2022) 2025-10-14T12:41Z 106.7K followers, 40.6K engagements


"$IBRX hockey-stick revenue coincides with $OSCR morbidity ticking up. What's going on here"  
[X Link](https://x.com/alc2022/status/1978770623129141544) [@alc2022](/creator/x/alc2022) 2025-10-16T10:30Z 106.7K followers, 18K engagements


"9. However I recently understood that: I. AI at the Edge is going to be a massive market. II. Every single device is going to need personalised spectrum and $ASTS is uniquely positioned to become a key provider of that. This is why I'm watching closely"  
[X Link](https://x.com/alc2022/status/1978839872258380115) [@alc2022](/creator/x/alc2022) 2025-10-16T15:06Z 106.7K followers, 10.2K engagements


"FOCUS ON FREE CASH FLOW PER SHARE AND THE VALUE CREATION PROCESSES THAT DRIVE IT UP OVER TIME. THIS IS WHAT WINNERS DO -ALC"  
[X Link](https://x.com/alc2022/status/1979127173530235140) [@alc2022](/creator/x/alc2022) 2025-10-17T10:07Z 106.7K followers, 30K engagements


"@HolySmokas This is the hair of someone who leaned into $AMD heavily and outperformed"  
[X Link](https://x.com/alc2022/status/1979131983109230841) [@alc2022](/creator/x/alc2022) 2025-10-17T10:26Z 106.7K followers, 2221 engagements


"This is the new $AMD bull thesis"  
[X Link](https://x.com/alc2022/status/1979484548661448811) [@alc2022](/creator/x/alc2022) 2025-10-18T09:47Z 106.7K followers, 29.6K engagements


"REAL $HIMS shareholders this weekend knowing the squeeze is near"  
[X Link](https://x.com/alc2022/status/1979493220531708321) [@alc2022](/creator/x/alc2022) 2025-10-18T10:22Z 106.7K followers, 50K engagements


"@maddsey @AMD Lots of winning coming"  
[X Link](https://x.com/alc2022/status/1979896897214243007) [@alc2022](/creator/x/alc2022) 2025-10-19T13:06Z 106.7K followers, XXX engagements


"$40M/year is peanuts"  
[X Link](https://x.com/alc2022/status/1979909716357583162) [@alc2022](/creator/x/alc2022) 2025-10-19T13:57Z 106.7K followers, 32.1K engagements


"How big is your portfolio"  
[X Link](https://x.com/alc2022/status/1977722748538433568) [@alc2022](/creator/x/alc2022) 2025-10-13T13:07Z 106.7K followers, 25.8K engagements


"$PATH is down 35%+ but long term I think it can evolve into a big $PLTR competitor in the SMB space. Heres why 👇 $PLTR's primary function is to assist organizations in understanding their data by automating insight generation which in turn optimizes operations. At first glance $PATH may seem like a simple click automation tool but it fundamentally operates similarly to $PLTR and is evolving into a highly powerful platform. $PATH utilizes computer vision to monitor computer screens within an organization observing the repetitive tasks performed by users. By doing so $PATH learns to automate"  
[X Link](https://x.com/alc2022/status/1796857706126496252) [@alc2022](/creator/x/alc2022) 2024-06-01T10:53Z 106.7K followers, 74.5K engagements


"The $ASTS deep dive was amazing. I feel like I discovered a company with tremendous potential. What company should I do my next deep dive on"  
[X Link](https://x.com/alc2022/status/1905005788462018867) [@alc2022](/creator/x/alc2022) 2025-03-26T21:15Z 106.7K followers, 53.5K engagements


"What is the next 100X stock from here"  
[X Link](https://x.com/alc2022/status/1966598525728207182) [@alc2022](/creator/x/alc2022) 2025-09-12T20:23Z 106.7K followers, 246.6K engagements


"This is going to be a gigantic business"  
[X Link](https://x.com/alc2022/status/1970416290692030920) [@alc2022](/creator/x/alc2022) 2025-09-23T09:13Z 106.7K followers, 25.7K engagements


"I can't get over $IREN's positive cash from operations. This is a sort of blueprint that I'm seeing various instances of: extreme complexity maniacal iteration and suddenly positive cash from operations that signals viability of the platform + ensuing exponential growth"  
[X Link](https://x.com/alc2022/status/1973001854134157575) [@alc2022](/creator/x/alc2022) 2025-09-30T12:27Z 106.7K followers, 92.5K engagements


"$RKLB has demonstrated the ability to deploy operate and optimise space platforms as evidenced by Electron to date: top line and gross profit margins are up big time since 2021. The odds that Neutron work out are therefore high and this promises to improve unit economics a lot"  
[X Link](https://x.com/alc2022/status/1975964870030860669) [@alc2022](/creator/x/alc2022) 2025-10-08T16:41Z 106.7K followers, 37.5K engagements


"$AMD has pulled an Innovator's Dilemma on $NVDA"  
[X Link](https://x.com/alc2022/status/1976202620407791994) [@alc2022](/creator/x/alc2022) 2025-10-09T08:26Z 106.7K followers, 16.7K engagements


"What being up 57X on $AMD feels like"  
[X Link](https://x.com/alc2022/status/1976209342857712112) [@alc2022](/creator/x/alc2022) 2025-10-09T08:53Z 106.7K followers, 22.3K engagements


"Reading the first X minutes of my 2022 $AMD deep dive wouldve changed your life"  
[X Link](https://x.com/alc2022/status/1976220448955433229) [@alc2022](/creator/x/alc2022) 2025-10-09T09:37Z 106.7K followers, 26.7K engagements


"I think $AMD is worth $5T in X years"  
[X Link](https://x.com/alc2022/status/1976239615657795860) [@alc2022](/creator/x/alc2022) 2025-10-09T10:53Z 106.7K followers, 79.9K engagements


"$HIMS is not about making money with the drugs themselves but about delivering maximum patient outcomes per $ spent in a way that others are increasingly unable to imitate. Think"  
[X Link](https://x.com/alc2022/status/1976690706623205698) [@alc2022](/creator/x/alc2022) 2025-10-10T16:46Z 106.7K followers, 46.4K engagements


"$HIMS shareholders worldwide waiting for the cold weather"  
[X Link](https://x.com/alc2022/status/1978018136080142626) [@alc2022](/creator/x/alc2022) 2025-10-14T08:40Z 106.7K followers, 53.6K engagements


"$HIMS is a $XXX stock. Today"  
[X Link](https://x.com/alc2022/status/1978448480256356544) [@alc2022](/creator/x/alc2022) 2025-10-15T13:10Z 106.7K followers, 62.5K engagements


"$HFG update. This is a 100-bagger in the making. Not quite there yet but tracking in the right direction"  
[X Link](https://x.com/alc2022/status/1978478096392040942) [@alc2022](/creator/x/alc2022) 2025-10-15T15:08Z 106.7K followers, 25K engagements


"Me outperforming every single hedge fund on planet Earth without having done a single DCF analysis in my life"  
[X Link](https://x.com/alc2022/status/1978502567677083654) [@alc2022](/creator/x/alc2022) 2025-10-15T16:45Z 106.7K followers, 130.4K engagements


"$HIMS is looking like $GME XXX bros"  
[X Link](https://x.com/alc2022/status/1978538235669238099) [@alc2022](/creator/x/alc2022) 2025-10-15T19:07Z 106.7K followers, 33.3K engagements


"$IBRX focuses on the IL-15 pathway because it uniquely triggers higher NK and CD8+ cell count versus the IL-2 pathway which involves T-regs do a large degree and therefore ends up over or under-regulating the immune system. About the spike + Lyme pandemic I think the IL-15 pathway is worth studying and watching closely"  
[X Link](https://x.com/alc2022/status/1978762568450638106) [@alc2022](/creator/x/alc2022) 2025-10-16T09:58Z 106.7K followers, 53K engagements


"This remains fundamentally true. I don't know what we saw yesterday but the odds of a massive $HIMS squeeze continue to tick up everyday"  
[X Link](https://x.com/alc2022/status/1978765146790019414) [@alc2022](/creator/x/alc2022) 2025-10-16T10:09Z 106.7K followers, 27.9K engagements


"$ASTS is building a network thats rapidly evolving into a potential cash machine capable of spinning off billions in FCF almost overnight if execution continues at this pace. Heres my updated $ASTS thesis (Q2 2025) 🧵"  
[X Link](https://x.com/alc2022/status/1978839844127142297) [@alc2022](/creator/x/alc2022) 2025-10-16T15:05Z 106.7K followers, 48.7K engagements


"Analysts: This is an AI bubble. AI has no real applications. Meanwhile AI:"  
[X Link](https://x.com/alc2022/status/1978859946490863807) [@alc2022](/creator/x/alc2022) 2025-10-16T16:25Z 106.7K followers, 32.1K engagements


"Btw if this was Karp reposting one of the predilect $PLTR retail politicians they wouldve all loved it"  
[X Link](https://x.com/alc2022/status/1978923470399389957) [@alc2022](/creator/x/alc2022) 2025-10-16T20:38Z 106.7K followers, 29K engagements


"VALUE INVESTORS BE SUFFERING AS THEY SEE MY THESES MATERIALISE"  
[X Link](https://x.com/alc2022/status/1979129965070217530) [@alc2022](/creator/x/alc2022) 2025-10-17T10:18Z 106.7K followers, 10.3K engagements


"Just understand this"  
[X Link](https://x.com/alc2022/status/1979137547671408977) [@alc2022](/creator/x/alc2022) 2025-10-17T10:48Z 106.7K followers, 29.4K engagements


"By the way I know how to fix it"  
[X Link](https://x.com/alc2022/status/1979139831323062480) [@alc2022](/creator/x/alc2022) 2025-10-17T10:58Z 106.7K followers, 6924 engagements


"I could honestly make a course right now that enables any doctor to cure Long Covid and Lyme (the latter is a subset of the former) via asymmetric healthcare treatments with essentially X side effects"  
[X Link](https://x.com/alc2022/status/1979140884554752347) [@alc2022](/creator/x/alc2022) 2025-10-17T11:02Z 106.7K followers, 11.4K engagements


"This is the new $HIMS bull thesis"  
[X Link](https://x.com/alc2022/status/1979144169584033802) [@alc2022](/creator/x/alc2022) 2025-10-17T11:15Z 106.7K followers, 61.2K engagements


"Its better to buy stocks at lower prices than at higher prices"  
[X Link](https://x.com/alc2022/status/1979182646409195780) [@alc2022](/creator/x/alc2022) 2025-10-17T13:48Z 106.7K followers, 16.8K engagements


"$HIMS FREE CASH FLOW PER SHARE CONTINUES TO RISE EXPONENTIALLY WITH THE STOCK PRICE FOLLOWING SUIT OVER THE LONG TERM. ID SAY $HIMS IS CONTROVERSIAL FOR THOSE THAT ARE ALLERGIC TO WINNING -ALC"  
[X Link](https://x.com/alc2022/status/1979488904177746177) [@alc2022](/creator/x/alc2022) 2025-10-18T10:05Z 106.7K followers, 63.4K engagements


"Investors have consistently underestimated tech winners for the past two decades. Its better to overestimate and get one or two picks VERY RIGHT over the long term than be sounding REASONABLE to LOSERS and not get any pick truly right"  
[X Link](https://x.com/alc2022/status/1979494928544661542) [@alc2022](/creator/x/alc2022) 2025-10-18T10:29Z 106.7K followers, 11.1K engagements


"$AMD shareholders literally right now"  
[X Link](https://x.com/alc2022/status/1979513287776551131) [@alc2022](/creator/x/alc2022) 2025-10-18T11:42Z 106.7K followers, 182.7K engagements


"I think $IREN investors may see exponential returns over the coming decade. I like the risk/reward here more and more"  
[X Link](https://x.com/alc2022/status/1979531419358462422) [@alc2022](/creator/x/alc2022) 2025-10-18T12:54Z 106.7K followers, 75.7K engagements


"This only triggers you if youre allergic to winning. Too many people wonder why they dont do well in life but have an allergic reaction every time they see someone winning Dont be one of them. Focus on winning"  
[X Link](https://x.com/alc2022/status/1979856923047645674) [@alc2022](/creator/x/alc2022) 2025-10-19T10:27Z 106.7K followers, 11.8K engagements


"Its all about RoI and so far the RoI of enterprise AI is very high and accelerating. Prudent investor priests are not psychologically prepared to learn that this is not a bubble"  
[X Link](https://x.com/alc2022/status/1979875177182945735) [@alc2022](/creator/x/alc2022) 2025-10-19T11:40Z 106.7K followers, 9693 engagements


"My next class of marketing VPs is here. Theyre doing a great job"  
[X Link](https://x.com/alc2022/status/1979911480536404029) [@alc2022](/creator/x/alc2022) 2025-10-19T14:04Z 106.7K followers, 9703 engagements


"Im an early and long term $AMD $TSLA $PLTR $SPOT $HIMS $DUOL investor. My incentives on this platform are to make the best investments possible in public so more people want to buy my course to learn the mental framework behind my picks"  
[X Link](https://x.com/alc2022/status/1929497859033853973) [@alc2022](/creator/x/alc2022) 2025-06-02T11:18Z 106.7K followers, 616.9K engagements


"Inference is only getting started. $AMD is going to dominate"  
[X Link](https://x.com/alc2022/status/1969693703611502913) [@alc2022](/creator/x/alc2022) 2025-09-21T09:22Z 106.7K followers, 155K engagements


"What company should I do my next deep dive on"  
[X Link](https://x.com/alc2022/status/1970786717805563990) [@alc2022](/creator/x/alc2022) 2025-09-24T09:45Z 106.7K followers, 96.1K engagements


"I went long $PLTR at $X and I'm now up 25X. I now see $IREN becoming similar success story with essentially 100X potential over the long term 🧵"  
[X Link](https://x.com/alc2022/status/1971220214512746540) [@alc2022](/creator/x/alc2022) 2025-09-25T14:28Z 106.7K followers, 220.4K engagements


"$ABCL is positioned to see an exponential increase in earning power as/if its X molecules succeed in clinical trials. These molecules have MASSIVE end applications beyond the conditions being trialed at present which creates huge asymmetry"  
[X Link](https://x.com/alc2022/status/1973408821654557086) [@alc2022](/creator/x/alc2022) 2025-10-01T15:25Z 106.7K followers, 47.2K engagements


"This is my $DUOL thesis"  
[X Link](https://x.com/alc2022/status/1974925932843688253) [@alc2022](/creator/x/alc2022) 2025-10-05T19:53Z 106.7K followers, 50.9K engagements


"$HIMS shareholders worldwide waiting for the squeeze"  
[X Link](https://x.com/alc2022/status/1975844116450930773) [@alc2022](/creator/x/alc2022) 2025-10-08T08:42Z 106.7K followers, 107.5K engagements


"Joseph is going to be very right about $DUOL"  
[X Link](https://x.com/alc2022/status/1976203916380602683) [@alc2022](/creator/x/alc2022) 2025-10-09T08:31Z 106.7K followers, 65.3K engagements


"With generic finance NPCs now realizing that AI is actually a tailwind for $DUOL I think were in for a violent swing trade. I dont really care if it happens but its looking likely"  
[X Link](https://x.com/alc2022/status/1976653337044074922) [@alc2022](/creator/x/alc2022) 2025-10-10T14:17Z 106.7K followers, 18K engagements


"Just hold extraordinary companies forever"  
[X Link](https://x.com/alc2022/status/1976974071033479262) [@alc2022](/creator/x/alc2022) 2025-10-11T11:32Z 106.7K followers, 117.6K engagements


"Theres no actual $DUOL bear case"  
[X Link](https://x.com/alc2022/status/1977330760483996109) [@alc2022](/creator/x/alc2022) 2025-10-12T11:09Z 106.7K followers, 22.7K engagements


"$DUOL is down an incredible 40%. Luckily however theres no evidence that I actually went long this company. Thus my reputation is safe"  
[X Link](https://x.com/alc2022/status/1977397436688523382) [@alc2022](/creator/x/alc2022) 2025-10-12T15:34Z 106.7K followers, 84.2K engagements


"How it feels to have not bought $IREN $RKLB $ASTS and others while carefully studying them as them stock prices rocket upwards"  
[X Link](https://x.com/alc2022/status/1977781562356748670) [@alc2022](/creator/x/alc2022) 2025-10-13T17:00Z 106.7K followers, 61.9K engagements


"$ABCL is the machine that improves patient outcomes. $ASTS is the machine that prints personalised spectrum. $RKLB is the machine that prints constellations. $IREN is the machine that prints datacenters"  
[X Link](https://x.com/alc2022/status/1978039449394000211) [@alc2022](/creator/x/alc2022) 2025-10-14T10:05Z 106.7K followers, 49K engagements


"$OSCR is currently navigating a chronic illness boom. It presents massive upside if indeed the ACA renewal subsidy risk is a nothing-burger"  
[X Link](https://x.com/alc2022/status/1978082054664249609) [@alc2022](/creator/x/alc2022) 2025-10-14T12:54Z 106.7K followers, 42.5K engagements


"A lot of people are saying: X. AI is a bubble. X. This is a bet the farm moment for $AMD. X. $ORCL is only buying $AMD to gain leverage over $NVDA. This is a fundamental misunderstanding of $AMD's platform and its MASSIVE potential"  
[X Link](https://x.com/alc2022/status/1978117635783983418) [@alc2022](/creator/x/alc2022) 2025-10-14T15:16Z 106.7K followers, 87.8K engagements


"$230 is peanuts for $AMD. This is going much much higher"  
[X Link](https://x.com/alc2022/status/1978461116041695673) [@alc2022](/creator/x/alc2022) 2025-10-15T14:01Z 106.7K followers, 72.5K engagements


"I wrote this in 2024 when everyone was very impressed with $PLTR price action and calling to trim at $XXX. $PLTR is a $20T+ company in the making. The network of Ontologies is coming"  
[X Link](https://x.com/alc2022/status/1978474745323479116) [@alc2022](/creator/x/alc2022) 2025-10-15T14:55Z 106.7K followers, 31.2K engagements


"Live to discuss how much $AMD shareholders are winning"  
[X Link](https://x.com/alc2022/status/1978482755139711228) [@alc2022](/creator/x/alc2022) 2025-10-15T15:27Z 106.7K followers, 11.3K engagements


"Live again $AMD"  
[X Link](https://x.com/alc2022/status/1978483786045169988) [@alc2022](/creator/x/alc2022) 2025-10-15T15:31Z 106.7K followers, 18.9K engagements


"SOME SAY THIS IS TOO MUCH WINNING BUT WERE JUST GETTING STARTED. ALC PORTFOLIO COMPANIES WILL SEE FCF/SHARE RISE EXPONENTIALLY OVER THE COMING DECADE. IT MIGHT BE TOO MUCH -ALC"  
[X Link](https://x.com/alc2022/status/1978554208300257471) [@alc2022](/creator/x/alc2022) 2025-10-15T20:10Z 106.7K followers, 23.4K engagements


"Focusing on "tops" and "bottoms" is the best path to making X money in the stock market over the long term. Instead focus on what drives free cash flow per share which is what makes shares valuable in the first place"  
[X Link](https://x.com/alc2022/status/1978748424317993248) [@alc2022](/creator/x/alc2022) 2025-10-16T09:02Z 106.7K followers, 12.2K engagements


"There's no limit to what we can achieve with biology over the coming decades"  
[X Link](https://x.com/alc2022/status/1978760366696861950) [@alc2022](/creator/x/alc2022) 2025-10-16T09:50Z 106.7K followers, 28.4K engagements


"DON'T BE ALLERGIC TO WINNING. WINNING IS GOOD FOR YOU AND FOR EVERYONE ELSE -ALC"  
[X Link](https://x.com/alc2022/status/1978771547532710132) [@alc2022](/creator/x/alc2022) 2025-10-16T10:34Z 106.7K followers, 16.3K engagements


"You dont understand how much value this sort of AI capability is going to unlock when applied to $HIMS vertically integrated infrastructure. @AndrewDudum knows. This is not a linear story that were going to see unfold"  
[X Link](https://x.com/alc2022/status/1978782536407855308) [@alc2022](/creator/x/alc2022) 2025-10-16T11:18Z 106.7K followers, 36.2K engagements


"I was very bullish on $PLTR before Karp said he was going to burn the cocaine-driven shorts but then a lot more after he said it. The same with $HIMS and Andrew now. $HIMS is going to evaporate the shorts and we all know it"  
[X Link](https://x.com/alc2022/status/1978919416591946011) [@alc2022](/creator/x/alc2022) 2025-10-16T20:22Z 106.7K followers, 63.4K engagements


"Hysterical $HIMS investors have sold with every little headline over the past two years missing out on big gains. Hysterical $PLTR investors did the same and they paid a massive price So did hysterical $AMD investors in April. Focus on fundamentals"  
[X Link](https://x.com/alc2022/status/1979121316033708229) [@alc2022](/creator/x/alc2022) 2025-10-17T09:44Z 106.7K followers, 27.9K engagements


"I was right about $PLTR. I was right about $SPOT. I was right about $AMD. $HIMS is next"  
[X Link](https://x.com/alc2022/status/1979121910303568253) [@alc2022](/creator/x/alc2022) 2025-10-17T09:46Z 106.7K followers, 42.4K engagements


"Understand this about $AMD"  
[X Link](https://x.com/alc2022/status/1979133036571550101) [@alc2022](/creator/x/alc2022) 2025-10-17T10:31Z 106.7K followers, 18.2K engagements


"I said in my latest $OSCR update that this is what's driving increased morbidity among the $OSCR insuree base. This is also what's going to turn $HIMS into a trillion $ company with or without peptides. The spike + Lyme pandemic is simply too destructive and we're about see to see chronic illness explode"  
[X Link](https://x.com/alc2022/status/1979139467337453801) [@alc2022](/creator/x/alc2022) 2025-10-17T10:56Z 106.7K followers, 25.4K engagements


"I'd say the intrinsic value of $AMD's chiplet platform is a few trillion dollars. Analysts are only reacting to headlines as new partnerships get announced but they still don't understand. I think $AMD shareholders are going to be extremely wealthy"  
[X Link](https://x.com/alc2022/status/1979142362661052502) [@alc2022](/creator/x/alc2022) 2025-10-17T11:08Z 106.7K followers, 24.2K engagements


"X is truly a cruel jungle and this is why we love it"  
[X Link](https://x.com/alc2022/status/1979527341039558996) [@alc2022](/creator/x/alc2022) 2025-10-18T12:37Z 106.7K followers, 8939 engagements


"$HIMS IS A TRILLION $ HEALTHCARE GIANT IN THE MAKING"  
[X Link](https://x.com/alc2022/status/1979530035854999889) [@alc2022](/creator/x/alc2022) 2025-10-18T12:48Z 106.7K followers, 36.1K engagements


"@braxtonproper Not quite. $LLY is doing better in my opinion. I think they understand the shifting landscape better"  
[X Link](https://x.com/alc2022/status/1979531164168724547) [@alc2022](/creator/x/alc2022) 2025-10-18T12:53Z 106.7K followers, 1237 engagements


"I just came across a fundamental medical concept. Cell polarity"  
[X Link](https://x.com/alc2022/status/1979570262749184176) [@alc2022](/creator/x/alc2022) 2025-10-18T15:28Z 106.7K followers, 31.9K engagements


"Only some $AMD shareholders have understood whats happening. $AMD is positioned to massively outperform"  
[X Link](https://x.com/alc2022/status/1979857634418422145) [@alc2022](/creator/x/alc2022) 2025-10-19T10:30Z 106.7K followers, 24.8K engagements


"@DeepValueBagger YOURE A MASSIVE LOSER ENJOY YOUR CUBICLE TOMORROW AT YOUR FAKE FINANCE JOB FOR ME WHILE I CONTINUE TO OUTPERFORM YOU AND YOUR MOTHER. -ALC"  
[X Link](https://x.com/alc2022/status/1979902509356388452) [@alc2022](/creator/x/alc2022) 2025-10-19T13:28Z 106.7K followers, 9173 engagements


"$NVDA is up massively since 2021. I think $AMD is next. Its gearing up for a parabolic move"  
[X Link](https://x.com/alc2022/status/1979914234508026105) [@alc2022](/creator/x/alc2022) 2025-10-19T14:15Z 106.7K followers, 68.2K engagements


"Here we are"  
[X Link](https://x.com/alc2022/status/1979936553473360123) [@alc2022](/creator/x/alc2022) 2025-10-19T15:43Z 106.7K followers, 30.9K engagements


"You should always aim to be making much more money in the future than you do today. The best system we have to manage resources is the markets. Citizens have a moral obligation to become wealthy and push their ideas and values out into the market so the best belief set wins over time. Too many young people today are held back by dogma: they believe making money is bad that the world is worse than its ever been and that all their actions are bad for the environment. In the end this belief set costs lives. They dont move forward and the rest of humanity misses out on their contributions. We all"  
[X Link](https://x.com/alc2022/status/1980036964515541014) [@alc2022](/creator/x/alc2022) 2025-10-19T22:22Z 106.7K followers, 12.8K engagements


"$NKE is dead"  
[X Link](https://x.com/alc2022/status/1825256218174140913) [@alc2022](/creator/x/alc2022) 2024-08-18T19:39Z 106.7K followers, 11.5K engagements


"Is $ODD like $HIMS X years ago The $ODD long thesis is brought to you by @BastianelliLore an alumni of my Tech Stock Goldmine course"  
[X Link](https://x.com/alc2022/status/1922219964431204475) [@alc2022](/creator/x/alc2022) 2025-05-13T09:18Z 106.7K followers, 60.5K engagements


"2. $WISE.L free cash flow per share ticked up in FY2025. This is driven by the growth of the Wise Account which enables customers to tap into additional financial services like using their balance on Wise to buy stocks and buy stuff with credit cards"  
[X Link](https://x.com/alc2022/status/1946989303684305322) [@alc2022](/creator/x/alc2022) 2025-07-20T17:43Z 106.6K followers, 11.5K engagements


"The past few weeks call for a write up on conviction. I have a conviction with $WISE.L but Im nearly fully allocated. And I wouldnt sell any of my X positions. Also the difference between conviction and not conviction can be millimetrical"  
[X Link](https://x.com/alc2022/status/1947004598260011448) [@alc2022](/creator/x/alc2022) 2025-07-20T18:44Z 106.6K followers, 32.2K engagements


"$WISE.L is running the $COST Algorithm applied to international payments. By making international payment faster cheaper and easier than anyone else $WISE.L is in a position to deploy additional financial services at a marginal cost and become a $100B+ fintech giant and more"  
[X Link](https://x.com/alc2022/status/1947710922157363593) [@alc2022](/creator/x/alc2022) 2025-07-22T17:30Z 106.7K followers, 23.2K engagements


"$NVDA is up XXX% since the 2021 top because AI is scaling beyond human comprehension. $PLTR is next"  
[X Link](https://x.com/alc2022/status/1960983194959798529) [@alc2022](/creator/x/alc2022) 2025-08-28T08:30Z 106.7K followers, 34.1K engagements


"Gentlemen its a great pleasure to inform you that Im back to work. What company should I do my next deep dive on"  
[X Link](https://x.com/alc2022/status/1966791136099389675) [@alc2022](/creator/x/alc2022) 2025-09-13T09:08Z 106.7K followers, 72.4K engagements


"Im going to be updating $IREN $LMND $NBIS and other companies that I have on the radar (thanks to you guys mostly)"  
[X Link](https://x.com/alc2022/status/1966799737807323375) [@alc2022](/creator/x/alc2022) 2025-09-13T09:42Z 106.7K followers, 71.3K engagements


"I think $HIMS today is $AMZN in 2002"  
[X Link](https://x.com/alc2022/status/1967551522096791558) [@alc2022](/creator/x/alc2022) 2025-09-15T11:30Z 106.7K followers, 43.2K engagements


"I went long $PLTR at $X. Now I see $ABCL emerging as the $PLTR of biotech 🧵"  
[X Link](https://x.com/alc2022/status/1967859792992731468) [@alc2022](/creator/x/alc2022) 2025-09-16T07:55Z 106.7K followers, 256.2K engagements


"$DUOL is the next $PLTR"  
[X Link](https://x.com/alc2022/status/1968269978592797000) [@alc2022](/creator/x/alc2022) 2025-09-17T11:05Z 106.7K followers, 53K engagements


"I'd never do this probably but what if I sold all my $PLTR ($2M+) and just put it all into $IREN"  
[X Link](https://x.com/alc2022/status/1972266037749133614) [@alc2022](/creator/x/alc2022) 2025-09-28T11:44Z 106.7K followers, 174.5K engagements


"I went long $TSLA at $XX and I'm still holding. After Q2 2025 earnings I now see $RIVN evolving into the next big success story in the auto space🧵"  
[X Link](https://x.com/alc2022/status/1973040723042902392) [@alc2022](/creator/x/alc2022) 2025-09-30T15:02Z 106.7K followers, 94.5K engagements


"$ABCL update drops today. Next week I'll drop my updates on: X. $RKLB X. $ASTS X. $HFG"  
[X Link](https://x.com/alc2022/status/1973322005085557104) [@alc2022](/creator/x/alc2022) 2025-10-01T09:40Z 106.7K followers, 34.2K engagements


"Good morning. Lets make bets"  
[X Link](https://x.com/alc2022/status/1973698592759296238) [@alc2022](/creator/x/alc2022) 2025-10-02T10:36Z 106.7K followers, 30.1K engagements


"Picking stocks is not a matter of hours worked. Its a matter of seeing the world through the right mental models"  
[X Link](https://x.com/alc2022/status/1974888829829218659) [@alc2022](/creator/x/alc2022) 2025-10-05T17:26Z 106.7K followers, 36.6K engagements


"With AI the winners will yield more and more of the total returns. A growing volume of losers will be crying and hoping this is a bubble"  
[X Link](https://x.com/alc2022/status/1975497486929436949) [@alc2022](/creator/x/alc2022) 2025-10-07T09:44Z 106.6K followers, 15.1K engagements


"Honestly if I came across a guy thats outperforming everyone and that sells a product that makes his mental framework usable for just $XXX Id be buying it instantaneously. If you havent taken my course what are you waiting for"  
[X Link](https://x.com/alc2022/status/1975499233559257516) [@alc2022](/creator/x/alc2022) 2025-10-07T09:51Z 106.6K followers, 27.8K engagements


"Understand this"  
[X Link](https://x.com/alc2022/status/1975505116150030655) [@alc2022](/creator/x/alc2022) 2025-10-07T10:14Z 106.6K followers, 17.3K engagements


"The truth is thinking in terms of tops and bottoms doesn't let you understand when a company has 100X potential over a decade or two. And you only need to get it right once"  
[X Link](https://x.com/alc2022/status/1975520988067418128) [@alc2022](/creator/x/alc2022) 2025-10-07T11:18Z 106.6K followers, 16.1K engagements


"Good morning deep divers. This is just the beginning for $AMD"  
[X Link](https://x.com/alc2022/status/1975531662323991025) [@alc2022](/creator/x/alc2022) 2025-10-07T12:00Z 106.7K followers, 68.3K engagements


"My course is the most powerful financial education product ever made in the entirety of human history"  
[X Link](https://x.com/alc2022/status/1975540850685059258) [@alc2022](/creator/x/alc2022) 2025-10-07T12:36Z 106.7K followers, 15.1K engagements


"$PLTR is now evolving into a network of Ontologies and together with the fractal verticalisation of Palantir's OS this paves the way for a much much higher market cap over the long term"  
[X Link](https://x.com/alc2022/status/1975579712018673837) [@alc2022](/creator/x/alc2022) 2025-10-07T15:11Z 106.7K followers, 36.9K engagements


"The last thing you see before my $DUOL pick defies conventional reason and rips faces"  
[X Link](https://x.com/alc2022/status/1975636100527112295) [@alc2022](/creator/x/alc2022) 2025-10-07T18:55Z 106.7K followers, 53.2K engagements


"All my (6) stocks have 100X potential. Why else would you own a stock versus just buying the index"  
[X Link](https://x.com/alc2022/status/1975813092853629201) [@alc2022](/creator/x/alc2022) 2025-10-08T06:38Z 106.6K followers, 69.7K engagements


"I simply own wonderful businesses"  
[X Link](https://x.com/alc2022/status/1975816216020460018) [@alc2022](/creator/x/alc2022) 2025-10-08T06:51Z 106.6K followers, 11.7K engagements


"You don't realise the extent to which peptides are central to society because you don't understand how the spike protein which is now everywhere suppresses the immune system and damages mitochondria. We have a massive problem and $HIMS is uniquely positioned to fix it"  
[X Link](https://x.com/alc2022/status/1975826473190818230) [@alc2022](/creator/x/alc2022) 2025-10-08T07:31Z 106.6K followers, 23.9K engagements


"The squeeze cometh"  
[X Link](https://x.com/alc2022/status/1975845056675557535) [@alc2022](/creator/x/alc2022) 2025-10-08T08:45Z 106.7K followers, 24.9K engagements


"Ive defeated long covid Lyme and other coinfections by using old and new asymmetric healthcare treatments in a specific sequence. I see the way forward for billions of individuals that will experience this condition. $HIMS is a trillion $ company in the making"  
[X Link](https://x.com/alc2022/status/1975846537348657178) [@alc2022](/creator/x/alc2022) 2025-10-08T08:51Z 106.6K followers, 59.1K engagements


"I think this is actually how I pick stocks"  
[X Link](https://x.com/alc2022/status/1975883472951726410) [@alc2022](/creator/x/alc2022) 2025-10-08T11:18Z 106.6K followers, 21.6K engagements


"$AMD is a $1000 stock. Today"  
[X Link](https://x.com/alc2022/status/1975949495503356046) [@alc2022](/creator/x/alc2022) 2025-10-08T15:40Z 106.7K followers, 194.5K engagements


"I love to see my course customers winning so much. But theres a lot more coming over the long term"  
[X Link](https://x.com/alc2022/status/1975971241761931266) [@alc2022](/creator/x/alc2022) 2025-10-08T17:07Z 106.6K followers, 19.8K engagements


"Good morning Senseis Never stop thinking for yourself"  
[X Link](https://x.com/alc2022/status/1976177671966163169) [@alc2022](/creator/x/alc2022) 2025-10-09T06:47Z 106.6K followers, 13.7K engagements


"Id be very curious to see what 10mg/day of SS-31 does to Alzheimers or Parkinsons patients. I believe this peptide could really act as a platform from which many chronic conditions could be addressed"  
[X Link](https://x.com/alc2022/status/1976395090181652498) [@alc2022](/creator/x/alc2022) 2025-10-09T21:11Z 106.6K followers, 30.1K engagements


"This is probably true"  
[X Link](https://x.com/alc2022/status/1976675803820871995) [@alc2022](/creator/x/alc2022) 2025-10-10T15:46Z 106.6K followers, 20.7K engagements


"These investments changed my life: X. $AMD at $XXX. X. $TSLA at $XX. X. $SPOT at $XXXXX. X. $HIMS at $XX. X. $PLTR at $X. $DUOL at $XXX is next"  
[X Link](https://x.com/alc2022/status/1976684558285467836) [@alc2022](/creator/x/alc2022) 2025-10-10T16:21Z 106.7K followers, 58.5K engagements


"I hate to spoil it for you but the back and forth with China isnt going to be solved by any particular deal. This stuff is forever until the CCP is out. Stop crying"  
[X Link](https://x.com/alc2022/status/1976693977941410224) [@alc2022](/creator/x/alc2022) 2025-10-10T16:59Z 106.6K followers, 47K engagements


"Also as less stocks deliver more and more of the returns (because AI is fundamentally a product of network effects) we will see a record number of investors crying and hoping that this is a bubble. End consumers are getting massive value from AI and its only starting"  
[X Link](https://x.com/alc2022/status/1976697558912078194) [@alc2022](/creator/x/alc2022) 2025-10-10T17:13Z 106.6K followers, 19.1K engagements


"Options and thinking in terms of tops and bottoms are a poor mans game. Just hold extraordinary companies forever"  
[X Link](https://x.com/alc2022/status/1976955526673207359) [@alc2022](/creator/x/alc2022) 2025-10-11T10:18Z 106.7K followers, 22.7K engagements


"My picks are so good the average investor cant believe it. The OGs know however. Weve been doing this together for years"  
[X Link](https://x.com/alc2022/status/1977000025193607197) [@alc2022](/creator/x/alc2022) 2025-10-11T13:15Z 106.6K followers, 19.2K engagements


"I think Im going to be a centillionaire in approximately X years and by then my course is likely to be a billion $ solopreneur company"  
[X Link](https://x.com/alc2022/status/1977348968615964848) [@alc2022](/creator/x/alc2022) 2025-10-12T12:21Z 106.7K followers, 25.8K engagements


"Do I or do I not own $DUOL There seems to be some confusion"  
[X Link](https://x.com/alc2022/status/1977395118911950895) [@alc2022](/creator/x/alc2022) 2025-10-12T15:25Z 106.7K followers, 26.8K engagements


"100x potential. From here. The origin story"  
[X Link](https://x.com/alc2022/status/1977445672207950231) [@alc2022](/creator/x/alc2022) 2025-10-12T18:46Z 106.7K followers, 30.1K engagements


"$AMD is now positioned to win MASSIVELY"  
[X Link](https://x.com/alc2022/status/1977452818563805201) [@alc2022](/creator/x/alc2022) 2025-10-12T19:14Z 106.7K followers, 106.2K engagements


"Were going to see record numbers of value investors crying and hoping AI isnt real. It is"  
[X Link](https://x.com/alc2022/status/1977461688308732237) [@alc2022](/creator/x/alc2022) 2025-10-12T19:49Z 106.7K followers, 55.6K engagements


"$PLTR is evolving into a network of Ontologies. The meaning of this might not be clear to you. But it doesnt matter to $PLTR"  
[X Link](https://x.com/alc2022/status/1977468895830196331) [@alc2022](/creator/x/alc2022) 2025-10-12T20:18Z 106.7K followers, 27.3K engagements


"$DUOL FCF/share is up 25X+ since mid-2021"  
[X Link](https://x.com/alc2022/status/1977692211262148667) [@alc2022](/creator/x/alc2022) 2025-10-13T11:05Z 106.7K followers, 17.3K engagements


"$ASTS is increasingly positioned to become the machine that prints personalised spectrum at a marginal cost much like $IREN for datacenters and $RKLB for constellations. The end game is Physical AI / AI at the Edge and the moat is looking stronger to me than a year ago"  
[X Link](https://x.com/alc2022/status/1977791427414315334) [@alc2022](/creator/x/alc2022) 2025-10-13T17:39Z 106.7K followers, 52.8K engagements


"My community now has: XXX MAUs XX DAUs"  
[X Link](https://x.com/alc2022/status/1978016444651631010) [@alc2022](/creator/x/alc2022) 2025-10-14T08:34Z 106.7K followers, 21.5K engagements


"We're entering the period of unreasonable focus of the year. Nothing is more entertaining than stocks. Why aren't you doing more fundamental analysis"  
[X Link](https://x.com/alc2022/status/1978023792887714151) [@alc2022](/creator/x/alc2022) 2025-10-14T09:03Z 106.6K followers, 13.3K engagements


"Every single chip expert told you $AMD sucked. I told you it was the next trillion $ AI giant. Congratulations to the winners"  
[X Link](https://x.com/alc2022/status/1978082431094739399) [@alc2022](/creator/x/alc2022) 2025-10-14T12:56Z 106.7K followers, 29K engagements


"So much winning. I told you it was almost going to be too much. But theres a lot more coming Value investors everywhere are crying"  
[X Link](https://x.com/alc2022/status/1978087763787276620) [@alc2022](/creator/x/alc2022) 2025-10-14T13:17Z 106.6K followers, 21.5K engagements


"Whos long $IBRX"  
[X Link](https://x.com/alc2022/status/1978089233102279089) [@alc2022](/creator/x/alc2022) 2025-10-14T13:23Z 106.7K followers, 19.7K engagements


"Helios is a game changer for $AMD"  
[X Link](https://x.com/alc2022/status/1978166464113787238) [@alc2022](/creator/x/alc2022) 2025-10-14T18:30Z 106.7K followers, 23.7K engagements


"You become completely unrelatable to normal people once youre leveraged with capital both permissioned and permissionless"  
[X Link](https://x.com/alc2022/status/1978171844185264610) [@alc2022](/creator/x/alc2022) 2025-10-14T18:51Z 106.7K followers, 45.2K engagements


"Looks like Zuck is leaning into the $AMD MI450 hard"  
[X Link](https://x.com/alc2022/status/1978368529146536438) [@alc2022](/creator/x/alc2022) 2025-10-15T07:53Z 106.7K followers, 36.2K engagements


"$HFG has meaningful odds of being the next 100X"  
[X Link](https://x.com/alc2022/status/1978387047971750157) [@alc2022](/creator/x/alc2022) 2025-10-15T09:06Z 106.7K followers, 37.1K engagements


"The truth is retail investors are just better"  
[X Link](https://x.com/alc2022/status/1978419637831241795) [@alc2022](/creator/x/alc2022) 2025-10-15T11:16Z 106.7K followers, 21.6K engagements


"Things I predicted that have become a reality: X. $PLTR is powering the Western economy. X. $AMD is disrupting the $NVDA monopoly. X. $SPOT has become the $GOOG of audio"  
[X Link](https://x.com/alc2022/status/1978420936266125341) [@alc2022](/creator/x/alc2022) 2025-10-15T11:21Z 106.7K followers, 17K engagements


"We are now 1/3 of the way there"  
[X Link](https://x.com/alc2022/status/1978424869021782287) [@alc2022](/creator/x/alc2022) 2025-10-15T11:37Z 106.7K followers, 52.8K engagements


"Personalized compute and spectrum is the basis for the most gigantic market humanity will have ever seen which s Physical AI. $AMD and $ASTS are interesting bets on this future"  
[X Link](https://x.com/alc2022/status/1978426907931578538) [@alc2022](/creator/x/alc2022) 2025-10-15T11:45Z 106.6K followers, 18.3K engagements


"Antonio Linares is the machine that prints 100X investments"  
[X Link](https://x.com/alc2022/status/1978497138427359460) [@alc2022](/creator/x/alc2022) 2025-10-15T16:24Z 106.7K followers, 20.1K engagements


"Your favourite growth stocks will drop 50%+ many times and for no reason. But they will track FCF/share over the long term"  
[X Link](https://x.com/alc2022/status/1978509035990052899) [@alc2022](/creator/x/alc2022) 2025-10-15T17:11Z 106.6K followers, 16.2K engagements


"THE ENGAGEMENT IS TOO HIGH"  
[X Link](https://x.com/alc2022/status/1978551802069999840) [@alc2022](/creator/x/alc2022) 2025-10-15T20:01Z 106.7K followers, 21.2K engagements


"@Sunshine01AV I really appreciate the heads up. This is very interesting and could evolve into a massive thesis"  
[X Link](https://x.com/alc2022/status/1978768918148702263) [@alc2022](/creator/x/alc2022) 2025-10-16T10:24Z 106.7K followers, XXX engagements


"6. My confidence in the company continues to rise especially after Q1 2025 when gateway bookings appeared for the first time. THEY'RE UP AGAIN IN Q2 2025. That is a clear signal that MNOs believe $ASTS is progressing toward the successful rollout of its satellite network 👇"  
[X Link](https://x.com/alc2022/status/1978839861944598838) [@alc2022](/creator/x/alc2022) 2025-10-16T15:06Z 106.7K followers, 2624 engagements


"7. $ASTS management now believes the company is on track to hit a cadence of X satellites produced per month before the end of 2025. These guys have a strong track record of doing what they said there were going to do so $ASTS is looking close to an inflection point to me 👇"  
[X Link](https://x.com/alc2022/status/1978839864792530993) [@alc2022](/creator/x/alc2022) 2025-10-16T15:06Z 106.7K followers, 2498 engagements


"8. $ASTS remains a non-viable business for now which makes this quite a risk investment"  
[X Link](https://x.com/alc2022/status/1978839868223439218) [@alc2022](/creator/x/alc2022) 2025-10-16T15:06Z 106.7K followers, 2363 engagements


"@GuvsCryptoTips I don't own $DUOL sorry"  
[X Link](https://x.com/alc2022/status/1979122722245325000) [@alc2022](/creator/x/alc2022) 2025-10-17T09:50Z 106.7K followers, 1439 engagements


"1. $WISE.L free cash flow per share is rising very fast as you can see below. This is because they make international payments easier faster and cheaper than anyone else can"  
[X Link](https://x.com/alc2022/status/1946989299859402877) [@alc2022](/creator/x/alc2022) 2025-07-20T17:43Z 106.7K followers, 17.8K engagements


"$DUOL is in for a violent swing trade"  
[X Link](https://x.com/alc2022/status/1976953448244691067) [@alc2022](/creator/x/alc2022) 2025-10-11T10:10Z 106.7K followers, 22.1K engagements


"$OSCR update drops today"  
[X Link](https://x.com/alc2022/status/1978018289507840386) [@alc2022](/creator/x/alc2022) 2025-10-14T08:41Z 106.7K followers, 27.3K engagements


"I'm kind of assuming the spike protein (covid + vaccine) is going to yield a cancer pandemic of unseen proportions over the next decade which is why I'm investing so heavily in my health + that of loved ones. Q2 2025 $OSCR morbidity going up is just the beginning IMO"  
[X Link](https://x.com/alc2022/status/1978052500994371589) [@alc2022](/creator/x/alc2022) 2025-10-14T10:57Z 106.7K followers, 43.2K engagements


"@arny_trezzi @RealMattMoney @BrettKrieger12 @amitisinvesting @em013L @Elianoayounes @chadwahl @Davis_C15 @JackPrescottX @Kross_Roads Congratulations Arnaldo Little did we know that the food poisoning was to be proportional to the returns"  
[X Link](https://x.com/alc2022/status/1978486893982392429) [@alc2022](/creator/x/alc2022) 2025-10-15T15:43Z 106.7K followers, 1832 engagements


"$PLTR will be bigger than $TSLA. Heres why: X. We're on the brink of a future where any task a machine can perform will be commoditized. X. The key driver of this transformation is data. Data powers the neural networks that enable machines to think and operate autonomously. X. As we progress the ability to collect manage and utilize data will become the most critical function for businesses worldwide. X. Consequently Ontology will become the cornerstone of capitalism while machine-performable tasks are reduced to mere commodities. X. As a result the race for better data will funnel capital"  
[X Link](https://x.com/alc2022/status/1829861858683023622) [@alc2022](/creator/x/alc2022) 2024-08-31T12:40Z 106.7K followers, 214.6K engagements


"Companies with no actual competition: X. $PLTR X. $SPOT X. $HIMS X. $TSLA X. $DUOL"  
[X Link](https://x.com/alc2022/status/1911366376893129121) [@alc2022](/creator/x/alc2022) 2025-04-13T10:30Z 106.7K followers, 135.3K engagements


"I went long $AMD at $XXX. $PLTR at $X. $HIMS at $XX. And $WISE.L is my latest conviction. At a market cap of just $14B today I see $WISE.L becoming one of the largest financial institutions on Earth 🧵"  
[X Link](https://x.com/alc2022/status/1946989295908090071) [@alc2022](/creator/x/alc2022) 2025-07-20T17:43Z 106.7K followers, 163.8K engagements


"You have to pick one: X. $OSCR X. $IREN X. $NBIS X. $DUOL X. $WISE.L"  
[X Link](https://x.com/alc2022/status/1947712374711955842) [@alc2022](/creator/x/alc2022) 2025-07-22T17:36Z 106.7K followers, 182.9K engagements


"4. This doesnt mean $NVDA wont thrive. The market is massive and there's room for both $AMD and $NVDA. But $AMD is zeroing in on something different: inference at the Edge. Lisa has been executing quietly and now shes starting to speak up 👇"  
[X Link](https://x.com/alc2022/status/1968250720525975750) [@alc2022](/creator/x/alc2022) 2025-09-17T09:48Z 106.7K followers, 1606 engagements


"5. AI is shifting from the datacenter to the Edge where billions of devices will be running inferences. But unlike datacenters these devices have tight space and limited battery. With the Xilinx acquisition $AMD is positioned to lead the entire AI-at-the-Edge market 👇"  
[X Link](https://x.com/alc2022/status/1968250723701006774) [@alc2022](/creator/x/alc2022) 2025-09-17T09:48Z 106.7K followers, 1520 engagements


"13. As $HIMS treats more patients it learns how to deliver better care. As $PLTR signs more clients it learns how to automate operations more efficiently. Both are fueling AIs that the rest of the world will eventually depend on. These networks are only getting started and youre in early"  
[X Link](https://x.com/alc2022/status/1968683269873938602) [@alc2022](/creator/x/alc2022) 2025-09-18T14:27Z 106.7K followers, 1848 engagements


"14. Traditional investors and analysts often fixate on the income statement. But in every example weve discussed that was a huge mistake. These companies all generated real cash. The smartest investors focus on both qualitative factors like the $COST and $NVDA Algorithms and cash flow"  
[X Link](https://x.com/alc2022/status/1968683272222785835) [@alc2022](/creator/x/alc2022) 2025-09-18T14:27Z 106.7K followers, 8823 engagements


"As I predicted $PLTR is now on its way to becoming a network that connects digital twins and not merely a provider of digital twins. If you think $XXX is a lot wait until the network flourishes 😘"  
[X Link](https://x.com/alc2022/status/1975563065254158497) [@alc2022](/creator/x/alc2022) 2025-10-07T14:05Z 106.7K followers, 69.2K engagements


"A new retard species has entered the scene"  
[X Link](https://x.com/alc2022/status/1977406165102534849) [@alc2022](/creator/x/alc2022) 2025-10-12T16:09Z 106.7K followers, 14.7K engagements


"$ASTS update dropping today. $OSCR tomorrow"  
[X Link](https://x.com/alc2022/status/1977690573495476319) [@alc2022](/creator/x/alc2022) 2025-10-13T10:59Z 106.7K followers, 41K engagements


"$AMD is going to be bigger than $NVDA"  
[X Link](https://x.com/alc2022/status/1978422433687212466) [@alc2022](/creator/x/alc2022) 2025-10-15T11:27Z 106.7K followers, 223.3K engagements


"@Sunshine01AV It only increases NK and CD8+ count though Not T cells"  
[X Link](https://x.com/alc2022/status/1978841217430368555) [@alc2022](/creator/x/alc2022) 2025-10-16T15:11Z 106.7K followers, XXX engagements


"This year everyone is going to understand why I said this as $PLTR Ontologies learn to improve themselves on their own and as $PLTR becomes a network of Ontologies. Rent free forever in the minds of my enemies"  
[X Link](https://x.com/alc2022/status/1978930211921035627) [@alc2022](/creator/x/alc2022) 2025-10-16T21:05Z 106.7K followers, 17.7K engagements


"@CarlosArbesu @CMDarnton Catholicism to I suscribe greatly somewhat teaches that making money isnt quite good. This has hurt Spain among other nations quite a bit"  
[X Link](https://x.com/alc2022/status/1980037286072033300) [@alc2022](/creator/x/alc2022) 2025-10-19T22:24Z 106.7K followers, XX engagements