Ronin Andrews
@RoninIntel
Educator & Thematic Investor. I specialize in One Pagers. $ARKK $CLSK $IREN $HIMS $NU $ZETA and growing... Daily News & Thoughts.
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Think of traditional databases like your grandfather’s rigid filing cabinets. 🗄️ Boring, slow, and impossible to change. MongoDB $MDB is different. They built the database for the iPhone era, not the fax machine era. 📱🚀 What they actually do: Instead of forcing data into…
Quit waiting for The Jetsons. The future is literally taking off. 🚀 We’ve got a heavy-hitting "Tale of the Tape" showdown today: Archer Aviation $ACHR vs. Joby Aviation $JOBY. The gist? They’re building electric air taxis #eVTOLs. Think Uber, but you fly over the gridlock while…
Ever wonder who's keeping the internet's engine running smoothly? Enter Datadog $DDOG – think of them as the ultimate digital watchdog and mechanic for cloud systems. They monitor everything, from servers to apps, making sure the tech we rely on doesn't crash and burn. 🔥 I've…
Ever feel like your company's data is trapped in a bunch of separate, angry little boxes? 📦📦 That’s a "data silo." Nobody likes silos. Enter Snowflake $SNOW ❄️. Think of them as the ultimate peacekeeper for the digital world. They don't just store data; they let businesses…
Ever wished your phone signal didn't vanish the moment you left the city? 📉 AST SpaceMobile $ASTS is on a mission to make "no service" a thing of the past. They aren't just launching satellites; they're building the world's tallest cell towers in Low Earth Orbit to connect the…
Space: The final frontier... for your portfolio? 🌌 Everyone talks about the billionaire space race, but Rocket Lab $RKLB is quietly building the actual backbone of the orbital economy. Think of them as the "Uber" for getting to space and the "IKEA" for building the satellites…
Stop looking for data centers on Zillow. The real estate you want is in Low Earth Orbit. 🛰️🧠 We call it Orbital Compute. It’s not just "Internet from Space"—it’s processing data in space so we don't have to beam terabytes of raw noise back to Earth. It’s the ultimate Edge…
Let’s be real— $HIMS built an empire on the conversations nobody wants to have out loud. 🤫 From saving hairlines to shrinking waistlines (hello, GLP-1s), they are scaling "awkward" into massive recurring revenue. But is their regulatory moat deep enough to keep Big Pharma out?…
The AI Gold Rush needs better plumbing, and Marvell is holding the wrench. 🛠️💰 $MRVL isn't a sexy GPU maker; they build the critical data infrastructure (think massive optical pipes) that allows AI clusters to actually talk to each other. Without them, your fancy AI model is…
Stop chasing just the shiny chips. 🛑 $ANET is the silent architect behind the AI revolution. They build the high-speed digital highways that let the giants (like Microsoft & Meta) run their massive data centers without crashing. 🛣️⚡ Think of it this way: If data is the new…
🕵️♂️ INTEL BRIEF: $POET Technologies $POET The "So What?": Why this ticker is dominating the retail watchlist. 1. The Problem: The "Speed Trap" Here’s the simple truth: AI chips (like Nvidia’s Blackwell) are becoming too fast for the wires connecting them. • Old School:…
Stop chasing the hype train and look at who's building the tracks. 🚄💨 $FN (Fabrinet) is the quiet giant providing the optical backbone for the entire AI revolution. While everyone fights over the chips, these guys are making sure the data actually moves fast enough to use them.…
You think AI runs on magic? Nah. It runs on light. 💡 Without advanced optics, that H100 cluster is just a Ferrari stuck in a school zone. Speed is the only currency that matters. I broke down the "Optical Nerve" of the sector—the Bull thesis, the Bear thesis, and the companies…
Okay, #FinTwit, it’s time to pick a side on Nu Holdings $NU. 🥊 Are we strapping into the "paper rocket" for liftoff, or are these "paper weights" too heavy to ignore? 🚀💥⚓️ This LatAm fintech giant is a fascinating battleground of massive growth vs. macro risks. Here is the…
Your portfolio needs to wake up. ☕️ The old guard is sleeping while AI rewrites the rules of money. We aren't just talking about faster transactions; we're talking about autonomous finance. 🤖💸 I mapped the ecosystem using real-time data. From the infrastructure kings to the…
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