你可能會喜歡
I’m 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.
With $HIMS opening Labs up to ingest data from other providers, it's increasingly becoming a digital twin of your body. This is why I'm so big on this company. You can prevent any illness of you have enough data.
The consensus now is that AI stock valuations have come down to reasonable levels. But in the context of a 10 year long thesis, what's the difference between buying $PLTR at $200 or buying it at $168? The answer is that expensive stocks turn out to be cheap and viceversa.
Countless ups and downs along the way, but in the end $COST obsession with delivering more value to customers per $ has created massive wealth for shareholders. $HIMS, $DUOL, $SPOT and others are leveraging the exact same playbook, applied to network effects.
In hindsight, you wouldn't think buying $COST 40 years ago was risky. I just own 6 Costcos. $DUOL is $COST for education. $HIMS is $COST for healthcare. $TSLA is $COST for robots. $AMD is $COST for chips. $SPOT is $COST for media. $PLTR is $COST for digital twins.
Value creation processes are accelerating in tandem with AI scaling laws. Enjoy (or not).
I'm betting my entire net worth on these 6 predictions: 1. $TSLA will go to $10K /share when they fully unlock robotaxis. 2. $HIMS will be a $400B company in 5 years. 3. $PLTR will be $1T company in less than 3 years. 4. $DUOL will hit 1B DAUs in 5 years. 5. $AMD will…
I won’t be doing a special Black Friday discount for my course. But now’s a great time to buy anyway, because the price will continue going up as I release new versions. V2.4 is the product of feedback from more than 900 customers.
V2.4 of my course is now live. It’s better than ever.
5 coupons left to obtain lifetime access to my course (and all future versions, V2.4 drops soon) and community (500+ deep divers) for just $329, instead of $399. Learn the mental framework behind my $PLTR, $AMD, $DUOL picks and others. Use code AMD at checkout:…
The two most profitable trades of this decade are going to be $COST for education and $COST for healthcare.
$PLTR investors after surviving the Nth correction, allegedly the worst 6 weeks in many portfolio manager’s careers, with 0 actual impact on their net worth
In hindsight, you wouldn't think buying $COST 40 years ago was risky. I just own 6 Costcos. $DUOL is $COST for education. $HIMS is $COST for healthcare. $TSLA is $COST for robots. $AMD is $COST for chips. $SPOT is $COST for media. $PLTR is $COST for digital twins.
November 2025 has been a brutal month. But it doesn't matter. All my winners dropped violently many times. I'm up 23X on $PLTR, 50X on $AMD, 32X on $TSLA, 6X on $SPOT and 2.5X on $HIMS. Tough times don't last. Winners do.
So in theory, if you figure out a precise way to take out Subdoligranulum isolate 7, Rheumatoid Arthritis may see meaningful improvements. All these autoimmune conditions seem to be pathogens tricking the immune system into making rogue antibodies.
Gut bacteria can trigger immune reactions in the gut that spread to the rest of the body, producing the kinds of immune attacks seen in rheumatoid arthritis. Gut bacteria transplanted into mice from a person with rheumatoid arthritis triggered joint swelling and increased…
Happy Thanksgiving, everyone! I'm also very happy to announce the release of V2.4 of my course. It's only possible thanks to the feedback of my more than 920 customers that have purchased the course to date! 🙏
All value in the healthcare space is accruing to the network. Patient outcomes is now a direct function of longitudinal data. $HIMS is taking the whole market.
Fascinating to see the ROIC of this basket of companies going up. They're perfectly executing the $TSLA playbook. There's a reason for which $IREN, $RKLB, $ASTS stocks are hot. I don't see why $RIVN stock shouldn't join in the hotness.
Note to self: maybe go long $RKLB.
Orbital Power for Compute Is Closer to Terrestrial Parity Than Most Expect ⚡🛰️📉 In Part 2 of our orbital compute series, we projected the $/W of powering compute in high Earth orbit (HEO). At ~$2,000/kg to HEO, orbital power & cooling costs ~18-26 $/W; about 2× the ~12 $/W…
United States 趨勢
- 1. Good Sunday 70.9K posts
- 2. Wirtz 10.4K posts
- 3. Ole Miss 43.2K posts
- 4. #AskFFT N/A
- 5. #sundayvibes 5,308 posts
- 6. Gakpo 9,880 posts
- 7. #MUFC 19.8K posts
- 8. Zirkzee 24.6K posts
- 9. Isak 20.1K posts
- 10. #CRYMUN 9,200 posts
- 11. Vidal 3,682 posts
- 12. Amorim 44.3K posts
- 13. Lane Kiffin 53.5K posts
- 14. Duke 35.2K posts
- 15. Crystal Palace 38.1K posts
- 16. Stockton 32.6K posts
- 17. #EMAnniversaryxWilliamEst 327K posts
- 18. Mason Mount 10.1K posts
- 19. Licha 5,291 posts
- 20. WILLIAMEST AT EMQUARTIER 326K posts
你可能會喜歡
-
Giuliano
@Giuliano_Mana -
Palantir Daily
@DailyPalantir -
Arny Trezzi
@arny_trezzi -
Long Equity
@long_equity -
Quartr
@Quartr_App -
Thomas Chua
@SteadyCompound -
Convequity
@convequity -
Idea Hive
@ideahive -
Stock Market Nerd
@StockMarketNerd -
Heavy Moat Investments
@stonkmetal -
Brad Kaellner
@bkaellner -
Finding Compounders
@F_Compounders -
Leandro
@Invesquotes -
Finding Moats Investment Research
@Finding_Moats -
SVN Capital
@SvnCapital
Something went wrong.
Something went wrong.