The Few Bets That Matter
What's $AMD bull case?

$NVDA is the clear leader and enterprises don’t care about $AMD. The product is inferior, and dollars are better spent on internal ASICs and R&D.

A few months ago the narrative was a cheaper product than $NVDA, lower performance but better price/perf.

Now the better price/perf is ASICs, not $AMD.

So what’s left?
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memenodes
Russia has 5000+ nuclear warheads. Of course, it's not necessary

Reporter: Would you ever order a mission to capture Vladimir Putin?

Trump: Well, I don’t think that’s going to be necessary. https://t.co/gcZwzJm3s0 - Clash Report
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Fiscal.ai
Analysts expect TSMC to generate $88B in operating income in 2027.

They have a current enterprise value of $1.3 trillion.

Why wouldn't this work from here?

$TSM https://t.co/vJSfsatqvf
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The Few Bets That Matter
My portfolio has 8 positions.
This isn’t concentrated enough.
I need 5, but what on earth do I cut?

$TMDX, for obvious reasons no one seems interested in though. https://t.co/I0Pxfbkul2

$ETH & $MSTR, crypto is going higher and the mispricing is real.
https://t.co/93kyTdmP9Q
https://t.co/YCGB90Tmj3

$LULU, apparel is in an uptrend and others with similar challenges - $VSCO $AEO, have had insane performances.
https://t.co/9Qv5aQRAXt

$UIPATH, acceleration is real and agentic AI is the next massive use case with broad adoption.
https://t.co/HYV7xdbiIw

$NBIS & $ALAB, the AI build-out isn’t over, the bubble hasn’t even started.
https://t.co/e5EyQAfq5M

$BABA, China is clearly underestimated.
https://t.co/fH5MOUY6re

What. Do. I. Cut.

$TMDX hit 49 flights yesterday, a new reccord.
They only own 22 planes.

Each flight saves lives or significantly improves patients' life quality. And adoption is clealy accelerating as hospitals scale usage.

🔹~7x forward sales
🔹30%+ growth
🔹International expansion underway
🔹Transplant volumes rising
🔹Heart & lung trials ongoing
🔹High switching costs
🔹Expanding market

How does no one care about this stock? - The Few Bets That Matter
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Moon Dev
We Can Finally Short Meme Coins To 0 (this is how)
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Moon Dev
🚨 claude code changed trading https://t.co/Uzbu0ocZB4
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Fiscal.ai
If you invested $10,000 in Rocket Lab 20 months ago, you would now have...

$239,580

What a wild ride.

$RKLB https://t.co/zMgmzzHU0t
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Fiscal.ai
In 2019, Monday had 76 customers spending more than $50K per year on their software.

Today, they have nearly 4,000.

$MNDY https://t.co/JduGyeHwtv
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God of Prompt
RT @alex_prompter: I don't get why most people don't use Perplexity for deep research.

Let me show you 7 prompts that turn it into a PhD-level research assistant (and save you weeks of work): https://t.co/TCvjuxeb3k
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God of Prompt
RT @free_ai_guides: 95% of LinkedIn users saw their reach drop in 2025.

Most have no idea what to post or when.

So I built a LinkedIn Content Plan Generator Mega-Prompt that turns ChatGPT into your personal content strategist:

→ Full 30-day content calendar
→ Post formats matched to algorithm (carousels, polls, text)
→ Hooks that stop the scroll
→ Pillar-to-post breakdown
→ Optimal posting schedule for your niche
→ Engagement prompts that spark real conversations

Stop staring at blank screens. Start showing up consistently.

Comment "LinkedIn" and I'll DM it to you.

(Must be following me to receive it)
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