1/ Founder-Led, Aligned, Accelerating

Incentives > everything

There’s signal in skin in the game. Across decades, founder/family influenced companies have outperformed by 300–400 bps annually, and founder CEOs tend to invest more in innovation and long term bets, advantages that compound.

So I screened for: Founder/insider ownership >10% (or clear voting control) + accelerating (or reaccelerating) revenue.

Here are 7 I like now, I’ll drop 3 more if this hits 500 likes. Let’s go👇🧵 2/ $APP - AppLovin (adtech engines running hot)

Rev growth re-accelerated: +71% YoY in Q1’25 => +77% YoY in Q2’25 as AXON flywheel and ML bidding drove pricing & win rates. That’s step function momentum at scale.

Alignment: Co-founder/CEO Adam Foroughi is a reported 10% owner and (with a director) holds all Class B (20 votes/share).

Concentrated control = tight execution.

With model driven ad yield compounding and a founder who can move fast without a proxy fight, this is what durable operating leverage looks like.

🚨 The GOAT Stan Druckenmiller just reshuffled his portfolio in a big way.

He’s managed money through every market regime for 40+ years without a single down year.

This quarter, his portfolio shift says a lot about where smart capital is flowing next.

Here’s what he just bought and why 🧵 1/ Big picture

He rotated toward AI plumbing, select cyclicals/energy & transport, LatAm fintech/commerce, and a few asymmetric biopharma shots, plus money center/IB banks.

Positions are as of 6/30/25, lagged, long only, no shorts/hedges shown.

$OSCR down 8% PM after multiple downgrades from the Street.

– Barclays initiates Underweight on policy risk
– Piper slashes PT to $18 on enrollment cliff fears

Market’s reacting to old headlines.

Here’s what a Bayesian lens says about the real risk and where the upside lies 🧵👇 1) Why the downgrade happened

Street finally priced in the June 2025 CBO score:
If subsidies expire and the HHS AV-rule hits, ACA enrollment drops –7.9M in 2026.

That’s triple the older –2.2M estimate.

$OSCR has 7% ACA share => potential –550k member loss.

Fair enough but that’s only one path.

Is it finally time for the Advanced Money Destroyer $AMD to strike?

Everyone’s watching $NVDA dominate AI training…

But the real war is just starting — in inference.

And that’s where $AMD might surprise everyone.
Here’s the $250B battleground no one’s pricing in 🧵 1. First, understand the split:

There are two AI chip markets:

- Training = model creation (bursty, FLOPS-heavy)
- Inference = model deployment (24/7, memory-heavy, cost-sensitive)

$NVDA dominates training.

But inference is up for grabs. $AMD

Calling $OSCR a “meme stock” just tells me you don’t do your homework.

It’s lazy. It shows you don’t understand the market, the business model, or what actually drove the mispricing. 🧵

https://twitter.com/Next100Baggers/status/1892579013366833157

1/ $OSCR isn’t hype. It’s a profitable ACA compounder:

- $9B revenue (+56% YoY)
- $25M net income
- 2M members (+41% YoY)
- SG&A down to 15.8%

And yet… it still trades at 0.4X 2025 sales.

🧵 the GOAT Stanley Druckenmiller —One of my favorite investors — just made major moves in Q1 '25.

He does trade often. But when he sizes up like this, it's not noise, it's signal.

Here are 8 names he just loaded up on — and what that tells us about where the puck is going👇 1/ $FLUT – Flutter Entertainment

📈 +1985% more shares
💰 $83.6M position
Druck doesn’t tiptoe.

He went all-in on Flutter, likely front-running a FanDuel spinout + the U.S. sports betting boom.

If sentiment turns, this rerates fast.