The market sees $HIMS as a GLP-1 company.

But $HIMS is actually building a platform that will dominate the healthcare industry.

Labs positions $HIMS to become a multi-trillion dollar healthcare giant, by unleashing the power of peptides and precision medicine 🧵 1. Firstly, $HIMS revenue is up 10X in 5 years while the stock now trades at ~4 times sales.

By itself, this means $HIMS is tremendously undervalued.

$IBRX is the company that could save the world 🧵 1. The world is headed towards a lymphopenia pandemic.

Lymphopenia is defined as an abnormally low lymphocyte count in the blood.

When that happens, your immune system can't kill the bad guys.

I went long $PLTR at $7.

After Q2 2025, I see $ABCL increasingly evolving into the $PLTR of biotech.

And $ABCL is now positioned to go through a MASSIVE inflection point over the next year 🧵 1. As you may know, I believe $ABCL is positioned to become the platform that cures any physiological human illness, with outside effects.

If you want to learn more about that, check the thread below.

Otherwise, lets move onto the Q2 2025 update.

https://x.com/alc2022/status/1967859795521646738

I went long $PLTR at $7 and I'm now up 25X.

I now see $IREN becoming similar success story, with essentially 100X potential over the long term 🧵 1. $IREN's cash from operations has turned positive in Q4 FY2025.

This most likely means that $IREN's repeatable datacenter blueprint works.

The market thinks $HIMS is a GLP-1 company.

But $HIMS is a trillion dollar healthcare giant in the making that's bringing preventative medicine to the world via peptides.

Here's why $HIMS is actually building the most valuable subscription on the planet🧵 1. Peptides are short chains of amino acids.

Your body produces thousands of peptides and each one performs a specific function inside your body.

As you get older, your body stops producing them and you lose vitality and capabilities.

I went long $SPOT at $97.50 and it's now up 7X.

After reviewing the Q2 2025 earnings report, I see $LMND developing into the $SPOT of insurance.

This is my $LMND thesis 🧵 1. $LMND uses AI and behavioral economics to deliver fast digital insurance for renters homeowners pets and more through an app.

$LMND is a classic example of Web 2.0 technology applied to a slow to evolve industry offering instant transparent and customer focused service.

$AMD has surged 90%+ off its lows this year.

And I believe this is only the start.

I see $AMD becoming the next trillion-dollar AI leader, ready to dominate the space 🧵 1. At $AMD's Advancing AI event, CEO Lisa Su revealed the MI355 offers 40% more tokens per watt than $NVDA Blackwell.

This highlights $AMD’s structural edge in inference.

I went long $PLTR at $7.

Now I see $ABCL emerging as the $PLTR of biotech 🧵 1. $ABCL is developing a platform aimed at curing nearly every disease that affects the human body, led by a team that appears exceptionally strong.

Through its ability to design highly targeted antibodies, $ABCL is gaining the tools to influence virtually every function within the human body.

$OSCR is down 36%+ in the past three weeks.

But I believe $OSCR presents ~20X upside on valuation multiple expansion alone 🧵 1. $OSCR has shown a strong ability to deliver more value for every dollar spent, with user growth gaining momentum.
It took eleven years to reach the first million members, but only fifteen months to add the next million.

Now trading at 0.4 times sales, with concerns that Congress may choose not to extend ACA premium tax credits in 2025. Still, sixty-four percent of members are in red states where Republicans hold control in Congress.

I went long $PLTR at $7.

Now I see $ABCL turning into the $PLTR of biotech 🧵 1. $ABCL is building a platform to cure nearly every disorder that impacts the human body, and the company looks exceptionally well managed.

By mastering the art of crafting highly specific antibodies, $ABCL is learning how to control every function of the human body.

$RKLB is the machine that builds rockets.

$ASTS is the machine that builds D2D satellites.

$IREN is the machine that builds datacenters.

$ABCL is the machine that builds drugs.

All four are following the $TSLA playbook and are positioned to take the whole market 🧵 1. $TSLA stock is up 24,000%+ over the past 15 years because they've created a machine that churns out EVs faster and cheaper than any other machine.

This has been made possible by vertical integration, constant iteration and manufacturing facility franchising.

$OSCR is down 30% in the past week.

But $OSCR has 20X potential on valuation multiple expansion alone 🧵 1. $OSCR has demonstrated strong ability to deliver more value per dollar spent with accelerating user growth.
It took 11 years to reach the first million members, but just 15 months to add the next million.

Now trading at 0.4 times sales amid concerns that Congress may not renew ACA premium tax credits in 2025. However, 64 percent of members are in red states where Republicans control Congress.

I went long $AMD at $4.2 and $TSLA at $13.

Next I went long $PLTR at $7, $SPOT at $97.50 and $HIMS at $15.

$DUOL is my next big bet.

I believe $DUOL is uniquely positioned to dominate the $10T global education market and reshape how the world learns, permanently 🧵 1. Most investors still think of $DUOL as just a playful language app.

But with 130M MAUs as of Q1 2025, $DUOL is quietly laying the foundation for a smarter, more efficient, and learner-first global education system.

$DUOL today is what $AMZN was to ecommerce two decades ago.

$IREN is successfully applying the $TSLA playbook to datacenters🧵 1. Firstly, thanks to @Agrippa_Inv for his wonderful work on $IREN.

Secondly, the $IREN thesis may be summarised by two datapoints:

1. $IREN compute capacity is up 50X in 3 years.
2. Joules per terahash are down 50% in ~2 years.

This screams process power 👇

$AMD is up 83%+ since this year's lows.

But this is just the beginning.

I believe $AMD is the next trillion $ AI giant and is positioned to take the whole market 🧵 1. At $AMD's Advancing AI event CEO Lisa Su announced that the MI355 delivers 40 percent more tokens per percent than $NVDA Blackwell.

This shows $AMD has a structural advantage in inference.

I'm up ~20X on $PLTR.

And ~4X on $HIMS.

$DUOL is my next big bet.

I believe $DUOL is positioned to take over the entire $10T global education market 🧵 1. Most investors see $DUOL as a silly language learning app.

But with 130M MAUs as of Q1 2025, $DUOL is quietly building the foundation for a more efficient and student focused education system.

$DUOL is to education today what $AMZN was to online commerce two decades ago.

I went long $AMD at $4.2.

$TSLA at $13.

$SPOT at $97.50.

$HIMS at $15.

$PLTR at $7.

I'm now watching $RKLB, $ASTS, $OSCR, $HFG and $LMND and $ABCL closely 🧵 1. $RKLB is on its way to becoming an end-to-end space platform.

$RKLB has demonstrated notable process power by pushing the limits of human achievements in space. It's not yet cash flow positive.

The development of the Neutron rocket is weighing on $RKLB financially, but if they succeed, there's plenty of upside over the long term.

$OSCR has ~20X upside on valuation multiple expansion alone 🧵 1. $OSCR shows strong ability to deliver more value per $ spent with rapid user growth—1 million members took 11 years, the next million just 15 months.

Trading at 0.4x sales due to fears Congress won’t renew ACA premium tax credits in 2025. Yet 64% of members are in red states, where Republicans hold Congress.

$AMD is positioned to take the whole market 🧵 1. At $AMD's Advancing AI event CEO Lisa Su announced that the MI355 delivers 40% more tokens per % than $NVDA Blackwell.

This shows $AMD has a structural advantage in inference.

$ASTS is building a network that's increasingly positioned to print billions of FCF practically overnight, if the excellent execution continues.

This is my $ASTS thesis🧵 1. $ASTS is quietly building a cash flow monster. Its satellites beam broadband direct to your phone: no dish, no special gear.

Starlink can’t do that. $ASTS's tech moat seems deep, and with 5 satellites live + MOUs covering 3B people, the scale-up could be sudden and massive.

I bought $AMD for $4.2.
Picked up $TSLA at $13.
Got into $PLTR when it was $7.
Entered $SPOT at $97.50.
And went long $HIMS at $15.

Still holding every one of them.

Here’s how I did it 🧵 1. Most people see stocks as just pieces of paper.

But the truth is, they’re pieces of a real business. And when you dig into the numbers, you’ll find something most people miss:

In the long run, stock prices tend to move in line with free cash flow per share, just like $SPOT 👇