Deep Value Equity Investor
@AlphaMoat
Followers
129
Following
1K
Media
14
Statuses
500
Long focused Investor in undervalued disruptive companies with massive upside | Investments in AI,Space,BioTech,MedTech | Multiple 50-100x success | Always DYOR
USA
Joined March 2024
Grok generated Investment thesis for my holdings, along with target price and key risks. $BKKT - Bakkt Holdings (Price: ~$16.34, Market Cap: ~$391M) Bakkt is refocusing on core digital asset infrastructure (Bitcoin, tokenization, stablecoins, AI finance) after divesting
0
1
12
$ROOT : @bjmtweets , @CernunnosCap I posted these 2 tweets few day back. It addresses combined Ratio also. Do they make sense? https://t.co/WrntRDfk8M
https://t.co/UFxHl9a77C
Which is better investment $LMND OR $ROOT at current prices? Both Lemonade (LMND) and Root (ROOT) are insurtech companies using technology (AI, data, apps) to disrupt traditional insurance. Lemonade focuses on a broader range of products (renters, homeowners, pet, life, car)
0
0
0
$NNDM : a undervalued company going though restructuring has started to grow again. 2 consecutive quarters of revevue beat. I think worst is behind it and expect rerating of stock. They will benefit from space economy and Trump policies. Based on preliminary, unaudited results,
0
0
2
$CLOV : @VivekGaripalli,@andrewtoy, @CloverHealth, @counterparthlth HOW ABOUT INVESTOR DAY IN Q1, 2026? I feel there is a big mismatch between your plans and your stock price. I think it is SHOW TIME. Please take a lesson from @elonmusk playbook. Stock price is all about
0
0
1
$CLOV : Trump's "Great Healthcare Plan" White House Says Trump Calls On Congress To Pass A Law Codifying His Most-Favored-Nation Drug Price Policy; Trump's Healthcare Plan Promises To Make More Pharmaceutical Drugs Available For Over-the-counter Purchase; Healthcare Plan Would
0
0
1
$BFLY : Craig-Hallum raised the firm's price target on Butterfly Network to $5.25 from $3.25 and keeps a Buy rating on the shares following the company's recent announcements, including at least 17% year-over-year Q4 revenue growth, implying $26.2M vs. Street's $25.7M, with the
0
0
0
$EVLV : Evolv Earns Best Midsize Places to Work in Boston on Built In’s Best Places to Work List Happy work enviroment gives better productivity. https://t.co/EWNz0dbW7A
finance.yahoo.com
WALTHAM, Mass., January 21, 2026--Evolv Technologies Holdings, Inc. (NASDAQ: EVLV), a leading security technology company pioneering AI-based solutions designed to create safer experiences, today...
0
0
0
$HUMA Benchmark lowered the firm's price target on Humacyte to $10 from $11 and keeps a Buy rating on the shares after updating the firm's model for some recent financing activity, noting that its new price target is based on a sum-of-the-parts analysis.
0
1
4
$ROOT, Lemonade seems to be targeting Tesla drivers with cheaper insurance. Good for them.
0
0
0
Indian minister on AI development. India seems to working behind the scene on AI but no one talks about it. All eyes are on China and US.
India is working on all 5 layers of the AI architecture: application, model, chip, infra and energy. We are building the foundation for global AI services. 📍 World Economic Forum, Davos
0
0
0
$BKKT Zaira, Bakkt Agent will be game changing. Hope bill passes.
The dynamics of yield in the stable coin bill are fascinating and might cost the bill. Politics over good policy. Banks don’t want the crypto platforms to be able to give rewards to users (Genius which is law allows that). If the bill is killed, status quo is what they seem
0
1
2