Mark Paddey
@MarkPaddey
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Trying to skate to where the puck is going. Investor Sci-fi Nerd Outdoors Nut Living in Canada's Far North
Yellowknife, Northwest Territo
Joined January 2021
AI plays with MASSIVE growth potential:. $TSLA - FSD (most advanced real world AI).$PLTR - Extracts more value out of an orgs data.$LMND - AI driven data flywheel to reduce insurance costs.$DNA - Syn-bio shovels provider. Each shovel sold provides data to improve the next shovel.
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This is the $LMND thesis, in a really long, really well articulated thread. This is hindsight, but in advance.
This is a thread 🧵 about Lemonade $LMND 🍋, a company that believes it can 10x its premiums over the next decade. this thread comes after dozens of hours of research, reading, and listening, to the founders, earnings calls, and various industry reviews.⬇️
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RT @Ironic_Ape: It’s great to see more and more interest in $LMND. If you’re interested in learning more, I’ve compiled some of the best co….
ironic-ape.com
Uncovering value through behavioural economics and deep financial analysis. Our current focus: Lemonade Insurance (LMND).
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Is there some kind of resistance at $30 we're bumping into right now? $LMND was hot out of the gate after the initial pause announcement, but hasn't seemed to follow the continued upward trajectory of some other names.
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RT @amitisinvesting: bro he literally told us "good time to buy" before he pumped the entire market lol. WHAT TIMELINE IS THIS.
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@Tesla_Optimus @Figure_robot @Apptronik @ChrisCamillo predicted this ages ago. Humanoids are starting to go mainstream.
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Expect to see more media focused on humanoid robotics with @Tesla_Optimus @Figure_robot and @Apptronik ramping up in the coming years. This show looks hilarious and I'm here for it. 🍿🍿🍿. $TSLA.
It's rogue. It's powerful. It would rather be watching TV. #Murderbot — Streaming May 16 on Apple TV+
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Is there a risk that $LMND throttles down their growth until we have more clarity on tariffs?. If tariffs increase costs for $LMND, current rates may become insufficient. With the lag time between regulatory approvals for new rate filings, could $LMND decide to slow growth?.
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China imposes tariffs on the U.S. = $PLTR down 10%. $PLTR is a software company that refuses to sell its product in China. Make that make sense 🤦♂️.
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$LMND partners with a company 1/10th their size, specializing in predictive analytics driven by "advanced AI models" to improve their underwriting. This company is currently partnered with dozens of other insurers. Can someone explain how this is bullish?. What am I missing?.
👀 $LMND.
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I don't know about you guys, but I've got major "calm before the storm" vibes right now.
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If only I could think of a real-world example of a company using AI-enabled customer support. oh wait. Lots of goodies in ARK's new Big Ideas Report that scream $LMND.
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Bookmark this and come back to it in a few years. So not sleep on $LMND.
.@lemonade_inc growth will continue to accelerate, growing faster each year . 2024 > 2023.2025 > 2024.2026 > 2025
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Looks like I missed the mark on $DNA. Stock comp greater than total revenues for Q1, full year guidance revised downwards, and declining cell-program revenues YoY. Exiting my entire position. Will continue to monitor progress, but no longer have confidence in ability to execute.
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The thesis is working. $LMND.
How’s @lemonade_inc progressing? A two-year 3-2-1 snapshot says it all:.3️⃣ Gross Profit up 3X.2️⃣ In Force Premium up 2X.1️⃣ Operating Expense ~unchanged, 1X.The numbers tell a powerful story about #AI, #scaling, and🤞🏻where Lemonade is heading in the years and decades to come!.
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Great quarter for $LMND by @daschreiber @shai_wininger and the entire @Lemonade_Inc team! Congratulations on all the hard work!.
A refreshing Q1 for $LMND as the stock pops on results. @Lemonade_Inc CEO @daschreiber on his company's path to profitability and beyond:
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This is the kind of signal that the ginkgo thesis might just be working. Great news.
We’re excited to announce the expansion of our strategic partnership with global healthcare leader @novonordisk under a framework agreement that initially is contemplated to run over five years.
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The future is coming, and it doesn't care if we're ready or not. .
With OpenAI, Figure 01 can now have full conversations with people. -OpenAI models provide high-level visual and language intelligence.-Figure neural networks deliver fast, low-level, dexterous robot actions. Everything in this video is a neural network:
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I've been super bullish on FSD for a long time now, and it's got nothing to do with cars. We're about to see a massive competition for humanoid robots, and $TSLA's FSD is going to give Optimus an edge that no one else can compete with. Great thread, worth a read.
1/ The future of labor is being reshaped before our eyes, and @elonmusk ’s Optimus humanoid is poised to lead the change. Here’s how I see Tesla’s humanoid bots credibly adding $10 trillion to $TSLA valuation by 2030. #Robotics, #AI
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Looks like I know what I'm doing tonight. and likely every night for the next week.
ARK's Big Ideas 2024. Our views on where technology will take markets and the world through 2030. We are entering an unprecedented technological era
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