Mike
@MikeLongTerm
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Following
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LT Investor Largest holding $PLTR $AMD $TSLA (75%) Others $XYZ $AMZN $NVDA $LMT $HIMS $BTC $PYPL $META $SNAP $GOOG $PSFE $DIS $GRAB $WING $DKNG $ADBE $BROS $TSM
Tweets AREN'T Financial Advice
Joined July 2020
Public portfolio and X Subscription I'm still waiting for X Subscription approval. I decided to only focus on @X as my main platform to share what I learn. After years of posting DDs, I still have a lot to learn as content creator. While i'm figuring that out, I will keep all
$GRAB as the biggest hedge Updated 🧵 We are just getting start on the rate cut path, meaning the dollar will decline even more. Meaning $GRAB revenue & profitability will skyrocket as it collects revenue in other currencies. 5% increase to 7% due to increased conviction and
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$AMD to $5 Trillion MC is Inevitable Long Term 🧵 TLDR: Energy is the biggest bottleneck! AMD's emphasis on energy efficiency, particularly with the MI450 (1000-1400W per chip vs. NVIDIA's Rubin at 2300-3600W and Google's Ironwood at 300W), appears driven by a long term
$AMD $NVDA $GOOGL 🤣🤣🤣 "Experts" on CNBC, so $META is buying $GOOGL TPU, so we sell AMD and NVDA, because TPU is now a better GPU option for Meta😂. These are the same people that said it loudly to sell Google $130-$150 and concluded @Google search business was over.
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Can't wait
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$QQQ $SPY You know when I said don't fight the @federalreserve. I meant it QT or QE. Please don't trap yourself into a box where you believe the @federalreserve cares about inflation or deflation. Just manipulation of money supply. That is it! It is much easier to follow
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BREAKING $GRAB Short Interest ↗️🚨🚨🚨 $GRAB AI SuperApp Short Interest went up to 188,266,487 shares shorted 💀 - source: NASDAQ Previous: 185,169,466 shares ATH was 196m shares in Sept 2025.
$GRAB AI SuperApp Valuation is STUPID👀 Video was from CNBC w/ Howard Marks, a major shareholder on $GRAB. $GRAB is now trading at 3.5 P/S FY 2026 revenue($6.2B) after $GOTO Mobility/Delivery Acquisition with $6B+ in cash and very little debt. Expected growth after 90-95%
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You can't make this up: We are quite literally witnessing multi-trillion dollar tech companies "fighting" on X over the AI Revolution, moving hundreds of billions in market cap. Being on X is alpha for investors.
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AMD, The University of New South Wales Sydney, and the Pawsey Supercomputing Research Centre have developed Slorado, the first fully open-source tool for real-time nanopore DNA decoding. Built on AMD GPUs and ROCm, researchers are now reducing full human genome basecalling to
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Stacy Rasgon can twist anything bearish for $AMD When OpenAI 6GW announced, EXTREMELY BEARISH OpenAI 10GW $NVDA announced, EXTREMELY BULLISH @Oracle @Dell @HP are now offering $AMD MI355X rack solutions= EXTREMELY BEARISH Dr. @LisaSu , we are talking with hyperscalers and
Bernstein on $AMD, Google TPU news feels incrementally negative to AMD narrative The success of Google’s TPUs is not new. In fact they are the only really successful ASIC program in our opinion (certainly the only one that has truly reached scale). This should not be
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$AMD $NVDA $GOOGL 🤣🤣🤣 "Experts" on CNBC, so $META is buying $GOOGL TPU, so we sell AMD and NVDA, because TPU is now a better GPU option for Meta😂. These are the same people that said it loudly to sell Google $130-$150 and concluded @Google search business was over.
$AMD MI450| $NVDA Rubin| $GOOGL TPU Comp🧵 The @AMD Instinct MI450 emphasizes open ecosystems, memory density, and power efficiency via chiplet design and TSMC's 2nm node w/ lowest TCO. NVIDIA's Rubin (successor to Blackwell) prioritizes raw compute and bandwidth in a
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BREAKING $GRAB Dine-Out Nov Update🔥🔥🔥 Highest Margin (70-80%) Grab AI SuperApp newest Dine-Out service, which includes dining deals, table reservations, and in-restaurant promotions via the Grab app, has seen expanded activity across its core Southeast Asian markets
BREAKING $GRAB GAINED $709m 🚀🚀🚀 Grab-backed Superbank to go IPO in Indonesia stock exchange. Grab holds an indirect stake in Superbank through three entities: PT Kudo Teknologi Indonesia: 19.16% GXS Bank Pte. Ltd.: 12% A5–DB Holdings Pte. Ltd.: 11.52% Total 42.68% of
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@AMD @SaraEisen, you asked the difference between TPU and $NVDA $AMD GPUs
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$AMD MI450| $NVDA Rubin| $GOOGL TPU Comp🧵 The @AMD Instinct MI450 emphasizes open ecosystems, memory density, and power efficiency via chiplet design and TSMC's 2nm node w/ lowest TCO. NVIDIA's Rubin (successor to Blackwell) prioritizes raw compute and bandwidth in a
BREAKING Investors discovered $GOOGL TPU after 10 years. And investors also discovered @Google uses TPU to train its models since 2016 without $NVDA for almost 10 years is shocking.
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👀 $NVDA $AMD
MUSK'S XAI RAISING $15B AT $230B MONEY VALUATION - SOURCES FABER ON CNBC
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$AMD $NVDA $GOOGL 🤔 People are spamming mindlessly for engagement that @Google TPU gonna destroy $AMD $NVDA $TSM are the same people that said $MSFT @bing-GPT gonna destroy Google Search. Many peopple are making banks selling Fear. Focus on fundamental. Demand for compute
BREAKING Investors discovered $GOOGL TPU after 10 years. And investors also discovered @Google uses TPU to train its models since 2016 without $NVDA for almost 10 years is shocking.
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BREAKING $AMD is CRUSHING $INTC CPU Sales🔥 AMD is on track to overtake Intel AMD is continuing to dominate the CPU sales charts – both home and abroad. Team Red's CPUs make up all top 11 positions in https://t.co/29ygVrpWmH's best-sellers list, while over in Germany, around 9
$AMD Valuation is STUPID😳🧵 Fun fact: AMD Buyback is estimated to be cumulative of $90-$100B toward 2030. AMD announced in May $6B buyback in addition to $4B or $10B total. Estimate share reduction will be around 15-20% of current 1.62B shares. Little background: Dr. @LisaSu
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The Genesis Mission represents a bold national effort to harness AI for scientific discovery and innovation. Thank you @POTUS @SecretaryWright for your leadership. @AMD is proud to work with @ENERGY and our National labs to advance U.S. technology leadership.
At the direction of President Trump, @ENERGY is leading a historic national effort to revolutionize the application of AI in science and innovation with the Genesis Mission. Together, America will redefine greatness as we launch the Genesis Mission.
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Per @Redfin, October saw an estimated 36.8% more home sellers than buyers, biggest gap in records dating back to 2013
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BREAKING Investors discovered $GOOGL TPU after 10 years. And investors also discovered @Google uses TPU to train its models since 2016 without $NVDA for almost 10 years is shocking.
$GOOGL is getting expensive
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BREAKING $AMD & NeutraDC(Singapore) ✅ NeutraDC (a Singapore-based data center provider focused on sustainable infrastructure) and @AMD (Advanced Micro Devices, a leading semiconductor company) announced collaboration aims to deliver high-performance AI and cloud computing
BREAKING $AMD $337 PT Outperform Rating🚀🚀 The Raymond James Financial coverage initiation on Advanced Micro Devices @AMD Outperform rating with a $337 price target on November 21, 2025 is attributed to Simon Leopold, a Managing Director and Senior Research Analyst in the
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