
Sandeep Anand
@SanCompounding
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Investing Enthusiast Youtube: https://t.co/Jeuq6Kj0XF Spotify: https://t.co/XQumbBcew9
Joined May 2018
40 AI Companies Across Ecosystem :: . LLMs: $MSFT $GOOG $META GROK $BABA.Nuclear: $GEV $SMR $OKLO.Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR.ASICs: $AVGO $MRVL $META .Energy/Grid: $AMSC $TLN $VST .HPC connectivity: $CRDO $ALAB .Data Centers: $IREN $NBIS $APLD.AI Racks
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There we go . $NVO Approval for MASH. .
@JonahLupton $NVO has huge pipeline . 5% FCF Yield is a no brainer.
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$NVO obesity drug Wegovy cleared to treat MASH. FDA clearance for form of fatty liver disease expands list of uses for the therapy. I will still own $NVO and $HIMS . Both have strong moats addressing a Large TAM 📶.
SINCE $NVO Deal broke -. $HIMS up 65%. $NVO down 29%. Am buying both 😊 . There is 30% CAGR potential over next 3 years. $HIMS through EPS Growth and. $NVO Through Multiple rerating.
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$AMZN Entering Quick Commerce in US Cities . India is a well natured Quick commerce market and in 2024, the TAM for quick commerce in India was estimated to be $60 billion. This is ~ 50% of India's E-commerce market and growing exponentially. In US E-Commerce, this could open up.
Thousands of fresh groceries are now available for Same-Day Delivery orders in 1,000+ U.S. cities and towns, with plans to expand to 2,300+ by end of 2025. Think customers are going to love being able to add fresh produce, milk, eggs, and more to their everyday Amazon purchases
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Bookmark this. Bridgewater exit could mark the quarter Chinese stocks hit the bottom. $BABA $KWEB.
Bridgewater Exits Alibaba, Shifts to Google, Meta, Microsoft Amid China Pullback.Bridgewater Associates, the world’s largest hedge fund, sold all its holdings in US-listed Chinese companies in Q2, signaling a retreat amid geopolitical tensions and weakening investor sentiment.
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$CRCL AND $COIN are the Heads and Tails of the "Stablecoin" Regime. 🚀USDC in circulation grew 90% year-over-year to $61.3 . 📊Additional 6.4% to $65.2 billion as of August 10, 2025. Key Drivers: . -> GENIUS Act signed into law:. -> Internet Money - Accelerating momentum of.
Most people laughed off stablecoins in 2022. The 'ChatGPT Moment' of Stablecoins is here, thanks to Genius Act. 18 months later, stablecoins are circulating $250B and forecasted to hit $2T by 2028. This isn’t a headline. it’s a shift in how money moves. Here’s everything
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Data centers are the best opportunity now. $CRWV UP 7.3%.$NBIS UP 6.8%. Nebius lifts ARR guidance. Could reach $1 billion driven by the AI Demand 📶. CoreWeave earnings tomorrow could be big. But stock has IPO lockup expiration on 8/14 could have some insider selling pressure.
40 AI Companies Across Ecosystem :: . LLMs: $MSFT $GOOG $META GROK $BABA.Nuclear: $GEV $SMR $OKLO.Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR.ASICs: $AVGO $MRVL $META .Energy/Grid: $AMSC $TLN $VST .HPC connectivity: $CRDO $ALAB .Data Centers: $IREN $NBIS $APLD.AI Racks
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$APP Still Underpricing a 1.2 Billion User driven E-Commerce Growth Platform 👇.
Why is $APP Optically over-valued. Why??. A completely new Advertising LOB hasnt been priced in fully - ie Ecommerce growth. Because Apploving is currently just focussed on mid-market ( $100 mllion average) sized companies in Pilot mode. There is a long line out of door waiting
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Post earnings spike of AI-40 ::. $ALAB UP 30% .$NBIS UP 24%.$CRDO 23% (in June).$ANET UP 15%. $CRWV Earnings on Aug-12th. AI CAPEX CLEARLY BENEFITING SMID Companies with ‘Niche’.
40 AI Companies Across Ecosystem :: . LLMs: $MSFT $GOOG $META GROK $BABA.Nuclear: $GEV $SMR $OKLO.Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR.ASICs: $AVGO $MRVL $META .Energy/Grid: $AMSC $TLN $VST .HPC connectivity: $CRDO $ALAB .Data Centers: $IREN $NBIS $APLD.AI Racks
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