觉势行者
觉势行者
站在时代的潮流上,寻找发展势能最大的行业和公司,做战略性大格局的投资。
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$GraniteShares 2x Long COIN Daily ETF(CONL)$ 反弹会不会结束,观察一下
$Grab Holdings(GRAB)$ 大盘不好,先离场观望
$Grab Holdings(GRAB)$ 以前挂的限价单不小心成交了[流泪]  
$JOINN(06127)$ 市场短期高位,获利了结
$Tesla Motors(TSLA)$ 哈哈哈,老虎奖励的,谢谢啦
$FENBI(02469)$ AI行情下阶段看好AI 应用,整体低位,布局机会显现
$LONGFOR GROUP(00960)$ 来看看我最新分享的订单!
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$LONGFOR GROUP(00960)$ 来看看我最新分享的订单!
$SoFi Technologies Inc.(SOFI)$  $SOFI is going to report in a few hours. Whatever happens, it’s an outstanding company. Members grew from 1.5M in 2020 to 10.1M. in 2024 That’s a 575% total increase. CAGR: 56.64% — even faster than revenue.
$Tempus AI(TEM)$  Introduction to $TEM Tempus AI, or $TEM, is a cutting-edge precision medicine company founded in 2015 by Eric Lefkofsky. The inspiration for Tempus arose from Lefkofsky’s personal life — his wife’s battle with breast cancer revealed how limited the role of technology was in shaping her care. Determined to change this, Lefkofsky set out to integrate advanced technology into healthcare, addressing a critical gap in the industry. At its core, $TEM leverages AI to analyze vast amounts of clinical, imaging and molecular data. Its goal is ambitious yet clear: to revolutionize healthcare by enabling personalized treatment decisions, advancing drug discovery, and facilitating earlier and more accurate diseas
avatar觉势行者
2024-03-08
$Hims & Hers Health Inc.(HIMS)$ Much of $HIMS 100X potential comes from its unique approach to AI in the healthcare space. In Q3 2023, $HIMS launched Medmatch, a “proprietary service that deploys artificial intelligence and machine learning against the expansive dataset at the core of the Hims & Hers platform.” When comparing $HIMS architecture to $TDOC, $HIMS can deploy this service for each of its verticals and translate the insights it yields into productive modifications of the healthcare process–without having to deal with the inflationary, slow, and costly traditional healthcare system. With nearly 1.5M subscribers–and assuming $HIMS has been storing the anonymized data–MedMatch will see in one day more patients than a physician can
avatar觉势行者
2024-02-28
$Hims & Hers Health Inc.(HIMS)$ $HIMS is a company with 100x potential. $HIMS is a tele-health company that connects patients with physicians via an app and fulfills medication via automated pharmacy facilities. These are the 6 core value drivers of the company: 1. A cost advantage: $HIMS can treat a growing range of conditions at a cost below what patients would pay out-of-pocket via their insurance. This is a strong moat in an industry that is otherwise an inflationary hamster wheel. 2. Expanding verticals: Every quarter $HIMS is treats more and more conditions. Management has demonstrated great discipline in picking new verticals, with the company increasing its cash from operations. 3. Extraordinary organizational properties: $HIMS has
avatar觉势行者
2024-02-13
$CrowdStrike Holdings, Inc.(CRWD)$ $CRWD is looking like a winner takes all candidate. The company has one of the strongest moats in the XDR space in cybersecurity, which is enabled by the following 5 dynamics: 1. Lightweight Agent: Easiest deployment & management, attracts customers, generates more data. 2.Unified Data Model: Unrivaled threat landscape view, superior AI model training. 3. Cost-Effective AI Modules: Individually trained on customer data, high operating leverage. The cost of deploying additional modules is marginal. 4. Self-Reinforcing Growth: New modules attract customers, generate data, improve AI and lead to the creation of even better modules. 5. Fixed Cost, Scalable Revenue: More modules per customer, significant profit
avatar觉势行者
2024-02-08
$Palantir Technologies Inc.(PLTR)$  The market now understands $PLTR's importance in the AI industry. But it is yet to figure out that $PLTR is emerging as a dominant cloud player, positioned to disrupt the uninterrupted distribution of AWS, $GOOG Cloud and more. While established players like $AMZN, $GOOG, and $MSFT offer general cloud infrastructure, $PLTR is taking a different approach to become a key player. They're moving beyond the "raw compute" model, where users build their own solutions, and instead offering pre-built, tailored solutions that address specific business needs. Think of it as: A. Traditional cloud: Buying building blocks (infrastructure) and building your own solutions (time-consuming, expertise required). B. $PLTR's a
avatar觉势行者
2024-02-08
$Palantir Technologies Inc.(PLTR)$ As $PLTR shareholders know, pessimists sound smart, optimists make money.
avatar觉势行者
2024-02-02
$Palantir Technologies Inc.(PLTR)$   is a trillion dollar company in the making.

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