$Hims & Hers Health Inc.(HIMS)$ 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

$Hims & Hers Health Inc.(HIMS)$ $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

$CrowdStrike Holdings, Inc.(CRWD)$ $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

$Palantir Technologies Inc.(PLTR)$  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

$Palantir Technologies Inc.(PLTR)$ As $PLTR shareholders know, pessimists sound smart, optimists make money.

$Palantir Technologies Inc.(PLTR)$   is a trillion dollar company in the making.

$美国超微公司(AMD)$  The market is processing $AMD earnings wrong: 1. The market is looking at the AI story as if it were only about selling GPUs. But $AMD's business segments are effectively distribution channels via which it can repackage and sell its core AI tech. $AMD is going to be adding AI functionality to all of its products. Over the long run, this is a much better strategy than only going head to head with $NVDA selling GPUs (which it is doing too), simply because it makes distribution easier and cheaper. The datacenter growth is being offset by cyclical market weakness in gaming and embedded markets, but these two segments will give $AMD an advantage over time. "[...] we see clear opportunities to drive our next wave of growth as we de

$美国超微公司(AMD)$  $AMD's Lisa Su key quotes during the Q4 call: "Customer response to MI300 has been overwhelmingly positive." "The additional functionality and optimizations of ROCm 6 and the growing volume of contributions from the Open Source AI Software community are enabling multiple large hyperscale and enterprise customers to rapidly bring up their most advanced large language models on AMD Instinct accelerators."

$美国超微公司(AMD)$  Everything you need to know about $AMD before today's Q4 earnings, in 8 bullet points: 1. $AMD's ascent over the past decade can be attributed to its bold bet on chiplets, a revolutionary approach to semiconductor design that stands in stark contrast to the monolithic approach favored by industry giants like $NVDA. By breaking down complex chips into smaller, interconnected modules, $AMD has managed to achieve higher yields, improved performance, and reduced costs, paving the way for its resurgence in the semiconductor market. 2. As Moore's Law nears its limits, manufacturing increasingly complex monolithic chips has become increasingly challenging. Chiplets offer a viable solution to this challenge, enabling $AMD to continue pu

$多邻国(DUOL)$ $DUOL is building the Internet's University. Duolingo, seemingly a harmless language learning app, it is poised to become the internet's school. $DUOL has nailed the didactic mechanism required to teach things that require repetition, at scale. Today $DUOL users spend time learning languages on the app, but it can be repurposed to teach anything that requires daily practice. And while behemoths like $GOOG hold vast troves of data about individuals' learning aspirations, $DUOL has captured the hearts and minds of learners, amassing a staggering user base that continues to grow exponentially. $DUOL's focus on its students is hard to match, even for $GOOG. Between Q3 2020 and Q3 2023, Duolingo's monthly active users (MAUs) skyrocketed

$Spotify Technology S.A.(SPOT)$ $SPOT today is like to $AMZN in 2001, a misunderstood "goodwill compounding machine" with the potential to solve problems for creators and fans, just as $AMZN has done for consumers, merchants and developers. Both companies share two fundamental principles that have fueled their success: 1. Cultivating consumer loyalty: $SPOT has consistently earned the trust of its users by providing exceptional value for money, mirroring Amazon's approach to customer satisfaction. 2. Embracing relentless innovation: $SPOT is constantly expanding and experimenting with new audio verticals, such as podcasts, audiobooks, and education, echoing Amazon's diversification beyond books. $SPOT's dominance of the podcasting market, outpaci

$美国超微公司(AMD)$  $AMD is already disrupting $NVDA on the hardware side. $AMD is employing the same strategy that once propelled it past $INTC. Now, $AMD is poised to disrupt $NVDA's stronghold in the GPU market, utilizing its chiplet-based architecture to challenge the monolithic approach that has been $NVDA's hallmark. $AMD's chiplet-based design breaks down a large chip into smaller, more manageable modules, known as chiplets. This modular approach offers several advantages over $NVDA's monolithic architecture: 1. Higher Yields: If a single chiplet fails during manufacturing, the entire chip does not need to be discarded. This results in significantly higher yields and lower production costs. 2. Scalability: $AMD can easily add or remove chip

$Snowflake(SNOW)$ Earnings Snapshot:

$Palantir Technologies Inc.(PLTR)$  Palantir's Battleground: A Five Forces Analysis | $PLTR Palantir navigates a competitive data analytics landscape, facing threats and opportunities from big tech and nimble peers. Let's break it down: Threats: New Entrants: The data gold rush attracts diverse players, requiring constant innovation from Palantir. Substitutes: Open-source tools and democratized data access pose challenges, calling for strong differentiation. Competitive Rivalry: Big tech and specialized peers like Snowflake and Databricks are fierce competitors. Opportunities: Low Supplier Dependence: Reliance on readily available cloud infrastructure grants flexibility and reduces vendor power. Client Diversification: Government stability an

$Snowflake(SNOW)$ $NOW Q4 Revenue growth accelerates to +26% YoY. Raised 2024 outlook. 168 transactions over $1mn (+33% YoY) "GenAI is injecting new fuel into our already high‑performing engine. This is a breakthrough moment." - CEO

$特斯拉(TSLA)$  TSLA is on the verge of a major breakthrough, one that will dwarf all previous ones. The company's manufacturing prowess continues to improve fast, enabling it to accelerate its AI and energy businesses. The combination of these three businesses will create a platform akin to the internet.  $TSLA's core competency lies in optimizing its unit economics., which is now spilling over into other areas: renewable energy and AI.  The better $TSLA gets at manufacturing, the better its production of new battery packs and solar panels becomes. The more cars $TSLA manufactures, the more data it can gather for training its Full Self-Driving (FSD) software. Two metrics in particular have shown an inflection point since Q2 2023: 1. C

$Snowflake(SNOW)$ Snowflake breaking out from STAGE 1 base - - Cloud-based data platform - Growing rapidly, 30% rev CAGR estimate over 5 years - FCF positive, FCF margin trending higher - Strong management team - NTM EV/S = 18

$英伟达(NVDA)$  It won’t be so easy for $AMD to disrupt $NVDA, because $NVDA’s GPUs have massive network effects. Just as $TSLA vehicles share a unified architecture, $NVDA's GPUs are interconnected by CUDA, a cohesive software framework that fosters a self-sustaining ecosystem fueling the company's growth. CUDA acts as the bridge that seamlessly integrates $NVDA's diverse GPU lineup, enabling developers to harness the power of these computational workhorses. With each software iteration, the network of compatible GPUs expands, attracting a growing pool of expertise and talent. The broader the adoption of $NVDA's GPUs, the more valuable they become, solidifying the company's position as a dominant force in the GPU market. $NVDA's commitment to s

$Palantir Technologies Inc.(PLTR)$  I think $PLTR will eventually own the cloud compute market and become a trillion $ company, driven by its groundbreaking approach to valuable compute. In the current industry, most companies acquire raw compute, which they then customize by programming software to fit their specific needs. However, $PLTR is breaking new ground by transitioning to valuable compute, positioning itself as a crucial player in the cloud realm. Through its digital twin generation for Company N, $PLTR creates a blueprint of repeatable infrastructure that becomes accessible to Companies N+1 and beyond. This transformative approach liberates these subsequent companies from purchasing raw compute and enables them to acquire comput

Generative AI may boost US productivity between 1.7% to 3.5% and increase GDP by ~$477B to $1T in annual value over the next decade, per a study by Cognizant.