$Hims & Hers Health Inc.(HIMS)$ 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
$美国超微公司(AMD)$ 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