Mihai Doho @MihaiDoho
I post on investing in the best tech and health companies. 8-year fund manager on a journey from 6-figs to $1 million. Adventurer who's lived on 3 continents. Joined February 2023-
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$TSLA “traders”. Accurate? 🤣
$TSLA “traders”. Accurate? 🤣 https://t.co/p9rsOQN6lr
$VKTX market cap is 8+ Billion. $LLY market cap over 700 Billion Big pharma missing on obesity franchise $PFE $MRK $REGN
$LLY +6% PM on a massive guidance upgrade! ✅Revenue +$2bn to $42.4-43.6bn (5% increase) ✅EPS +$1.25 to $13.05-13.55 (10% increase) Zepbound did $517.4m in the first quarter of Obesity launch. We're off to the races! 🚀
The more inflated the language in your startup's pitch, the less convincing it seems. If you're a seed stage company, don't tell me you're transforming global this or poised to dominate that. Tell me you noticed something that might turn out to be an overlooked opportunity.
As Jensen Huang already said, “for the very first time in our history, biology has the opportunity to be engineering, not science.” $NVDA Now Scott Gottlieb confirms that biotech R&D is about to change forever thanks to AI.
As Jensen Huang already said, “for the very first time in our history, biology has the opportunity to be engineering, not science.” $NVDA Now Scott Gottlieb confirms that biotech R&D is about to change forever thanks to AI.
Seriously. What the actual f*ck. Elon and Zuck are both pro-open source. Elon co-founded OpenAI ffs smh 😤
Seriously. What the actual f*ck. Elon and Zuck are both pro-open source. Elon co-founded OpenAI ffs smh 😤
DHS has deliberately not included the AI open source pioneers like Musk and Zuck. They don’t want the people to own AI, they want to regulate AI so it’s centralized power. We can’t allow AI to belong to an elite, it needs to be free and open to all of us like the internet.
DHS has deliberately not included the AI open source pioneers like Musk and Zuck. They don’t want the people to own AI, they want to regulate AI so it’s centralized power. We can’t allow AI to belong to an elite, it needs to be free and open to all of us like the internet.
$MSFT Azure grew by 31% & $GOOGL Cloud by 28% -- proving just how massive the cloud sector will be for the rest of this decade. EXTREMELY bullish news for $SNOW, $CRWD, $ZS, $DDOG, $MDB, $NET, $TEAM, $DOCN & $DDOG 🤩
HOT TAKE: It’s fine to have 25% of your portfolio in 1 company. My record is 40% of my net worth in SpaceX, but $NVDA at 25% of my portfolio is a close 2nd. “When you have tremendous conviction on a trade, you have to go for the jugular. It takes courage to be a pig.”
HOT TAKE: It’s fine to have 25% of your portfolio in 1 company. My record is 40% of my net worth in SpaceX, but $NVDA at 25% of my portfolio is a close 2nd. “When you have tremendous conviction on a trade, you have to go for the jugular. It takes courage to be a pig.”
For those who do not understand what just happened: First, Q1 2024 GDP growth slowed to just 1.6% which is less than HALF of the 3.4% Q4 2023 number. This reading is roughly 50% BELOW Goldman Sach's expectations. But it gets even worse. At the same time, the US Core PCE Price…
Managed to increase the starter $META position by 50% at $415. I’m holding off on any adds to the portfolio until $MSFT and $GOOGL report.
Managed to increase the starter $META position by 50% at $415. I’m holding off on any adds to the portfolio until $MSFT and $GOOGL report.
Just bought a starter $META position at $493. I know it’s run up a lot, but it’s still not expensive. I love what Zuck has done with IG Reels, Llama-3, and himself as a person. Let’s see how the numbers and guidance look and I’ll either consider increasing or selling.
$TSLA $NVDA MUSK SAYS TESLA WILL HAVE 85,000 NVIDIA H100 GPUS TRAINING AI BY END OF YEAR
When not even reaching your potential looks better than most people’s best, imagine where you’d be if you were actually who you’re meant to be? If a blinking star can shine so brightly, imagine what a sparkling one can do.
$TSLA updated strategy on low-cost vehicle makes so much sense: Use the existing manufacturing capacity and bring the low-cost vehicle into production earlier starting in H2 2025. By that time $TSLA should have a better version of FSD that could be fully autonomous. 😉
$TSLA updated strategy on low-cost vehicle makes so much sense: Use the existing manufacturing capacity and bring the low-cost vehicle into production earlier starting in H2 2025. By that time $TSLA should have a better version of FSD that could be fully autonomous. 😉
Whatever you think about $TSLA earnings, this is great for $NVDA. 😉 $TSLA 2x-ed compute in 1 quarter and spent $1 billion on AI CapEx. FSD requires massive amounts of compute.
Whatever you think about $TSLA earnings, this is great for $NVDA. 😉 $TSLA 2x-ed compute in 1 quarter and spent $1 billion on AI CapEx. FSD requires massive amounts of compute.
What an incredible line-up of investors and visionaries to support the AI created by the Perplexity team!
What an incredible line-up of investors and visionaries to support the AI created by the Perplexity team!
Al @Bullstk34
1 Followers 88 Following
You in View @youinview
2K Followers 5K Following Humans are amazing! Let’s take a minute to appreciate each other! Life is full of joy, risks, celebration, love & sadness, but we are all in this together!
𝐌𝐫 𝐏𝐈𝐍.. @ongakicalmax
5K Followers 3K Following Leader|Opinionist|Ruthless|Fearless|Enthusiastic|Poultry Farmer|Political Junkie.
🇬🇧 K̶l̶a̶u̶.. @KlausSchwabX
559 Followers 824 Following Arguably the best Twitter account since my last one. Exclusively followed by young female bots I only buy stocks that go down 🚀 Engineer &property developer.
Fatima Hank @FHank36601
36 Followers 5K Following
Fame Zhao @ZhaoFame
51 Followers 41 Following
douglas collins @douglas13744794
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Fernando Casais @fercas182
129 Followers 403 Following
don @arcanobolt
44 Followers 209 Following
Beku90 @Beku902
0 Followers 569 Following
ChessVibes @Titu_R
90 Followers 456 Following
A L @alui11
48 Followers 269 Following
Alwaysbesaving @stxsandforex
134 Followers 1K Following Capital growth though investing. ''Why, this is a bull market!''
forestgreen @Forestgreennyc
8 Followers 239 Following
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153 Followers 2K Following
Collin @VomitStacksDFS
201 Followers 820 Following Amateur DFS player and retail trader. Pitter patter, let's get at 'er!
Lars Rasch @lars_rasch
4 Followers 10 Following
Jeet @stonksonly23
87 Followers 613 Following
Karthi Subash @KarthiSubash23
21 Followers 389 Following
MHNB_Biopharma @BiopharmaMhnb
23 Followers 41 Following
Lance Young @youngmoney2643
279 Followers 2K Following Sr. Land Negotiator. Real Estate Investor/House Flipper. Stock Enthusiast. University of Oklahoma Energy Management.
moehrinvestor @moehrinvestor
15 Followers 808 Following i have other interests mind you - investment & trade thoughts
Michael Hunt @Michael___Hunt
47K Followers 215 Following Michael_Hunt on StockTwits. My trades are my opinion only and not investment advice.
Yumac26 @yumac26
0 Followers 79 Following
Angela @Ar112100
2K Followers 5K Following Lovely Mom to Best son Entrepreneur, Trader/Investor, Marathon Runner, Abundant Love, Energy, Peace, & Fun
Laurentiu Chisca @laurentiuchisca
1K Followers 200 Following Trend Following Trader powered by CANSLIM. I take low-risk entries in breakouts and mean reversion patterns. Free trading plan: https://t.co/Gs79okxdIs
Carlos matos @Carflos223Matos
117 Followers 587 Following
Henrique Rodrigues @hngr86
2 Followers 52 Following
Trader_1️⃣9️⃣.. @David_SLR_43
7K Followers 234 Following Ici on trouve de la bourse et pas de la bouse (biotech, oca, ak), macro et micro économie. Un peu de photo aussi 📸. Parrainage Fortuneo: 1275764
Healthtrade Group @HealthtradeG
85 Followers 734 Following
Conks @concodanomics
134K Followers 1K Following Global market mechanics. Male. STIR & market plumbing enjoyer. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
10XINVEST0R @drp825_
1K Followers 989 Following INVESTOR | DIVIDENDS | SWINGS | OPTIONS | X (TWITTER) POSTER | $AAPL $BLK $O $ENB $AMZN $TU $COST $QQQM $SOXX $BITF $SPY
Clare @ClareShone10
3K Followers 5K Following
AX3 Independent Artis.. @ax3_music
1K Followers 3K Following AX3 is an online streaming platform for indie artists to get their music heard.
Michael Martin @MichaelMar64334
1 Followers 102 Following
Mr. Compound💎 @Alwayscompound_
166 Followers 561 Following LT Investor - buy the dip | set on DRIP | let it rip
MarkHutchinson @official_HMark
3K Followers 3K Following Trader & Investor. 15+ years. Founder. Mentor. Solve trading problems utilizing a simple and Systematic approach to trading.
Exness Partner & Trad.. @TradingGeek_
88 Followers 867 Following Sharing trading set ups. Building solid community of exness partners. Sign up on exness using the following link; https://t.co/lq92oQYRSU
Sylvain Leroux @SylvainReloaded
30 Followers 28 Following You can find me behind my keyboard, reading, programming, or trading equities and then losing my profits in the crypto market
Vasu Eda @VasuEda
231 Followers 223 Following Author of Get Job Ready - How to Land Your Dream Job Out of College (Penguin). Cares about upward mobility & national security.
ashish nimonkar @ashishnimonkar
59 Followers 243 Following
Lohith Ambadipudi @LAmbadipudi
297 Followers 4K Following
Gad Saad @GadSaad
881K Followers 388 Following Professor, Evolutionary Behavioral Scientist, Author. Opinions are mine alone. Retweets do not necessarily imply an endorsement.
carl @physioo
395 Followers 3K Following
AlphaSense @AlphaSenseInc
14K Followers 488 Following AlphaSense is how the world’s most sophisticated companies remove uncertainty from their decision-making. (Tweets are not investment advice)
Peruvian Bull @peruvian_bull
65K Followers 636 Following analyst @ fintech. finance & macro economics. yen disrespectooor. the Dollar Endgame Book: https://t.co/Orz0fOyN0Z $GME #BTC
Andrew Curran @AndrewCurran_
11K Followers 7K Following Atypically Friendly - I write about AI and human creativity. Will periodically make extremely unusual arguments.
Yuli Kay @YuliWho
2K Followers 595 Following Web3 Singer-Songwriter 🎤 | Digital nomad ✈️ | @ZeitgeistPM 🔮 TOF Marketing Specialist | Senior Amb @PolimecProtocol ☕️ @Bifrost 🌈 | @injective Warrior
Siu @F22Siu
744 Followers 101 Following
P=NP maxi @QEternity
2K Followers 1K Following global head of call wall coordination @ https://t.co/YNE62wV0Xm is the juice worth the squeeze?
CCE @onceCCE
175 Followers 244 Following punt options a bit 🤓| keep bees a bit | ride bikes a bit | test cricket 🏏 fan | brit | ex LIFFE monkey
Steve Hou (“LEASE M.. @stevehouf
20K Followers 2K Following Research @Bloomberg Indices, formerly @aqrcapital, @umichEcon PhD, @ETH and @UVA, always “advanced degree hater”, opinions my own.
Michaël Houbben @MHoubben
4K Followers 198 Following Holding the world's best stocks to outperform the market long term (+57% in 2023). Follow for tweets and threads about the process.
DEXWireNews @DEXWireNews
14K Followers 915 Following 📰 Stocks & Crypto News ▶️ 214K+ on YouTube: https://t.co/Zc63vuVpcA 🌎Telegram: https://t.co/miJVlpaqu2 ⚡️ IG: https://t.co/skNCQeeWjG
Perplexity @perplexity_ai
133K Followers 29 Following Our mission is to serve the world’s curiosity. https://t.co/BBZ1kG0TVG
Paulo Macro @PauloMacro
140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
Mike Fishbein @mfishbein
6K Followers 2K Following Founder, marketer (1 exit, many failures). Creator of the Content Engineering Lab YouTube channel where I show how I use AI for content marketing.
Robert F. Kennedy Jr @RobertKennedyJr
2.9M Followers 921 Following Independent candidate for President of the United States. #Kennedy24
Banana3 @Banana3Stocks
53K Followers 1K Following Professional Trader/Investor, 20yrs experience. Real Estate Developer. Entrepreneur. Business, Finance,Tech,Econ & Politics🏀 🏈 🏂 🎶 My research. My trades.
StockOpine @Stock_Opine
6K Followers 3K Following Long-term stock investing | Fundamental analysis | Earnings Reviews | Not an investment advice
Siim Land @siimland
15K Followers 245 Following Best-selling author, anthropologist YouTube 180k; Instagram 400k Not medical advice
Boston Dynamics @BostonDynamics
315K Followers 0 Following
Sean Kelly @seanpk
25K Followers 93 Following Building my 4th 8-figure biz (B2B media holdco). Also GP & Investor at The Family Fund VC. Biomed engineer too. Helping founders achieve breakout performance.
KoGuan Leo @KoguanLeo
51K Followers 281 Following Creator of XuanYuan 2.0 powered by KQID time engine;The biggest individual investor in $ and the 3rd largest shareholder of Tesla;Cofounder of KoGuan Law School
Master Togan @Getinwithgame
64K Followers 302 Following Author | Coach —Put your mission first| Build a powerful lifestyle| Money man| Teaching on how men & women should behave in order to find love & keep love alive
Kitty Miam Miam @MiamKitty
11K Followers 50 Following Twitter’s prominent Food & Wine hedonist collective. Everyone welcome to post and every cuisine should be featured. Home of #kittywineclub 🔥🔥 Anti-frugality
Goose Data (wa/wa) @GooseData
4K Followers 201 Following Biotech visionary. Looking for best drugs with goose data. Retweets mean honking endorsement.
NEJM @NEJM
942K Followers 435 Following The New England Journal of Medicine is the world’s leading medical journal and website.
ToffCap @ToffCap
9K Followers 416 Following Fund manager. Looking at LOTS of companies and sharing ideas. Opinions, not advice | Research and Event-Driven ideas at https://t.co/e3LfxHHKsb.
Geiger Capital @Geiger_Capital
49K Followers 422 Following Markets/Economics/Politics | RIP Paul Volcker 🕊 Personal Views. Not Investment Advice.
Liger Cub @realLigerCub
4K Followers 825 Following Generalist public equities stockpicker. Long-biased, yet opportunistic. DYODD. Email: [email protected]
Eric Topol @EricTopol
694K Followers 589 Following physician-scientist, author, editor. Ground Truths: https://t.co/YhatcBT0hA
James Lucas @JamesLucasIT
349K Followers 9K Following Beauty is truth, truth beauty; that is all ye know on earth, and all ye need to know.
NASA's Kennedy Space .. @NASAKennedy
2.9M Followers 183 Following 🚀We are the world’s preeminent launch complex for government and commercial space access. We usually post in ET. Verification: https://t.co/e2I18WL6Xs
NVIDIA AI Developer @NVIDIAAIDev
51K Followers 277 Following All things AI for developers from @NVIDIA. Additional developer channels: @NVIDIADeveloper, @NVIDIAHPCDev, and @NVIDIAGameDev.
Bucket Shop Capital @bucketshopcap
11K Followers 905 Following Private investor. Former allocator and buyside TMT analyst.
Corporate Machiavelli.. @CorporateMacBot
92K Followers 2 Following Learn About Manipulation & Human Psychology. Best Tweets From Corporate Machiavelli (@corporatemach).
Vlad @VladPasca5
45K Followers 3K Following Made multiple 5 figures online before finishing high-school.
Peter Kolchinsky @PeterKolchinsky
66K Followers 181 Following Managing Partner, RA Capital Management. We build & invest in biotech companies. Scientist. Author, The Great American Drug Deal. https://t.co/ARVLrrTQU4
Latin Haven 🌎 @latinhaven
2K Followers 86 Following ⏩ I help free-thinking individuals choose the best destination in #LatinAmerica | PlanB | Residency and Citizenship | Tax-free Income | Location Independence |
Peregrino @PPreungesheim
269 Followers 184 Following Passionate about #running, #investing, #psychology | Focus on things you can control. Contains traces of #EintrachtFrankfurt #Frankfurt
Gaby💙 Global Spani.. @gabyvivasbtc
6K Followers 353 Following I help with Residency & Visa Programs in LatAm...Love languages & I will help you speak Spanish & Portuguese FAST.. 👉 https://t.co/R4ckOKZhgG
Grace Price🧬 @travelingenes
38K Followers 774 Following Teen on a mission: flattening cancer curve by 2040. Researching the intersection of food & epigenetics. Cancer: A Food-Borne Illness coming to X March 27th!
Ruth Capital @ruth_capital
7K Followers 350 Following Investment analyst based in the Baltics. This is my personal trading journal where I share my insights based on data analysis, and technicals! - DYOR/NFA
Michel Doepke @doepke_michel
3K Followers 434 Following Der Account von Michel Doepke, Redakteur beim @aktionaer
Drowsy Investor (Blue.. @drowsyinvestor
6K Followers 486 Following Sleepless investor | All things $AXON and other leaders | I cry at the end of Apollo 13, every time | Faces For Spaces with Drowsy and Bear
Charles Gordon @princetongb
4K Followers 1K Following We cannot direct the wind, but we can adjust the sails... Family Office. Founder Princeton Biomedical Consul. LLC.
$amzn said the one thing they couldn’t say. This was the lowest capex q of the year and capex for aws will meaningfully rise. Estimates were $60b not optimal
$SMCI so volatile 100 dollar move in this stock either way is nuts.
$TMDX trimmed some position here in triple digits. Bought shares on last sell off into 70's. Will repeat the same dip buying process to my core position.
$LLY will hit 1 Trillion market cap just a matter of time
I didn’t realize until just now that $TMDX has a 19.2% short interest. We could definitely see a short squeeze in the next few days. Those shorts better start covering because I think $TMDX does $450-475M in revenues this year which means the stock is going to $150-200 by…
$TMDX is my largest position so I'm a very happy investor tonight. They just reported Q1 earnings and crushed it... investors.transmedics.com/news-releases/… Q1 revenues of $96.9M (up +133% YoY) vs estimates of $81.1M Q1 net income of $12M vs estimates of $0.4M Q1 net income margins of 12.5% vs…
It's really hard to imagine a worse thing the Treasury Secretary could say at this point in time.
Are you better off now than you were 5 years ago?
LOL GEICO is giving me monopoly vibes. 6 months ago: $823 Now: $1,128 A 37.1% increase 🤯 And no, never any tickets or accidents. I asked if I reduced my mileage from 10,000 to 8,000/yr what it would drop to… and they said it would be $1,100 🤣 I plan to call USAA and…
@JonahLupton @RahulSetty_ @SixSigmaCapital @AlphaBetaAnil @ZaStocks @StockSavvyShay Those idiots at Morgan Stanley downgraded their $TMDX PT to $50 in October This is why you gotta ignore the noise and make your own price targets Once you realize they're mostly just kids who cover 20+ names, can't take em seriously
@RahulSetty_ @SixSigmaCapital @LogicalThesis @AlphaBetaAnil @ZaStocks @StockSavvyShay Wait until the institutional investors start buying $TMDX 😵
@SixSigmaCapital @LogicalThesis @AlphaBetaAnil @ZaStocks @StockSavvyShay @JonahLupton Fantastic shareholder base.
@LogicalThesis @RahulSetty_ @AlphaBetaAnil @ZaStocks @StockSavvyShay @JonahLupton Yes 100% all you guys too. Jonah and Anil did a write up back in 2020/21 when I first came across this stock. The TMDX group is a good group of people overall
Just taken a look- congrats to my fellow $TMDX holders. Especially people like @LogicalThesis @RahulSetty_ @AlphaBetaAnil who I’ve discussed this stock with.
@RomainHedouin Hey, your favorite prostitute here. Not only I still like Tesla, but I drive two Tesla vehicles everyday and own the stock. Maybe I'm a prostitute in your high, but at least, I am able to differentiate criticism and dislike and accept the fact that you can criticize something…
@FredericLambert @RomainHedouin I don’t get people on X who resort to name calling anyone who serves up critical views on the company. Don’t you want to be aware of both $TSLA positives and negatives so you can make informed investment decisions? Or do you want cheerleaders who only spit out positives?
$TSLA WHY Elon unfollowed Sawyer @SawyerMerritt I asked this question to @SawyerMerritt yesterday and he didn't reply. Fortunately, Elon did the right thing.
@SawyerMerritt How do you know about these internal communications? Do you have someone planted at Tesla?
He is right-sizing the investment in SC to reflect the reality that EV penetration rate is slowing down. That's the part he isn't telling us.
Tesla still plans to grow the Supercharger network, just at a slower pace for new locations and more focus on 100% uptime and expansion of existing locations
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