Matthew Solomon @matt_solomon10
Analyst Learning and investing in things I find interesting. Not investment advice. Manhattan, NY Joined January 2020-
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$SNOW $PLTR
Matthew Solomon retweeted
The AI opportunity in US healthcare in one simple chart.
$PLTR What price are you adding at next? I want to hear from the people.
$RXRX Has anyone seen anything like this?
This is an insane chart lol $PLTR
It was fine... meh meh meh. Kinda frustrating cause it's such a mixed bag so no obvious buy/sell signal. Going to hold because I have to imagine demand will be crazy moving forward and as they figure out domestic supply chain their should be a moat. But who knows if management…
It was fine... meh meh meh. Kinda frustrating cause it's such a mixed bag so no obvious buy/sell signal. Going to hold because I have to imagine demand will be crazy moving forward and as they figure out domestic supply chain their should be a moat. But who knows if management…
$SNOW I'm loading up on debit spreads. This name is always cheap going into earnings.
$ABCL Realistically none of this price action matters till we have clinical data. Pharma pretty much never does deals till there is Phase 1 data. Carl obviously knows this and is pushing the assets into the clinic. I still don't get why no there was no TCE discussion…
$FLNC Honestly if they have bad earnings on Monday I'm dumping this thing and never buying again. It's the perfect environment for them.
I'm legit giddy watching this ChatGPT5 livestream
$TEM $FLNC $SNOW $ZS $CRWD I'll be shocked if all these companies don't have extremely solid earnings.
I'm hyped to hear the team speak today $ABCL
$PLTR is absolutely insane. I've never seen revenue growth and FCF margin at this scale other than big tech. If they keep executing, which I don't see why they wouldn't, this very well could be a trillion-dollar business.
Repeatable pattern recognition is a more valuable skill than consistently being able to “articulate your thoughts”
$ABCL $RXRX Distinct Tech Foundations: AbCellera and Recursion operate fundamentally different discovery engines – AbCellera’s strength is in biological selection (mining immune systems via microfluidics), while Recursion’s is in phenotypic exploration (profiling perturbations…
$TGEN @arny_trezzi @JackPrescottX One to take a look at.
There is no rationality to this selloff. We're setting up for an amazing 20 years. Current Portfolio: - Big Tech (Including $AAPL, never bet against economies of scale and deep brand moats imo) - Quality SaaS (Cyber and enterprise) - EM Growth ($MELI, $NU $GRAB, $SE) -…
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