🚨: LISA SU TO RECEIVE $450M IF $AMD HITS $600 BY 2031 AMD’s board approved a $75M performance stock award, structured in 4 tranches tied to price hurdles. The key level is $600 by March 2031. From $203 to $600 is roughly a +196% move, pushing AMD towards a $1T market cap. If all four tranches are achieved, at $600 the total value of the shares could exceed $450M.

$AMD $PLTR $TSLA $XYZ $GRAB $HIMS $META $GOOGL $AMZN ... I'm very selective when it comes to long term winners. Not all companies met all my ✅ But, before that, I put in 500-1000+ hours to study these businesses. Most companies did not make it from the first 20-50 hours. Then I find the "secret sauce", leadership and long term thesis. I prefer strong and durable fundamental over hype, most of my long term were bought at extreme compressed valuation or ATL. The combination of obsessive hours, secret sauce , founder/CEO quality, fortress balance sheet+ operating leverage, and refusal to sell winners is how I win versus typical growth or momentum screens. And I dont sell winners! Please do your own DD before buying/selling. My risk tolerance and duration are different than yours Sincerely, MikeLongTerm Not Financial Advice! DYOR!

BREAKING $PLTR | Massive $1.1B BUY 🐮🚀🚀🚀 HOLY SHIT! What a Buy! 🚨🚨🚨 13F Filing - Susquehanna International Group ($900B AUM) MASSIVELY increase @PalantirTech position by 405.74% or Purchased 6,171,474 shares or ~$1.1 Billion! Total Ownership: 7,692,515 shares (See below) It is crazy how Michael Burry could keep lying abt no institutions wanted to own this and "smart money" continued to buy most of the float! Source:

$AMD| People that think $META going Hyperscaler is bearish for @AMD are the same people that said "Do we even need AMD?" when the stock was around sub $100 or lower. Remember those idiots? Not Financial Advice! DYOR! These fund managers are just clueless. $META planned this for a long time, way before Chatgpt OpenAI got the attention or before market bought the GPU Hype from $NVDA or the world only run on GPU. If u dont understand it, just say u dont get it. I will spell it out right here for u: $META been working with $AMD long before $NVDA came to the picture, and they specifically want AMD for Inference. Inference is how Hyperscalers gonna make money long term, Dr. Su called this years ago. This is not the we overbuilt and sell all Semi false thinking. It is a simple decision that was planned for more than 5 years. Inference has much higher margin than Training, and AMD has the best chips with lowest TCO & TDP. That was why @Meta went heavy on $AMD chips early on and contributing to ROCm(Software) and hardware feedbacks. That is how META deserved the warrant. And yes Meta will buy much more than just 6GW from AMD, they will buy lots of CPUs/Agentic AI racks from AMD. $META will have 35-40% revenue growth from here for minimum of 8-12 quarters. $AMD will have crazy 3 digits growth from here because it is the main supplier of best CPU per socket for Agentic AI Era, where CPU:GPU Ratio is 1-5:1. Even with an optimistic estimate from Morgan Stanley, 6.75m EPYC Venice sold in 2027 will just be enough to rebalance about 10-15% of the imbalanced Ratio that was mostly GPUs from 2022-2025. CPU shortage is going to last for years, not months even with the most aggressive 2nm capacity Ramp from TSMC. If u dont understand this matter, u only have to read @MikeLongTerm thousands of thread on $AMD $TSM $META $MSFT $AMZN. Alright, that is it. Not Financial Advice! DYOR!

BREAKING $GRAB Full Investor Update on Atome🆕🚨 Note: I was lagging for few mins, so this record missed the first 1 or 2 minute. Anthony Tan CEO ~Grab expectes to 1,000% increase in expanding users growth and lending with Atome Acquisition. ~BNPL Cash loan 16x, BNPL card x4 in consumer, a sizeable consumers finance ~Atome brings >30,000 brands to much broader categories that Grab never had. (I talked abt this for more than a year, will write more later) ~With Atome, Grab is expanding merchants aggressively in many different categories, and grow users to cross sell all services in the SuperApp ~60% Equity with Cash $1.49B expected to close by Q3 2027 + $900m buyback in the next 12 months. ~40% Equity will be up to Atome performance , expected to be 2 years after Phase 1 clos ~New Raised Guidance: 2028 Gross Loan Portfolio >$6B. 2025-2028 Revenue CAGR from 20-30%+(too conservative) 2028 Financial Service Segment Adj EBITDA $500M 2028 Adjusted EBITDA $1.5B >$1.7B Alex Hungate COO ~Ecosystem Participants >50M ~Cumulative transaction >20B since 2012 ~>900 city-level presence Peter Oey CFO ~Accelerating Growth with more mentization ~Ads, Mobility, Deliveries, Financial services to more Merchants, Users, and Drivers in many new categories ~Atome speeds up the Gap that would cost Grab more to build in-house ~It is all about user growth, that will need merchant and categories expansion ~Margin will be much higher as more operating leverage gains as we scale Loan book in the coming quarters/ years ~Target >$6B Loanbook by end of 2028(I think this is conservative) ~Most of this $6B will sit in GXS, Superbank OVO, not on Financial or a capital intensive for Grab, so basically implying a significant growth from customer deposit. ~Raised Guidance (Above) ~Affordability and Groceries/Retail are proven to accelerate growth further ~As we expand more categories, we see much higher growth ahead ~Users will spend more with us over time ~We remain disciplined as we inesting for organic and profitable growth ~Maintain a strong balance sheet with ample liquidity ~Continue to enhance shareholder returns ~Transaction detail below ~ We have plenty of room to grow with Atome ~ We will win with our strong Ecosystem Q&A ~ 1% of our 138M Annual Transacting users, so this Atome acquisition to speed up this growth. Atome is already profitable and generate FCF+. >30,000 brands would take us many years to acquire and costly. Great synergy to add more categories ~ We look forward to work with Atome Team, and hopefully most of them stay with us after 2 years to achieve financial inclusion in SEA sustainably. ~ The largest driver is going to be user growth. A shift toward to improving yield on longer duration loan. Credit models continue to improve. Secret sauce in lending is the credit engine. Atome and Grab together can improve. More Operating leverage to gain long term. ~ Atome has strong profitability. Revenue is expected to grow strong. They are generating very attrative return. ~ 40% remaining equity if Atome grows faster, our on-demand will grow also much faster. So more merchants(more categories) > More users > Drivers > Faster Deliveries growth. ~ Acquisitions are to enhance our flywheel to spin more. To grow Users/Merchants/Drivers. ~ We will have sub-committee at Grab to determine the risk appetite. We will work together in 2 years before Phase 2 on different opportunities as we want to cross-sell Grab Services into Atome 25m MTUs. And many more embedded financial serivces opportunities. ~ We want to get more users in ecosystem, and how we want to keep engagement(frequency). Atome will give us access new users base in different categories that we dont have. We can monetize more effectively as new users join the ecosystem. We can now do consumer loan with Atome (BNPL, BNPL Card, digital products). 30,000 brands are very valuable to us that we dont have today, new penetration. More future merchants relationship to bring to our ecosytem. Very good long term. Atome is worth a lot more to us(ecosytem). ~ M&A Strategy is all about growing our ecosystem faster (MTUs, Merchants, Drivers). With Atome we could scale consumer lending better. We are also doing share buyback. We know our share price is dislocated today so we leaning with more buyback. We continue to make sure our balance sheet to be strong

$PLTR| The last time bears and short sellers told me @PalantirTech was too expensive from $6-$10, the stock went up $207 or 3,350%. Today, they told me it is still too expensive when Q2 Revenue is about to grow 3 digits, much faster than 2022-2023 and at a larger size. And the stock is at $126/share. We will find out how much this gonna go up this time!

$AMD | Fairly large FOMO order end of week! I talked about how under-owned @AMD was for months and years. We are only less than 2 months away from Q3 ER, so I do expect certain level of FOMO from "smart money" into Nov. Everything is getting ready for my year end personal price target. Not Financial Advice! DYOR!

BREAKING $AMD | Northland see $4T AI-as-a-Service🚨 Northland think “The firm’s analysis of data points from @nvidia ( $NVDA ), @AMD ( $AMD ) and @amazon ( $AMZN ) leads it to raise its long-term AI-as-a-Service market sizing to about $4T, or about five times larger than capacity it estimates will be in place by end of calendar year 2027.”

BREAKING $AMD | Massive $347M Purchase 🚀🚀🚀 See, I told you more "Smart money" gonna add big and analysts will continue to upgrade as they adjust their forecasts/models(it was way too low in the $30-$35B revenue and $6-$7 EPS for FY2026) 13F Filing- Capital World Investors($733B AUM) increased @AMD position sharply by 121.40% or 713,467 shares or ~$347M. Total Ownership: 1,301,143 shares Source: