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▶ 2:16 · $SPOT · I called palantir at $7 and amd at $4.2. this is next

now playing · $SPOT

$SPOT···bullish· high· posunknown

Long Spotify since $97: taste ontology creates unmatched data moat

Spotify's taste model learns from 3.4 trillion events daily across 777M MAUs, creating a closed-loop labeled data infrastructure no competitor can replicate. The company optimizes…

$DUOL···bullish· high· posunknown

Long Duolingo at lows: green machine compounding engagement market misses

Duolingo's 'green machine' continuously tests hundreds of product changes, measures impact, and compounds user lifetime value. Current user retention hit an all-time high in Q2 20…

$HIMS···bullish· high· posunknown

Long HIMS since $15: predictive health ontology building unmatched infrastructure

HIMS is building a closed-loop health data infrastructure with 2.9M subscribers, growing revenue per subscriber from $59 to $92. AI coach in weight loss vertical 3x'd messages per…

$PLTR···bullish· mediumunknown

Palantir called at $7: ontology velocity model with no competition

Palantir uses an internal ontology to improve its product at a rate competitors cannot match, resulting in 100% year-over-year growth and effectively no competition. It is the ori…

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▶ 2:16 · $SPOT · I called palantir at $7 and amd at $4.2. this is next

now playing · $SPOT

$SPOT···bullish· high· posunknown

Long Spotify since $97: taste ontology creates unmatched data moat

Spotify's taste model learns from 3.4 trillion events daily across 777M MAUs, creating a closed-loop labeled data infrastructure no competitor can replicate. The company optimizes…

$DUOL···bullish· high· posunknown

Long Duolingo at lows: green machine compounding engagement market misses

Duolingo's 'green machine' continuously tests hundreds of product changes, measures impact, and compounds user lifetime value. Current user retention hit an all-time high in Q2 20…

$HIMS···bullish· high· posunknown

Long HIMS since $15: predictive health ontology building unmatched infrastructure

HIMS is building a closed-loop health data infrastructure with 2.9M subscribers, growing revenue per subscriber from $59 to $92. AI coach in weight loss vertical 3x'd messages per…

$PLTR···bullish· mediumunknown

Palantir called at $7: ontology velocity model with no competition

Palantir uses an internal ontology to improve its product at a rate competitors cannot match, resulting in 100% year-over-year growth and effectively no competition. It is the ori…