Mike ✓
@MikeLongTerm · Tweets AREN'T Financial Advice · joined 07 Jul 2020
Long Term Investor Largest Holding $AMD $PLTR $TSLA Others $XYZ $HIMS $GRAB $TSM $AMZN $NVDA $LMT $ETH $BTC $META $GOOGL $WING $ADBE $BROS Not Financial Advice
27 437Followers
405Following
33 053Posts total
3.6MViews on collected posts
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กำลังค้นหาโพสต์ใหม่…
If $AMD reaches my $800 Personal PT before Q3 ER or November, that would mean institutions expect $20B Q4 guidance from Q3 ER.
So roughly 100% YoY. As soon as Q4 guidance is out, even at $800, we would be looking at 26-28x Fwd PE.
Pretty reasonable fwd P/E for this kind of https
4.6K views · 84 likes
· 5 reposts · 2 replies
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$GRAB Well. lets go rocket 🚀🚀🚀🚀🚀🚀
People gonna say @MikeLongTerm gets lucky again $15 https://t.co/wICchhySJ5
7.4K views · 140 likes
· 4 reposts · 4 replies
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0:20
$GRAB
CEO Anthony Tan buys 10,350,000 shares of Grab at $2.89/share.
Anthony has been a net seller on the open market since the company went public. This is first open market purchase.
Obviously, for him to buy $30M of stock while his net worth is around $300-400M shows how h
192.3K views · 1.5K likes
· 113 reposts · 110 replies
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$AMD OG shareholders suddenly realized AMD is about to hit my old $620 PT before year end!
WE MADE IT to the top! ✅
You are welcome.
Please do not subscribe if u can't afford it. Subscribers have access to daily stock coverage, option, more in-depth analyses.
However, most ht
3.8K views · 48 likes
· 4 reposts · 3 replies
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0:14
Lmao 🤣. Anthropic and OpenAI now of slowing down https://t.co/oh2qhhM1Qn
58.1K views · 435 likes
· 56 reposts · 26 replies
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1:27
$AMD| $META Muse is pushing 4-8 CPU : 1 GPU ratio 🧵
1. “Make CPU Great Again”
@Muse is the clearest example. Meta does not just run a chatbot on shared inference clusters. Each user gets an isolated Linux VM with its own browser, storage, CPU, and memory so the agent can https:
33.3K views · 82 likes
· 5 reposts · 12 replies
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1:32
$AMD's $3,000 Long Term| Reinforcement Learning🧵
Not Financial Advice! DYOR! Educational Purpose only!
I did not want to release this thread last year, because I didn't want to cause FOMO and Agentic AI models weren't good or to the point that were useful. Today it is a https://
116.1K views · 60 likes
· 7 reposts · 5 replies
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6:50
@MikeLongTerm Great work! I agree, there is still so much upside
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BREAKING $AMD is going EPYC CPUs Dense Rack🚀
Back in 2024/2025, I talked a lot abt this, and i'm so happy to finally see it coming. Called it!!!!
@AMD just released a blog talking about Agentic AI is not just adding few more CPUs then you are done.
"Agentic AI is driving http
11K views · 53 likes
· 6 reposts · 3 replies
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$AMD $AMZN $GOOGL $MSFT $NVDA $ARM CPUs Comp
https://t.co/NipUCRK6hf
2.4K views · 4 likes
· 0 reposts · 1 replies
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$AMD Agentic AI and 24/7 Autonomous Agents
https://t.co/Uq0JRoiz1v
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$AMD Q1 2026 Full earning call
https://t.co/d9qel6Xrzk
734 views · 0 likes
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$AMD all other PT after Q1 Earning
https://t.co/cBPuMETRsF
802 views · 2 likes
· 1 reposts · 1 replies
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$AMD $625 PT by Baird| Outperform Rating
https://t.co/Tl4hJNudUD
525 views · 1 likes
· 0 reposts · 1 replies
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$AMD $TSM EPYC & MI455X Ratio per Wafer Ratio🧵
https://t.co/bbPtHgLA7T
787 views · 0 likes
· 0 reposts · 1 replies
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$AMD $MSFT Custom Chip 🧵
https://t.co/sJMKgiKouE
657 views · 0 likes
· 0 reposts · 1 replies
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$AMD $TSM Cost to produce EPYC & MI (Est)
https://t.co/09yLxhnb6L
588 views · 0 likes
· 0 reposts · 1 replies
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$AMD $TSM 2nm Expansion 🧵
https://t.co/nS3TdgXGZz
1K views · 0 likes
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$AMD Q1 2026 Earning Transcript
https://t.co/daHAkCHw5f
1.3K views · 0 likes
· 0 reposts · 1 replies
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$AMD is easily a $1,200 stock IMO| CPUs TAM 🧵
Not Financial Advice! DYOR!
In this thread, I want to discuss the actual TAM for CPUs data center for just 2026, where many are giving different ranges, where I don't agree with. I will explain in detail why I disagree with these htt
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· 31 reposts · 21 replies
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13:03
BREAKING $AMD @AnthropicAI CEO 🚀🚀🚀
Anthropic CEO said "We will acquire as much compute as possible".
Context: Anthropic is experiencing severe, well-documented compute shortages driven by explosive growth, leading to significant strain on their infrastructure and user https://
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· 9 reposts · 1 replies
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$AMD shareholders when both $INTC and $ARM are facing severe CPU supply constraints and Dr. Su secured at least 30-40% 2nm capacity & memory through 2028.
https://t.co/FNPyDeJm8b
117.4K views · 514 likes
· 21 reposts · 7 replies
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0:12
BREAKING $AMD| $625 PT| Outperform Rating🚀
Finally, someone has the ball to raise price target to my FY2026 PT I gave last year. Will link below.
Called it! We need more courageous analysts!
Baird's analyst Tristan Gerra raised @AMD Price Target to $625 from $300, while https
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· 6 reposts · 6 replies
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BREAKING $AMD All Price Target this morning 🚀
The full earning coverage is the thread below, comments, full earning call threads and details.
Not Financial Advice. DYOR!
Here are all the price target this morning. Now they are getting closer to my $620 is too conservative I ht
25.7K views · 159 likes
· 19 reposts · 7 replies
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เทียบกับบัญชีขนาดเดียวกัน
7 โพสต์จาก 90 วันที่ผ่านมา เทียบกับช่วง 10K–100K ผู้ติดตาม แสดงในวงกว้าง แต่มีผู้ชมตอบสนองน้อย.
ยอดดูมัธยฐาน7 375บัญชีนี้995ค่ามัธยฐานของ 10K–100K
การเข้าถึง, %26.88%บัญชีนี้3.85%ค่ามัธยฐานของ 10K–100K
การมีส่วนร่วม, %0.93%บัญชีนี้1.52%ค่ามัธยฐานของ 10K–100K
| ตัวชี้วัด | บัญชีนี้ | ค่ามัธยฐานของ 10K–100K | อัตราส่วน |
|---|---|---|---|
| ยอดดูมัธยฐานต่อโพสต์ | 7 375 | 995 | 7.41× |
| การเข้าถึง (ยอดดู ÷ ผู้ติดตาม) | 26.88% | 3.85% | 6.98× |
| อัตราการมีส่วนร่วม | 0.93% | 1.52% | 0.61× |
บัญชีอื่นในช่วงนี้ → เปรียบเทียบกับบัญชีอื่น → ค่าอ้างอิงเหล่านี้คำนวณอย่างไร →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
1.2K7 May
2.4K
11K8 May
92
1.3K
116.1K20 Jun
1.1K
33.3K20 Sep
58.1K21 Sep
3.8K
2.6K22 Sep
192.3K
7.4K
4.6K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.08%7 May
0.21%
0.57%8 May
3.26%
0.15%
0.06%20 Jun
0.19%
0.30%20 Sep
0.93%21 Sep
1.48%
0.23%22 Sep
0.92%
2.01%
1.97%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes70.7%3 415 in total
Reposts5.9%287 in total
Replies4.6%220 in total
Quotes1.3%64 in total
Bookmarks17.4%842 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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