Con @_Con____

These are the project you should invest in: Small, service-based ideas that use the AI models to automate a task for the better (and don't compete with them). Here are a list of some companies below that are doing this: $ZETA $HUBS $PATH $NOW $PLTR The thesis is so simple. That's why it works.

Yasir @yasirdotco

4 months ago

I’ve wasted hours recreating UI from screenshots in Figma. It always felt like something a tool should solve. So I’m building Snap2Figma. Screenshot → editable Figma design. Just launched the coming soon page. Looking for early testers.

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$HIMS: Will you look at that. For those of you that held, good job. For those of you that didn't buy, well, there are better plays out there now. Looks like it entered another wave 1 upwards. Few...

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Con @__Con_

4 months ago

$HIMS: If you believe in the company's long-term vision, here is a good place to buy. Looks like the end of a C wave lower + hitting a massive level of support here. I'm sticking to my plays, but this could be a good one in the future. What are your thoughts on $HIMS?

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Will you look at that. $BABA completed its C wave lower and is now sending higher on its wave 1 upwards. I think this stock will be much higher in the months to come. As the China thesis takes place, it'll send higher. Few...

Con @__Con_

4 months ago

So we should invest in China. But what stocks in particular? Don't worry, here: $NIO - the EV company on the brink of profitability. $XPEV - another EV company that is producing crazy. $BABA - the cloud computing + online shopping company. $JD - the Amazon + Walmart of

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$NIO: They flipped to profitability. I'm surprised it didn't send much higher already. I guess it will take some time for people to realize NIO is an actual good company now. Send it higher.

Con @__Con_

4 months ago

So we should invest in China. But what stocks in particular? Don't worry, here: $NIO - the EV company on the brink of profitability. $XPEV - another EV company that is producing crazy. $BABA - the cloud computing + online shopping company. $JD - the Amazon + Walmart of

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$GLXY: Looks like there will be some consolidation before sending much higher. Once bitcoin starts sending, this will follow. Higher...

There will be a golden age of AI marketing, these are the stocks you should buy for it: The core thesis (which I hold): As the cost to companies gets almost free, competition explodes -> the real bottleneck becomes getting users: distribution, sales, and marketing. The companies that win are the ones that help businesses acquire customers, optimize marketing spend, and personalize outreach with AI. Simple, right? Here's how to make money on this (in particular, what companies to invest in): 1. AI marketing automation platforms $ZETA: bullish on AI-driven marketing intelligence: Zeta Global Holdings built an AI-powered marketing cloud that predicts consumer behavior using massive identity and data graphs, helping companies personalize campaigns and optimize acquisition. $HUBS: bullish on AI becoming the operating system for SMB marketing: HubSpot provides CRM, marketing automation, and sales tools used by millions of startups and small businesses launching products. $KVYO: bullish on lifecycle marketing becoming critical for e-commerce: Klaviyo runs AI-driven email and SMS marketing systems that help brands retain customers and increase repeat purchases. $BRZE: bullish on real-time personalized marketing: Braze enables companies to deliver personalized push notifications, emails, and in-app messages using AI-powered customer engagement tools. 2. CRM and sales infrastructure companies $CRM: bullish on customer data becoming the most valuable asset in marketing: Salesforce dominates enterprise CRM and marketing automation, controlling the data pipelines businesses use to manage leads and sales funnels. $MSFT: bullish on AI copilots transforming sales workflows: Microsoft integrates AI copilots into Dynamics and enterprise software, helping companies automate lead generation, outreach, and customer relationship management. 3. Advertising platforms (where marketing spend flows) $META: bullish on AI-powered ad targeting dominating digital advertising: Meta Platforms runs one of the most powerful AI-driven ad systems in the world, automatically optimizing targeting, creatives, and campaign performance. $GOOGL: bullish on AI optimizing global ad distribution: Alphabet owns search, YouTube, and Performance Max campaigns, which use machine learning to automate ad targeting and conversion optimization. $TTD: bullish on AI-driven programmatic advertising: The Trade Desk operates a demand-side platform that uses machine learning to buy and optimize digital advertising across the open internet. 4. Creative production infrastructure companies $ADBE: bullish on generative AI transforming ad creation: Adobe is building generative AI tools that allow marketers to automatically produce images, video ads, and campaign assets at massive scale. 5. Data infrastructure companies $SNOW: bullish on customer data powering AI marketing: Snowflake provides cloud data platforms that store and analyze the behavioral data used for targeting and personalization. $PLTR: bullish on AI decision systems for marketing optimization: Palantir Technologies develops AI-driven analytics platforms that help organizations analyze massive datasets and optimize decision making. $DDOG: bullish on real-time data infrastructure supporting AI systems: Datadog provides observability and monitoring tools for cloud infrastructure that power modern data-driven applications. The thesis is simple. That's when it usually works. My favorite stocks out of all these are $ZETA and $ADBE. Do with that what you want.

Boring_Business @BoringBiz_

4 months ago

A working theory of mine is that we are about to enter a golden age of AI marketing If everyone can vibe code their own platform, the barriers to entry for building software essentially approaches zero The only moat left will be sales and marketing. All the cost savings from AI

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If you wanted to bet on peptides becoming normalized (like vitamins), these are the types of stocks you’d buy: 1. Peptide drug discovery companies $NVO: bullish on peptide medicine becoming mainstream: Novo Nordisk already dominates GLP-1 peptide drugs like Ozempic and Wegovy, meaning they have the R&D, manufacturing, and delivery expertise if personalized peptide stacks become common. $LLY: bullish on next-generation metabolic and neuro peptides: Eli Lilly and Company developed drugs like Mounjaro and Zepbound, positioning it to dominate the next wave of peptide therapies. 2. Peptide manufacturing companies $LONN: bullish on peptide manufacturing demand exploding: Lonza Group is one of the largest biotech contract manufacturers; if hundreds of peptides become widely prescribed, pharma companies will rely heavily on CDMOs like Lonza to produce them. 3. Drug delivery systems (injections, pens, oral peptides) companies $WST: bullish on the infrastructure behind injectable drugs: West Pharmaceutical Services produces the vials, injectable components, and delivery systems used by pharmaceutical companies; every peptide injection requires this hardware. 4. Diagnostics / personalization platforms companies $ILMN: bullish on personalized biology: Illumina dominates genetic sequencing, which could power personalized peptide stacks based on biomarkers and individual genetics. The thesis is simple: If peptides become normalized like vitamins, the winners are likely: - the drug creators - the manufacturers - the delivery infrastructure - and the personalization platforms that determine what peptides people should take. Last stock (I know you guys were waiting for this one): $HIMS: bullish on consumerized healthcare and personalized treatment stacks: Hims & Hers Health operates a subscription-based telehealth platform connecting patients to doctors and personalized medications.

a16z @a16z

4 months ago

Personalized peptide stacks could become as normal as vitamins. Andrew Huberman on where supplements are heading: "In five years you and I are going to have a little cocktail. It's going to be one injection or one pill." "Whatever I need to ramp up my dopaminergic system a

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Will you look at that.

Watcher.Guru @WatcherGuru

4 months ago

JUST IN: Brent crude oil falls under $90 from its $117 high, crashing over 23%.

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Original chart:

$ZETA: It seems like we skipped our consolidation phase and straight up sent higher. I'm not complaining. Although it's one of the most talked about stocks on X, I think we still send to 47 or so. That's my long-term tp at least. Few...

Con @__Con_

4 months ago

$ZETA: As long as we continue to hold this level, I think this is the final C wave lower. If we don't hold this level, expect to see us retest the 13 area again. I'm holding for the long-term as the company is producing like crazy + chart looks good. What are your thoughts on

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So we should invest in China. But what stocks in particular? Don't worry, here: $NIO - the EV company on the brink of profitability. $XPEV - another EV company that is producing crazy. $BABA - the cloud computing + online shopping company. $JD - the Amazon + Walmart of China. (Charts are all below, starting with NIO)

Con @__Con_

4 months ago

x.com/i/article/2031…

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BABA:

$BTC will go to 69k before going lower... "Trust me bro."

CJ @CJ900X

4 months ago

$BTC Perhaps something like this.

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x.com/i/article/2030…

$NIO: I've been saying this and will continue to say this "NIO is a buy until we see the earnings report" This is all just consolidation. We got 4 days left. 4 days until it marks the start of this wave much higher, or the end of this stock. I think we send higher though.

Con @__Con_

4 months ago

$NIO: And like that, we sent higher. This is all noise though. We must wait until earnings come. That's when we will see the future of this company (and stock). Until then, I am holding.

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Did you sell the Bitcoin bottom, anon?

$BTC: I'd love to see this hold (picture on the left), but I feel like we might have one last retrace before sending higher. What are your thoughts?

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CJ @CJ900X

4 months ago

.

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If anything, I'd much rather have something like this...

It held... $NBIS now has a perfect retest. The market is telling us we are going into a risk-on environment soon. This could be one of the top stocks for that. Higher.

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Con @__Con_

4 months ago

If this can hold, it'll send much higher. $NBIS is a great company if you're betting on AI demand increasing. You can just tell by looking at this chart. Hold this support line, and flip higher to an inverse head and shoulders.

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