The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Alex Morris (TSOH Investment Research) — @buccocapital Some thoughts from this week on $RBLX
tldr - I still struggle to truly fathom how successful the platform has been over the past five years. There's some hair here f…↗
Dec 29
Alex Morris (TSOH Investment Research) — Today's TSOH Investment Research
"Roblox: A Longer Leash" $RBLX
Thank you to @FrancoOlivera for his feedback
https://t.co/sJgsXU8Civ↗
Alex Morris (TSOH Investment Research) — Roblox TTM Hours were ~107.4 billion in Q3 FY25
TTM Hours have increased ~8x since 2019 $RBLX https://t.co/nW0nlKwmvc
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Nov 6
TheLastBearStanding — $RBLX still tumbling post-3Q earnings call, as the company admits that keeping children safe will hurt its bottom line.
"the new safety policies we're rolling out... may cause so…↗