Investor | $3M personal portfolio | 25–30% CAGR over 8 years. I write about earnings, valuation & long-term compounding. Not financial advice
Singapore
Joined July 2025
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The Compound Atlas retweeted
$TEM this is going to $60
The Compound Atlas retweeted
Congratulations to @moderna_tx and @Merck on today’s positive Phase 3 results for INTerpath-001, a major milestone for melanoma treatment and the future of more personalized care.
We are proud to partner with Moderna in support of this important program, and we’re excited to see this work continue to advance for patients.
merck.com/news/merck-and-mod…
The Compound Atlas retweeted
$HIMS SALES HAVE RE-ACCELERATED AFTER AN EARLY JULY LULL 🔥
Here's our latest Q3 revenue prediction + data tracker
(link below)
The Compound Atlas retweeted
As we like to say we are just getting started.
$ZETA
While horizontal SaaS is making a comeback, one of these stocks stands out above the rest.
- 20th straight “beat and raise” quarter
- 2Q’26 revenue growth of 44% or $443m
- Achieved Rule of 64
- Grew their Super-scaled customer count by 17% to 197
- Posted 2Q’26 free cash flow growth of 73%
The Compound Atlas retweeted
$ADUR
Water Tower Research Publishes Initiation of Coverage Report on Aduro Clean Technologies, Inc., "A Generational Step Change in Hydrocarbon Chemistry & $290 Billion Multi-Sector Opportunity"
theglobeandmail.com/investin…
The Compound Atlas retweeted
$ADUR for those who love deep dive diligence, read below
P.S. After reading deeper into the $ADUR report, I'm positively surprised. It also seems like they talked a lot to management to get some claims out of them that management did not want to make publicly on their own. The image below is just one example of that
The Compound Atlas retweeted
🚨 BREAKING: $HIMS LAUNCHES NEW AI-NATIVE HERS APP
Rolling out first to Hers weight loss members
App has been completely rebuilt from the ground up 🔥
The Compound Atlas retweeted
Another prediction. We should have buyers coming in tomorrow to buy this in flock. Let them digest earnings :)
$ZETA
Exactly as predicted $ZETA
They smashed earnings folks. Nothing to worry.
Net - the expectations rose too much around further raising guidance. They don't. How else will they continue to beat the expectations :)
Consider this is your chance to increase your allocation.
The Compound Atlas retweeted
$ZETA bottom-up check: modeled cohort aging (customers moving <1yr → 1-3 → 3-5 → 5+ as they mature) + 17% avg ARPU growth off 2025 base. Get to ~$2.4B revenue by 2027 — already above Zeta's own 2028 guide of $2.3B. Cohort maturation + ARPU growth alone gets you there.
@wealthmatica this somewhat matches your projection as well. Problem is this doesn't include any acceleration due to it's $PLTR partnership, not does it include any revenue from it's business intelligence platform.
They are sandbagging like anything.
The Compound Atlas retweeted
Introducing Qwen3.8-Max, the largest and most capable flagship model to date!
With 2.4 trillion parameters and a 1 million-token context window, it is designed for advanced coding, real-world tasks, in-depth research, and tackling long-horizon challenges.
#AlibabaAI #Qwen
📢Meet Qwen3.8-Max — our most capable model to date.
Next week, the open weights of Qwen3.8-Max will be released, and Qwen3.8-27B is also going open-weights to meet you all!🎉
Qwen3.8-Max, a new bar for coding and cowork at 2.4T parameters:
- Autonomous coding: 10+ days of self-evolving development, from empty folder to production without hand-holding, complete project trace in the GitHub：github.com/qwen-code-dev-bot…
- Real work, real results: Production-quality deliverables across hundreds of professions.
- Long-horizon mastery: System-level autonomous planning with closed-loop adaptive learning, driving 500+ turns of chip design optimization and 365 days of e-commerce strategy.
- Native multimodal intelligence: Vision isn't just input — it's a continuous feedback loop for planning, execution, and self-correction.
💰Pricing:
Input: $2.0 / M tokens
Output: $6.0 / M tokens
Implicit Caching: $0.25 / M tokens
Start building with Qwen3.8-Max! 🚀
📖 Blog: qwen.ai/blog?id=qwen3.8
✅ Qwen Studio: chat.qwen.ai/?models=qwen3.8…
⚡ API: qwencloud.com/models/qwen3.8…
The Compound Atlas retweeted
OH. MY. GOODNESS.
CITADEL HAS BOUGHT A MAJORITY OF THE PUBLIC ASSETS FROM LEOPOLD'S SITUATIONAL AWARENESS FUND.
So...Citadel scares everyone on Tuesday about a surprise rate hike during FOMC that WE ALL KNEW was not going to happen...
On Wednesday, the entire market freaks out about the rate hike which causes the selling to compound on itself creating 50-70% drawdowns across the board in high beta semicondcutor names...
Which means Leopold who we now know had $45B of assets and was 400% LEVERED ends up being the sacrifice as he gets liquidated at what theoretically could be the bottom due to not having the margin requirements to keep solvent...
AND THE PERSON WHO CAUSED THE SELLOFF WITH THE RATE HIKE FEARS ENDS UP COMING IN TO BUY HIS ASSETS FOR 40 TO 50 CENTS ON THE DOLLAR.
By the way, Leopold is getting married this weekend. I think he wanted to make sure he wasn't getting margin called during his wedding.
A vet on wall street in Ken Griffin takes out the young new kid.
ABSOLUTE. CINEMA.
The Compound Atlas retweeted
Chinese tech names ripping higher despite the AI gloom on Wall Street and South Korea. Like I said, China is emerging out of its decade-old transformative phase thanks to AI while still armed with the world’s biggest, most efficient manufacturing base. $KTEC $KWEB $BABA $JD $TCEHY $BIDU $BYDDF $KUASF $NIO $MPNGF
The Compound Atlas retweeted
A Wall Street firm just put a $30 target on $ADUR (~$13 today).
Water-based chemistry turning waste plastic into recycled naphtha. ROTH calls 300-400K tonnes of capacity by 2035 the conservative case.
My largest position. DYOR. @TheLongInvest
The Compound Atlas retweeted
CHINA STARTS MASS-PRODUCING HOMEGROWN DUV CHIPMAKING TOOLS, AN ADVANCE FOR LOCAL CHIP INDUSTRY - THE INFORMATION
The Compound Atlas retweeted
Nomura just initiated coverage on CXMT, assigning it a price target of RMB 116 and arguing that it deserves a 20x P/E multiple—twice Micron’s valuation.
That implies a 13.4x increase from the IPO price and a market capitalization of roughly RMB 7.76 trillion...
This is insane. Seriously. RMB 7 trillion??
The Compound Atlas retweeted
🚨 $HIMS HAS OVERTAKEN RO ON THE iOS APP STORE CHARTS FOR THE FIRST TIME ALL YEAR
Trailing 7-day avg ranks:
Hers: #16
Hims: #19
Ro: #21
🔥🔥🔥
