Tom Collins
1.5K posts
Tom Collins
@T0M248
Sharing ideas about the world (some of which make money)
Mars Katılım Kasım 2022
661 Takip Edilen250 Takipçiler
I couldn’t resist such prices for $META
Did you add to any positions this week?
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okay i bought it.
now i try for 1 week and if i dont love it ill return it
Oliur@UltraLinx
@jackfriks Think about all of the mental energy you’re spending making this decision. And all of the tweets. Just buy the monitor. It will literally help you be more productive.
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ROOKIE numbers it should be:
• $90K invested
• $0K cash
• 6 stocks in their portfolio
1000X STOCKS@1000xStocks
A 25-year-old investor comes to you for advice. Here’s their situation: • $75K invested • $15K cash • 17 stocks in their portfolio What’s the first thing you’re telling them?
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Tom Collins retweetledi
I’m sure this is going to make things better
Sabrina Updates@SabrinaHubs
Sabrina Carpenter at Lollapalloza having over 100K people call men “USELESS!” 😭😭😭
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Jensen Huang on retail investors panic selling SaaS because of AI: “They’re absolutely wrong”
$ADBE $CRM $NOW $UBER
Evan@StockMKTNewz
AMIT @amitisinvesting JUST GOT TO ASK NVIDIA CEO JENSEN HUANG ANOTHER QUESTION
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if you NOT buying $META at this prices, WHY?
Mindset for Money@Mindset4Money_X
The $META "surge": 😂😂
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Tom Collins retweetledi
Exciting news with our partner @nvidia
Andrew Macdonald@andrewgordonmac
Our partner @nvidia has long helped power the AV ecosystem Now we’re working together to bring fully NVIDIA-driven L4 robotaxis to the @Uber platform across 28 cities by 2028, starting in LA and SF next year investor.uber.com/news-events/ne…
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Our partner @nvidia has long helped power the AV ecosystem
Now we’re working together to bring fully NVIDIA-driven L4 robotaxis to the @Uber platform across 28 cities by 2028, starting in LA and SF next year
investor.uber.com/news-events/ne…
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$UBER vs $TSLA
Según el mercado $UBER va a desaparece por los robotaxis.
El negocio 👇…
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@TechEquityEng I know it’s an insane time right now. $UBER seems to be cooking something new every day. also great coverage of these developments. you’re one of the best $UBER follows on this platform imo
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@T0M248 $NVDA partnership announced today was crazy too after I posted this.
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🐂⏰
Tech Equity Engineer@TechEquityEng
$UBER didn’t build the robotaxi. They partnered with everyone who did. By doing so, they are now enabling the world’s largest autonomous army. 🤖📈 While competitors burn billions on vertically integrated hardware, Uber is the Global Operating System for the autonomous era. In 2026, the strategy is undeniable: Uber provides the customers and the orchestration; the partners provide the hardware. This global roster shows why Uber remains the dominant platform for mobility: 🇺🇸 The Western Alliance:• Waymo (Google): Scaling across Austin and Atlanta. • Zoox (Amazon): Just joined. Hitting Vegas this summer, LA next. • Motional: Commercial service officially live in Las Vegas. • Waabi: 25,000+ "Physical AI" vehicles committed to the platform. 🇨🇳 The Chinese Giants (Global Expansion): • Apollo Go (Baidu): Expanding into Dubai and London via Uber. • WeRide: Deploying across the Middle East. Aiming for 15+ cities with Uber. • Pony.ai: Massive Middle East rollout integrated with Uber. 🇬🇧 The European Edge: • Wayve: Tokyo pilot launching now; London incoming for later in 2026. Nissan joined as a partner. Uber isn’t a taxi company anymore. It’s the Global Distribution Layer. 🌎 Hardware is increasingly becoming cheaper. Self-driving software is becoming a commodity with the help of advanced world simulations. Network effects and a decade+ collection of global routing data are the only real moat. $UBER is at the center of the AV movement. 🛡️ If you still can't see the path to a $1T valuation, you aren't paying attention. #AutonomousVehicles #AI
ART
I have precisely zero dollars in my savings
My entire net worth is invested in 6~ stocks
Thoughts? 😅
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@ManuInvests agreed it’s currently (only) 10% of my port. frankly at current prices i’d be happy for this to be my number 1 position
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software companies are cooked fr 😨
> 90% of SaaS stocks are down 30-80% from their 52-week highs
> most have negative returns over the last few months
numbers don't lie.
Naval@naval
Software was eaten by AI.
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shipping an app is easy.
building the scale, liquidity, and operational infrastructure behind it takes a decade. That is why platforms like Uber are so difficult to replicate.
Uber operates in 10,000+ cities across 70+ countries:
- Billions of trips completed each quarter
- Millions of drivers already on the network
~75% of the US ride hailing market
- Regulatory access competitors struggle to obtain
- Massive datasets on routing, pricing, and demand
- The ability to cross-subsidize rides, delivery, and freight
the moat is not the app. the moat is the network
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Few understand that this will be the hardest part
$TSLA $UBER
Trevor Scott ✘@TrevorScottReal
Love how the MKBHD is pre-hating it… insane
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@ajustman_ @crowdturtle @borrowed_ideas they gave a clear reason for ARR slowing. it’s because they are pushing a freemium model. pls do more research. x.com/t0m248/status/…
Tom Collins@T0M248
Adobe’s ARR slowed to 10.9% this quarter, but the real story is its AI + freemium strategy creative freemium MAUs hit 80M (+50% YoY) total MAUs 850M (+17%) and AI first ARR more than tripled YoY firefly subscriptions, credit packs and generative usage are surging short term pain for long term gain IMO
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@crowdturtle @borrowed_ideas pointed out that total ARR growth has decelerated for nine consecutive quarters and could fall below 10% in not too distant future. That’s the succinct bear case imo.
Why would $ADBE re-rate if ARR growth keeps slowing?
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Went through $adbe numbers.
Theres not just topline growth, there’s multiple segments of accelerating growth under the hood.
I may tweet it up. But the upside here isn’t not being disrupted by AI, it’s that acceleration hitting the topline via new biz vectors
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