Daniel Carballo

Everyone thinks $SERV is another last-mile robotics startup. I think it´s a Hundreds of Billions dollars Robo-Platform in the making 🧵

At #NVIDIAGTC, we partnered with @NVIDIA to turn real-world autonomous delivery into part of the attendee journey. 18 of our Jetson Orin-powered robots rolled across campus, delivering snacks, water, and swag. On stage and in the crowd, they were part of the GTC experience.

@victorlopez @duolingo Don’t think living with EarPods 24/7 in order to understand other person is going to win. $DUOL is about to impress lot of people

Rest In Peace @duolingo 💀

Our founder and CEO @ahkashani says it’s better to be a cockroach than a unicorn. 🪳 He joined @bheater to share why we prioritize adaptability over hype, and how that mindset led to expanding into healthcare by acquiring @DiligentRobots: automate.org/robotics/indus…

@BastianelliLore Exacto!

The bear case on $DUOL is that AI will teach languages better. $DUOL is the company integrating AI the fastest into language learning. The threat IS the moat.

@DeepIceValue Actually doubling down on $HIMS and $DUOL

$NVDA is trading at 16.51 fwd P/E and you are buying $HIMS and $DUOL.. 🤦‍♂️🤦‍♂️

@rajkarri8 We are going to 20T sir

Catching up on AIPCon 9 videos, 1 trillion MC looks so small 💰

@DeepValue47 $PLTR is everywhere you look

“with integration partners like Palantir $PLTR potentially benefiting”

“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.” — Stanley Druckenmiller

The competition thinks the market is data platforms. Palantir thinks the market is AI operating systems. Once you see the ontology layer, it’s hard to unsee it. And once an institution runs on it... it’s very hard to go back to spreadsheets pretending to be reality.

@AirbusDefence $PLTR

May we present? This is the Valkyrie. Airbus is working at full throttle to offer the German Air Force an operational Uncrewed Collaborative Combat Aircraft (UCCA) system by 2029. In Manching, near Munich, the company is currently preparing the first two Valkyries it acquired from its US partner Kratos Defense & Security Solutions, Inc. with a sovereign European mission system, the Multiplatform Autonomous Reconfigurable and Secure (MARS) system, for their maiden flight. MARS also contains an AI-supported software brain called MindShare which not only replaces the missing pilot, but is also capable of coordinating entire mission groups by being distributed across many manned and uncrewed platforms. They are scheduled to fly later this year. Read more: airbus.com/en/newsroom/pr…

@bearlyai $SERV is the owner of autocado btw.

Chipotle continues its AI push. It has an AI CV recruiting tool (“Ava Cado”) which reduces screening time by 75%. Also, an automated avocado-peeling and coring machine (“Autocado”) that reduces time to make batch of guacamole from 50 minutes to 25 minute.

@mikeahorton Been saying it for years. Machine economy will be 10x to 100x bigger than human economy. $SERV

Friendly reminder $DUOL has 400M$ repurchase program. At this levels.

@ScrooogeUncle Earlier. Once AI agents communicate through $PLTR network. Probably end of this year. Definitely next year.

Palantir will be a trillion dollar market cap company by 2028. $PLTR

$SERV is going to be the last-mile robo platform.

$SERV is going to 10x its revenue this year. And you can buy it for less than 1B market cap today.

@himshouse Good. Anyways $HIMS is going to 200$

🚨 BREAKING: $HIMS SHORTS ARE QUADRUPLING DOWN According to Robinhood, 88 million shares are now short 42% of the float Beyond belief, short interest has actually increased since the Hims x Novo deal 🤯🤯🤯

@meetblossomapp If you invest today 3,600$ you will get the value of 10,000$ in one year. $DUOL

If you invested $10,000 into Duolingo exactly 1 year ago, you'd be down -64%. That means your new balance is $3,600. Ouch. $DUOL

$DUOL is dying company.

@doomerzoomer This is getting me even more bullish in $DUOL 😂