Arun Vasudevan (@varunku1) 's Twitter Profile
Arun Vasudevan

@varunku1

ID: 87637295

calendar_today05-11-2009 07:28:35

2,2K Tweet

406 Followers

2,2K Following

Arun Vasudevan (@varunku1) 's Twitter Profile Photo

$HIMS CEO, highlights personalized medicine reduces med needs by tailoring treatments to individuals (per 2023 NIH study: 30% lower doses improve efficacy, cut side effects). Challenges Big Pharma's one-size-fits-all model; 2024 Strive Pharmacy data shows 25% better outcomes with

Andrew Wilkinson (@awilkinson) 's Twitter Profile Photo

In January, I went on My First Million and talked about how I was buying $IREN as an AI hedge. I called it a "Picasso I found at a garage sale." Well, the stock is up around 125% since I recommended it, but believe it or not, in my opinion, it's still cheap. Here's the trade

In January, I went on <a href="/myfirstmilpod/">My First Million</a> and talked about how I was buying $IREN as an AI hedge.

I called it a "Picasso I found at a garage sale." 

Well, the stock is up around  125% since I recommended it, but believe it or not, in my opinion, it's still cheap.

Here's the trade
Arun Vasudevan (@varunku1) 's Twitter Profile Photo

$Grab & Alipay+ partnership! Integrating ride-hailing into Alipay+ Voyager taps 1.4B users, boosting bookings from Chinese tourists, tourism market driver. With Grab's 2024 profitability & AI travel solutions, expect revenue growth. #GRAB #Investing

Arun Vasudevan (@varunku1) 's Twitter Profile Photo

$IREN ($36.04, +1.14%) displaying bullish momentum on 1M chart, up ~70% this month! RSI at 67, MACD bullish, volume strong. Aiming for $38-$40 short-term. #IREN #StockMarket #BitcoinMining #AI

Arun Vasudevan (@varunku1) 's Twitter Profile Photo

Boeing Company - Boeing Defense, Space & Security Partners with Palantir to Accelerate AI Adoption Across Defense, Classified Programs $PLTR investors.boeing.com/investors/news…

Arun Vasudevan (@varunku1) 's Twitter Profile Photo

$IREN stock's on fire! Weekly chart shows bullish surge to $41.90 w/ neutral RSI & improving MACD—expect 2-4% pop next few days if holds $41 support. 3M view: 200% rally from Aug lows on AI/GPU boom. Strong Buy, target $45-50. 🚀📈 #IREN #Stocks

Antonio Linares (@alc2022) 's Twitter Profile Photo

I went long $TSLA at $13 and I'm still holding. After Q2 2025 earnings, I now see $RIVN evolving into the next big success story in the auto space🧵

I went long $TSLA at $13 and I'm still holding.

After Q2 2025 earnings, I now see $RIVN evolving into the next big success story in the auto space🧵
Arun Vasudevan (@varunku1) 's Twitter Profile Photo

Iris Energy AI pivot checks out: 810MW cap, $2.4M Aug rev. If AI demand stays hot, $200-300/share by 2030 (4-6x from $50) w/ $6-7B rev. Hybrid mining will fuels growth! #IREN #AI #Bitcoin $IREN

Arun Vasudevan (@varunku1) 's Twitter Profile Photo

🚨IREN $875M convertible notes = debt that turns to stock if $IREN price >$74 (30% above today's $57). Adds ~12M new shares (5% more stock). Capped calls hedge most away (real hit: 1-2%). Soonest: if stock jumps >$96 for 20 of 30 days after launch, or big company change Or waits

Arun Vasudevan (@varunku1) 's Twitter Profile Photo

$IREN $875M convert notes (due 2031) hiked premium to 37.5-42.5% slashing dilution via capped calls. If AI boom hits, $400+/share in '31? Then it’s just ~4% dilution (10.6M shares), but shareholders gains: $59→$400 (+578%) on cheap debt powering AI surge. #IREN #AIBoom

Arun Vasudevan (@varunku1) 's Twitter Profile Photo

$IREN $875M 0% notes priced: 42.5% premium over $60.09 (CP $85.63). Conversion: ~10.22M shares (4% dilution on 258M o/s). $49.6M capped calls hedge to ~2.8% at $120.18 cap. Debt-free '31, powers AI datacenters ! #IREN

Hamid (@hamids) 's Twitter Profile Photo

My OPINION is that $RIVN could be the next $HOOD or $RKLB in the next couple of years and we'll be looking back and saying "Rivian was a no-brainer at $13 per share when it was just a $16 Billion company!" But way more people will buy it if it hits $100 per share and well over

Arun Vasudevan (@varunku1) 's Twitter Profile Photo

$IREN AI thesis holds! Low-cost ($650K/MW) Canadian DCs deliver ~100% margins on Blackwell hosting, self-funding liquid-cooled Rubin builds w/o dilution. GPU leasing crushes CoreWeave's stranded assets. $875M notes + new Blackwell contracts seal hybrid stability.

Inquisitive Investor | Sumit (@10xvaluemind) 's Twitter Profile Photo

$HIMS Being a shareholder it is hard to ignore the timing here. andrewdudum knew about his pre-scheduled 10b5-1 sales, yet he chose to launch the menopause/Hers vertical right before that - fully aware it could drive a positive price reaction. then, as the stock squeezed, he

$HIMS 

Being a shareholder it is hard to ignore the timing here. <a href="/AndrewDudum/">andrewdudum</a> knew about his pre-scheduled 10b5-1 sales, yet he chose to launch the menopause/Hers vertical right before that - fully aware it could drive a positive price reaction. then, as the stock squeezed, he
Sawyer Merritt (@sawyermerritt) 's Twitter Profile Photo

A new 30-minute presentation from Ashok Elluswamy, Tesla’s VP of AI, has been released, where he talks about FSD, AI and the team’s latest progress. Highlight from the presentation: • Tesla's vehicle fleet can provide 500 years of driving data every single day. Curse of