Tom Collins

Sharing ideas about the world (some of which make money)

[Tom Collins @T0M248]

@ariaradnia

[Tom Collins @T0M248]

@StocksSurfer @drakeisaW

[Tom Collins @T0M248]

this is very bullish for $META. AI commoditises means value shifts to ecosystems & distribution.

$META 3B+ users, open source AI and infra make it the default winner.

$META doesn't need to own the stack to win.

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[Tom Collins @T0M248]

bullish for $META.

AI models commoditise, value shifts to ecosystems, distribution, data plus proprietary learning loops is exactly where $META is positioned

3B+ users and world class infrastructure mean Meta benefits from widespread AI adoption without needing to own every enterprise's proprietary stack

[Tom Collins @T0M248]

@drakeisaW $UBER definitely, $NOW i’m considering

[Tom Collins @T0M248]

@DassCoool @GrindeOptions true

[Tom Collins @T0M248]

@CapexAndChill agreed, I see $2000 by 2031 imo

[Tom Collins @T0M248]

@drakeisaW same i’m 21 and just $META $AMZN $UBER $ZETA. love the conviction.

[Tom Collins @T0M248]

@simonsquibb very inspiring imo

[Tom Collins @T0M248]

@joecarlsonshow i agree. who do you trust to allocate capital more effectively? the government, which often struggles with the operational responsibilities it already has or entrepreneurs like Elon musk?

[Tom Collins @T0M248]

@LewisLFC2026 @LBC @BenKentish completely agree. glad at least some people on here understand this 🤣

[Tom Collins @T0M248]

@Ashton_1nvests unfortunately a lot of people invest for entertainment over actually making money

[Tom Collins @T0M248]

@DanielPriestley i see what you did there 🤣

[Tom Collins @T0M248]

@LewisLFC2026 @LBC @BenKentish 💯

[Tom Collins @T0M248]

who do you trust to allocate capital more effectively? the government, which often struggles with the operational responsibilities it already has or entrepreneurs like Elon musk?

if Elon had been capped at £1 billion, there would be no Tesla, no SpaceX, no The Boring Company and none of the trillions of dollars in value creation, innovation, investment and jobs those companies have generated

[Tom Collins @T0M248]

@R1chardMaur1ce @CarsonTalkMoney ok buddy 🤣

[Tom Collins @T0M248]

@R1chardMaur1ce @CarsonTalkMoney it’s called value investing

it works great i’ve made a bunch of money from it

you should try it someday