Daniel Carballo

Early investor $SERV $PLTR $HIMS $DUOL. I like to talk about the stock market and tech. Not Financial Advice

[Daniel Carballo @dcarballoAI]

Everyone thinks $SERV is another last-mile robotics startup.

I think it´s a Hundreds of Billions dollars Robo-Platform in the making 🧵

[Serve Robotics @ServeRobotics]

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.

[Daniel Carballo @dcarballoAI]

@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

[Serve Robotics @ServeRobotics]

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: https://t.co/H9Vi83avc6

[Daniel Carballo @dcarballoAI]

@BastianelliLore Exacto!

[Daniel Carballo @dcarballoAI]

@DeepIceValue Actually doubling down on $HIMS and $DUOL

[Daniel Carballo @dcarballoAI]

@rajkarri8 We are going to 20T sir

[Daniel Carballo @dcarballoAI]

@DeepValue47 $PLTR is everywhere you look

[Steve Burns @SJosephBurns]

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

— Stanley Druckenmiller

[Chad Wahlquist @chadwahl]

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.

[Daniel Carballo @dcarballoAI]

@AirbusDefence $PLTR

[Daniel Carballo @dcarballoAI]

@bearlyai $SERV is the owner of autocado btw.

[Daniel Carballo @dcarballoAI]

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

$SERV

[Daniel Carballo @dcarballoAI]

Friendly reminder $DUOL has 400M$ repurchase program.

At this levels.

[Daniel Carballo @dcarballoAI]

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

[Daniel Carballo @dcarballoAI]

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

[NVIDIA Robotics @NVIDIARobotics]

.@ServeRobotics is redefining last-mile delivery on city sidewalks. 🤖

By simulating in NVIDIA Isaac Sim and running on NVIDIA Jetson Orin, Serve is deploying one of the largest fleets of physical AI-powered delivery robots, completing 100,000+ autonomous deliveries with a 99.8% completion rate across five major U.S. cities.

See how physical AI and advanced simulation are reshaping urban delivery. 🔗 https://t.co/Y2ogOidapU

[Daniel Carballo @dcarballoAI]

$SERV is going to 10x its revenue this year.

And you can buy it for less than 1B market cap today.

[Serve Robotics @ServeRobotics]

Another iconic brand joins our delivery network.

Serve robots are now delivering @WhiteCastle’s famous Sliders in Chicago’s Austin and nearby neighborhoods via @UberEats.

As we scale across major markets, we’re expanding autonomous delivery to more restaurants and customers.

[Daniel Carballo @dcarballoAI]

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

[Daniel Carballo @dcarballoAI]

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

[Daniel Carballo @dcarballoAI]

$DUOL is dying company.

[Daniel Carballo @dcarballoAI]

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