@MichaelWigginsO Avatar @MichaelWigginsO Michael Wiggins De Oliveira

Michael Wiggins De Oliveira posts on X about ai, cash flow, flow, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 61.9% finance 51.79% technology brands 11.31% social networks 5.95% cryptocurrencies 4.17% exchanges #3286 countries 1.19% automotive brands 0.6%

Social topic influence ai 17.26%, cash flow #195, flow #2536, business 15.48%, growth 15.48%, in the 14.29%, $app #168, share 11.31%, strong 10.71%, stocks 10.12%

Top accounts mentioned or mentioned by @beautyoe @bigmacattack41 @beauty_oe @yotam005 @fischerjiriml @vonwehhrn @smallmidcaps @mattrichar69843 @emilregin @reverocity @jonaskkaberg1 @taylorstcap @argarga @arg_arg_a @altcoinpediax @dekruh @alpha_bro1 @chain_alphax @macromicronmike

Top assets mentioned AppLovin Corporation (APP) Nebius Group N.V. Class A Ordinary Shares (NBIS) Reddit, Inc. (RDDT) Credo Technology Group Holding Ltd (CRDO) Astera Labs, Inc. (ALAB) Duolingo, Inc. (DUOL) Klarna Group plc (KLAR) Oscar Health, Inc. (OSCR) Centrus Energy Corp. (LEU) Hims & Hers Health, Inc. (HIMS) Toast, Inc. (TOST) Palantir Technologies Inc. (PLTR) Microsoft Corp. (MSFT) Robinhood Markets, Inc. (HOOD) Super Micro Computer, Inc. Common Stock (SMCI) Bitcoin (BTC) Affirm Holdings, Inc. (AFRM) Intuitive Machines, Inc. (LUNR) Lumentum Holdings Inc. Common Stock (LITE) Oklo Inc. (OKLO) Enovix Corporation Common Stock (ENVX) Upstart Holdings, Inc. (UPST) RAI Finance (SOFI) Amazon.com, Inc. (AMZN) Salesforce Inc (CRM) Adobe, Inc. (ADBE) ZetaChain (ZETA) Carvana Co. (CVNA) Unity Software Inc. (U)

Top Social Posts

Top posts by engagements in the last [--] hours

"When you show up early you are OK to admit that you don't know how exactly things will play out. You are humble. When you show up late you have to have so much more conviction and foresight that it requires a whole different setup to ensure you are able to outperform. Two years of strong outperformance simply by being honest that I don't have all the answers. Most recently nailing 40% return on $LUNR in [--] months. https://twitter.com/i/web/status/2009189851980075421 https://twitter.com/i/web/status/2009189851980075421"
X Link 2026-01-08T09:06Z [----] followers, [---] engagements

"You read it for free if you want on SA. Or you could pay my subscription and have actually made this trade. https://seekingalpha.com/article/4857518-intuitive-machines-my-plan-for-re-entry https://seekingalpha.com/article/4857518-intuitive-machines-my-plan-for-re-entry"
X Link 2026-01-08T09:07Z [----] followers, [---] engagements

"$TOST has been a tough one. In fact many software-related companies as $TOST is trying to be (on top of a payment solution provider) are getting hit hard on fears that AI will kill the need for software. You can see this taking place accross the place: $HUBS; $NOW; $NET; $ZS etc etc https://twitter.com/i/web/status/2010656387546632587 https://twitter.com/i/web/status/2010656387546632587"
X Link 2026-01-12T10:13Z [----] followers, [----] engagements

"On $KLAR. I'm not concerned about the lock-up. Why I'm more concerned about how long this ''risk-off'' market for BNPL companies is going to last. I've seen lock-up expire on countless stocks with large overhangs post IPO. And the moment the lock-up pass for example $HOOD/ $PLTR those stocks just went up vertically. The single most important aspect in the market is not lock-up periods It's not how many shorts there in the float. It's time in the stock. That's it. You can't make money every day in the market. And you can't make every month. But give the market 6-9 months and things work out"
X Link 2026-01-16T08:15Z [----] followers, [----] engagements

"@FischerJiriML @TaylorStCap I'm an investor. I own $KLAR. But honestly I believe that's a complete waste of time for the CEO. Now if your job is to organise those meetings it's like asking a barber if you need a haircut"
X Link 2026-01-21T14:21Z [----] followers, [---] engagements

"I'm very bullish on AI infrastructure. I already own $ALAB that is the very similar setup. The only difference is that $ALAB makes a lot more FCF than $CRDO. You could push back and say that $CRDO is growing faster but I don't think there's that much from the investor perspective between either business. I believe that both are going to do really well in the near-term. https://twitter.com/i/web/status/2014700773884465156 https://twitter.com/i/web/status/2014700773884465156"
X Link 2026-01-23T14:04Z [----] followers, [----] engagements

"$NBIS has been a wildly volatile stock and it will likely remain noisy as sentiment swings and AI oversupply fears surface from time to time. But volatility is not the same thing as broken fundamentals. I argue that theres an remarkable setup here: triple-digit revenue growth at scale clear line-of-sight to $3+ billion in [----] revenues insider-aligned management and a valuation that still sits at just 810x forward sales. For patient investors willing to sit through the noise I believe the risk-reward skews decisively to the upside which is why I remain comfortable reaffirming a $160 price"
X Link 2026-01-27T07:01Z [----] followers, 16K engagements

"$RDDT Look I know investors are frustrated. $RDDT is out of favor. Its being rotated out and treated like yesterdays trade. Fine. Ive seen this setup before. But heres what doesnt square with the bear case: you dont put up close to 40% y/y revenue growth in [----] if your business is being disrupted by AI. You dont grow your user base if youre being displaced. Thats not how disruption works The market can believe whatever story it wants in the short term but numbers dont lie. Reddit isnt dying quietly; its compounding away at very rapid rate. Thats enough for me. Strip away the noise follow the"
X Link 2026-01-28T06:44Z [----] followers, [----] engagements

"$LUNR is not out of the woods yet. The business is still not meaningfully profitable and it will need to raise more capital in 2026; likely diluting shareholders by roughly 15%20%. That dilution risk is real and will hang over LUNR until the funding question is resolved. That said markets dont price stocks on where they are they price them on where the narrative is going. And over the next [--] months $LUNR s narrative is set to change rapidly. As revenues scale toward nearly $1 billion cash burn dramatically improves and the company edges into free cash flow breakeven $LUNR will no longer be"
X Link 2026-01-28T11:48Z [----] followers, [----] engagements

"Sell $SOFI But time held is irrelevant if the investment thesis is breaking down. To outperform my discipline has to override our attachment and our sunk-cost biases. FREE POST; Read for free:"
X Link 2026-02-02T06:43Z [----] followers, 41.4K engagements

"''Its a classic strategy that Gates also used with windows'' You know what. I've been hearing about this strategy from $SMCI for a very long time. And you could argue that soon $SMCI will be the next $MSFT in the space but I think I've given $SMCI enough time. Doesn't mean I'm right or wrong it just means that I can easily deploy my capital elsewhere for a risk-reward that I find more suitable. This sounds boring to think about. I know But fast forward another [--] months and you'll understand my point today"
X Link 2026-02-04T08:21Z [----] followers, [---] engagements

"It's difficult to imagine that software will recover from this period. But in any period of ''systematic selling'' there's going to be winner and losers. Just have to wait a little bit longer. But from this lower price point with more negative investor expectations we can really get going. If you think about it a lot of these mega caps $MSFT or $AMZN are priced really high for sub 15% topline growth. While $APP or $ZETA are now priced at sub 30x FCF and they are still growing at ''somewhere'' between 20% to 30%"
X Link 2026-02-04T08:55Z [----] followers, [----] engagements

"@Yotam005 ''Dont talk about any other companies then Klarna is just [--] billion market cap vs affirm [--] billion market cap .'' Didn't understand your question What do you mean"
X Link 2026-02-04T09:24Z [----] followers, [---] engagements

"I'm very upfront with everyone. If $DUOL's paid subscribers are up 15% y/y then I'm going to stay long the name and stay bullish. And if it's less than 15% y/y then I made a mistake. It hurts this period in the market. Of course this is normal. But this type of pain comes once every [--] to [--] months. And it will go away at some point too. https://twitter.com/i/web/status/2019061741615714532 https://twitter.com/i/web/status/2019061741615714532"
X Link 2026-02-04T14:53Z [----] followers, [----] engagements

"Portfolio diversification No need. 😆😆😆"
X Link 2026-02-04T15:52Z [----] followers, [----] engagements

"Stay in the game is the key. Everyone has bad periods in the market from time to time like I'm having now. But staying around for the recovery is what's important. I can't stress this enough. It's about being here for the recovery. I'll give you an example from [----]. Loads of people left the market in March [----]. Yes they missed the absolute bottom at the start of April. But they only returned to the market in September when they believed conditions were calmer. Meanwhile my whole year was practically made in that period between Aprils low and September. The rest of the time I was just"
X Link 2026-02-05T05:52Z [----] followers, [----] engagements

"The single toughest thing to master in investing is the ability to wait for the market to improve. Everyone can make money in a bull market. The only skill that matters is being able to keep it in the bear market"
X Link 2026-02-05T06:09Z [----] followers, [---] engagements

"@beauty_oe It's so late there in Japan Crazy You need to get your sleep under control Or not"
X Link 2026-02-05T13:34Z [----] followers, [---] engagements

"@beauty_oe Are you a $BTC holder I can't imagine this stops before it's down at least 70%"
X Link 2026-02-05T13:38Z [----] followers, [---] engagements

"$AFRM https://open.substack.com/pub/michaelwigginsdeoliveira/p/affirm-proves-bears-wrong-one-quarterr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/michaelwigginsdeoliveira/p/affirm-proves-bears-wrong-one-quarterr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-06T07:21Z [----] followers, [---] engagements

"Hello Von Pleasure to hear from you as always :) If you don't mind me saying $SEZL is a tier [--] player in a game that backs tier [--]. Now I know better than nearly anyone on the planet that nobody wants to hear disconfirming opinions. And I know that your performance is very very strong and very smooth. And in comparison mine is neither. So what's the value of my opinion hahahaha"
X Link 2026-02-06T08:08Z [----] followers, [---] engagements

"$RDDT https://open.substack.com/pub/michaelwigginsdeoliveira/p/reddit-the-market-got-this-wrongr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/michaelwigginsdeoliveira/p/reddit-the-market-got-this-wrongr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-06T09:11Z [----] followers, [---] engagements

"I frankly believe that we are much closer to the end of the pain trade than the start. I genuinely believe there's going to be stocks like $RDDT that are going to benefit from AI and the liks of ChatGPT. And you can see by their results this vindicates my arguement. I have no doubts. If I can figure this out this means that the market can figure this out. It's just a matter of a few more weeks and the market will start to reprice a lot of tech has been unrelentingly punished. Just brutally punnished. But the market is wrong. That's an amazing setup. Trust me."
X Link 2026-02-06T10:37Z [----] followers, [----] engagements

"Being cynical towards the bottom is easy. But rarely makes any money. I strongly believe there are companies such as $RDDT that will be the picks and shovels of the AI infrastructure demand"
X Link 2026-02-06T14:20Z [----] followers, [---] engagements

"@BigMacAttack41 ''But yeah let the analysts make them have a bigger market cap. Makes no sense'' What Nobody controls the market cap. The market decides. It's not complicated"
X Link 2026-02-06T14:29Z [----] followers, [--] engagements

"@BigMacAttack41 Actually not true. $AFRM has a net cash balance sheet. The debt it holds is tied to the ''receivables'' on its balance sheet"
X Link 2026-02-06T14:30Z [----] followers, [---] engagements

"Really struggling to get a bid. Isn't it clear that $RDDT is the input for AI Look at their financials. They are going to make more than +$1B of FCF this year"
X Link 2026-02-06T15:06Z [----] followers, [----] engagements

"YTD performance: -11% vs Nasdaq at -2% Not going to hide it. Because when tech gets bid higher I'll also show. Basically I want to be upfront in the bad and good times"
X Link 2026-02-06T16:38Z [----] followers, [----] engagements

"@beauty_oe ALWAYS better to make a little profit than none at all"
X Link 2026-02-10T08:18Z [----] followers, [---] engagements

"@vonwehhrn I'm not a macro dude. no idea. What I will say is that this is NOT the time to be a hero investor. Not that I believe there is ever a time to be a hero investor. Recall there are old investors and there are bold investors. But there are no old and bold investors"
X Link 2026-02-10T08:19Z [----] followers, [--] engagements

"@beauty_oe I believe that companies that supply the AI boom are going to be massive winners in [----]. Even stocks that sell-off on the back of earnings are getting bought back up. For example $FN"
X Link 2026-02-10T08:27Z [----] followers, [---] engagements

"Allow me to play devil's advocate with AI killing software. And feel free to correct me and point out my illogical argument. My rationale is very straightforward. [--] points. 1) A lot of companies aren't tech savvy. Yes they use the tech $CRM/ $MSFT/ $ADBE whatever but they simply won't in the near-term reconfigure their whole IT department as you still need some sort of IT expertise (however minimal). 2) The market is selling these names as if they are done and dusted by [----]. As if in the next [--] years their profitability completely dries up. However knowing what I've seen from other bear"
X Link 2026-02-13T08:57Z [----] followers, [----] engagements

"I maintain that $AFRM is headed to $140 price target by early [----] and the recent weakness hasnt changed that view. Yes free cash flow was soft this quarter and in todays fear-driven market thats all it takes for investors to hit the sell button. But that short-term wobble doesnt change the bigger picture: $AFRM is still growing fast as its profit margins are consistently improving. What were really seeing is investor impatience masking real progress. In my view that disconnect is exactly why $AFRM looks so compelling right now. Read more below:"
X Link 2026-02-06T07:21Z [----] followers, [----] engagements

"$LITE: A +70% return in three weeks. In [--] days we pulled forward a move that was supposed to take [--] months. This in one of the most choppy markets in years is not something you stay and pray and hope over. This is something you take. This is discipline: the ability to wait for the setup act decisively when it hits and then walk away into strength. Read below for https://twitter.com/i/web/status/2021108214155124794 https://twitter.com/i/web/status/2021108214155124794"
X Link 2026-02-10T06:25Z [----] followers, 15.3K engagements

"$CRDO: $210 by mid-2027. $CRDO sits right at the center of what I believe will be one of the most powerful investment themes of 2026: the AI infrastructure boom. This is a classic pick-and-shovel businessCredo doesnt need to guess which AI model wins it just supplies the critical connectivity that all large-scale AI systems depend on. With revenue growth likely of +100% y/y over the next [--] months and operating leverage just beginning to show the stock is simply mispriced. Even after the recent move paying 56x forward free cash flow for a debt-free business compounding this fast is too cheap"
X Link 2026-02-10T09:33Z [----] followers, [----] engagements

"$NBIS Look I get it my $NBIS recommendation has been highly volatile with a lot of negative sentiment. This has test your patience to the absolute limit As it has mine too. Yet beyond the noise the business just delivered something that truly matters more than $800 million in cash flows via deferred revenues meaning customers paid upfront for work still to be completed. Nobody gives that kind of capital unless they believe in the value being delivered. Yes capex is aggressive. Yes dilution will be an ongoing risk and headache. But this is what infrastructure build-outs look like in the early"
X Link 2026-02-12T14:28Z [----] followers, [----] engagements

"$TOST https://open.substack.com/pub/michaelwigginsdeoliveira/p/toast-earnings-simply-mispriced-asr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/michaelwigginsdeoliveira/p/toast-earnings-simply-mispriced-asr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-13T07:13Z [----] followers, [---] engagements

"Genuine question: Is $BTC a leading indicator for the Nasdaq Or are we well over the bulk of the pain already Leading indicator Damage nearly fully done Leading indicator Damage nearly fully done"
X Link 2026-02-13T11:41Z [----] followers, [----] engagements

"I just think to myself like how is it that AI is really going to kill off most of these businesses Even the likes of $ADBE I'm willing to guess that it will come back to some extent. Yes it will be easier to replace some parts of what $ADBE does with AI and other applications. But the business is still delivering some growth and a ton of profits. Maybe they don't get that much growth. And perhaps their pricing power gets hit. But these businesses are now priced like it's game over. And this across the board. I'm not even going to waste time with a long list. $MSFT $NOW $CRM etc etc"
X Link 2026-02-13T12:05Z [----] followers, [----] engagements

"Tech stocks are in a risk-off period. Don't overread into the news"
X Link 2026-01-27T13:05Z [----] followers, [----] engagements

"Yes. There have been mistakes. ( $DUOL etc) I wish every single stock worked out. I don't know exactly how $DUOL $KLAR will unfold. But from time to time investing means putting in capital and waiting to get your return. It's not just about clicking and getting quick confirmation of your idea. For example think of opening up a restaurant. There's never ending paperwork. Then there's repairs because the plumbing doesn't work properly. Then there's painting that's necessary. And the waiter who told you they were going to work for you didn't bother to show up. And you haven't even served up a"
X Link 2026-01-30T14:42Z [----] followers, [----] engagements

"My take is that honestly nobody knows. But this is what I do know right now. I know that the market is ''just selling first and asking questions afterwards''. It's just selling selling selling. I'm not going to pretend that I know whether or not $ZETA or $APP will do OK from this period. Nobody knows. But what I do know is that these companies are still growing at more than 25% y/y. And even if they end up growing at 20% y/y rather than 25% y/y for now they've taking such a massive hit to their valuation that negative expectations are already priced in. The way I summarise it is this. When"
X Link 2026-02-04T08:47Z [----] followers, 39.7K engagements

"''I just saw few days ago that Klarna was mistake for you'' Hello Yotam. This is NOT true Yotam. $KLAR and $AFRM are both stocks that I own and I am bullish on. For me nothing has changed. I believe that both are very strong companies. And yes $KLAR is cheaper. But $AFRM is very strong too. https://twitter.com/i/web/status/2018980781767442512 https://twitter.com/i/web/status/2018980781767442512"
X Link 2026-02-04T09:31Z [----] followers, [---] engagements

"There's no such thing as a risk-free investment even though there is a return-free risk ;) $BTC $OKLO $QBTS"
X Link 2026-02-06T08:29Z [----] followers, [----] engagements

"I believe that the picks and shovels that supply AI will be a winning theme in [----]. Even the likes of $RDDT which is demonstrably out of favor constitute the intellectual property that AI relies on for context"
X Link 2026-02-10T06:08Z [----] followers, [----] engagements

"$LITE https://open.substack.com/pub/michaelwigginsdeoliveira/p/trade-alert-sell-lumentum-pulledr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/michaelwigginsdeoliveira/p/trade-alert-sell-lumentum-pulledr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-10T06:25Z [----] followers, [----] engagements

"@beauty_oe In this market it's just too choppy NOT to take profits. You have to be disciplined"
X Link 2026-02-10T06:29Z [----] followers, [---] engagements

"@beauty_oe I don't know $AXTI. I just had a quick look. Only a few moments. But it doesn't look bad to be honest"
X Link 2026-02-10T06:37Z [----] followers, [---] engagements

"$CRDO https://open.substack.com/pub/michaelwigginsdeoliveira/p/trade-alert-buy-crdo-ai-pick-andr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/michaelwigginsdeoliveira/p/trade-alert-buy-crdo-ai-pick-andr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-10T09:34Z [----] followers, [----] engagements

"$OSCR I remain positively bullish on $OSCR and reaffirm my $30 price target by the end of [----]. Truth on the table holding $OSCR has been painful. This stock has tested my patience on a nearly daily basis. Investors have waited uncomfortably while the market stayed focused on yesterdays losses instead of tomorrows earnings power. This frustration has been real. However its [----] guidance is not vague optimism. Instead its explicit. A sharply lower medical loss ratio a meaningful jump in profitability and accelerating revenue fundamentally change the risk profile of this business. In the near"
X Link 2026-02-10T14:22Z [----] followers, [----] engagements

"$OSCR https://open.substack.com/pub/michaelwigginsdeoliveira/p/oscar-earnings-after-months-of-painr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/michaelwigginsdeoliveira/p/oscar-earnings-after-months-of-painr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-10T14:23Z [----] followers, [---] engagements

"$LEU https://open.substack.com/pub/michaelwigginsdeoliveira/p/trade-alert-sell-centrus-energy-stayingr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/michaelwigginsdeoliveira/p/trade-alert-sell-centrus-energy-stayingr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-11T08:44Z [----] followers, [----] engagements

"I will not hold after today's hit. This is not the growth I expected on its revenue line. Without growth the stock isn't that cheap. So I'll just take the hit. There's always pressure for an investment to work. Always. But you can either sell now. Or sell with a bigger loss next yr"
X Link 2026-02-11T12:16Z [----] followers, [---] engagements

"For years the trade was buy SaaS at 10x sales. Sell at 20x sales. Avoid hardware. . . Now it's buy profitable hardware at 10x sales and look to sell at 20x sales. Avoid SaaS"
X Link 2026-02-11T14:20Z [----] followers, [---] engagements

"With $DUOL I've been very clear. If paid users are up more than 15% y/y I will continue to recommend DUOL. But if the paid user base is less than this then there is clear indication that AI is disrupting their business. Even though I absolutely do not believe that to be the case it would be reckless not to leave space for doubt in my analysis"
X Link 2026-02-11T16:45Z [----] followers, [----] engagements

"@smallmidcaps Never say never. But I can't imagine a scenario where a blanket 20x sales on a 20% CAGR business will make sense"
X Link 2026-02-11T16:56Z [----] followers, [---] engagements

"$SMCI I made a mistake in recommending SuperMicro to you. Its not that the company cant improve its prospects; its that doing so will take far longer than I originally assumed particularly in fixing its operational structure enough to sustainably generate over $1 billion in free cash flow as it did in fiscal [----]. At todays price the stock is fairly valued. Theres not a compelling enough risk-reward on offer. SMCI could catch a bid if the market turned very strong and risk-seeking but I know that I can do better by taking my loss here and redeploying my capital into other opportunities with a"
X Link 2026-02-04T06:50Z [----] followers, [----] engagements

"These stocks are down 50% in [--] months. Not an exhaustive list by any measure. I own $DUOL and $TOST What does $DUOL have to with a payment solution provider aimed at restaurants It's just so broad this panic. There's no point in trying to defend your argument. It's time to just sit on your hands. https://twitter.com/i/web/status/2019325292305637387 https://twitter.com/i/web/status/2019325292305637387"
X Link 2026-02-05T08:20Z [----] followers, [----] engagements

"$RDDT; $315 by early [----]. Look the market got this badly wrong. Investors are panicked on an AI disruption. My argument Reddit isnt being replaced by AI its benefitting from it. Reddits data is exactly what LLMs need: real context. If Reddit had already sold itself out its guidance would be weak. It isnt. Growth is smashing out of the park. Plus $RDDT's is on track to generate +$1 billion in free cash flow this year. After tripling Q4 FCF with $2.5B in cash nil debt and 40% revenue growth the stock trades at roughly 29x forward free cash flow. The fear is narrative-driven. And its wrong."
X Link 2026-02-06T09:11Z [----] followers, 10.2K engagements

"Buy $SITM $SITM is heading to $615 by mid-2027. The core business is already ripping with AI data centers pulling demand faster than analysts can model and even after blending in Renesas slower timing unit theres a clear path to at 35% revenue growth exiting [----] and roughly $650 million in sales. At the same time its operating leverage is kicking in with cash from operations starting to explode higher In a sentence I believe that its narrative will be that $SITM is an AI-critical timing platform. Once investors recognise this its multiple will Inflect higher as its strong positioning is no"
X Link 2026-02-09T08:40Z [----] followers, [----] engagements

"$ALAB https://open.substack.com/pub/michaelwigginsdeoliveira/p/astera-labs-firing-on-all-cylindersr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/michaelwigginsdeoliveira/p/astera-labs-firing-on-all-cylindersr=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-11T07:01Z [----] followers, [----] engagements

"@ARG_ARG_A I will take the hit today but I'm in the same boat. The only difference is that I look at the same facts and my experience guides me in a different direction to you. I do not discourage discourse. I welcome other people's arguments. That's how I learn. What about you"
X Link 2026-02-11T11:52Z [----] followers, [---] engagements

"$APP https://open.substack.com/pub/michaelwigginsdeoliveira/p/applovin-the-comeback-trade-of-2026r=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/michaelwigginsdeoliveira/p/applovin-the-comeback-trade-of-2026r=9e7bu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-12T07:05Z [----] followers, [----] engagements

"I could be wrong. I'm often wrong. But I'm incredibly convinced that from this point right now over the next [--] months $APP will be higher than the $430 it is right now. And I've got my money where my mouth is. There will be some more short-term pain. And there will be PLENTY of opportunity for fear mongering and for people to sound smart being cynical. But from this point getting bearish is a waste of capital. https://twitter.com/i/web/status/2021872339927892099 https://twitter.com/i/web/status/2021872339927892099"
X Link 2026-02-12T09:01Z [----] followers, [----] engagements

"@MattRichar69843 I've been with $APP on and off since [----]. [--] years. I've seen at least [--] short reports. Minimum. Yet $APP continues to print more and more and more and more FCF Maybe $APP should pay for more short reports Since they more reports show the more FCF they make"
X Link 2026-02-12T09:31Z [----] followers, [---] engagements

"@EmilRegin The only explanation you need is the share price is going down. As long as the share price is moving down you don't need to concern yourself with facts and explanations"
X Link 2026-02-12T11:26Z [----] followers, [---] engagements

"@reverocity You could say this about any stock in this market right now. Not just RDDT but tons. Even businesses with no AI like $CVNA are getting killed"
X Link 2026-02-12T17:03Z [----] followers, [---] engagements

"Im increasing $LITE s price target to $615 by mid-2027. Why Because Lumentums revenue are accelerating toward 50% y/y while its operating margins are exploding toward 30% and the business is showing real positive operating leverage. That combination is rare. Plus at 13x forward sales the market is still pricing $LITE like a decent growth story not a business on the verge of generating hundreds of millions in free cash flow. If Lumentum delivers my estimated $200+ million of free cash flow in fiscal [----] at todays valuation this business is a steal. Yes the balance sheet needs watching but"
X Link 2026-02-04T10:42Z [----] followers, 19.2K engagements

"A bear market is when stocks are down 20% from their highs. Yes the Nasdaq isn't down at all. There's a rotation away from tech to value. This doesn't stop the fact that many tech names are down. $AMZN is down 20% from highs. $MSFT is down +20%. $PLTR is down ++20%. $CRM is down +++20% (well closer to 50% but who's counting by now) https://twitter.com/i/web/status/2022231135787339836 https://twitter.com/i/web/status/2022231135787339836"
X Link 2026-02-13T08:47Z [----] followers, [---] engagements

"Hope that $U being down 33% is not a preview into $APP I believe that $APP is absolutely terrific and will not be posting guidance of 10%. . . However the market has been so shaky that anything less than 25% (adjusted for ex-apps segment) and we are going to the Pain"
X Link 2026-02-11T15:03Z [----] followers, [----] engagements

"$APP heading to $750 by summer [----] (not a typo). I understand how painful this has been. AppLovin has been incredibly volatile and been completely out of favour with investors. When sentiment turns this negative even exceptional fundamentals. Your conviction is tested to the limit (and beyond). Given the facts not the noise I am upgrading $APP to a BUY from a HOLD. I continue to see a credible path to $750 by summer [----] supported by clear evidence of soaring free cash flow rapid debt reduction and sustanably strong revenue growth rates. Yes the stock is out of favour but I assure the"
X Link 2026-02-12T07:04Z [----] followers, [----] engagements

"$KLAR Please know every single time a stock is down +50% from its highs there's a class action. These adverts are run by so called ambulance chasers. Every single time. Those adverts mean nothing absolutely nothing to the underlying business' prospects"
X Link 2026-02-12T08:07Z [----] followers, [----] engagements

"I'm sorry what did you say $APP Rule of +130% Driven by actual cash flow Hold up what And the stock is down on this"
X Link 2026-02-12T14:58Z [----] followers, [----] engagements

"Right now the market is all confused and out of sorts trying to figure out winners and losers. And like during Covid the work from home trade worked very well right way. Whats ironic is that even the losers namely the hotels and travel and retail industry also did really well later on from the lows it just took a tiny bit longer that the clear winners. In short from the lows of the market theres easy money to be made. You just have to wait a little bit of time. https://twitter.com/i/web/status/2021966208040370232 https://twitter.com/i/web/status/2021966208040370232"
X Link 2026-02-12T15:14Z [----] followers, [----] engagements

"On $LEU. To take the hit and sell or not Generally speaking the market under reacts. Both to good news and to bad news. Allow me to explain LEU is guiding for about 10% topline growth. That's nowhere near the explosion that I was expecting to see from all this ''nuclear'' demand. And for that you are asked to pay more than 50x earnings Plus they'll have to dilute us to get their factory going this year Man that's a tough ask. In this market I would prefer to take the difficult and uncomfortable decisions upfront. Instead if we pretend this isn't happening what happens next is that [--] months"
X Link 2026-02-12T15:31Z [----] followers, [----] engagements

"How does $CVNA get disrupted by AI is beyond me. (no position just looking)"
X Link 2026-02-12T15:39Z [----] followers, [----] engagements

"$HIMS saw its share price sell off on the back of certain comments that its CEO has made. My inbox became inundated. The overall message was why was I recommending this to them this ''dog''. Furthermore a few days later the earnings results came out and the stock jumped. But sadly it wasn't to be. In the next day or two the share price was once again below the price it was before the earnings result. The news of the CEO's comments continued to weigh on the stock. However after another week or so investors got bored and forgot about $HIMS. At that point the stock started to move up. Was there"
X Link 2024-05-20T11:13Z [----] followers, [----] engagements

"August [----] I wrote to paying subscribers: DVR portfolio had underperformed the S&P500 (see pic). Explained at the time that hard work would drive future outperformance. Since then the portfolio has not only continued to outperform but is up +170% since [----] vs 60% for Nasdaq. Real time performance here: Also check real-time performance in bio. I don't do tricks or gimmicks. Even when it's bad I'm fully transparent (see pic) 20-stocks equally weighted. 12-18 months holding periods. ✅ Easy to follow (follow TRADE ALERT orders to buy/sell) ✅ No trading in and out and whatever ❌ No buy and hold"
X Link 2025-10-10T08:39Z [----] followers, 13.1K engagements

"@jonaskkaberg1 Still hold $KLAR Jonas"
X Link 2026-02-06T19:47Z [----] followers, [---] engagements

"$ALAB Astera Labs just printed a seriously strong quarter. Revenue nearly doubled y/y guidance points to even faster growth ahead and free cash flow is already scaling hard with a clear path toward roughly $480 million in [----]. Yes the after-hours reaction doesnt inspire confidence. I get it. In this tape investors are quick to sell first and ask questions later. But spend a few minutes with the numbers and the guidance and the picture becomes obvious: this is a high-growth completely debt-free AI infrastructure leader trading at around 60x forward free cash flow with 60% revenue growth"
X Link 2026-02-11T07:01Z [----] followers, [----] engagements

"$LEU I recommended this position with the idea that nuclear enrichment would be a massive winner in [----]. I wanted to be blown away by $LEU's guidance. Instead Im taking this loss. And this feels very uncomfortable for you and for me. But protecting capital matters more than protecting pride. I would rather take a controlled loss today than a far larger one in [--] months. Trust is earned over time especially in difficult markets like this. All I can do is stay disciplined and stay transparent with you. Read more for https://twitter.com/i/web/status/2021505385463431315"
X Link 2026-02-11T08:43Z [----] followers, [----] engagements

"$TOST I get it. This is not an easy market to invest in. Fear continues to spreads rapidly. This tests conviction. It understandably tests patience. And its completely normal to feel uneasy during periods like this. But when I step back and look at Toast I dont see AI disruption unfolding. This is not a rose-tinted outlook. Its facts. Free cash flow isnt slowing down. It doubled. The business generated more than $600 million in free cash flow in [----]. Now theres a very real path toward $750 million in [----]. Thats not a company being disrupted. Thats a company scaling. Revenue growth could"
X Link 2026-02-13T07:13Z [----] followers, [----] engagements

"''bleeding until they go to 0'' Yes. I feel awful. This selling is going on for [--] months and it feels endless. It feels like everything is going to [--]. Then we get [--] strong days in the market and we think that it's off the to races. And then everything starts selling again. This is exactly what happens in a bear market. Every bear market has [--] purpose. To destroy investors' expectations and reset. Looking back a few years I vividly remember this in [----]. And come to think about now in Q4 [----]. And then in Covid. Actually wait [----] was pretty brutal. And somehow I missed this in [----]. But sure"
X Link 2026-02-13T08:36Z [----] followers, [----] engagements

"Everyone is super bearish on $TOST Just like everyone gets super bearish on $TSLA from time to time. Or bearish on $GOOG from time to time. It's nearly as if if you did the opposite of common sense you'd outperform Hahaha"
X Link 2026-02-13T14:09Z [----] followers, [---] engagements

"The pole shows that $BTC is a leading indicator. Does this mean that the Nasdaq will fall a further 15% or more Genuine question: Is $BTC a leading indicator for the Nasdaq Or are we well over the bulk of the pain already Genuine question: Is $BTC a leading indicator for the Nasdaq Or are we well over the bulk of the pain already"
X Link 2026-02-13T14:12Z [----] followers, [----] engagements

"I believe $LUNR merits a $25 per share target by early [----] driven by its key NASA contracts high growth and solidifying financial position. $LUNRs $4.82 billion Near Space Network award debt-free status and positive gross margins underscore its role in space infrastructure and revenue growth potential. With a substantial backlog an estimated 100% revenue increase in [----] and a valuation of 4x forward sales $LUNR is strategically positioned to capitalize on high-margin contracts making $25 a realistic target amid the space sector's rapid expansion. Read more:"
X Link 2024-11-14T13:54Z [----] followers, [----] engagements

"$OKLO (no position; no intentions) $OKLO delivered a tough-to-stomach Q3 2024earnings update. Previously $Oklo was a [----] or [----] story. Now Oklo is a late [----] story. Essentially the share price has soared in the past month but its prospects have been pushed back a year. On top of that I estimate that there are 12% more tradeable shares available right now post-lock-up period than there were a month ago. Simply put this is a story stock and like most story stocks it requires a very hot market to be a rewarding investment. I continue to be bullish on Oklo even as I realize that this stock"
X Link 2024-11-15T06:56Z [----] followers, 11.2K engagements

"I want to be 100% honest with you. When the market turns small caps stocks (the bulk of the DVR portfolio) will get destroyed. I may not be able to deliver 15% in a bear market. In fact if I take 2021-2022 as any guidance I'm going to end up down considerably. That being said in my defense I would like to believe that I'm a bit more experience now than I was then. And I also want you to know that I'll work extremely hard. Not to convince you that I'm right. But to deliver outperformance. I abhor people that try to convince others of their performance. I'm going to do whatever it takes to make"
X Link 2024-11-22T05:33Z [----] followers, [----] engagements

"This is what I wrote up about $LUNR on the 14th of November: Read more:"
X Link 2024-12-04T05:39Z [----] followers, 12.2K engagements

"Im avoiding $TMDX because the stocks current setup presents too much risk for insufficient reward. While it operates in a unique and potentially transformative niche its declining gross margins heavy cash burn and the likelihood of raising capital in [----] make it a precarious investment. Coupled with its volatility and uncertain growth trajectory I believe there are better opportunities elsewhere to allocate capital effectively"
X Link 2025-01-06T07:02Z [----] followers, [----] engagements

"$NBIS I'm bullish on $NBIS and see a price target of $60 per share by summer [----] because this is a rare high-growth business with enormous potential in the AI infrastructure space. While $NBIS will require additional funding in the near term and won't reach positive EBITDA until late this year its trajectory toward $1 billion in annual recurring revenue by Q4 [----] is highly compelling. Paying 8x this years sales is very attractive for a business growing at over 250% CAGR. Read more:"
X Link 2025-01-13T09:18Z [----] followers, [----] engagements

"$TEM (no position) I firmly believe that investors would do well to avoid $Tem. The company's inconsistent revenue growth overpriced valuation cash burn and looming need for capital dilution all signal a high-risk investment. While there may be upside scenarios the risks far outweigh the potential rewards at this time. In short Im concerned about Tempus AIs declining revenue growth which has dropped from over 150% to just 35%. Also I believe the company's cash burn and $300 million net debt make its financial position precarious"
X Link 2025-01-21T10:03Z [----] followers, 13.2K engagements

"In a bull market it's Price to Sales In a normal market it's Price to FCF In a bear market it's Price to the net cash on the balance sheet Today it's price to future dream"
X Link 2025-01-24T09:12Z [----] followers, [----] engagements

"$NBIS The stock doesn't yet have a strong shareholder base. It's just a bunch of retail investors with weak hands. That's why I ALWAYS say don't invest with a stop loss. To have a stop loss is to sell out of your stock with a loss. Instead sell out of a stock on your terms. We'll be OK with $NBIS. Just have to give it a few quarterly reports and earnings calls"
X Link 2025-01-30T15:26Z [----] followers, [----] engagements

"$LEU is sitting on a goldmine of opportunity. Theyre the only US-owned player with the tech to supply HALEU the essential fuel for advanced nuclear reactors like Oklo at a time when demand for clean reliable power is skyrocketingespecially with AI and data centers driving energy needs. The backlog already stands at $2 billion which is higher than the companys market cap and theyre cash-flow positive before even hitting their growth stride. With federal funding growing partnerships and a market expected to boom by [----] Im holding out for at least a double in the next two years. This stock just"
X Link 2025-02-07T13:39Z [----] followers, [----] engagements

"$ENVX is on the verge of something big. Yes its been a rocky road and yes I was too early to recommend this stock to paying subscribers.But that doesnt change its long-term potential. The demand for better batteries is only growing and if they can execute this could be a massive winner. The key is getting yields up to 95%. Once that happens $ENVX will be in a position to scale production lock in major customers and transition from a pre-revenue startup to a high-growth powerhouse. With their Malaysia factory set to ramp in [----] and a Fortune [--] partnership in the works the pieces are coming"
X Link 2025-02-17T08:02Z [----] followers, [----] engagements

"While $ANET remains a strong player in AI networking much of its near-term growth and profitability improvements are already reflected in the stock price. The companys [----] was a banner year but with operating margins showing signs of compression and forward earnings priced at 32x non-GAAP operating profits the setup lacks the asymmetric upside that an Inflection investor would take. While $ANET may continue performing well the risk-reward balance appears too even to justify me getting bullish right now. I could be wrong but I'll just cheer the bulls from the sidelines"
X Link 2025-02-19T07:08Z [----] followers, 12.2K engagements

"I don't short. But if I did I would short $HIMS. You can go ahead and say I don't get it. . . I understand. And it's not that I'm feeling like I missed out. $HIMS was really good for my portfolio. But at this point it's crazy. Up 130%+ in [--] days. Think about that"
X Link 2025-02-20T08:00Z [----] followers, 18.9K engagements

"$NBIS Look I get itNebius just had a rough quarter and investors are freaking out. But step back for a second. This company is still in hyper-growth mode scaling like crazy and building the infrastructure it needs to dominate AI cloud computing. Yeah its burning cash now but thats the cost of setting up for a massive future. And with 25% of its market cap in cash and practically no debt its in a strong financial position. The market is skeptical right now but I believe that by summer [----] Nebius will have proved itself. Once the dust settles and investors start pricing in the future this"
X Link 2025-02-20T14:28Z [----] followers, [----] engagements

"$NBIS ''I found that call unusually low energy and to be honest uninspired.'' I 100% agree. It's much more exciting to have a clown jumping up and down on the call. And the fact that he spoke slowly without too much emphasis and the share price is down. oh my I fully get it. However those are not metrics that I judge the quality of my business. Give this business [--] months. That's all I ask"
X Link 2025-02-24T08:31Z [----] followers, 19.8K engagements

"$HIMS is a company Ive been bullish on for a while (no position now DVR sold into strength as is our preferred setup see performance) I still believe its long-term potential is undeniable. With its rapid revenue growth strong free cash flow and zero debt its positioned to become an institutional favorite over time. That said my Inflection strategy centers on buying into fear and selling into strength. Right now the stock has had a strong run and while the recent sell-off presents an interesting setup I prefer to let the market flush out excesses before stepping back in. I may reconsider $HIMS"
X Link 2025-02-25T06:42Z [----] followers, [----] engagements

"I think that those guys missed their entry on $APP Come in now with that short report it's likely to bounce back from this point in the next [--] days or so. To be clear I am long $APP so biased etc. But I know the business well having been in and out of it for [--] long years"
X Link 2025-02-26T14:21Z [----] followers, 10.9K engagements

"I think that the $APP fully demolished the short reports. Read for yourself: https://www.applovin.com/blog/note-from-our-ceo/ https://www.applovin.com/blog/note-from-our-ceo/"
X Link 2025-02-27T05:16Z [----] followers, [----] engagements

"My setup: I want top ideas that drive top performance. When risk-on sentiment returns a portfolio of top ideas can surge. But if chase lukewarm ideas such as paying 40x FCF for 15% CAGRyoull be left behind when animal spirits return. Buy into very high-quality businesses when expectations are muted. Thats how you position your portfolio for outperformance. This really works. I'm telling you"
X Link 2025-03-03T09:46Z [----] followers, [----] engagements

"I'm not some kind of ''buy every dip'' loser. But $APP is just an amazing business. You can't find too many businesses delivering $1.5 billion of FCF and growing at 30% CAGR. You can't. You simply can't. ($PLTR not included since I already own this)"
X Link 2025-03-03T15:44Z [----] followers, 13.4K engagements

"The Nasdaq is down 5% year-to-date. In the past decade the Nasdaq has only been down on two years: [----] -33% [----] it was down 4%. So this year is already lined up as the second worse year since [----] at -5%. This challenging period isn't going to last. It may be another [--] days or another [--] months but things will improve. Trust me on this. Stocks never moved down in a straight line. A lot of air has come out of the markets and a lot of pain is now priced in. I'm not just saying this. I'm telling you facts"
X Link 2025-03-04T10:08Z [----] followers, [----] engagements

"$CRDO is an absolute beast in the making. The markets hesitation Yes there are risksAmazon concentration is a real concern and the company hasnt reported meaningful free cash flow yet. But name a high-growth stock without challenges Credo is in the right space at the right time with the right technology. With AI demand surging and hyperscalers needing better and more efficient connectivity this company at an Inflection point. The guidance was a mic drop moment and the market just hasnt caught on yet. I see a price target of $105 by early [----]. Buy and then sit tightbig money is made by"
X Link 2025-03-05T06:52Z [----] followers, [----] engagements

"$CRDO I talk about the risks in the article. Massive customer concentration is a large risk. No FCF despite massive growth in revs. In a time when the market is shaky towards hyperscaler demand this sold off. In [--] months the market will be worried about something else. Don't try to time the bottom. Just buy CRDO make a position of around 5% and give CRDO a few months"
X Link 2025-03-05T19:39Z [----] followers, [----] engagements

"''Have $APP fundamentals deteriorated'' I had missed this question from the day before. No fundamentals haven't deteriorated in the past [--] weeks. And yes I do still believe it can reach $750 per share by summer [----]. Ultimately stocks do move quickly down and slower up but this doesn't change anything when it comes to APP. There's been a lot of air coming out of the market. This will soon find a base from where APP can rebuild. On top of that they've already now sold their Apps business line which will make them much more of high-margin pure play software name rather than an adtech business"
X Link 2025-03-07T08:24Z [----] followers, [----] engagements

"When $APP starts to recovery in the coming weeks you'll start to feel better. And soon by the summer you'll have forgotten this issue all together @MichaelWigginsO $app. Then there are several dozen hours of game play that are foundational to their thesis. Billions in market cap gone. Pretty sad. To top it all there is no info on the principals of both entities that released the report. I guess we wait until Christmas 🎄 for recovery. @MichaelWigginsO $app. Then there are several dozen hours of game play that are foundational to their thesis. Billions in market cap gone. Pretty sad. To top it"
X Link 2025-03-07T13:53Z [----] followers, [----] engagements

"Many stocks are already down 50% in the past [--] days. To come out with a short argument at this point is rather poor form. Think $APP $PLTR $UPST When the market gets too bearish this always leaves one side of the boat too heavy which often leads to stocks jumping back hard. I know that shorting at this point is going to be a bad trade"
X Link 2025-03-10T09:18Z [----] followers, [----] engagements

"I've seen a lot of market cycles in my years of investing. And most of the time where the market goes is 50/50 up or down. But right now I would say that there's an 80% to 85% chance that in the next [--] months we'll be higher than we are now in the middle of March. I don't say this lightly. I'm not about hero investing. Because heroes end up as zeros because they go in too aggressively and allow themselves to become overwhelmed because they go into too deep and basically need the market to bail them out. So think about this"
X Link 2025-03-14T06:35Z [----] followers, [----] engagements

"Countless stocks are down 50%. It always looks like the end of the world when there's a correction. $HIMS; $HOOD; $APP; $RDDT; $ALAB; $NBIS; $TTD etc etc Will the market come back up Obviously. From this lower base in the coming months many of these business will be back. Not necessarily back at all time highs but they be catching some traction. And when that happens you'll feel a lot better. Just learn to sit on your hands for a little while"
X Link 2025-03-18T15:40Z [----] followers, 11.5K engagements

"All AI related stocks are getting killed today. There are days like this. It sucks. It completely sucks. But the fact of the matter is that many stocks have only just gone back to where they were [--] to [--] months ago. This is so frustrating because we get overwhelmed and emotional. But this type of pain doesn't last forever. Generally speaking pain last half the time of pleasure and hurts [--] times as much. I know it doesn't bring much joy but know that the NASDAQ is trying hard to find its bottom. It's just that the index is very heavy and dispersed into many companies many of which are north of"
X Link 2025-03-26T20:26Z [----] followers, [----] engagements

"I believe that $SEDG is going to run out of capital in the coming [--] months. So I believe that $ENVX knows this too and has got these assets at a large discount. So I'm very happy about this. Remember $SEDG makes hardware for energy storage. So this should deliver very high returns on deployed capital for $ENVX"
X Link 2025-04-11T08:25Z [----] followers, [----] engagements

"''Why is the market treating $NBIS this way '' 1) It's an AI-hyperscaler. Investors want nothing to do with businesses that have to invest a lot of capex towards some future growth. 2) There's no institutional base. It's just retail investors in the name. This means that when the market is strong the stock goes up a lot. When the market is having a risk-off sentiment retail investors sell. You may see a similar setup in $HIMS and other retail-favorite names. This the underlying dynamic in the short term. Over a few months and particularly after [--] quarterly reports fundamentals start to"
X Link 2025-04-14T15:42Z [----] followers, [----] engagements

"I believe that the market has already found its bottom. And yes $NVDA and Mag7 names still have a lot of damage to go through given the geopolicatical tensions but that small and midcaps in SaaS and fintech appear to have already found their bottom and are starting to look more stable. And yes this isn't what people want to hear. People are emotional right now. But emotions don't drive profits. Only common sense drives profits"
X Link 2025-04-17T05:46Z [----] followers, [----] engagements

"At a time when investors have been running away from hyperscaler demand on the back of DEEPSEEK fears plus overall uncertainty when it comes todata center IT hardware servers and networking switches I believe that $CRDO $NBIS will deliver very strong earnings reports"
X Link 2025-04-28T05:50Z [----] followers, [----] engagements

"$APP: Price target $750 I get that $APP hasnt always been an easy stock to holdbut when I strip away the noise and focus on the fundamentals I see a machine that's spitting out free cash flow at an insane rate and still growing fast. Were talking 113% y/y FCF growth and a clear runway to $3.3 billion in annualized FCF soon. That kind of financial performance combined with 70%+ growth in its core ad business and a forward valuation of just 33x is practically unheard of in this market. Ive said it before and Ill say it again: I believe AppLovin is heading to $750 per share by summer [----]. This"
X Link 2025-05-08T05:56Z [----] followers, [----] engagements

"I'm bullish on $LEU because to me the value is just too obvious to ignore. You've got a company with a $3.8 billion backlogmore than double its current market capand it's sitting on strategic infrastructure thats basically being given away for free at this price. On top of that it's the only U.S. player enriching uranium on American soil which makes it indispensable as the U.S. tries to decouple from risky foreign supply chains. And if the AI sector is serious about securing reliable always-on clean power through advanced nuclear $LEU is going to be a cornerstone of that energy future. Its"
X Link 2025-05-12T09:01Z [----] followers, [----] engagements

"$SMCI price target $60 $SMCI is quietly setting up for a strong rebound; price target $60 Despite recent concerns around missed targets and customer delays the stock now trades at just 17x next years projected free cash flowhardly a demanding multiple for a company potentially generating $1.1 billion in FCF on $25 billion of revenue. And with its recent $20 billion partnership with DataVolt to supply ultra-dense GPU servers for massive AI data centers in Saudi Arabia and the U.S. Supermicro is locking in long-term high-value demand tied directly to the global AI buildout. Pair that with a"
X Link 2025-05-14T11:50Z [----] followers, [----] engagements

"$DOCS Price target of $85 But lets not lose sight of what matters mostthis is still a financially bulletproof business. Doximity has no debt nearly 10% of its market cap in cash and it's generating substantial free cash flow$300 million is within reach over the next twelve months. At just 29x forward free cash flow this is far from an overpriced growth story. The market may not be excited today but I am. I believe DOCS is setting up to reward patient investors who focus on fundamentals not fear. I'm staying long and recommend buying this weakness"
X Link 2025-05-16T05:56Z [----] followers, [----] engagements

"I still see $NBIS as one of the most compelling high-growth opportunities in the public markets today. Price target: $60 by summer [----]. Yes the recent earnings miss stung and yes the stock has its skepticsbut zooming out the financial story remains firmly intact. Revenues are guided to grow 400% this year and even under conservative assumptions [----] could bring in $1.5 billion in revenue with a path to $100 million in EBITDA. All this while trading at just 7x next years sales and holding a rock-solid balance sheet with $1.5 billion in cash. Sure there will likely be some dilution or debt to"
X Link 2025-05-20T14:58Z [----] followers, [----] engagements

"Im bullish on $RDDT because its financials are just too compelling to ignore. With no debt nearly $2 billion in cash expanding margins and a clear path to over $500 million in free cash flow within the next year or so this is a company thats quietly becoming a cash machine. Ive modeled a more conservative 28% growth rate going forward but even that still supports meaningful upside. Now Im not blind to the risks. The biggest one is findability the fact that AI models like ChatGPT can surface $RDDT's knowledge without users ever visiting the site. That could eat into engagement and ad revenue."
X Link 2025-05-22T09:38Z [----] followers, [----] engagements

"$CRDO I know the 105x forward free cash flow multiple looks rich and yes $CRDO has customer concentration risk. But heres why Im bullish: this is a company with zero debt strong operating leverage and a clear path to $100 million in free cash flow within [--] monthswhile still growing revenue at around 80% year over year. That kind of growth-plus-margin story is rare in public markets. If management delivers even modest beats over the next couple of quarters sentiment will shift and fast. So while the valuation might scare off short-term traders I believe long-term investors who stick with this"
X Link 2025-05-27T07:42Z [----] followers, [----] engagements

"$CRDO I'm incredibly bullish on $CRDO's financial setup. The company is executing exceptionally well posting strong free cash flow guiding for 40% non-GAAP operating margins and pushing toward $210 million in free cash flow for fiscal [----]. Even with slight gross margin pressure in the near term the overall trajectory is clear: this is a business growing fast scaling efficiently and generating real profitability. With shares trading at just 57x forward free cash flow and a PEG ratio of 0.7x I see meaningful upside ahead. Thats why Im holding firm on my $105 price target by early [----]. Read"
X Link 2025-06-03T06:00Z [----] followers, [----] engagements

"$DOCU I'm taking full ownership of my failed $DOCU recommendation. I had high hopes for this business turning around especially with its strong balance sheet and potential for meaningful free cash flow. But when the key pillar of my thesisexpanding free cash flow marginsstarted to compress instead the risk-reward profile shifted in a way I can't justify anymore. I dont mind if a company misses estimates but when my own conservative assumptions turn out to be too optimistic I have to call it like it is. Ive decided to close out this position and move on. There are better opportunities"
X Link 2025-06-06T06:15Z [----] followers, [----] engagements

"What makes $U so compelling to me right now is how low the bar is. Expectations are mutedmaybe even exhaustedand thats exactly when I want to step in. $U is trading at just 29x forward free cash flow and Im modeling $350 million in FCF for [----] with nearly a third of that coming in Q4 alone. That level of profitabilityafter years of inefficiencyis starting to take shape. The business has been streamlined the cost base is cleaner and margin expansion is already underway. If Unity keeps expanding EBITDA margins by just [---] basis points per year as I expect then were looking at a business that"
X Link 2025-06-11T06:06Z [----] followers, [----] engagements

"$APP Going short at this point is just sad"
X Link 2025-06-12T15:58Z [----] followers, [----] engagements

"Sell $PLTR Discipline is everything. I don't chase hype and I dont fall in love with positions. I recommended Palantir when others didn't fully appreciate its upside when its narrative hadnt caught up to its potential. Now just four months later with investors feverishly bullish I recommend that we exit and lock in a return of more than 30%. Thats a great outcome in a short timeframe. I aim to sell into strength not weakness. By stepping aside now we're protecting both our capital and our gains while freeing up cash to rotate into the next high-conviction idea. This is Inflection investing"
X Link 2025-06-17T05:29Z [----] followers, [----] engagements

"I'm very bullish on $APP. But I recognize that the share price is falling. And this sucks particularly when other areas of the market are roaring strongly. I honestly wished that investing was easy. Or that all stocks just moved up neatly by 15% per year. But that's not how this game works"
X Link 2025-06-18T19:20Z [----] followers, [----] engagements

"For $OSCR I see a path to $30 by the end of [----]. That might sound ambitious but when I break it down it looks entirely doable. Oscar Health is sitting on a rock-solid balance sheet with $2.7 billion in net cashmore than half its market cap. Yes the business operates in a noisy regulatory environment and yes free cash flow can swing quarter to quarter due to risk transfers. But beneath the surface there's a business steadily moving toward sustained profitability. If Oscar can deliver $500 million in free cash flow by [----] that would put the stock at just 10x forward free cash flow. Thats a"
X Link 2025-06-20T08:08Z [----] followers, [----] engagements

"$LEU When I first recommended it I was hoping to reach $150 per share. I felt that would be a pretty solid return. And now the stock is already higher than $185. And from what I understand given that Centrus Energy is the only publicly-traded enriched nuclear fuel company on US soil all the institutions (family offices hedge funds etc) that will want exposure to enriched-uranium that is necessary for OKLO and other small modular reactors will have to buy into Centrus' future high-assay low-enriched uranium production. It's not a fail safe investment. After all there's always some risk that"
X Link 2025-06-23T04:58Z [----] followers, [----] engagements

"It doesn't matter that much you priced you paid. That's in the past. What matters is where it is going by the end of [----]. And I continue to believe that $100 per share is on the cards for $HIMS People doubted me with $HIMS in the past too. Many times"
X Link 2025-06-23T14:13Z [----] followers, [----] engagements

"Yes $HIMS had a misfire with its weight-loss segment and the Novo Nordisk fallout adds some uncertainty. But I continue to believe in the bigger picture. This is a company thats proven its ability to evolvefrom hair and ED treatments to becoming a broader more innovative digital health platform. Even after the setback I still estimate HIMS can deliver $500 million in free cash flow by [----]. If that holds the stock is deeply undervalued at a 0.7x PEG ratio. In sum I remain confident $HIMS can reach close to $100 per share by the end of [----]. Read more:"
X Link 2025-06-24T08:14Z [----] followers, [----] engagements

"My strategy is very simple. I just estimate next year's free cash flow and see what the reasonable growth rate is. If the P/FCF divided by next year's growth is less than 3x then I'll buy. For example with $SMCI it's around 22x its next year's FCF divided by around 15% growth for next year so the formula comes out with 1.5x which is less than 3x. So it's a buy. That's all i'm doing. Nothing more. Here's my performance since [----]. Do a completely free trial to see if my service suits your temperament"
X Link 2025-07-02T04:49Z [----] followers, [----] engagements

"$APP: $750 by summer [----] isnt just a bold callits a logical one. $APP is growing like a true compounder with a clear path to generating $3.3 billion in free cash flow over the next twelve months. In Q1 alonetypically its weakest quarterit delivered $826 million up 113% year-over-year. Thats not hype thats execution. And with Axon AI powering both mobile and now early-stage e-commerce advertising theres room to expand well beyond its current verticals. Even accounting for its net debt and volatility $APP is still trading at around 33x forward FCF with a PEG ratio of just 1.1x. If the company"
X Link 2025-07-02T12:45Z [----] followers, [----] engagements

"$ENVX - [--] warrant for every [--] shares you own as of July [--] [----] - Pay $8.75 per share (in cash) to exercise the warrant. - Exercise your warrants after the [--] July by paying $8.75 per warrant to receive one share of Enovix stock; - If youd rather have cash you can sell the warrant instead of exercising it. If the stock price is $13 the warrants are in the money by about $4.25 so you could likely sell each warrant for roughly $4+ without paying anything upfront. Its a bit like free money for shareholders but its also a clever way for Enovix to raise cash in the future if warrant holders"
X Link 2025-07-08T06:44Z [----] followers, 15.1K engagements

"It's a bull market. Most retail investors leverage to their eyeballs. You should also. Needless to say most retail investors underperform. But hey who cares Facts are an inconvenience keep that for old investors. To the moon 🚀🚀🚀🚀"
X Link 2025-07-17T15:24Z [----] followers, [----] engagements

"By the end of [----] I see $OSCR shaking off the noise proving its business model and powering toward $30 per share. I know the headlines around $OSCR look rough right now but Im staying disciplined and focusing on the financials that matter. With $1.9 billion in net cash a leaner cost structure on the horizon and premium adjustments coming into play for [----] I see a clear path to stabilization. If Oscar can grow the top line by just 5% and bring its Medical Loss Ratio back down to 83% it has a real shot at breaking even on operations. At 0.3x next years sales the market is pricing in disaster"
X Link 2025-07-28T09:10Z [----] followers, [----] engagements

"New position: $HOOD Im not saying the path to $160 per share by early [----] will be smooth sailing but based on what we know todayRobinhood is absolutely firing on all cylinders. The company just dropped nearly $1 billion in revenue in a single quarter growing at 45% year-over-year and theyre on track for over $3 billion in free cash flow this year. Thats not a startup story anymorethats a scaled cash-rich platform still growing like a rocket. At just 20x forward free cash flow were not even being asked to pay a premium for this kind of growth. Yes short-term comps and volatility could dent"
X Link 2025-07-31T06:09Z [----] followers, [----] engagements

"$APP $750 per share by summer [----] isnt some moonshot dreamits a fair estimate based on hard numbers. AppLovin is on track to generate around $3.3 billion in free cash flow over the next [--] months and it posted 113% y/y free cash flow growth in whats historically its weakest quarter Q1. Yes there are risksmassive retail following makes the stock volatile e-commerce stickiness questions are an overhang too. But even factoring that in were looking at a business guiding to 30%+ growth from its core advertising segment and trading at just 37x forward free cash flow or a PEG of 1.2x. Thats rare"
X Link 2025-07-31T07:12Z [----] followers, [----] engagements

"I'm opening a position in $RDDT now with a price target of $280 per share by early [----]. The setup here is just too attractive to ignore. Reddit is growing fast generating strong free cash flow and has $2 billion in cash with zero debt. Even assuming revenue growth moderates to 40% y/ywell below their current 57% guidancethe operating leverage gives this business a clear path to nearly $930 million in free cash flow by [----]. That puts the stock at just 34x forward FCF with a PEG under 1x. Now there are risksespecially around data licensing. $RDDT's value to AI models like ChatGPT is huge but"
X Link 2025-08-01T09:30Z [----] followers, [----] engagements

"$APP Look I still believe $APP is headed to $750 per share by summer [----]. The fundamentals are just too strong to ignore. Were talking about 61% y/y growth in the core advertising segment $3.5 billion in free cash flow likely this year and potentially $4.4 billion in [----] all while trading at just 30x forward FCF. That kind of growth and profitability combo doesnt come around often. But Id be lying if I said the e-commerce misstep didnt annoy me. Slamming the brakes on onboarding right when skeptics were watching for cracks was a bad look no matter how valid the reasons were. It gave short"
X Link 2025-08-07T06:02Z [----] followers, [----] engagements

"$NBIS Im planting my flag here$100 by early [----]. Thats where I see $NBIS headed and I refuse to let the fact that I sold too soon before cloud my judgment now. The financials are just too strong to ignore: ARR sprinting to nearly $1 billion exiting [----] a rock-solid $700 million net cash position and a clear trajectory to $1.4 billion in revenue and $100 million in EBITDA by [----]. Yes the capex bill is eye-watering and the competition is packed with heavyweights but this is exactly what high-growth infrastructure looks like in the middle of an AI gold rush. The demand is here the hardware is"
X Link 2025-08-08T12:13Z [----] followers, 15.8K engagements

"$ALAB Im sticking with my $250 per share target for early [----] because the numbers here are just too compelling to ignore. With revenues potentially hitting $1.2 billion in [----] and free cash flow on track for a path toward $400 million $ALAB is growing at a rate thats rare even in the fast-moving AI space. Yes customer demand can be lumpy from quarter to quarter but thats exactly why patience is so important here. This is a business with a debt-free balance sheet a sizeable cash cushion and a proven track record of executing in a highly competitive market. In my view owning a company like"
X Link 2025-08-11T11:01Z [----] followers, [----] engagements

"$OSCR had already reported preannounced their earnings back in July. They basically said that for H2 [----] they'll have very high medical loss ratios meaning that for the next [--] months they'll be having large losses. And that starting [----] their premiums are going higher so they'll be able to get back to being profitable. The good news is that the market looks ahead about [--] months so we are getting close to the end of the pain. Just a few more months of frustration but the market will soon start to move higher. A few months of waiting around. Not a massive drama"
X Link 2025-08-12T05:46Z [----] followers, [----] engagements

"$SOFI Im targeting $35 per share for $SoFi by early [----] and I see a very real path to getting there. The numbers are already telling the storystrong revenue growth improving credit metrics disciplined underwriting and a rock-solid balance sheet with $3.5 billion in cash against manageable net debt. If management executes hitting $1.4 billion in adjusted EBITDA by [----] is within reach and that kind of profitability changes the narrative from high-potential fintech to established financial powerhouse. But reaching that point requires patience and discipline. This is a stock that will swing"
X Link 2025-08-12T07:27Z [----] followers, 21.9K engagements

"Yes $OSCR has stumbled hard in [----] and Ive worn those bruises right alongside it. But when I run the numbers I keep coming back to the same conclusion: the financial foundation is stronger than the headlines suggest. With $2.3 billion in net cash a valuation that barely prices in any growth and a clear plan to reset premiums and bring its Medical Loss Ratio back to healthier levels the setup for [----] is compelling. If management executesand I believe they will5% revenue growth next year could be the spark that flips operations to breakeven and shifts sentiment. Thats why despite the mess of"
X Link 2025-08-13T12:21Z [----] followers, [----] engagements

"$DUOL Habit beats Hype Its hard not to feel confident about where $DUOL is heading. Weve got a debt-free company a billion dollars in cash free cash flow margins near 40% and revenue growth on track to hit 27% in 2026all while trading at just 31x forward free cash flow. Thats not the profile of a business in danger from some vague ChatGPT threat. People dont come to Duolingo for random one-off language answers; they come for the habit the gamified structure and the sense of progress that keeps them coming back. The market is so fixated on this AI bogeyman that its missing the real story: a"
X Link 2025-08-14T05:38Z [----] followers, [----] engagements

"$HOOD has already doubled this year and yes sentiment is jitterybut thats exactly when the best opportunities show up. Robinhood is on track to generate more than $3.3B of free cash flow in [----] and if it pushes toward $4.5B in [----] were talking about a debt-free high-growth platform trading at just 21x forward free cash flow with an adjusted PEG ratio under [--]. Add in the fact that most of todays ''worries'' will be long forgotten in [--] months and I believe patient investors are set up for a huge payoff. My view is simple: the fundamentals are too strong the monetization too powerful and the"
X Link 2025-09-03T05:50Z [----] followers, [----] engagements

"$NBIS has just hit its Inflection point. Heading to $160 by early [----]. Here's why. This isnt some incremental contract this is a $17.4 billion validation from $MSFT that completely rewrites the narrative. Overnight what was a $1.4 billion [----] revenue story has become a $3+ billion rocket ship growing at 200% year-over-year on top of 450% growth this year. Show me another company on Wall Street that can scale to billions while still compounding triple digits you cant. And best of all Even after a 40% after-hours jump this thing is trading at just 8x forward sales. Thats laughably cheap for"
X Link 2025-09-09T05:45Z [----] followers, 70.7K engagements

"I never put more than 5% into ANY stock. Never ever let a stock become your sense of identity. Things go wrong all the time. Even when it looks impossible that anything could go wrong. I've delivered massive outperformance by sticking to this rule. Don't be a hero investor. Because hero investors soon become zero investors"
X Link 2025-09-15T07:42Z [----] followers, [----] engagements

"$DUOL Im sticking with my $580 price target by the end of [----] because the financials here are simply too compelling to dismiss. At 29x forward free cash flow with Duolingo on track to generate nearly $480 million in free cash flow in [----] thanks to 27% revenue growth and roughly 37% margins this stock is priced like a bargain not a premium asset. The market has latched onto the AI disruption narrative but thats all it isnarrative. AI might deliver raw content yet Duolingo is about engagement habit-building and gamification that keep learners coming back. Just like fitness videos didnt"
X Link 2025-09-16T05:58Z [----] followers, 19.5K engagements

"I see $RBRK heading to $120 per share by early [----]. The narrative right now is all about deceleration investors hate to back a company whose growth is slowing. But thats exactly where the Inflection opportunity lies: once the market reframes Rubrik as a durable mid-20s% grower with an essential role in recovery and resilience the multiple can expand again. And the financials back that up. Free cash flow is stepping up from $75 million last year to $160 million in fiscal [----] with a clear path to around $250 million in fiscal [----] if margins keep pushing higher. That would leave $RBRK trading"
X Link 2025-09-19T05:53Z [----] followers, [----] engagements

"$APP Most investors cant handle the heat. The second they see a red headline or a sudden dip they panic dump their shares and swear theyll get back in later. But they rarely do and not at the right price. Theyre ruled by emotion always reacting instead of just being patient. Thats why they underperform. Me Im not flinching. Ive got my eyes locked on $750 per share by summer [----]. Ive been through this story countless times the uncertainty the noise the panic-selling and Ive seen this movie [---] times already. The market always finds a reason to shake out the weak hands before rewarding the"
X Link 2025-10-07T05:48Z [----] followers, [----] engagements

"$ALAB When I step back and look at the numbers its hard not to feel bullish here. $ALAB is debt-free sitting on over a billion dollars in cash and turning a rapidly expanding top line into real free cash flow. The business has already doubled its cash generation pace year over year and if it keeps converting around half its operating profits into free cash flow I can clearly see $400 million within reach by early [----]. For a company growing this fast 69x forward free cash flow looks like a steal. This kind of financial momentum easily supports a path to $250 per share. Ive profited from $ALAB"
X Link 2025-10-28T06:55Z [----] followers, [----] engagements

"$UPST I have to follow my own process. It doesn't matter whether people are supportive or not. At the end of the day if $UPST delivers strong FCF the stock will move higher. Particularly given that last quarter the FCF was so negative. If investors buy into the vision that this business could be sustainably FCF positive given how much negativity is already priced in then we should be very well positioned to be rewarded. And if FCF continues to show no progress then I'll recommend that we exit. No point in overcomplicating matters"
X Link 2025-10-30T07:51Z [----] followers, [----] engagements

"$UPST Ill be honest this one hurt. I really believed in $UPST's mission and the long-term potential of its AI lending model but the balance sheet tells a different story. When a company keeps holding over a billion dollars of loans it cant offload and debt keeps climbing quarter after quarter its hard to argue the fundamentals are intact. At some point discipline means admitting that hope isnt a strategy. I can rationalize the story all I want but the numbers dont lie the balance sheet is weak and thats ultimately what breaks the investment case. Frustrating Absolutely. But this is part of"
X Link 2025-11-05T06:40Z [----] followers, [----] engagements

"Even through this market volatility I continue to view $ALAB as one of the most compelling investments in my portfolio. The companys balance sheet is pristine zero debt more than $1 billion in cash and an expanding free cash flow profile thats already outpacing my earlier expectations. Yes the market is messy right now and investors are punishing anything with a long-term growth story but this is exactly where discipline matters most. The financials tell a different story than the stock price does. $ALAB is executing flawlessly its gross margins remain far above industry norms and its"
X Link 2025-11-05T09:28Z [----] followers, [----] engagements

"$DUOL I totally get it watching a company with Duolingos kind of profitability willingly step back and reinvest for growth is frustrating. Its the kind of thing that tests your patience especially when the stock goes nowhere while management focuses on the long game. But thats exactly what disciplined investing looks like. This is how you outperform: by sticking with Duolingos world-class fundamentals. Its debt-free sitting on over a billion dollars in cash generating hundreds of millions in free cash flow and trading at just 22x forward free cash flow. Thats an incredible setup for a"
X Link 2025-11-06T07:07Z [----] followers, [----] engagements

"$ZETA I get it $ZETA has been a painfully boring stock to hold. Its been sitting on the sidelines while flashier names took all the attention. But thats exactly what makes it interesting to me right now. The business keeps grinding higher on the numbers 20%+ growth expanding free cash flow and a rock-solid balance sheet while nobodys really paying attention. That disconnect wont last forever. If management keeps executing the way they have and if [----] plays out anywhere close to how theyre guiding I think the market finally wakes up to whats been quietly building here. By early [----] I see"
X Link 2025-11-06T13:47Z [----] followers, [----] engagements

"$DUOL is one of my favorite investments right now. But let me be upfront the bad news has nothing to do with AI. The issue Duolingo is doing what investors hate most: investing for growth. That shift from fat free cash flows to reinvestment Its sending the big money running. Institutions are rotating out their models dont like near-term dips in FCF. But thats exactly why Im bullish. $DUOL is an impressive undervalued business trading at just 20x forward FCF. My target $580 by end of [----]. One of those times where the best buys come wrapped in fear."
X Link 2025-11-10T06:48Z [----] followers, [----] engagements

"$CRWV The key here is discipline. CoreWeave isnt the kind of stock you trade in and out of you will never get a reward like that. Yes I get it the optics look messy: slowing guidance debt-heavy balance sheet and the prospect of heavy dilution. But the financial engine underneath is roaring with [----] revenues set to approach $10 billion and growth running close to 90% year over year. When a business is expanding at that rate temporary sentiment swings are just noise. The way I see it discipline means keeping emotions cool. That's why I remain confident that $CRWV is on a path to $215 by early"
X Link 2025-11-11T07:04Z [----] followers, 13.2K engagements

"Im sticking with my $160 price target for $NBIS by early [----]. Yet I know its not going to be a smooth ride getting there. Theres a lot of investor frustration right now. Plus nobody likes watching a stock swing wildly while management keeps raising capital and burning through cash. On top of that fear creeps in at every negative headline that screams oversupply. But when I strip away the noise and just look at the numbers the story is too strong to ignore. Nebius is scaling from roughly $150 million a quarter to a run rate that could annualize over $7 billion by the end of 2026; thats insane"
X Link 2025-11-11T14:24Z [----] followers, 39.1K engagements

"$NBIS If they are not burning cash Then WHAT are they burning I love the bull market. a wonderful place devoid of reality I'm LONG $NBIS but this doesn't stop me from thinking They are most definitely not burning cash $NBIS They are most definitely not burning cash $NBIS"
X Link 2025-11-12T08:27Z [----] followers, [----] engagements

"I want people to make it over this period. If selling 20% allows them to make it over this period then yes. I have seen this movie [---] times. People double down and double down. And double down. They try to prove something to the market. And then they get so stressed out and sell at the bottom. I'm trying my hardest to provide people with a practical suggestion to survive this period and to benefit from the market when it swings back up"
X Link 2025-11-13T15:35Z [----] followers, [----] engagements

"Hold on. And hold tight. Position YOUR mind to get through this period. Your mind is your best asset. You can always make more money. But you need to position your mind to be there to get the reward. Stay disciplined. Sit on your hands"
X Link 2025-11-14T08:59Z [----] followers, [----] engagements

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