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@Next100Baggers Avatar @Next100Baggers Next XXX Baggers

Several companies are making significant strides in their respective industries, with some experiencing growth due to AI-related demand. Companies like $NVT, $POWL, and $CEG are seeing increased interest due to their roles in providing data center power and infrastructure. Additionally, firms like $DHR, $IDEX, and $HEI are noted for their strategic buybacks and acquisitions, enhancing their market positions.

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Followers: XXXXXX #

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Social Influence

Social category influence stocks XX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXX% fashion brands XXXX%

Social topic influence ai 28.57%, $nvda 14.29%, nvda 14.29%, $lbtya 7.14%, math 7.14%, $lilak 7.14%, $4t 7.14%, $powl 7.14%, $4b 7.14%, $79t XXXX%

Top accounts mentioned or mentioned by @thexcapitalist @dilksjay

Top assets mentioned NVIDIA Corp. (NVDA) Liberty Global (LBTYA) Powell Industries Inc (POWL) Oklo Inc. (OKLO) BWX Technologies, Inc. (BWXT) GE Vernova Inc. (GEV) Super Micro Computer, Inc. Common Stock (SMCI) Constellation Energy Corp (CEG) Metadium (META) Vistra, Corp. (VST) Quanta Services Inc (PWR) Advanced Micro Devices (AMD) Zscaler Inc (ZS) Fluence Energy, Inc. Class A Common Stock (FLNC) Navitas Semiconductor Corporation Common Stock (NVTS) Meritage Homes Corporation (MTH) IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Dave Inc. (DAVE) RAI Finance (SOFI) Riot Platforms, Inc. (RIOT) Bitcoin (BTC) Urban Outfitters Inc (URBN) MercadoLibre Inc (MELI) Oracle Corporation (ORCL)

Top Social Posts

Top posts by engagements in the last XX hours

"5) Cable math $LBTYA / $LILAK trade at steep NAV discounts while shrinking float with buybacks. Marks is betting patient capital + capital return = gap closing"
X Link 2025-08-17T17:09Z 15K followers, 1152 engagements

"$NVDA is a $4T giant. $POWL is $4B. Yet no hyperscale MW connects to the grid without $POWL 's switchgear. AI isnt just GPUs. The bottlenecks are power cooling fiber racks. Hyperscalers will spend $7.9T on datacenters by 2030 and every dollar flows through gear from companies almost no ones watching 🧵👇"
X Link 2025-09-03T13:08Z 15K followers, 65.1K engagements

"'Big Short' investor Steve Eisman : AI is still the trade and the power part of the story is interesting. Scarcity rents accrue to whoever can deliver electrons not just GPUs. GS models +165% data center power demand by 2030. Nuclear + grid names already signing 1020yr deals ( $CEG $META). Beneficiaries: $CEG $OKLO $BWXT $GEV $VST $PWR (+ $NVDA $AMD $SMCI still ride)"
X Link 2025-09-19T19:52Z 15K followers, 482.3K engagements

"3) $ZS - Jay Chaudhry (since 2007) FCF: $0.23B = $1.32B (78%). Zero-trust consolidation + big ticket deals = cash rich even with S&M intensity. Chaudhry sells architecture change not licenses. Zero trust is a board-level we cant go back decision price hikes land when youre mission-critical. Watch S&M intensity: if win rates hold as spend normalizes the FCF step-up sticks"
X Link 2025-10-15T13:43Z 15K followers, XXX engagements

"10 high beta SMID winners from cooler CPI X. $IREN X. $CIFR X. $FLNC X. $DAVE X. $AEHR X. $NVTS X. $MTH X. $SOFI X. $RIOT XX. $RDFN Lower real yields = fastest multiple expansion here; fade on yield snapback / $BTC dump"
X Link 2025-10-24T13:04Z 15K followers, 2691 engagements

"5/ $URBN Urban Outfitters What they do: Anthropologie Free People Urban Outfitters + Nuuly rental. Thesis: brand family quietly compounding DTC strength Nuuly scale and measured inventory = margin tailwind The print: Record sales $1.50B (+11.3% y/y); net income $143.9M (+22% y/y); operating margin up XX bps to 11.6%; all brands positive comps. Multiple expansion case is intact because the margin line is doing the talking"
X Link 2025-09-10T16:27Z 15K followers, 1308 engagements

"🚨 The GOAT Stan Druckenmiller just rewired his portfolio. This isnt a cosmetic rebalance. Hes pushing size into three big themes: High growth biotech AI compute + power infrastructure Emerging market consumer/internet Heres what he actually added and why it matters 🧵"
X Link 2025-11-15T16:56Z 15K followers, 406.9K engagements

"@thexcapitalist Reason it may not work: credit cycle Q3: $7.4B net rev and fin income XX% YoY. Fintech about XX% of total. Credit portfolio $11.0B XX% YoY; 1590 day NPL 6.8%. If funding or FX turn provisions move fast. Valuation is lower not lowest ever (forward P/E 39). $MELI"
X Link 2025-12-17T19:49Z 15K followers, 3681 engagements

"This is not AI is a bubble. Its whos funding the build. $QQQ down about XXX% today. $ORCL is piling on fixed obligations: about 108B of notes payable on the balance sheet plus 248B of additional data center and cloud capacity lease commitments that are not on the balance sheet yet (15 to XX year terms). Last XX months they did 22.3B of operating cash flow against 35.5B of capex so free cash flow is negative. Demand is real but the equity will trade the funding gap until cash generation catches up"
X Link 2025-12-17T19:55Z 15K followers, 1637 engagements