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@alexcapital01 "Great $GOOGL earnings mean analysts updated their price targets See the pattern here Nearly every analyst has a PT that is over $XXX. Undervalued"
@alexcapital01 on X 2025-07-25 08:38:19 UTC XXX followers, 2131 engagements

"This could be important news for $OSCR's 2027 guidance: Centene $CNC reported earnings on Friday. Centene's Commercial revenue includes health insurance Marketplace plans through the ACA. This segment took a big hit in Q2. While the total revenue was up +22% YoY Medical costs rose significantly and the Commercial gross margin was down hard. Despite this $CNC expects to improve their margins in 2026. We could potentially see the same for $OSCR and their 2027 guidance"
@alexcapital01 on X 2025-07-27 14:39:16 UTC XXX followers, 3692 engagements

"Palantir: the art of paying too much $PLTR's current P/S ratio of XXX ranks it among the most expensive stocks ever for companies with a market cap of over $20B: - Yahoos (113 in 2000) - $NVDA NVIDIA (42 in 2024) - $CSCO Cisco (31 2000) - $TSLA Tesla (28 2021) - $AMZN Amazon (30 1999) - $QCOM Qualcomm (25 2000) What happened to them after their peak - Yahoo (2000): Dropped -XX% in X years never recovered due to competition. - NVIDIA (2024): 2060% corrections but resilient due to XXX% revenue growth. - Cisco (2000): Fell -XX% in X years partial recovery by 2007 as a mature tech giant. - Tesla"
@alexcapital01 on X 2025-06-12 15:59:33 UTC XXX followers, 2352 engagements

"@nataninvesting $PYPL is a solid and still growing company. The upcoming earnings will make that clear"
@alexcapital01 on X 2025-07-27 21:33:23 UTC XXX followers, XXX engagements

"@meeijer $GOOGL double will be a close one. I would have added $SOFI to the list"
@alexcapital01 on X 2025-07-25 20:54:15 UTC XXX followers, 1069 engagements

"Did you buy any of those recently Note: I used the revenue estimates from @fiscal_ai the current net margins and the current shares outstanding for $UNH $NVO and $MC except for $PYPL because it's part of their buyback strategy. NFA"
@alexcapital01 on X 2025-07-23 13:40:21 UTC XXX followers, XXX engagements

"@TheEUInvestor It's indeed a nice stake and a great way to own $GRAB indirectly. I'm very interested in buying some $UBER lately. Their partnerships (Waymo WeRide & many more) and the quite attractive valuation could make it a great investment at this price"
@alexcapital01 on X 2025-07-28 10:49:08 UTC XXX followers, XXX engagements

"Love to see this kind of innovation from $PYPL. For the bears: no this company is not going to 0"
@alexcapital01 on X 2025-07-23 07:35:37 UTC XXX followers, XXX engagements

"$GOOGL $GOOG with huge numbers Double beat:✅ - Revenue: $96.4B vs $94.0B expected. - EPS $XXXX vs $XXXX expected. 👉🏼 Year-over-Year numbers: - Revenue up +14% YoY. - Google Search up +12% YoY. "Google Search is dead." - @alexcapital01 's response: "Look at the numbers please." - SubscriptionsPlatforms & Devices up +20% YoY. - YouTube Ads up +13% YoY - Google Cloud up +32% YoY at a XX% Operating Margin Great results"
@alexcapital01 on X 2025-07-23 20:23:50 UTC XXX followers, 2251 engagements

"$PYPL 2026E Revenue: $34.62B 2026 Net Margin: XX% 2026 Net Income: $4.84B 2026 shares outstanding: 900M (I took the number of shares at the end of 2025 following their 2025 $6B share buyback program) 2026 EPS: $XXX P/E ratio: 17-30 👉🏼 Upside from today: 18-109%"
@alexcapital01 on X 2025-07-23 13:40:20 UTC XXX followers, XXX engagements

"LVMH/ $MC 2026E Revenue: 85.3B EUR 2026 Net Margin: XXXX% 2026 Net Income: 12.6B EUR 2026 shares outstanding: 499M 2026 EPS: XXXX EUR P/E ratio: 18.6-30 👉🏼 Upside from today: 0-62%"
@alexcapital01 on X 2025-07-23 13:40:16 UTC XXX followers, XXX engagements

"$HIMS comments on the Congress letter that was sent to the FDA. 👇🏼 This sounds to me like the management is very confident about a favorable outcome. The management is one of the reasons I'm invested in this stock"
@alexcapital01 on X 2025-07-25 21:22:30 UTC XXX followers, XXX engagements

"This $LMND chart is what got me to initiate a position in Lemonade. The X community talks positive about it and. it's for a good reason. Gross and net loss ratio are trending down. In-Force Premium (IFP) and revenue are going up. Next to that I like a confident but cautious management that outperforms their own and analysts estimates. The last X quarters have been EPS beats. I believe that Daniel Schreiber is a great CEO and the right person to lead this company. 👉🏼 What I am looking for during their Earnings Report (5th of August): revenue guidance. Lemonade recently renewed their"
@alexcapital01 on X 2025-07-21 13:21:06 UTC XXX followers, 5202 engagements

"@YodaStockInvest Depends. I don't add to those that are at an ATH. There are still some great opportunities in the market today nonetheless"
@alexcapital01 on X 2025-07-25 13:04:19 UTC XXX followers, XXX engagements

"As $GOOGL doesn't really provide guidance they have to prove themselves every single quarter; prove that Google Search still is very much alive even after losing market share to AI-powered search engines. $GOOG's stock is +15% the past month. Maybe investors are realizing that Google Search still is a dominant player in search and that this segment is growing XX% YoY. Or maybe investors saw Google's Gemini data which show no signs of slowing down. Google's ecosystem is stronger than ever and the market is not rewarding it"
@alexcapital01 on X 2025-07-22 09:09:50 UTC XXX followers, 7138 engagements

"Following a debate with some other investors: would $GOOGL $GOOG trade higher if Sundar Pichai wasn't the CEO No: the stock is not correlated with who is leading the company. Yes: with someone else at the lead Google would trade higher"
@alexcapital01 on X 2025-07-28 11:45:26 UTC XXX followers, XXX engagements

"We got an amazing earnings release week ahead - Four of the Magnificent X are reporting their earnings: $META $MSFT $AAPL $AMZN. - A very busy Tuesday: $SOFI $PYPL $UNH before the bell. - And some other reports I will watch closely: $HOOD $V $MA $COIN and $RDDT"
@alexcapital01 on X 2025-07-27 12:30:50 UTC XXX followers, 1010 engagements

"Since the start of the year investors are seeking growth stocks and very speculative stocks (I'm not $OPEN for discussion about those) while high quality businesses have been left out. Here are my top picks that could give great returns: - $UNH - $NVO - $MC / LVMH - $PYPL"
@alexcapital01 on X 2025-07-23 13:40:05 UTC XXX followers, 1617 engagements

"I couldn't agree more. He's a great CEO. What bothers me sometimes is that he isn't fully answering some direct questions. Other than that the numbers are not lying: a +490% stock price return is phenomenal. He could bring some smoke during the earnings call from times to times. Everyone declared their core business for dead and he is growing it two digits YoY"
@alexcapital01 on X 2025-07-28 21:08:13 UTC XXX followers, XX engagements

"$PYPL with another great innovation. It should be an exciting earnings release tomorrow"
@alexcapital01 on X 2025-07-28 15:22:15 UTC XXX followers, XXX engagements

"@joecarlsonshow Spot on. 🎯 I would give another answer: Sundar Pichai. Market seems to not perceive him as a vocal inspiring leader. Put Sam Altman at his spot and $GOOGL trades above $250"
@alexcapital01 on X 2025-07-25 21:05:42 UTC XXX followers, 15.3K engagements

"Tomorrow will be a huge earnings release day and I will experience it in maybe the best way possible: I'm taking a plane 1h after $SOFI and $PYPL release their earnings. This means that I will miss the market's opening hour which is mostly noise. It will give me time to fully analyze the companies' reports without being biased by the stock price movement"
@alexcapital01 on X 2025-07-28 21:36:09 UTC XXX followers, XXX engagements

"This may look like a coordinated attack on $OSCR by the Street (it's very subjective I agree). If you're in it for the long term this is noise. and an opportunity to add. ❗This could potentially be important news for $OSCR: Centene $CNC a major player in the ACA marketplace just reported their Q2 earnings and the results were disappointing due to temporary headwinds: reduction in the Marketplace risk adjustment revenue transfer estimate and increased Marketplace medical costs. $CNC's CEO Sarah London saved the stock during the call (it went from -XX% before the earnings call to +6% at the"
@alexcapital01 on X 2025-07-26 14:46:05 UTC XXX followers, 8107 engagements

"Great $TSM earnings mean new analysts upgrades. - Needham reiterated a Buy with a PT of $XXX. - Barclays keeps an Overweight rating with a PT of $XXX. $TSM hit a new all-time high today. Congrats to all shareholders"
@alexcapital01 on X 2025-07-17 17:20:25 UTC XXX followers, XXX engagements

"New members is one of $SOFI's most important KPI's. SoFi reported 802k new members in Q1. New members added for the second quarter should be significant as well if we look at the total website visits: 👉🏼 April recorded the second highest ever total visits with 21M visits 👉🏼 While June saw the 3rd highest-ever website visits with 20.2M visits. I'm betting on the same number of new members: around 800k. How many members do you think they will add"
@alexcapital01 on X 2025-07-25 15:45:22 UTC XXX followers, XXX engagements

"$NVO 2026E Revenue: 409B DKK 2026 Net Margin: XX% 2026 Net Income: 135B DKK 2026 shares outstanding: 4.439B 2026 EPS: XXXX DKK P/E ratio: 18-25 👉🏼 Upside from today: 29-80%"
@alexcapital01 on X 2025-07-23 13:40:12 UTC XXX followers, XXX engagements

"Time to grab some $GRAB The Singaporean super-app expects quite a growth this year: 2025 revenue between XX% and XX% YoY growth and ajusted EBITDA growth of XX% and XX% YoY. It does not come in cheap: a P/S of XXX is on the higher side of the past two years average just like the EV/Sales and EV/Gross Profit. Pair that with a run-up (+16% this month) in anticipation of their earnings report this Wednesday. I like their business model. I like their market share. I will add $GRAB to my watchlist but I'm not buying at these levels. Looking for an entry sub $5"
@alexcapital01 on X 2025-07-28 08:59:32 UTC XXX followers, 3068 engagements

"Not a strong quarter for $TSLA (again). Automotive revenue total revenue operating income gross profit and gross margin all down year-over-year. A boring earnings call a tired () Elon Musk overpromising and underdelivering again. this stock shouldn't be trading at a Forward P/E of XXX a P/S of XX and a P/FCF of 157"
@alexcapital01 on X 2025-07-24 10:39:05 UTC XXX followers, XXX engagements

"@meeijer $GOOGL and $OSCR. The upcoming earnings reports will be important for both of them"
@alexcapital01 on X 2025-07-19 20:16:46 UTC XXX followers, 1944 engagements

"@SoJustFollowMe If the rumors are true and the GoTo acquisition goes through this will be huge for $GRAB. A rerating will be inevitable and the valuation would seem attractive in that regard. Great post. 👍🏼"
@alexcapital01 on X 2025-07-28 11:10:33 UTC XXX followers, XXX engagements

"$GOOGL vs the Magnificent X valuation: P/E ratio: $TSLA: 179x $AMZN: 36x $AAPL: 33x $MSFT: 38x $NVDA: 53x $META: 28x - $GOOG: 20x Forward P/E ratio: $TSLA: 159x $AMZN: 35x $AAPL: 29x $MSFT: 34x $NVDA: 33x $META: 28x - $GOOG: 19x P/S ratio: $TSLA: 10x $AMZN: 3x $AAPL: 8x $MSFT: 14x $NVDA: 27x $META: 10x - $GOOG: 6x Based on the average P/E ratio (I'm excluding Tesla; sorry $TSLA shareholders but on this metric your stock is overpriced) $GOOGL should trade at a 37x P/E ratio. When using the median it gives us the same 37x P/E ratio. This equals to a share price of $XXX. Based on the average"
@alexcapital01 on X 2025-07-18 18:27:43 UTC XXX followers, 1233 engagements

"$HIMS +12% on no news. We missed those kind of days. 👉🏼 Here is what to expect for Q2: - Revenue of $555M (+74% YoY) - Net Income of $34.2M (+157% YoY) - EPS of $XXXX (vs $XXXX = +37% YoY) Amazing growth and execution"
@alexcapital01 on X 2025-07-23 17:45:50 UTC XXX followers, XXX engagements

"@InvestingVisual Really love these visuals. They both will deliver great results but I would pick $SOFI"
@alexcapital01 on X 2025-07-27 20:25:48 UTC XXX followers, XXX engagements

"@himshouse Taking every opportunity to disclose a downgrade. Yes BofA we know you are short on this"
@alexcapital01 on X 2025-07-25 19:20:08 UTC XXX followers, 2857 engagements

"HUGE $SOFI quarter 🤯 EPS of $XXXX and +44% () revenue growth YoY. Guidance for FY2025 is updated as well. SoFi now expects to deliver $XXXX Amazing numbers. Congrats to @anthonynoto and his team"
@alexcapital01 on X 2025-07-29 11:20:08 UTC XXX followers, XXX engagements