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@MichaelWigginsO "Its been frustrating to watch $AFRM drift lower while the market embraces a risk-off mode but Im staying patient and bullish. $AFRM financials are simply too strong to ignore. Revenue is growing at around XX y/y as its free cash flow is scaling fast toward $XXX million and margins keep improving quarter after quarter. These are the kind of numbers that compound over time not the kind you walk away from because sentiment is sour for a few months. Yeap the near-term will stay choppy I get that. But discipline here is key. Once the market mood shifts and it always does investors will come back"
X Link @MichaelWigginsO 2025-11-07T09:49Z 6244 followers, 2641 engagements

"core scientific/ $CRWV. Noise React on the back of earnings. There's always always always going to be some headline somewhere trying to drive fear and engagement"
X Link @MichaelWigginsO 2025-10-31T13:58Z 6224 followers, 1736 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 @MichaelWigginsO 2025-11-05T06:40Z 6222 followers, 4468 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 $X 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 @MichaelWigginsO 2025-11-05T09:28Z 6229 followers, 5581 engagements

"$TOST $TOST has been a frustrating stock to own and even more frustrating to recommend. Its been volatile its tested my patience and there were moments when it felt like all the effort wasnt worth it. But discipline matters. Discipline pays. Trust me on this. Moreover Toasts balance sheet is spotless the free cash flow is strong and the company is executing exactly as I hoped it would. With over $XXX billion in cash no debt and free cash flow tracking toward $XXX million next year the financial foundation here is as solid as it gets for a growth story. The market may keep tossing this stock"
X Link @MichaelWigginsO 2025-11-05T14:26Z 6228 followers, 2508 engagements

"$APP has been a battlefield stock brutal swings endless short reports and months where it felt like every rally was met with another punch in the face. But through all that chaos the numbers are impressive. Case in point beyond all that noise $APP is on a path to $XXX billion of free cash flow in 2027 with growth that continues to surprise even the skeptics. Yes its been a frustrating ride but the fundamentals remain far too powerful to ignore. If AppLovin keeps compounding at its current pace $XXX per share by summer 2026 isnt a stretch. Its simply the reward for those willing to hold"
X Link @MichaelWigginsO 2025-11-06T11:20Z 6224 followers, 2980 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 2026 plays out anywhere close to how theyre guiding I think the market finally wakes up to whats been quietly building here. By early 2027 I see"
X Link @MichaelWigginsO 2025-11-06T13:47Z 6219 followers, 8002 engagements

"Holding $OSCR has been frustrating. The stock has been out of favor the losses piled up and the headlines have been mostly negative. But heres the thing: the worst is behind us. The Medical Loss Ratio is finally starting to move in the right direction membership is growing and management is sticking to a credible plan to return to profitability in 2026. On a valuation of just 0.4x forward revenues a lot of the bad news is already priced in. If $OSCR hits even modest topline growth of X% in 2026 and keeps MLR improving toward the mid-80s (or slightly lower) I see a clear path for the stock to"
X Link @MichaelWigginsO 2025-11-06T15:24Z 6221 followers, 1942 engagements

"$AFRM In this market No chance. For now it's sell first ask questions later"
X Link @MichaelWigginsO 2025-11-07T12:52Z 6219 followers, 3025 engagements

"$TOST 🙈 Out of all the things to short the dude thinks a highly profitable debt free rapidly growing business is his best idea"
X Link @MichaelWigginsO 2025-11-05T16:10Z 6236 followers, 4105 engagements

"$LUNR: Im sticking with my $XX price target by late 2026; even if right now it feels like Im swimming against a tide of pure negativity. Investors have all but given up on the story assuming this is just another overhyped space stock thatll keep burning cash and diluting shareholders. And trust me I get it. Indeed there's probably two capital raises ahead XX% potential dilution and a failed landing that shattered investor confidence. Its an ugly setup in the short term. But by this time next year LUNR will be running at nearly breakeven free cash flow backed by close to $X billion in revenue"
X Link @MichaelWigginsO 2025-11-07T15:12Z 6244 followers, 2255 engagements

"Im sticking with my $XXX price target for $NBIS by early 2027. 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 $XXX million a quarter to a run rate that could annualize over $X billion by the end of 2026; thats insane"
X Link @MichaelWigginsO 2025-11-11T14:24Z 6244 followers, 5537 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 @MichaelWigginsO 2025-11-06T07:07Z 6242 followers, 5715 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 2026 revenues set to approach $XX billion and growth running close to XX% 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 $XXX by early"
X Link @MichaelWigginsO 2025-11-11T07:04Z 6244 followers, 10.5K engagements

"$FVRR was loss $BILL was a loss $TEAM was a loss $UPST was a loss $ENVX was a loss Each time it was a loss of at least 50%. Ouch But the important thing to remember is that making losses is the cost of outperformance. Look at the Nasdaq ytd. Have a good look at it. And now look at my performance (bio). Outperformance isn't easy. It's a lot of tough decisions"
X Link @MichaelWigginsO 2025-11-07T13:30Z 6244 followers, 2935 engagements

"$APP is an advertising company. Same as $GOOG or $U or $Zeta or $TTD. $APP shows you an advert on your mobile app. They have two (and now three) different sources but without overcomplicating it it's like this: When an ad runs inside an app (like a game) $APP takes a small cut of the money the rest goes to the app developer. How does $META make money It's all the same idea. The better targeted the ad to the audience the more valuable the ad. I'm not going to pretend to understand much about how any company makes money. I get the general principles Advertisers pay an advertiser (for eg $APP )"
X Link @MichaelWigginsO 2025-11-11T12:54Z 6244 followers, 5519 engagements

"$U Been there. Made 50%. Got out"
X Link @MichaelWigginsO 2025-11-11T15:25Z 6244 followers, 1583 engagements

"$APP I suspect there will be a new short somewhere. let's hear it"
X Link @MichaelWigginsO 2025-11-11T17:39Z 6244 followers, 1726 engagements