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@MMMTwealth "$LYFT are $SNAP are two businesses I don't love. But they're two businesses where money can be made. $LYFT P/S: 0.9x $SNAP P/S: 2.6x"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-16 15:06:00 UTC 53.1K followers, 3658 engagements

"THE FUTURE DECADE 👇 Quantum: $IONQ $GOOGL Nuclear: $OKLO $SMR Space: $ASTS $RKLB eVTOL: $ACHR $JOBY Biotech: $ABCL $BNTX Battery Tech: $ALB $SLDP Robotaxis: $UBER $TSLA $GOOGL Web3: $CRCL $COIN"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-14 15:00:44 UTC 53.2K followers, 34.1K engagements

"5 stocks that will beat the market 👇 X. $ASML X. $TMDX X. $MELI X. $SOFI X. $HIMS Id be confident investing a lot of money into each of these stocks today"
@MMMTwealth Avatar @MMMTwealth on X 2024-11-26 22:32:24 UTC 53.1K followers, 56.8K engagements

"🔟Undervalued Wide-Moat Stocks according to Morningstar 📈 X. Etsy $ETSY X. International Flavors & Fragrances $IFF X. Pfizer $PFE X. Estee Lauder $EL X. Campbell Soup $CPB X. Comcast $CMCSA X. Biogen $BIIB X. MarketAxess Holdings $MKTX X. Zimmer Biomet $ZBH XX. Nike $NKE"
@MMMTwealth Avatar @MMMTwealth on X 2024-04-08 07:57:54 UTC 53.2K followers, 1348 engagements

"Weekly reminder - You have: $DLO - Fastest growth fintech at 18x Fwd PE. $OSCR - Trading at 3.2x estimated 2027 FCF. $LMND - Dropped XX% following very positive reinsurance news. $GOOGL - Cheapest Mag X by far. $UNH - Generating $5B in FCF per quarter with record insider buying. $UPST - Set to outperform as fed rate cuts come. $ALB - Lithium prices won't stay low forever"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-13 12:49:10 UTC 53.2K followers, 44.3K engagements

"5. Opendoor $OPEN From a potential NASDAQ delisting to XXX% in X days - $OPEN is trying to operate in the iBuying market after $Z and $RDFN abandoned it. Very speculative play. A potential disruptor.(but I'm not interested)"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 17:37:20 UTC 53.2K followers, 74.9K engagements

"Small cap companies with estimated growth rates more than XX% for the next X years: X. $ENVX - XXX% X. $SMR - XXX% X. $WULF - XX% X. $SOUN - XX% X. $LMND - XX% FWIW $LMND's P/S is BY FAR the lowest here. They're also the only one with stable and growing margins"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-08 13:49:14 UTC 53.2K followers, 13.3K engagements

"Clifford Sosin - Carvana $CVNA - Hilton Grand Vacations $HGV - Capital One Financial $COF - Cardlytics $CDLX - World Acceptance Corporation $WRLD"
@MMMTwealth Avatar @MMMTwealth on X 2025-01-02 14:09:48 UTC 53.2K followers, 4014 engagements

"The first wave of AI ( $NVDA $PLTR $AMD $SNOW) is not where you make big money moving forward. It's the second wave of AI where the money is made: Here's XX stocks to ride the second wave of AI 👇"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 17:37:19 UTC 53.2K followers, 920.9K engagements

"$LMND $UNH $NU $HIMS $OSCR $SOFI $TMDX $UPST I feel no need to diversify or index fund invest when Ive got these in the portfolio"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-22 19:26:42 UTC 53.2K followers, 25.4K engagements

"Quality stocks that Id class as overvalued or undervalued today: OVERVALUED: - Palantir $PLTR - Tesla $TSLA UNDERVALUED: - SoFi $SOFI - PayPal $PYPL - Amazon $AMZN Whats missing 👇"
@MMMTwealth Avatar @MMMTwealth on X 2024-09-12 20:37:13 UTC 53.2K followers, 124.7K engagements

"I'll keep talking about the same stocks because they're the best opportunities in the market today. $LMND $DLO $NU $HIMS $OSCR $UPST $GOOGL $AMZN $UNH $ZETA $ALB Buy those and relax"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-11 14:56:10 UTC 53.1K followers, 22.6K engagements

"10. Circle Internet Group $CRCL $CRCL has every chance of becoming the pivotal node in digital finance because of stablecoins. I don't invest around the times of IPOs so I'm in wait and see here but this could be a huge company in the future"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-07 16:56:11 UTC 53.2K followers, 6745 engagements

"$ASPN up 5%. $HIMS up 10%. $LMND up 4%. $UPST up 4%. $ZETA up 3%. $ALAB up 3%. When you go big on your high conviction ideas good things happen"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-23 15:04:01 UTC 53.2K followers, 7948 engagements

"2. Zeta Global Holdings $ZETA $ZETA is a MarTech firm with huge operational efficiency. They're an AI driven marketing cloud firm posting these numbers: - XX% revenue growth. - XX% EBITDA growth. - XX% ARPU growth (scaled customers) - XX% ARPU growth (super scaled customers) And look at this FCF per share growth vs share price 👇"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 17:37:19 UTC 53.2K followers, 86.8K engagements

"Sure. And fair point for a business like insurance where margins are slim. But for $OSCR's high growth it's definitely a valid way to at least compare to peers for now. But they're still in growth stage so you've got to look at growth relative to cost structure. On any Fwd basis you've got $OSCR at a huge discount to any peers looking at PE and PS. They've still got huge growth and huge operating leverage to take advantage of ahead. So yes PS isn't the only metric to look at. But it sure is a great point to gauge how the market is pricing $OSCR's growth even before any profitability and"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-18 13:44:47 UTC 53.1K followers, 2067 engagements

"$BABA is now down XXXXX% over a XX year period. They now trade at a P/B of XXXX. Revenue in that XX year period has increased 15x. Name stock performance more wild than this"
@MMMTwealth Avatar @MMMTwealth on X 2024-11-20 12:49:00 UTC 53.2K followers, 40.3K engagements

"These are the fastest growing companies trading below a 10x sales multiple 👇 X. Micron Technology $MU X. Root $ROOT X. EVgo $EVGO X. Tempus AI $TEM X. Upstart Holdings $UPST X. Marvell Technology $MRVL X. DoorDash $DASH X. Lam Research Corp $LRCX X. Diamondback Energy $FANG XX. Nexttracker $NXT"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-20 12:49:09 UTC 53.2K followers, 36.2K engagements

"For $NU to be only just beating the market YTD is ridiculous. This is a company with perhaps the best fintech fundamentals globally. They have a CAC $X and a cost to serve below $X and a LTV per customer 20-30x above that. There's no fintech that comes remotely close to those unit economics. $NU is trading at 22x PE which for a company growing at XX% CAGR for the next couple years is on the cheaper side. By 2030 we should have EPS at least above $XXX (CAGR 20%) meaning with a 20x multiple you're looking at $XX stock (100% from today). That's being conservative. Very conservative"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-01 11:49:14 UTC 53.2K followers, 22K engagements

"Monday screen 👇 Est revenue growth XX% Net income margin -X% Results: $NVDA $CRWD $ADSK $WDAY $MRVL $PSTG $MDB $OKTA $OLLI $DY $FIVE $ANF $NCNO $AGX How many of these do you own"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-14 13:44:01 UTC 53.2K followers, 5103 engagements

"8 disruptors 👇8 market beating stock👇 $LMND An AI-native insurer using machine learning to underwrite and settle claims faster and cheaper than legacy insurance companies like $PGR. Ready to benefit from nice operating leverage. $UPST Disrupting consumer lending by replacing outdated FICO-based models with AI-driven credit decisioning that expands access while lowering default risk. $NU Digital-first neobank using AI to deliver personalized low-cost financial services to hundreds of millions across Latin America. $HIMS Healthcare platform using AI to personalize treatment plans automate"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-15 13:30:34 UTC 53.2K followers, 10.3K engagements

"5. Valuation $ZETA trades for just 12x NTM EBITDA and 2.5x Sales. For a SaaS company growing at XX% this is unheard of. For reference peers like $HUBS $CRM and $ADBE all trade for 8.5x 5.8x and 6.6x respectively all whilst growing far slower than $ZETA. With an estimated $1.7B in revenue in FY27 and a conservative 5x multiple $ZETA could easily trade at a $8.5B market cap over XX% from today"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-23 12:49:16 UTC 53.2K followers, 6735 engagements

"There's lots of opportunities still out there. Here's my XX favorite stocks at today's prices in XX different industries🧵 X. SoFi $SOFI Industry: Fintech Revenue Growth: XXXX% EV/Sales: 4.5x Net Income Margin: XXX% $SOFI is not just a lender. They're a one-stop shop for all financial services and are rapidly expanding their $SOFI Invest product. In fact lending makes up less than XX% of $SOFI revenues today meaning the business is becoming more capital light. I'm most excited about $SOFI's crypto offerings. $HOOD generated $XXX million in crypto revenue in Q4 XX. This is a huge opportunity"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-14 12:40:21 UTC 53.1K followers, 301.9K engagements

"10 COMPANIES BELOW $10B YOU HAVE TO KNOW: X. $LMND - Automating and streamlining insurance with AI. X. $ACHR - eVTOL replacing short haul air travel. X. $CWAN - Cloud software for automated investment accounting. X. $NBIS - Building an independent alternative to Big Tech cloud. X. $SYM - AI powered robotics automating warehouse logistics. X. $TEM - Revolutionizing diagnostic testing with AI. X. $JOBY - eVTOL air taxis for fast urban transport. X. $HIMS - Redefining primary care and prescriptions through D2c digital health platforms. X. $IONQ - The big quantum computing bet. XX. $OSCR -"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-13 12:00:36 UTC 53.2K followers, 79.4K engagements

"I have a smaller portfolio outside of my core portfolio currently just with $ARBK and $SPIR. $ARBK now up XX% in X days. $SPIR up 15%. Most of my money goes into my core positions but I am adding research to smaller lesser-known plays too. More value. $XX a month"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-18 15:40:51 UTC 53.2K followers, 8718 engagements

"$SNAP and $LYFT are X companies that the market has punished too much for too long"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-21 12:49:16 UTC 53.2K followers, 10.4K engagements

"@JJsFinclub $SOFI - fair argument. $CELH - Less so"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-10 15:13:00 UTC 53.2K followers, XXX engagements

"Gratham speaks very highly of Japan. - They are reasonably priced - They deal with social problems well - They have some quality businesses - The Yen is "stupidly cheap""
@MMMTwealth Avatar @MMMTwealth on X 2024-12-18 13:19:26 UTC 53.2K followers, 185K engagements

"4. Constellation Energy $CEG Industry: Nuclear Revenue Growth: XXXX% EV/Sales: 4.4x Net Income Margin: XXX% There's no $NVDA $AMD $GOOGL $AMZN or $META without the nuclear plays like $OKLO and $CEG. With $OKLO trading at a ridiculous valuation I think $CEG is the best play today. They're partnered with $META and $MSFT they're got a good M&A pipeline and they're one of the key leaders in an industry with extremely high barriers to entry. Here's Jensen Huang of $NVDA saying "every single data center will be power limited". This is incredibly bullish for $CEG"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-14 12:40:23 UTC 53.2K followers, 20.5K engagements

"10. Tempus AI $TEM If you want exposure to the AI healthcare trend $TEM is perfect - they're disrupting the medicine with AI-driven precision care analyzing over 40M patient records to power faster diagnostics with much more precision. They're redefining how we detect treat and prevent disease and trade for just 8.0x sales"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 17:37:22 UTC 53.2K followers, 72.6K engagements

"Posted X weeks ago for $ZETA (to free subscribers). $ZETA +8% today and well on the way to $XX. $ZETA Deep Dive also coming in the next day. XX% fundamentals. XX% technicals"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 15:27:21 UTC 53.2K followers, 5553 engagements

"@cronosbro Very aware $UNH and $META are in different industries. Doesn't mean stock prices don't follow FCF all of a sudden though"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-23 13:22:19 UTC 53.2K followers, 3460 engagements

"3. Upstart $UPST Up XXX% over the past year but just XX% all time showing their big AI bets are only just starting to pay off - $UPST now have XX% of their loans approved completely autonomously. With $1.01B guidance for FY25 this means $UPST are trading at just 7x sales for XX% growth rates and a solid XX% EBITDA margin. Not many companies fit these criteria"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 17:37:20 UTC 53.2K followers, 80.8K engagements

"3. TransMedics $TMDX Industry: Medtech Revenue Growth: XXXX% EV/Sales: 8.3x Net Income Margin: XXXX% $TMDX possess almost a monopoly in the US in the warm perfusion organ transplant market. When you combine this monopoly with their ability to operate their own logistics network unlike any competitor the opportunities ahead become very significant. With kidney launch upcoming international markets to be won and further improvements to the aviation fleet $TMDX still trade well below most of their medtech peers despite having considerably better fundamentals"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-14 12:40:22 UTC 53.2K followers, 17.2K engagements

"5 companies with +90% FCF growth estimates over the NTM. X. $HIMS - XXX% X. $NVDA - XXX% X. $COIN - XXX% X. $DUOL - XXX% X. $CWAN - XX% Take that as you will"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-11 11:02:00 UTC 53.2K followers, 19.6K engagements

"Here's some levels I'm quite interested in seeing this week post earnings👇 X. Tesla $TSLA - $XXX X. Intuitive Surgical $ISRG - $XXX X. ServiceNow $NOW - $XXX X. Lam Research $LRCX - $XX X. Google $GOOGL - $XXX X. Kinsale Capital $KNSL - $450"
@MMMTwealth Avatar @MMMTwealth on X 2025-04-20 17:11:15 UTC 53.2K followers, 9473 engagements

"Here's XX high growth stocks with: X. An EV/Sales below 4x X. A PEG below 0.9x 🧵 X. Uber $UBER Revenue Growth: XXXX% EV/Sales: 2.7x PEG: 0.55x"
@MMMTwealth Avatar @MMMTwealth on X 2025-04-06 11:21:46 UTC 53.2K followers, 50.3K engagements

"The most undervalued stock in the entire US market is what"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-21 19:57:12 UTC 53.2K followers, 22.4K engagements

"High growth stocks are all over X today but don't ignore these quality stocks down more than XX% in the last year: X. Novo Nordisk $NVO X. Evolution AB $EVO X. Snap $SNAP X. Enphase Energy $ENPH I own none of these but I think a couple have nice potential"
@MMMTwealth Avatar @MMMTwealth on X 2025-05-12 12:21:00 UTC 53.2K followers, 7446 engagements

"Stock screener 👀 Criteria: X. EPS Estimated 3Y CAGR XX% (FY25 FY26 FY27) X. Revenue Estimated 3Y CAGR XX% (FY25 FY26 FY27) X. Fwd EV/EBITDA 40x Results👇 $NVDA $LLY $MELI $MU $APP $CVNA $EQT $SMCI $TKO $OWL $CELH $HIMS $BROS $CORT $JBTM $CDE $TMDX $KRYS $PAY $DLO $GSHD $LC $SEI $ROIV"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-01 14:56:33 UTC 53.2K followers, 8397 engagements

"$OSCR is fundamentally and technically very undervalued. X. Freelancing adds $1.3T to the US economy annually. X. XX million Americans freelance per year. X. Forecasts suggest XX% of the US workforce will be freelancers by 2027. X. SME's drove XX% of new jobs between 2021 and 2024. The numbers are backing up what $OSCR CEO is saying"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-14 10:22:51 UTC 53.2K followers, 18.1K engagements

"1. Lemonade $LMND The applications built on top of the infrastructure - $LMND is disrupting the biggest market of them all: Insurance. During Q2 earnings $LMND will massively increase their revenue guidance for the next year meaning they'll likely trade 3.5x sales with 40-50% revenue growth rates whilst disrupting a multi trillion-dollar industry"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 17:37:19 UTC 53.2K followers, 94.8K engagements

"3. Regeneron Pharmaceuticals $REGN I'm not normally a biotech investor but $REGN has some drugs in their pipeline which offer great potential plus they're in a nice position from a technical viewpoint. The pipeline drugs are: - Lynozyfic - Ordspono X oncology drugs with huge potential to compete with $ABBV $GMAB and $JNJ"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-07 16:56:09 UTC 53.2K followers, 8391 engagements

"Hyper Growth $ZETA $SMR $RBRK $HIMS Growth $ALAB $LMND $MU $UPST $TMDX $ROOT $OSCR $TMDX $AMD $HOOD $NU $FSLR $NBIS Inflection Points $LMND $SYM $UPST $OSCR $NET $ZETA Core $AMZN $ASML $GOOGL $NVDA $SOFI Value Plays $PYPL $NVO $ENPH Dividend $UPS $TROW $CVX"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-16 12:49:08 UTC 53.2K followers, 32.7K engagements

"Almost guaranteed ways to beat the market over 3-5 years: Buy $UNH $GOOGL & $AMZN Less certain but ways to DESTROY the market over 3-5 years: Buy $LMND $HIMS $OSCR $NU $ETH $UPST $DLO $IREN"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-10 11:15:00 UTC 53.1K followers, 20.1K engagements

"Zeta ($ZETA) is extremely undervalued at 2.5x NTM sales. There's at least XXX% upside available. Here's my quick thesis 👇🧵"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-23 12:49:14 UTC 53.2K followers, 86.9K engagements

"You don't have to time the market. You just need to know your levels and DCA. $LMND: $25-$50 is a buy. $NU: $10-$16 is a buy. $HIMS: $20-$70 is a buy. $UPST: $40-$70 is a buy. $OSCR: $11-$17 is a buy. I get more aggressive on certain dips but these are zones where I'd DCA"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-16 11:45:00 UTC 53.2K followers, 44.3K engagements

"$NVDA & $PLTR are incredible companies that will compound for at least another decade. But the big money has been missed with them. The second wave of AI is with applications: $LMND $OSCR $NU $TEM $UPST $ZETA"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-21 16:56:15 UTC 53.2K followers, 23.5K engagements

"Small caps have the potential to be life changing. Heres XX of the best 👇 X. TransMedics $TMDX X. Lemonade $LMND X. Rocket Lab $RKLB X. Aehr Test Systems $AEHR X. Newmont Corporation $NEM X. Lantheus Holdings $LNTH X. High Tide $HTI X. Indie Semiconductors $INDI X. Redwire $RDW XX. Cleanspark $CLSK"
@MMMTwealth Avatar @MMMTwealth on X 2025-01-19 21:12:14 UTC 53.2K followers, 64.6K engagements

"9. Lyft Technologies $LYFT $LYFT doesn't deserve an $UBER multiple because the moat isn't as strong. However they are: - Growing Adj. EBITDA by XX% YoY. - Grown to $920M in FCF just a year after FCF breakeven. - Trade at an FCF multiple 1/3rd of $UBER. - Been consolidating for X years"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-07 16:56:11 UTC 53.2K followers, 7540 engagements

"Extremely confident in saying that $LMND will outperform $PLTR & $NVDA over the next X years from here"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 12:27:00 UTC 53.1K followers, 13.3K engagements

"Let's make it real simple: $PLTR revenue growth: XX% $PLTR P/S: 114x $OSCR revenue growth: XXXX% $OSCR P/S: 0.4x $ZETA revenue growth: XX% $ZETA P/S: 3.3x $HIMS revenue growth: XXX% $HIMS P/S: 6.5x"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 11:14:00 UTC 53.2K followers, 24K engagements

"Here are the contrarian bets I'm bullish on right now: X. $ALB X. $ASPN X. $RIVN X $FSLR X. $BABA"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-04 14:56:25 UTC 53.2K followers, 25.1K engagements

"Here's X quality companies that have dropped more than XX% over the last year👇🧵 X. Celsius Holdings $CELH EV/Sales: 4.4x Revenue Growth: XXXXX% FCF Margin: XXXXX% Commentary: Perhaps I've been wrong with $CELH but the fact that they're now trading at a lower multiple than $MNST is beyond me when the revenue growth is over XX% higher. I'd kick myself for missing this opportunity over the next 3-5 years. I'm buying more"
@MMMTwealth Avatar @MMMTwealth on X 2024-10-09 11:00:17 UTC 53.2K followers, 203.7K engagements

"$SPIR up XX% today 😏 Come join us. Link in first comment 👇"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 14:20:09 UTC 53.1K followers, 4600 engagements

"How long do you realistically think $OSCR should be trading at 0.1x NTM sales would be $XX. Is 0.1x sales cheap enough for you"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-22 14:29:55 UTC 53.2K followers, 11.2K engagements

"Here's why $LMND is my biggest position👇 GEP in Q1 was $186.7M * X = $747M annualized GEP for the year. Based on XX% growth over the course of the next XX months you're looking at $821M in GEP. Previously $LMND retained XX% (55% to reinsurance) so revenue could've been $370M. Now they'll be retaining XX% (20% to reinsurance) so revenue could sit at $660M. That's almost another $300M in revenue over the next XX months. Add on commission income investment income and other income and $900M to $1B in possible. $LMND EV is $2.7B meaning the stock is trading at 2026 sales multiple of 2.7x. Not"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-16 13:42:36 UTC 53.1K followers, 10.9K engagements

"$OSCR PT lowered to $X by Jeffries 🤯 With FY25 sales outlook at $12.1B that would mean $OSCR would trade at 0.17x sales"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-23 10:41:33 UTC 53.2K followers, 205.3K engagements

"1. Estimated Revenue CAGR (2Y) XX% X. Estimated EBITDA CAGR (2Y) XX% X. EV/Sales 10x Results 👇 X. Aspen Aerogels $ASPN X. Reddit $RDDT X. Micron Technology $MU X. Fluence Energy $FLNC X. Symbiotic $SYM X. Rocket Companies $RKT X. AeroVironment $AVAV X. TeraWulf $WULF"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-04 13:27:58 UTC 53.2K followers, 12.5K engagements

"If Trump fires Powell: - Legal and constitutional turmoil. - Dangerous precedent over independence moving forward. - Bond yields would soar. - Weak dollar. - Stock volatility. - Future Fed chairs would be seen as political appointees. It wouldn't be good"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-16 15:48:36 UTC 53.2K followers, 7390 engagements

"Cathie Woods: "Our $TSLA PT is $2600" Cathie Woods: *Sells $TSLA at $342"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-13 12:47:00 UTC 53.1K followers, 262.2K engagements

"8. Fluence Energy $FLNC Revenue growth: XXXX% P/S: 0.3x Net income margin: -XXXX% $FLNC is an energy storage company operating in the BESS market. Power required for training AI models is increasing 2.2x per year and there's no signs of this trend slowing down just yet as models are becoming larger and more complex. $FLNC also has huge backing by Siemens and AES and trades at 0.4x for XX% revenue growth. There's a lot to like about $FLNC"
@MMMTwealth Avatar @MMMTwealth on X 2025-02-21 12:50:48 UTC 53.1K followers, 7645 engagements

"7. Rivian $RIVN Has a very similar chart to $ABCL post IPO. $RIVN is an EV stock that has had a pretty terrible time but the margin of safety above is substantial. It's a company I wouldn't touch today but it's definitely one to keep on the watchlist because any recovery could be a very quick 100%"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-07 16:56:10 UTC 53.2K followers, 7804 engagements

"2. Zeta Global Holdings $ZETA $ZETA caught some attention yesterday with a XX% run up but I spoke about it to paid subs quite a bit over the last X weeks. $ZETA is currently growing at XX% YoY yet only trades for 2.5x sales whilst the wider marketing tech market is growing at a XX% CAGR for the next XX years. $ZETA leads this niche and has very good upside"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-21 13:16:29 UTC 53.1K followers, 7989 engagements

"With the US market back at all times it's never a bad time to look outside the US for some exposure: My favorite international stocks are: X. $DLO X. $NU X. $GRAB X. $ASML X. $BABA Those not traded on US markets include: X. $RACE X. $III X. $DNP"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-05 09:54:00 UTC 53.2K followers, 17.5K engagements

"8. Duolingo $DUOL $DUOL is leveraging GPT-4 to leverage its Max subscription tier automate course creation and replace contractors to ultimately drive personalized and scalable learning. They currently trade at 55x FCF but only 1.07x PEG which is still very cheap. There's a gap to fill down to $XXX level which is where I'd be interested in buying"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 17:37:21 UTC 53.2K followers, 66.6K engagements

"Elon said he'd be "shocked" if they weren't making 100000 Optimus robots per month. Another overpromise and under delivery $TSLA"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-24 08:25:33 UTC 53.2K followers, 4600 engagements

"He also believes European stocks are very fairly valued. Clearly European stocks are trading at considerably lower valuations than the US. The best European stocks are: X. ASML $ASML (owner) X. Dino Polska $DNP X. Evolution AB $EVO X. Novo Nordisk $NOVO X. Humble Group $HUMBLE"
@MMMTwealth Avatar @MMMTwealth on X 2024-12-18 13:19:27 UTC 53.2K followers, 184.6K engagements

"6. Chewy $CHWY $CHWY is disrupting pet care with a digital first data driven model to power personalized product recommendations auto-ship subscriptions 24/7 virtual care and predictive inventory for fast delivery. The $HIMS of pet care"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 17:37:21 UTC 53.2K followers, 70.9K engagements

"$LMND is down XX% since IPO. $LMND analysts rate the stock as a "Sell" $LMND is also my highest conviction stock and biggest position in my portfolio. Here's why 👇 Investment thesis 🧵"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-06 14:56:18 UTC 53.1K followers, 101.6K engagements

"Joel Greenblatt - NVIDIA $NVDA - Apple $AAPL - Microsoft $MSFT - Alphabet $GOOG - Amazon $AMZN - Meta $META - Snowflake $SNOW - Nrg Energy $NRG - Broadcomm $AVGO - Johnson & Johnson $JNJ - Berkshire Hathaway $BRK.B - Merck & Co $MRK - Ge Aerospace $GE"
@MMMTwealth Avatar @MMMTwealth on X 2025-01-02 14:09:42 UTC 53.2K followers, 4950 engagements

"I believe $HIMS has 10-15x potential from todays price. I believe $ASML has 2-3x from todays price. I believe $SOFI has 3-4x from todays price. I believe $TMDX has 2x from todays price. I believe $PYPL has 2x from todays price. $PLTR Honestly no clue anymore"
@MMMTwealth Avatar @MMMTwealth on X 2024-11-28 14:49:00 UTC 53.1K followers, 202.6K engagements

"8. Clear Secure $YOU I wrote about $YOU to my subscribers yesterday as a chart to watch out for. Read it here 👇"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-07 16:56:10 UTC 53.1K followers, 6713 engagements

"If you want X high growth smaller caps then look here (1-5) 👇 If you want X compounding giants then look here (6-10) 👇 HIGH GROWTH 🧵 X. Hims & Hers $HIMS An obvious one to start but let me show you why $HIMS is still a bargain despite it's XXX% over the last year. With 10M subscribers revenue likely hits much closer to $8B rather than the publicly stated management goal of $6.5B. With a simple $XXXX% FCF margin they're hitting $1B in FCF per year which with a 30x FCF multiple gives you $30B market cap which is gives you another 2x from here based on VERY conservative estimations"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-21 13:16:29 UTC 53.2K followers, 85.3K engagements

"4. $TMDX trading well below other MedTechs $TMDX trades at 6.2x sales whilst growing revenues XX% $ISRG trades at 18.4x sales whilst growing revenues XX% $PRCT trades at 9.1x sales with negative XX% net income margins $LMAT trades at XXX sales whilst growing revenues at 12%"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-12 14:00:42 UTC 53.1K followers, 4738 engagements

"Fallen angels and their 3-year performance: X. Nike $NKE -XX% X. PayPal $PYPL -XX% X. Block $SQ -XX% X. Snowflake $SNOW -XX% X. T Rowe $TROW -XX% X. Estee Lauder $EL -XX% X. Snap $SNAP -XX% X. Paycom Software $PAYC -XX% X. Enphase Energy $ENPH -XX% XX. Lyft $LYFT -71%"
@MMMTwealth Avatar @MMMTwealth on X 2024-11-04 17:21:24 UTC 53.2K followers, 34.5K engagements

"Make this make sense: $GOOGL cloud growth: XX% $PLTR revenue growth: XX% $GOOGL cloud margin: XX% $PLTR margin: XX% $GOOGL PE: 20x $PLTR PE: 250x"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-24 12:49:01 UTC 53.2K followers, 22.6K engagements

"My XX watchlist stocks currently are: X. Aspen Aerogels $ASPN X. Albermarle Corporation $ALB X. Tempus AI $TEM X. Advanced Micro Devices $AMD X. Google $GOOGL X. Rocket Lab $RKLB X. Nebous $NBIS X. Robinhood $HOOD X. First Solar $FSLR XX. Enphase Energy $ENPH"
@MMMTwealth Avatar @MMMTwealth on X 2025-04-22 14:13:18 UTC 53.2K followers, 18.6K engagements

"9. Uber $UBER To see my $UBER Deep Dive 👇"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 17:37:22 UTC 53.2K followers, 62.4K engagements

"$SOFI bears in 2024 👇 "Delinquency rates are increasing" "SOFI aren't innovating" "SOFI is just a bank" "The valuation is too high" $SOFI in last XX months: +193% $TMDX bears in 2024 👇 "TMDX valuation is sky high" "Growth is stalling" "They have no moat" $TMDX YTD: +83% $LMND bears in 2025 👇 "Insurance is just a commodity" "LMND isn't profitable" "LMND valuation relative to legacy is too high" $LMND in 2026: 👀"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-18 13:33:12 UTC 53.2K followers, 9112 engagements

"A friendly reminder: $UNH will hit $25B in revenue in 2025 meaning they're trading at 10.3x 2025 FCF. This is similar to $META in 2022. $META has 7x'ed since then"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-23 12:49:00 UTC 53.2K followers, 99.3K engagements

"4 very solid bets 👇 $PYPL: Buying back X% of the company per year. $GRAB: $9B cash and $19B market cap. $NU: APRU growth and geographic expansion is just getting started. $DLO: High growth emerging market gem with full control over costs"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-15 12:49:08 UTC 53.1K followers, 23.7K engagements

"Bullish on the space economy You've got: 👇👀 $ASTS - 145x sales $RKLB - 34x sales $GSAT - 13.8x sales $PL - 6.1x sales $IRDM - 5.8x sales $SPIR - 4.7x sales $SPCE - 3.1x sales"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-15 21:38:28 UTC 53.2K followers, 6299 engagements

"2. Albermarle Corporation $ALB Lithium demand is set to 5x by 2030 driven by clean energy mandates and $ALB are the global leader. $ALB are prepping themselves to take full advantage of this as they've slashed CapEx by XX% which is saving $400M per year. Margins should explode when lithium prices return"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-07 16:56:08 UTC 53.2K followers, 9649 engagements

"$ZETA +3% pre market and now XX% on the month. Real disruption"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 10:35:08 UTC 53.2K followers, 8636 engagements

"The greatest investor in the world Cathie Wood is back in $SOFI with 2M shares. Whats your $SOFI year end target (assuming no macro pullback) 👇"
@MMMTwealth Avatar @MMMTwealth on X 2025-06-28 05:10:50 UTC 53.1K followers, 29K engagements

"4. SoFi $SOFI $SOFI is disrupting the traditional banking system as we know it by bundling lending checking saving investing crypto and insurance into one digital platform. $SOFI's crypto offerings will also close the gap between them and $HOOD. $HOOD generated $XXX million in crypto revenue in Q4 XX. What will $SOFI do"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 17:37:20 UTC 53.2K followers, 77.6K engagements

"$PLTR net income: $214M $BAC net income: $7.4B"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-16 14:04:28 UTC 53.2K followers, 6090 engagements

"7. Oscar Health $OSCR $OSCR remains below IPO price despite increasing revenues from 1880%. What is even more crazy is that $OSCR's current revenue growth is XX% and P/S is 0.4x. Not many companies in the entire market have these fundamentals. Also a pretty interesting post from @BourbonCap 👇"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 17:37:21 UTC 53.2K followers, 68.8K engagements

"The risk to reward is in your favour with $OSCR. $OSCR Upside Potential: - Stock trades at 0.3x sales and could 3x purely based on multiple expansion. - XX% growth rates for 0.3x sales multiple. - Trades right at multi-year support level. - AI-native business with strong (but capped) margin expansion ahead. - FCF is expected to grow XXX% in FY2026. $OSCR Downside Potential: - If ACA disappears for $OSCR they'll lose revenues but still meet longer term guidance. - Next support level is at $XXXXX meaning XX% downside to 2022/2023 levels. I'm not saying $OSCR isn't a higher risk investment. But"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-18 11:54:01 UTC 53.2K followers, 57.7K engagements