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@MMMTwealth "4. Constellation Brands $STZ A recent Buffett addition to his portfolio in Q2 - $STZ currently trades at a 11.9x PE and a 10.5x EBITDA multiple with a XXX% dividend yield. The alcohol industry tends to be more resilient in downturns than most industries. If $STZ can return to historic PE multiples in the +15x range then they should be trading at $XXX given a $XXXX EPS (as per analyst estimates in FY26/27)"
X Link @MMMTwealth 2025-09-03T09:43Z 60.1K followers, 10.2K 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 👇"
X Link @MMMTwealth 2025-07-17T17:37Z 60.1K followers, 937.9K engagements

"If we've learnt anything from the last X months you should know that Friday was not a "pullback". If there's a lot more of this next week then we can start to call it a "mild pullback""
X Link @MMMTwealth 2025-10-11T17:59Z 60.1K followers, 7792 engagements

"JUST IN: $AMD UP XX% PRE MARKET. They announced a multi year partnership with Open AI that could generate over $100B in revenue. For reference $AMD revenue in FY25 is $33B. That should show you the extent of this deal"
X Link @MMMTwealth 2025-10-06T11:10Z 60.1K followers, 16K engagements

"AI compute power is a major growth theme to be involved in. Here's my X favorite picks to ride this AI compute power demand wave 👇 X. Solaris Energy Infrastructure $SEI Revenue Growth: EPS Growth: PE: $SEI has been a recent buy for me at an average cost of $XXXX. SEI currently trades 3.3x NTM sales and 7.6x NTM EBITDA which appears very cheap considering the growth. Analysts expect XXXX% growth in FY25 and XX% in FY26 (revenue) and XXX% growth in EBITDA in FY25 and XX% in FY26. These growth rates to multiples appear very attractive making SEI potentially quite an undervalued and under the"
X Link @MMMTwealth 2025-09-23T12:00Z 60.1K followers, 32.5K engagements

"2. Harrow $HROW Expected revenue growth: XX% Expected EBITDA growth: XX% EBITDA multiple: 16x I bought some more $HROW today. When you have a company set to grow EBITDA at a CAGR of XX% for the X years and an EBITDA multiple of 16x it's a screaming buy for me"
X Link @MMMTwealth 2025-10-09T16:20Z 60.1K followers, 2314 engagements

"3. Regeneron Pharmaceuticals $REGN $REGN is a slightly higher growth value play with a current NTM PE in the 14x range whilst historically trading for +20x PE. P/B is also at 2.0x (historically +4.0x). With minimal debt and a current ratio above 7.0x they're quite a safe play in a period of macro weakness. Their portfolio includes eye diseases (EYLEA) chronic inflammation (Dupixent) and cancers (Libtayo) which will all necessary despite economic conditions. I like $REGN a lot - it's on my watchlist"
X Link @MMMTwealth 2025-09-03T09:43Z 60K followers, 7638 engagements

"Friendly reminder that $PYPL is a bargain: X. Set to grow FCF at a CAGR of XXXX% yet trades at 9.2x FCF (historically +14x) X. Buying back X% of the company per annum. X. A booming Ads business being led by former $UBER ads leader. X. Below 15x PE (historically +30x) X. Pretty poor analyst estimates who are underestimating Venmo PayPal World & BNPL expansion. X. Partnership with $GOOGL. X. $PYUSD potential X. Growing EPS quicker than $MA and $V. Sure I've missed some points here but ultimately $PYPL is too cheap. A lot of my portfolio is made up of high growth names like $LMND $SES $DLO $HROW"
X Link @MMMTwealth 2025-10-08T13:00Z 60.1K followers, 39.3K engagements

"6. Luminar Technologies $LAZR Industry: Lidar Systems Revenue Growth: -X% NTM Sales Multiple: 7.1x Commentary: $LAZR flew XX% today but there's still a lot of difficulties ahead with huge dilution risk a weak balance sheet and a CEO resignation. They've also recently shifted their business model slightly to reduce expenses because of their troubles. However $LAZR do have a strong relationship with Volvo which shows some core strength in a market with huge tailwinds"
X Link @MMMTwealth 2025-09-15T21:57Z 60.1K followers, 8853 engagements

"Quite funny that when I discuss $HIMS $LMND $OSCR etc (popular FinX stocks) the engagement is great. When I discuss under the radar gems like $SES $ARBK $SPIR etc the engagement is poor"
X Link @MMMTwealth 2025-10-06T14:52Z 60.1K followers, 23.2K engagements

"VERY important to be VERY picky with your buys now. Deep research. Strong conviction. High quality names. Growth themes. That's where the money is made over the next X years: AI Applications $LMND $PATH $ZETA FinTech $DLO $NU $SOFI $PYPL Robotics $SYM $GXO $AMZN $TER $TSLA Battery $SES $QS $ALB $TSLA Nuclear & Energy $FSLR $SEI $EU AI Infrastructure $NVDA $NBIS $AMD Space $RDW $SPIR $RKLB $MDA"
X Link @MMMTwealth 2025-10-15T21:23Z 60.1K followers, 64.9K engagements

"JUST IN: Goldman downgrades $PYPL to a Sell. "We expect X% Transaction Margin growth in 2026 versus current consensus of X% and believe valuation could de-rate further on continued concerns around competitive trends in online e-commerce." Don't fully disagree but realize that $PYPL is generating $6.5B in cash per annum whilst trading at a NTM FCF multiple of 8.6x. Estimates give $7.5B in FCF in FY26. That's XX% growth on FY25. This FCF growth deserves more than a 8.6x multiple. Give it a modest upgrade to 12x (historically been 15+) and you have a $90B company a XX% upside from today. Not"
X Link @MMMTwealth 2025-10-13T09:01Z 60.1K followers, 24.7K engagements

"$ARAY +6.5% today"
X Link @MMMTwealth 2025-10-15T15:02Z 60.1K followers, 6123 engagements

"$HIMS has XX% YoY growth X% net income margin and trades at 4.2x EV/Sales. Incredible fundamentals. There's only X (US) stocks I found that have this criteria or better. Want to see them👇 X. RenaissanceRe Holdings $RNR X. Summit Materials $SUM X. Lincoln National Corporation $LNC X. Tidewater $TDW X. Atour Lifestyle Holdings $ATAT X. Super Micro Computer $SMCI X. Jackson Financial $JXN"
X Link @MMMTwealth 2024-10-17T19:46Z 60.1K followers, 56.9K engagements

"The amount of opportunities at todays valuations is definitely decreasing but there's still a lot of good buys. I'd feel comfortable buying these stocks today 👇🧵 X. Albermarle Corporation $ALB Expected revenue growth: X% EBITDA multiple: 16x I've owned $ALB since $XX and it's my bet on lithium prices reverting to the mean. Lithium prices have been pretty weak lately but I demand appears very strong relative to supply so we should see prices go up. $ALB are one of the worlds largest lithium producers so the stock price is fairly aligned with prices of lithium"
X Link @MMMTwealth 2025-10-09T16:20Z 60.1K followers, 12.9K 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"
X Link @MMMTwealth 2025-01-19T21:12Z 60.1K followers, 64.9K engagements

"The biggest mistakes I've made over the last year have been: X. Keeping $HOOD on my watchlist. X. Keeping $SYM on my watchlist. X. Keeping $AMD on my watchlist. X. Keeping $JOBY on my watchlist. But. that cash has gone into: X. $LMND with an average cost of $XX X. $SOFI with an average cost of $X X. $BABA with an average cost of $XX X. $SES with an average cost of $1.24"
X Link @MMMTwealth 2025-09-28T16:56Z 60.1K followers, 27.9K engagements

"5. Shift4 Payments $FOUR Expected revenue growth: XX% Expected EBITDA growth: XX% EBITDA multiple: 6.4x Another one where the EBITDA growth rate doesn't justify such a lower EBITDA multiple. I think $FOUR should be trading 10-15x EBITDA which is where they have historically traded. Analysts estimate that $FOUR should hit $1.3B in EBITDA in FY28 so a 12.5x (midpoint) multiple from there gives you a $16.25B business which is 2.3x from today"
X Link @MMMTwealth 2025-10-09T16:20Z 60.1K followers, 2534 engagements

"Back in 2023 $PLTR traded 6.4x NTM sales with XX% revenue growth and X% increase in net income. Today $PATH trades at 5x NTM sales with XX% revenue growth and XX% estimated increase in net income in FY26. Strong product --- Incredible numbers. FWIW I don't think $PATH has $PLTR potential today but it'll be exciting to track how the business evolves over the next year. If we start to see NRR head up to +115% over the next 3-5 years then $PATH will be a huge huge winner. High performing software companies today don't trade at PE's in the mid 20s. Once $PATH proves they're a high performing"
X Link @MMMTwealth 2025-10-10T11:30Z 60.1K followers, 31.1K 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"
X Link @MMMTwealth 2024-10-09T11:00Z 60.1K followers, 203.8K engagements

"5. Merck & Co $MRK $MRK is currently trading at a NTM PE of 9.3x which is very low historically and also lower than the broader healthcare sector. FCF has been steady and has generally traded upwards over the last few quarters reaching $XXXX per share in Q2. If $MRK can generate $XXXX in EPS in FY26 (in line with analyst estimates) and we apply a conservative 12x multiple then $MRK should be a $XXX stock. Definitely a nice defensive play and an under the radar healthcare stock at the moment"
X Link @MMMTwealth 2025-09-03T09:43Z 60.1K followers, 9888 engagements

"$BABA up XX% this month BUT trades at: 1.3x EV/Sales 6.72x 2025 EV/EBITDA XX% FCF Yield Still incredibly undervalued and still lots of room to go"
X Link @MMMTwealth 2024-05-18T19:41Z 60K followers, 30.5K engagements

"Released an article last night about some underrated robotic plays: $HLX $GXO $TER $OMCL $ALGM"
X Link @MMMTwealth 2025-10-02T10:19Z 60.1K followers, 5121 engagements

"2. Warren Buffett Berkshire Hathaway Notable Buys: $UNH (5M shares) $LAMR $ALLE Notable Adds: $LEN $POOL $NUE Notable Trims: $AAPL $BAC $CHTR Notable Sells: Nothing"
X Link @MMMTwealth 2025-08-16T11:49Z 60.1K followers, 6115 engagements

"2. Novo Nordisk $NVO $NVO has had a difficult year but they have a very strong presence in the diabetes and weight loss industries. They're also investing heavily into growth in Denmark France and NC to ride the growing obesity market wave. Currently trading at 14.6x PE whilst historically trading around double that. $XXX would be a XXX% move"
X Link @MMMTwealth 2025-09-03T09:43Z 60K followers, 9264 engagements

"$LMND at $XXX by 2030 is completely feasible based on this: They're currently at $715M in revenue in FY25. Assuming they grow at XX% CAGR through to 2030 they'll hit $2.6B in revenue by then. Now the harder part in my opinion. If SG&A expenses drop to XX% and loss ratios drop to XX% then XX% FCF margins are possible. XX% FCF margins mean FCF could be $800M. XX% FCF margins mean FCF could be $660M. At $800M and a modest 25x FCF multiple for a tech disruptor $LMND is a $20B company. Assuming dilution continues X% per year shares outstanding will be 81M. $20B / 81M shares gives you a $XXX stock"
X Link @MMMTwealth 2025-10-03T16:27Z 60.1K followers, 17.4K engagements

"HERE'S MY CURRENT HIGH GROWTH WATCHLIST: I'm close to pulling the trigger on a few of these. X. Joby $JOBY X. Viking Therapeutics $VKTX X. TSS $TSSI X. American Battery Technology $ABAT X. Tempus AI $TEM X. Advanced Micro Devices $AMD X. Ampirus Technologies $AMPX X. Redwire $RDW X. UiPath $PATH XX. Accuray Incorporated $ARAY"
X Link @MMMTwealth 2025-10-01T16:56Z 60.1K followers, 55.5K engagements

"This week was filled with superinvestor portfolios (Buffett Druckenmiller Ackman Burry and many more). Let's analyze the biggest buys sells additions and trims per investor 🧵 X. Top XX buys last quarter by % (all investors)👇 United Health Group $UNH Amazon $AMZN Pinduoduo $PDD Lululemon Athletica $LULU Bruker Corp $BRKR Crocs $CROX PayPal $PYPL Brookfield Asset Management $BAM Regeneron Pharmaceuticals $REGN MercadoLibre $MELI"
X Link @MMMTwealth 2025-08-16T11:49Z 60.1K followers, 145.2K engagements

"9. Zeta Global Holdings $ZETA Expected revenue growth: XX% EBITDA growth: XX% EBITDA multiple: 16.1x $ZETA are disrupting the marketing niche which is a huge industry. Management guidance is also materially higher than analyst estimates at the moment and $ZETA have always beaten so I suspect a re-rating is quite imminent"
X Link @MMMTwealth 2025-10-09T16:20Z 60.1K followers, 5681 engagements

"Data centers set to consume XX% of US power by 2030 (as per McKinsey). Just know where to look if we get a real pullback: $CEG $VST $NEE $OKLO $FLNC $EOSE $SEI $VRT $LEU $UUUU $SMR Disclosure: Currently own $CEG & $SEI"
X Link @MMMTwealth 2025-10-12T16:56Z 60.1K followers, 15.8K engagements

"$IVF just ripped XX% in a few minutes based on Trump's plans to expand access to IVF treatments"
X Link @MMMTwealth 2025-10-16T17:22Z 60.1K followers, 11.3K engagements

"Look for boring industries being disrupted by automation: Insurance $LMND $ROOT $OSCR Marketing $ZETA Logistics $AMZN $SYM $GXO Operations $PATH That's the next wave of AI"
X Link @MMMTwealth 2025-10-08T16:56Z 60.1K followers, 25.6K engagements

"2. Clearwater Analytics $CWAN Introduction: $CWAN is a SaaS company that provides cloud-based software for investment accounting reporting and analytics. Profitability: $CWAN are very close to being net profitable with a -XX% net margin in the previous quarter. They were trending well but the last X quarters have been more disappointing. Valuation: $CWAN trade at 11.7x NTM sales and 34x NTM EBITDA"
X Link @MMMTwealth 2025-09-02T16:00Z 60.1K followers, 2263 engagements

"@TheLongInvest How do you compare $ZETA and $PLTR"
X Link @MMMTwealth 2025-10-16T21:24Z 60.1K followers, 2502 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"
X Link @MMMTwealth 2025-07-15T21:38Z 60.1K followers, 7220 engagements

"One more for the day. $SPIR now up +10% $SPIR is a big part of my small cap/swing trade portfolio. $XX a month. Ultimately I could write about the popular finX stocks all day. $HIMS $LMND $OSCR etc. I own them all. But a big amount of money is made in stocks like $SPIR that retail haven't caught on to yet"
X Link @MMMTwealth 2025-10-02T16:42Z 60.1K followers, 14.4K engagements

"9. Robotics Forecasts: Estimates suggest growth rates XX% CAGR to a market size of $165B. Stocks: $TSLA $SYM $AMZN $ISRG $TER $ARAY $ALGM $SNPS My favorite: For a high-risk high reward play I'd buy $ARAY. Longer term I think $AMZN will be an extremely underrated robotics play"
X Link @MMMTwealth 2025-09-20T12:49Z 60.1K followers, 6557 engagements

"$ALB is a huge risk to reward opportunity here. - Lithium demand set to double from now to 2030. - Trades at a big EBITDA and PE low. - Global decarbonization policy is a big tailwind for at least a decade. Alternatives may come into play at some point though. - $ALB has undergone an incredibly good cost cutting period. $ALB is one of the few profitable lithium producers today when at today's prices. They'll be one of the bigger beneficiaries over the next X years when prices revert to the mean"
X Link @MMMTwealth 2025-09-12T13:45Z 60.1K followers, 13.1K engagements

"12. Deckers Outdoor Corporation $DECK - EPS climbed XX% compared to previous quarter whilst revenue climbed XX% YoY as HOKA now represents XX% of the business revenue. - $DECK has zero debt and is buying back shares aggressively ($104 million in the last quarter alone). - HOKA are destroying $NKE at the moment and as an investor I'd much prefer to invest in the high growth company taking market share rather than a once very strong brand. - Compared to $ONON $DECK trades at a bargin though it's definitely more expensive than $NKE"
X Link @MMMTwealth 2024-12-31T12:29Z 60.1K followers, 8124 engagements

"5. Helix Energy Solutions $HLX EV/Sales: 1.0x FY26 Growth Rates: X% $HLX operates in a unique niche in the offshore energy services market giving them nice exposure to the oil and gas market the offshore renewables market and the automation robotics trend given a lot of their vehicles are remotely operated and provide a nice alternative to large drilling rigs. $HLX trades well below many peers like $TDW $VAL and $HP from a revenue and EBITDA point of view. Current EBITDA growth rate estimates are XX% so an EBITDA multiple of 4.9x is extremely attractive based on that"
X Link @MMMTwealth 2025-10-06T12:49Z 60.1K followers, 8564 engagements

"$SEI +15% today👀"
X Link @MMMTwealth 2025-10-13T17:48Z 60.1K followers, 9870 engagements

"$HROW should be trading 2x the levels of today. Management expects to hit $250M by Q4 2027 meaning we can expect $1B in revenue in FY28. EBITDA margins are currently 26%. Analysts expect +40% in FY28 (reduced interest costs higher branded revenue mix etc). If we assume EBITDA margins hit XX% in FY28 then $HROW is incredibly undervalued today at $XX. They could hit $400M in EBITDA in FY28 which means EBITDA will have grown XX% CAGR over X years. That's EXTREMELY good considering NTM EBITDA multiples are 16.5x. Very happy to be buying $HROW at today's levels"
X Link @MMMTwealth 2025-10-09T13:45Z 60.1K followers, 19.1K engagements

"8. UiPath $PATH Revenue Growth: XXX% P/S: 3.8x EBITDA Margin: -XXX% $PATH provides robotic process automation (RPA) software combining AI with automation to streamline enterprise workflows"
X Link @MMMTwealth 2025-08-24T13:37Z 60.1K followers, 2693 engagements

"14. Brinker International $EAT Revenue Growth: XXXX% EV/Sales: 1.5x PEG: 0.40x"
X Link @MMMTwealth 2025-04-06T11:21Z 60K followers, 5675 engagements

"HERE'S MY CURRENT HIGH GROWTH WATCHLIST: X. Joby $JOBY X. Viking Therapeutics $VKTX X. TSS $TSSI X. IonQ $IONQ X. Tempus AI $TEM X. Advanced Micro Devices $AMD X. Circle Internet Group $CRCL X. Redwire $RDW X. UiPath $PATH XX. Accuray Incorporated $ARAY"
X Link @MMMTwealth 2025-09-20T16:56Z 60.1K followers, 57.4K engagements

"$HROW fell X% yesterday on CEO change in ImprimisRx. A friendly reminder: $HROW currently trades at 17.4x NTM EBITDA and is set to grow EBITDA at XXXX% CAGR over the next X years. FWIW the only company in the market that I can find with metrics as good as this is $SEI.which I also own"
X Link @MMMTwealth 2025-10-07T13:15Z 60K followers, 23.6K engagements

"THIS WEEKS GAINS SO FAR IN THE PORTFOLIO 👇 $ONDS +20% $ARBK +14% $BMNR +13% $SPIR +12% $TMDX +12% $ZETA +11% $ABCL +11% $SES +10% $TSLA +9% $BABA +8% $HIMS X% $ASPN +7% How strong do we finish the week"
X Link @MMMTwealth 2025-09-12T09:37Z 60.1K followers, 11.2K engagements

"Here's the levels I want for $JOBY - currently down at $XXXXX (down 10.6%) in the PM post $500M offering of shares yesterday. BULL CASE: - De-risks balance sheet: It gives them far more flexibility without rushing into unfavorable financing. - Strengthens negotiating power: $JOBY doesn't need to rely on expensive debt or unfavorable equity deals now. This gives them leverage. BEAR CASE: - Dilution is obvious. - Revenue window: Revenue still is likely in 2026-2027 looking at current FAA certification hurdles so $JOBY is still a very catalyst driven stock until then. Execution risk remains"
X Link @MMMTwealth 2025-10-08T10:43Z 60.1K followers, 10.8K engagements

"4. Oklo $OKLO Revenue Growth: N/A EPS Growth: XX% PE: NEG $OKLO are targeting $5B in revenue by 2028 backed by 14GW pipeline so the growth potential is massive. It's also recurring since $OKLO sell long-term Power Purchase Agreements (PPAs) over a 10-20 year time frame. The business is very strong but very difficult to value given the current state of the business. I'm personally sitting this one out but huge congrats to $OKLO shareholders this year"
X Link @MMMTwealth 2025-09-23T12:00Z 60.1K followers, 5392 engagements

"10. Solaris Energy Infrastructure $SEI Check out my article where I write about $SEI here 👇"
X Link @MMMTwealth 2025-10-09T16:20Z 60.1K followers, 4764 engagements

"8. Carl Icahn Icahn Capital Management Notable Buys: Nothing Notable Adds: $IEP $CTRI Notable Trims: Nothing Notable Sells: Nothing"
X Link @MMMTwealth 2025-08-16T11:49Z 60.1K followers, 4166 engagements

"Stocks I spoke about the last couple days on my spreadsheet: $FLR $RDW $JOBY $ALB $HROW $ZETA $ARAY $VNET Many more to come today before market open tomorrow"
X Link @MMMTwealth 2025-10-12T14:15Z 60.1K followers, 10.3K engagements

"1. Spire Global $SPIR Industry: Space/Satellite Revenue Growth: -XX% NTM Sales Multiple: 4.3x Commentary: $SPIR operates in space-based data which is a massively growing market. They've been winning contracts from NASA ESA and NOAA and 2026 and 2027 revenue projections look very strong and margin expansion should happen nicely over the next 2-3 since they own the end-to-end stack and are diversifying into broader space services"
X Link @MMMTwealth 2025-09-15T21:57Z 60.1K followers, 10.2K engagements

"First spoke about $GXO on my newsletter here 👇"
X Link @MMMTwealth 2025-10-10T14:30Z 60.1K followers, 3432 engagements

"Can't forget $AMZN trading near 10Y PE low 👇"
X Link @MMMTwealth 2025-10-16T19:22Z 60.1K followers, 3488 engagements

"13. Comfort Systems $FIX Revenue Growth: XXXX% EV/Sales: 1.3x PEG: 0.55x"
X Link @MMMTwealth 2025-04-06T11:21Z 60K followers, 3015 engagements

"Small cap portfolio moving nicely: $ABCL +13.5% on the day $SES +5.7% on the day $ARBK +12.1% on the day Core portfolio also moving nicely: $SVM $ALB $SEI $ZETA $UPST all up 4-5%"
X Link @MMMTwealth 2025-10-01T14:37Z 60.1K followers, 9310 engagements

"JUST IN: President Trump says the US is in a trade war with China. Did people learn their lesson from last Friday"
X Link @MMMTwealth 2025-10-15T20:38Z 60.1K followers, 14.3K engagements

"3. Allegro Microsystems $ALGM EV/Sales: 6.2x Growth Rates: XX% $ALGM operates in an overlooked part of the semiconductor ecosystem which could represent a nice opportunity. That niche is motion control and power management IC's. $ALGM are a big player in the automotive sector but they' also have products that enable energy-efficient power conversion in data centers industrial automation and renewable energy systems making them a nice indirect robotics play in a few high growth markets. EBITDA growth is expected to be XX% CAGR over the next X years meaning a multiple of 27x can be regarded as"
X Link @MMMTwealth 2025-10-06T12:49Z 60.1K followers, 6513 engagements

"HERE'S X NAMES I'M WATCHING (THAT AREN'T CURRENTLY IN MY PORTFOLIO) IF THE MARKETS CONTINUE TO PULL BACK: X. $GXO Indirect robotics/automation play. X. $RDW An undervalued space play. X. $JOBY Leading the eVTOL race. X. $HLX Robotics & offshore energy play. X. $VNET Deep value China data-center operator"
X Link @MMMTwealth 2025-10-11T19:44Z 60.1K followers, 24.2K engagements

"7. DLocal $DLO Expected revenue growth: XX% Expected EBITDA growth: XX% EBITDA multiple: 12.0x Here's the general assumptions I make with $DLO👇 TPV: Grows XX% CAGR (previously grown 40%) to reach $100B TPV by 2030. Take Rate: Previously X% but now consistently 3%. Conservatively let's say it stabilizes at 2.5%. Revenue: $2.5B by 2030. FCF Margin: Guidance gives us XX% FCF margins by 2030 meaning $750M in FCF by 2030. FCF Multiple: A high growth emerging fintech should command at least 15x FCF multiple. This would give a $11.25B valuation (or a $XXXX share price based on current shares"
X Link @MMMTwealth 2025-10-09T16:20Z 60.1K followers, 1989 engagements

"Hopefully last Friday was a learning experience: X. Buy and hold wonderful companies. X. Don't use leverage. X. Understand that a "pullback" is more than X day in the red. A real pullback will come at some point and hopefully people are better prepared next time. $LMND $NU $DLO $TMDX $AMZN $GXO"
X Link @MMMTwealth 2025-10-13T12:36Z 60.1K followers, 8598 engagements

"$SES breaking out +18% yesterday and +7% in PM: My average cost: $XXXX Here's why I bought a couple months ago👇 - Revenue from battery sales is booming. - Bullish on lithium. - Partnerships with Hyundai and Honda. $SES EV/Sales is now 23.5x but it was 5.8x when I bought a couple months ago. Probably not undervalued now but I'm up XXX% now - my 3rd largest win in the swing trade portfolio"
X Link @MMMTwealth 2025-10-07T12:49Z 60.1K followers, 39.8K engagements

"Monday Screener 👇 Estimated Revenue Growth for the next X years: ABOVE XX% Estimated EBITDA Growth for the next X years: ABOVE XX% Results: X. Alignment Healthcare $ALHC X. Solaris Energy Infrastructure $SEI (portfolio) X. Reddit $RDDT X. Palantir $PLTR X. Sezzle $SEZL @theTIKR"
X Link @MMMTwealth 2025-09-22T18:58Z 60.1K followers, 11K engagements

"Robotics is ultimately the next multi-trillion dollar industry. Here's X underrated robotics plays in the niches 👇🧵 X. Teradyne $TER EV/Sales: 7.1x FY26 growth estimates: XXXX% TERs main legacy business is automatic test equipment (ATE) and industrial automation solutions. They originally built their business by supplying semiconductor test systems to chipmakers but theyve managed to strategically diversify their business into robotics and industrial automation over the last decade meaning theyre now extremely well positioned to benefit from: X. The ongoing semiconductor cycle. X. The"
X Link @MMMTwealth 2025-10-06T12:49Z 60.1K followers, 66.2K engagements

"And in other news. $ARBK becomes the second XXX% in my swing trade portfolio since I made it public. $ONDS was the first one. $ARBK +44% today. $ONDS +14% today. Congrats to those who joined. $XX a month"
X Link @MMMTwealth 2025-10-06T13:54Z 60.1K followers, 4958 engagements

"SMALL CAP/SWING TRADE PORTFOLIO TODAY: $ARBK +25% $SPIR +4% $RKT -X% $SES +15% $ROOT -X% $ABCL +3% $CLPT +12% $ONDS +5% $BMNR +2%"
X Link @MMMTwealth 2025-10-03T17:30Z 60.1K followers, 6132 engagements

"Top XX robotics names to follow: X. Teradyne $TER: Growing XX% for a 8.6x sales multiple. Designs automation and testing equipment. X. Tesla $TSLA: Of course. X. Amazon $AMZN: Of course. The whole logistics part of the business is being completely automated. X. Symbiotic $SYM: Warehouse automation set to grow XX% CGAR for X years trading at just 2x NTM sales. X. Allegro Microsystems $ALGM: Fabless semiconductor company in the automation/robotics niche. X. Globus Medical $GMED: Trades at just 2.4x NTM sales $GMED are a medical device company focusing on musculoskeletal disorders. X. GXO"
X Link @MMMTwealth 2025-09-28T12:40Z 60.1K followers, 73.8K engagements

"SOME SURPRISING PEG RATIOS 👇 Undervalued: X. $NVDA: 0.67x X. $SOFI: 0.59x X. $TMDX: 0.39x Overvalued: X. $HOOD: 6.6x X. $HIMS: 3.4x X. $AAPL: 3.3x Don't personally own $HOOD or $AAPL but I do own $HIMS. Have not added in the last couple months as think we need a little pullback. A PEG of 3.4x solidifies that opinion"
X Link @MMMTwealth 2025-10-06T20:30Z 60.1K followers, 25.3K 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"
X Link @MMMTwealth 2025-07-07T16:56Z 60K followers, 10.4K engagements

"Do you understand how incredible the $ASML technology is I bet you don't. Have a read of this thread👇"
X Link @MMMTwealth 2025-02-01T12:57Z 60.1K followers, 1.5M engagements

"8. NuBank $NU Expected revenue growth: XX% Net income growth: XX% PE multiple: 20.4x $NU is one of my largest positions because I think the ultimate TAM is absolutely huge and the valuation is still very attractive. In Mexico and Colombia it's a slow grower but credit card penetration is less than XX% which shows the potential ahead"
X Link @MMMTwealth 2025-10-09T16:20Z 60.1K followers, 3318 engagements

"$RDW are set to grow revenues XX% over the next XX months yet they trade for just 2.33x NTM sales. To be honest I think a lot of the negativity around Q2 has been priced into the stock. I think a lot of investors wrote $RDW off and for partly some good reasons: X. Share dilution was pretty substantial following the Edge Autonomy deal. X. Balance sheet risk is pretty large too with $185M in debts. X. Revenue growth is lumpy. X. It remains a very speculative company. It makes sense to wait to see how $RDW integrate Edge Autonomy deal but it's definitely one to keep an eye on at these prices. No"
X Link @MMMTwealth 2025-09-23T17:00Z 60.1K followers, 16.4K engagements

"I run a Google Spreadsheet for my paid subs. One of the tabs is a Investing Universe tab with +200 stocks ranked by valuation revenue growth EBITDA growth and EPS growth in these high growth sectors. Just $XX a month👇"
X Link @MMMTwealth 2025-10-12T12:49Z 60.1K followers, 4275 engagements

"4. GXO Logistics $GXO EV/Sales: 0.9x Growth Rates: XX% $GXO have established themselves as one of the world's largest pure play contract logistics companies designing complex supply chain solutions for multinational customers. Their differentiation currently lies in their ability to integrate automation at scale helping clients reduce costs and increase throughput. I'd put $GXO in the same realm as $UPS in terms of valuation but with slightly higher growth potential. Also a very nice company to own during a period of macro uncertainty"
X Link @MMMTwealth 2025-10-06T12:49Z 60.1K followers, 9367 engagements

"Basically the same thing happened today with $FSLR. I told subscribers at $XXX that $FSLR had XXX% potential. Here we are at $XXX and Citi puts out a $XXX PT. Where were they when $FSLR was trading at $130"
X Link @MMMTwealth 2025-10-15T20:00Z 60.1K followers, 11.7K engagements

"HERE'S HOW I'D PLAY THE FED RATE CUTS OVER THE NEXT 1-2 YEARS: SMALL CAPS: Generally perform well in a lower rate environment since they're more leveraged domestic and sensitive to cheaper capital. $SPIR $ROOT $ABCL $DLO $SES $HROW $SEZL $ARAY $TMDX FINTECHS: Digital banks have high operating leverage and high growth models. When the cost of capital drops the entire flywheel accelerates faster. $SOFI $HOOD $UPST REAL ESTATE: Real estate booms are tied exactly to cheaper borrowing and development financing. $OPEN $EQIX $DLR CRYPTO: Crypto has generally thrived in a lower rate environment."
X Link @MMMTwealth 2025-09-21T13:45Z 60.1K followers, 29.6K engagements

"Heres @AskFinvest summary of $HIMS currently. Pretty accurate Id say"
X Link @MMMTwealth 2025-10-06T19:29Z 60.1K followers, 7148 engagements

"While politics may ebb and flow the structural growth drivers behind these trends isn't slowing: Robotics $TSLA $AMZN $SYM $HLX $GXO $NVDA $TER $ALGM Space $RKLB $RDW $LUNR $MDA $ASTS Data Centers $VNET $CRWV $SPIR $IRDM $NBIS $APLD AI Applications $LMND $UPST $ZETA $ROOT $OSCR $TEM"
X Link @MMMTwealth 2025-10-12T12:49Z 60.1K followers, 23.3K engagements

"5. NRG Energy $NRG Revenue Growth: XXX% EPS Growth: XX% PE: 21.8x $NRG is a larger established US energy company with a diversified portfolio of fossil fuels and renewables. This is their weakness relative to the likes of $OKLO and other peers. However $NRG trade at a much lower multiple at approximately half the EBITDA multiple of $CEG for example"
X Link @MMMTwealth 2025-09-23T12:00Z 60.1K followers, 5241 engagements

"$LMND add $META VP of AI products Prashant Ratanchandani to their Board of Directors. "I have great admiration for how Daniel Schreiber Shai Wininger and the team have combined AI transparency and purpose to reimagine insurance for the modern age. Incredibly grateful for the opportunity to learn from and contribute to such an inspiring company and mission." Very promising signs when you add talent from arguably the leading tech company in the world"
X Link @MMMTwealth 2025-10-15T19:16Z 60.1K followers, 9638 engagements

"BREAKING 🚨 $SES AI signed a term sheet with Hisun New Energy Materials to form JV joint venture for commercial electrolyte supply. This is XX% owned by $SES. I knew $SES would be a winner but this has been insane. +17% pre market"
X Link @MMMTwealth 2025-10-14T13:09Z 60.1K followers, 40.2K engagements

"Have you checked out my post on these X energy winners $SEI $CEG $ORA I currently own $CEG but out of these X $SEI has the most upside imo at current valuations"
X Link @MMMTwealth 2025-09-19T16:05Z 60K followers, 4437 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"
X Link @MMMTwealth 2025-07-07T16:56Z 60K followers, 8938 engagements

"5. Regeneron Pharmaceuticals $REGN Revenue Growth: XXX% P/E: 14.5x There's a lot of value in healthcare at the moment and I think $REGN is no exception. On a non-GAAP basis the PE is 12.5x which gives $REGN a XX% discount to the sector average and XX% below $REGN X year average. I think at today's price a lot of the risks for $REGN (EYLEA) are priced in. Not currently an owner"
X Link @MMMTwealth 2025-09-24T12:49Z 60K followers, 4569 engagements

"10. Chuck Akre Mastercard $MA Moodys $MCO KKR $KKR American Tower Corp $AMT Oreilly Automotive $ORLY"
X Link @MMMTwealth 2025-01-24T16:08Z 60.1K followers, 4331 engagements

"2. Constellation Energy Corp $CEG Revenue Growth: XXX% EPS Growth: XXX% PE: 33x $CEG is the other stock in this list that I currently own. I'm up XX% on the investment so far. $CEG are the largest player in the game currently with a 20-year contract from $META and recent acquisitions of Calpine expanding and diversifying their portfolio even more. Relative to peers they trade at a higher PE but given their leading position in the market net income growth and FCF growth I can currently justify the multiple"
X Link @MMMTwealth 2025-09-23T12:00Z 60.1K followers, 3581 engagements

"$VZ could be a nice defensive play at 8.4x EPS"
X Link @MMMTwealth 2025-10-08T11:52Z 60.1K followers, 3714 engagements

"Over the next decade these XX themes will matter the most: 🧵 Here's the fastest growing themes & a basket of stocks to research in each. X. Space Economy Forecasts: Bullish forecasts suggest XXX% CAGR from 2025-2030 with a market size above $1T by then. Stocks: $SPIR $RKLB $ASTS $BKSY $PL My favorite: $SPIR - A space data analytics satellite hybrid trading for just 4.6x NTM sales"
X Link @MMMTwealth 2025-09-20T12:49Z 60.1K followers, 102.8K engagements

"6. PayPal $PYPL I wrote about $PYPL here yesterday:"
X Link @MMMTwealth 2025-10-09T16:20Z 60.1K followers, 2599 engagements

"4. Upstart $UPST Expected revenue growth: XX% Expected EBITDA growth: XX% EBITDA multiple: 23.6x I think $UPST's multiple to growth ratio is very attractive especially given that they're likely to benefit massively from rate cuts over the next cycle. $UPST also dipped last week but institutional ownership increased which is a nice sign"
X Link @MMMTwealth 2025-10-09T16:20Z 60.1K followers, 3013 engagements

"Current small caps I own: $SPIR Space based data & imaging $ASPN Aerogel technology driving energy efficiency $SVM Undervalued silver miner $DLO Powering cross border payments in EM's $OSCR Tech enabled health insurance $SES Next gen solid state batteries $ROOT AI driven auto insurance $ONDS Wireless & drone technology $ABCL Accelerating antibody discovery"
X Link @MMMTwealth 2025-08-24T15:30Z 60K followers, 28.9K engagements

"$PGR over the last year: -X% $LMND over the last year: +232% Automation wins"
X Link @MMMTwealth 2025-09-21T16:56Z 60K followers, 7940 engagements

"Notice which stocks held up in today's market: $TMDX $SVM $BABA $RKT (all in the portfolio) $GXO $ASTH $NEM $ENS $LNTH (watchlist) Very important to balance growth with value now"
X Link @MMMTwealth 2025-10-16T19:21Z 60.1K followers, 5911 engagements

"$ALB was one of the best risk to reward opportunities in the market at $XX. Probably still is a great opportunity even today. Lithium demand isn't slowing and supply isn't catching. We're already nearly XX% on it"
X Link @MMMTwealth 2025-10-14T07:36Z 60.1K followers, 8244 engagements

"$OSCR BRIEFLY TOUCHED $XX THEN PULLED BACK. Up X% AH now after Trump said hed make a deal on ACA subsidies. P.s. $OSCR still trades below 1x NTM sales"
X Link @MMMTwealth 2025-10-06T21:52Z 60.1K followers, 16.5K engagements

"1. $SEZL X. $JOBY X. $RDW X. $TEM All of these have big potential"
X Link @MMMTwealth 2025-10-03T06:20Z 60K followers, 6518 engagements

"10 companies with huge moats👇 Nvida $NVDA Amazon $AMZN Palantir $PLTR TransMedics $TMDX NuBank $NU Meta $META Tesla $TSLA Taiwan Semiconductor Manufacturing $TSM Shopify $SHOP MercadoLibre $MELI What else🧐"
X Link @MMMTwealth 2024-08-17T17:44Z 60.1K followers, 80.8K engagements

"Some themes to be bullish on for the next 3-5 years👇 AI Applications $LMND $ZETA EPC $FLR $PWR LiDAR $OUST $LIDR eVTOL $JOBY $ACHR Warehouse Automation $GXO $SYM Check out the recent article 👇"
X Link @MMMTwealth 2025-10-16T21:08Z 60.1K followers, 9570 engagements

"Chuck Akre - Mastercard $MA - Moody's $MCO - KKR & Co $KKR - American Tower Corp $AMT - Oreilly Automotive $ORLY - Brookfield Corp $BN - Visa $V - Roper Technologies $ROP - Costar Group $CSGP - Danaher Corporation $DHR - Aribnb $ABNB - CCC Intelligent Solutions $CCCS - Carmax $KMX - Goosehead $GSHD"
X Link @MMMTwealth 2025-01-02T14:09Z 60.1K followers, 6504 engagements

"The X best robotics plays when you look at revenue growth relative to valuation are: X. Accuray $ARAY X. Synopsys $SNPS X. Teradyne $TER X. Allegro Microsystems $ALGM $ARAY 👇"
X Link @MMMTwealth 2025-09-15T15:48Z 60.1K followers, 44.7K engagements

"HERES SOME STOCKS WITH STRONG WALL ST BACKING 👇 $NTES $HWM $GOOGL $TSM $PODD $SNPS $AXON $MSFT"
X Link @MMMTwealth 2025-09-03T05:00Z 60.1K followers, 5360 engagements

"This isn't a "pullback" if you think long term. This is ONE big red day amongst a very prolonged bull run. Personally didn't buy anything last week and likely won't buy anything Monday. If we see some more significant downside next week then I may be aggressive in the latter half of the week. Some zones I think are nice: $LMND: $XX $HIMS: $XX $TMDX: $XX $OSCR: $XX $ZETA: $XX $HROW: $XX $JOBY: $15"
X Link @MMMTwealth 2025-10-11T12:49Z 60.1K followers, 21.4K engagements

"Here's some small caps I'm interested in: X. Spire Global $SPIR X. SES AI $SES X. Root $ROOT X. Lemonade $LMND X. AbCellera Biologics $ABCL X. TransMedics $TMDX X. Tidewater $TDW X. Zeta Global Holdings $ZETA X. DLocal $DLO XX. Lantheus Holdings $LNTH"
X Link @MMMTwealth 2025-08-11T15:27Z 60.1K followers, 51.4K engagements

"$ASTS $VZ PARTNER TO SUPPORT SPACE BASED CEULLULAR BROADBAND ACROSS THE US"
X Link @MMMTwealth 2025-10-08T11:52Z 60K followers, 3544 engagements

"Ever seen a stock up XXXXX% pre market $OCTO"
X Link @MMMTwealth 2025-09-08T13:15Z 60K followers, 59.3K engagements

"An update. $ARBK +114%"
X Link @MMMTwealth 2025-10-06T13:58Z 60.1K followers, 2924 engagements

"Here's some of my favorite drone stocks: X. Textron $TXT: Develops unmanned aircraft systems for military use and trades for less than 1x NTM sales. X. Draganfly $DPRO: Commercial drone company growing revenues at XXX% over the next XX months. X. ZenaTech $ZENA: Building enterprise software hardware and drone systems running as a Drone-as-a-Service for 7x NTM sales. X. Ondas $ONDS: Split into Ondas Networks and Ondas Autonomous Systems they're growing revenues at 150%. X. KULR Technology Group $KULR: KULR are branching into the drone space through battery systems. Very attractively valued at"
X Link @MMMTwealth 2025-09-30T13:25Z 60.1K followers, 28.9K engagements

"8. CleanSpark $CLSK Revenue growth: XXXXX% Net income margin: XXXXX% EV/Sales: 3.3x"
X Link @MMMTwealth 2025-02-18T19:10Z 60K followers, 8113 engagements

"$SES +17% today"
X Link @MMMTwealth 2025-10-15T15:04Z 60.1K followers, 10.5K engagements

"4. Lyft $LYFT Revenue Growth: XXXX% P/E: 17.7x I have had $LYFT on my watchlist for a long time but never pulled the trigger which is frustrating given their XX% move over the last month post Waymo partnership. I think there's value in $LYFT but the issue I have is that they are massively in second place and not close to $UBER. I own $UBER instead which I am now up XX% on and I trust them to be better positioned for the autonomous future than $LYFT. If you see $LYFT being better positioned for the next few years than I do then I think $LYFT has great value today"
X Link @MMMTwealth 2025-09-24T12:49Z 60K followers, 4679 engagements

"TRUMP SET TO SPEND $1T ON US MILITARY BY 2026. Here's where to look: Drones $DPRO $TXT $ZENA $JOBY $ACHR $RCAT $OUST $KULR $AVAV $KTOS Cyber & AI $PLTR $CACI $BAH Defense $LMT $RTX $NOC Space & Satellite $NOC $BA $LHX $SPIR Naval $HII $GD"
X Link @MMMTwealth 2025-09-30T14:30Z 60.1K followers, 244.9K engagements

"3. Lemonade $LMND Expected revenue growth: XX% Sales multiple: 4.2x $LMND are one of the few fully autonomous companies in my opinion and they're doing it in a difficult industry (insurance) but one where the rewards are absolutely huge. I think people are underestimating the amount of revenue growth likely to happen over the next 2-3 years now reinsurance is down. When car starts to become what management believe it can be the potential for $LMND is huge"
X Link @MMMTwealth 2025-10-09T16:20Z 60.1K followers, 4847 engagements

"HERE'S WHY I HAVE NO NEED TO PANIC SELL MY TOP POSITIONS: X. $LMND - My PT is $200+ and my average cost is $XX. They're the only AI company disrupting insurance across multiple verticals. X. $DLO: My PT is +$50 based on conservative metrics like XX% CAGR in TPV X% take rate XX% FCF margin and 20x FCF multiple. X. $HIMS: Building the $NFLX of healthcare currently at the XXX MA strong Q3 incoming and $200PT at minimum. X. $TMDX: By far the strongest moat in the transplant market trading well below medtechs. Long term with liver kidney heart lungs and European expansion the TAM is huge. X. $NU:"
X Link @MMMTwealth 2025-10-04T17:15Z 60.1K followers, 71.7K engagements

"Just putting this here evidencing when I opened $ARBK less than X months ago"
X Link @MMMTwealth 2025-10-06T14:16Z 60.1K followers, 6960 engagements

"JUST IN: $JOBY plans to raise $500M through a public stock offering with underwriters granted an option for another $75M. Stock down X% AH. My price to buy is $15"
X Link @MMMTwealth 2025-10-07T21:47Z 60.1K followers, 10.4K engagements

"Some nice levels I'm currently seeing: X. $HROW: Very cheap today. X. $AEHR: At $XX would be nice. Currently still quite expensive I think. X. $RDW: Diving into this more at the moment but think $RDW could be a nice opportunity. X. $FOUR: Very cheap today"
X Link @MMMTwealth 2025-10-09T12:49Z 60.1K followers, 28.4K engagements

"$APP remains the best pick as per @AskFinvest followed by $NTES $TOL and $NVDA 🧐"
X Link @MMMTwealth 2025-09-09T20:25Z 60.1K followers, 6076 engagements

"7. Accuray Incorporated $ARAY Industry: HealthTech Revenue Growth: XXX% NTM Sales Multiple: 0.6x Commentary: $ARAY is another one where the upside is huge but the downside risk is pretty large too as with many small caps. It's one of those with huge potential but little execution so far with revenue growth staying between X and X% per annum for the last few years and expectations for the next X days don't look much better. However the valuation is extremely cheap relative to med techs so if we start to see some reversals in the business internationally over the next year then $ARAY is one to"
X Link @MMMTwealth 2025-09-15T21:57Z 60.1K followers, 8445 engagements

"$PATH GAPS UP XX% AT THE OPEN. Valuation to me isn't that attractive but the business model is extremely attractive and with execution this is a brilliant business to own. Disclosure: I opened a position last week in $PATH"
X Link @MMMTwealth 2025-10-06T13:44Z 60.1K followers, 9900 engagements

"A recent buy and a recent addition to the watchlist: BUY: Duratec Limited $DUR An Australian listed micro-cap that has consistently grown revenues since 2010 boasts a XX% ROIC and has guidance EBITDA growth of 60%. The company provides maintenance services to owners of large assets (bridges pipelines ports plants buildings etc). They operate across a huge range of industries with the defense sector being their largest mainly because of the Australian Department of Defense DoD). They've got a huge competitive advantage in Australia: - Limited cyclicality - MEnD Consulting subsidiary (very"
X Link @MMMTwealth 2024-04-11T11:00Z 60.1K followers, 2323 engagements

"@BourbonCap $LMND by far. $DLO also has to be up there"
X Link @MMMTwealth 2025-10-14T18:23Z 60.1K followers, 8586 engagements

"I'm becoming increasingly bullish on $GXO. It first came up in my Investing Universe tab (for paid subs) as one of the most undervalued robotics plays in the market. We basically have an indirect play on robotics/automation trading for 0.85x NTM sales for an estimated growth rate of 12.5%. Warehouse automation is a huge opportunity for robotics and likely one of the first areas where robotics completely takes over. More to come on $GXO"
X Link @MMMTwealth 2025-10-10T14:30Z 60.1K followers, 6794 engagements

"SMALL CAP STOCK OWNERSHIP IS AT A RECORD LOW. This is the best time to own/research small caps. Here's the top XX small caps in the most exciting niches 🧵👇"
X Link @MMMTwealth 2025-09-15T21:57Z 60.1K followers, 84.5K engagements

"Here's some lesser known stocks that are: X. Growing revenue ABOVE XX% CAGR for the next X years. X. Growing EBITDA ABOVE XX% CAGR for the next X years. $SITM $SYM $ALHC $SEI $GLBE $FIP $DLO Worthy of deeper looks"
X Link @MMMTwealth 2025-10-16T13:50Z 60.1K followers, 5582 engagements

"JUST IN: $BABA reportedly is setting up an in-house robot AI team as per QWEN executive. Just more evidence that $BABA is not a Chinese e-commerce company. They're an international leading tech conglomerate spanning AI Cloud robotics logistics automation and enterprise software that trades at 15.3x EBITDA and 22x PE. For reference (also undervalued) $AMZN trades at 32x"
X Link @MMMTwealth 2025-10-08T10:28Z 60.1K followers, 13.6K engagements

"5 small caps worth your attention (that you may not know): X. Spire Global $SPIR X. SES AI $SES X. Electrovaya $ELVA X. Silvercorp Metals $SVM X. QuantumScape $QS"
X Link @MMMTwealth 2025-07-29T11:12Z 60.1K followers, 8272 engagements

"$SES is now XX% on the day. Personally up XX% in a matter of weeks now with $SES. Did anyone join me"
X Link @MMMTwealth 2025-09-22T16:03Z 60.1K followers, 17K engagements

"9. Teledyne $TDY Revenue Growth: XXX% P/S: 4.2x EBITDA Margin: XXXX% $TDY brings robotics and sensing together giving autonomous systems the vision and intelligence they need in defense space and industrial settings"
X Link @MMMTwealth 2025-08-24T13:37Z 60.1K followers, 1363 engagements

"It's amusing that retail investors like myself can pound the table on stocks like $DLO for months. I've shown you the math many times as to why $DLO is incredibly undervalued and put a PT of $XX out there by 2030. Yet as soon as Goldman increase their PT by a few % points everyone then jumps aboard $DLO. Not surprised or anything. It's just amusing. One day independent research will move markets. That would be cool. Until then we keep working"
X Link @MMMTwealth 2025-10-14T18:22Z 60.1K followers, 54.9K engagements

"Long term $HIMS is still a great company own. I have little doubt about that. Shorter term $HIMS is overvalued. When you've got a company trading at 36x NTM EBITDA and growing EBITDA at XX% over the next X years I think it's due a pullback. That's why I trimmed XX% of my $HIMS position over the last 6-8 weeks. I'll add when $HIMS trades 25x EBITDA around a nice technical level in the $XX range"
X Link @MMMTwealth 2025-10-06T15:14Z 60K followers, 9679 engagements

"2. Root $ROOT Industry: InsureTech Revenue Growth: XX% NTM Sales Multiple: 0.9x Commentary: I bought $ROOT fairly recently as part of my swing trade portfolio as the technicals and fundamentals lined up pretty perfectly. Currently they're trading 7.5x 2027 EBITDA with a CAGR around XX% EBITDA for the next 2-3 years being likely. That's too undervalued"
X Link @MMMTwealth 2025-09-15T21:57Z 60.1K followers, 11.3K engagements

"High growth plays: $LMND $PATH $ROOT $OSCR $JOBY $DLO $NU $TMDX $HIMS Value plays: $PYPL $UNH $AMZN Other: $ALB $SES $CEG I'd quite happily just have this portfolio today"
X Link @MMMTwealth 2025-10-14T12:36Z 60.1K followers, 17.4K engagements