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@MMMTwealth "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 53.4K followers, 34.3K engagements

"2. Huge TAM The MarTech industry is set to reach $1.4T by 2030 growing XX% annually. Crucially XX% of that spend is tied to AI + automation which is where $ZETA operates. Even if $ZETA grows in line with the wider market they'll crush analyst estimates. Today $ZETA holds XXX% market share but capturing even X% of this market would be worth billions"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-26 12:49:07 UTC 53.4K followers, 2942 engagements

"$TEM - sitting at 100MA at a year long support/resistance zone. Rapidly approaching EBITDA profitability whilst growing revenues at 75.4%. Your bear argument is what👇"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-16 14:30:38 UTC 53.4K followers, 5670 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 53.4K followers, 1351 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 53.4K followers, 75K engagements

"$PLTR is now a larger company than $HD despite making $14.67B less in net income"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 15:40:15 UTC 53.3K followers, 5437 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 53.4K followers, 4016 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 53.4K followers, 923.7K 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 53.4K followers, 28.7K engagements

"8. Analysts see $ZETA hitting $2B rev by 2028 (18.8% CAGR)below MarTechs XX% CAGR. A bullish view at XX% CAGR = $2.3B rev. With SaaS-like leverage 25%+ EBITDA margins could mean $500575M EBITDA by 2028. If we have an EBITDA multiple 1.8x the EBITDA growth rates you're looking at a valuation $25B in the next X years which is 6.8x from today"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-26 12:49:09 UTC 53.4K followers, 4802 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 53.3K 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 53.3K followers, 6748 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 53.4K followers, 8694 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 53.4K followers, 87.1K engagements

"$ZETA at $XX (ATH) would be a XXX% move from today which isn't unreasonable at all. Analysts give $404M in EBITDA by FY27 ( $ZETA have consistently beaten ) $XX would be a $8.95B market cap. So $404M in EBITDA would mean they'd trade at 22x EBITDA which isn't unreasonable at all considering EBITDA growing would be 27%. May not be 2027 but there's a pretty solid path to $XX over the next X years"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-24 16:56:02 UTC 53.4K followers, 19.9K 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 53.3K followers, 36.2K engagements

"$ZETA deep dive dropping soon. Subscribe here 👇"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-24 18:01:01 UTC 53.4K followers, 3324 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 53.4K 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 53.3K followers, 5113 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 53.3K 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 53.3K followers, 6746 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 53.4K followers, 79.7K 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 53.4K followers, 8896 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 53.4K followers, 10.8K 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 53.4K followers, 20.6K engagements

"$HIMS falls to $XX after lawmakers push FDA to target compounded fake GLP-1 drugs"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-25 16:14:43 UTC 53.4K followers, 4272 engagements

"1. What does $ZETA do $ZETA isnt just another AdTech player its a SaaS-powered marketing cloud built on AI + big data. Its platform helps brands personalize campaigns predict customer behavior & drive retention. Think Salesforce Marketing Cloud but with a data-driven moat"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-26 12:49:06 UTC 53.4K followers, 3572 engagements

"3. EBITDA Growth What makes $ZETA exciting Operating leverage. As revenue grows EBITDA grows even faster+45.7% +40.4% +49.2% YoY (2021-24). Core costs barely rise with scale so more revenue flows straight to the bottom line. This is classic high-quality SaaS yet it trades far below peers at just 13.8x EBITDA"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-26 12:49:07 UTC 53.4K followers, 2635 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 53.4K followers, 73K engagements

"1/ $LMND reduced the amount they will cede to reinsurance companies from XX% to 20%. That's a massive shift and it's come way earlier than many expected. Essentially this means the $1B in IFP they have they'll be counting an additional $300M as revenue meaning $1B in revenue by FY2026 is entirely possible"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-02 13:30:55 UTC 53.3K followers, 1488 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 53.4K followers, 5582 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 53.3K followers, 3600 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 53.4K followers, 80.9K engagements

"$PYPL now have a XXXX% FCF Yield and trade at 11.4x P/FCF. Theres not many companies that come close to these metrics. Heres XX that do though: X. PDD Holdings $PDD X. The Cigna Group $CI X. The Travellers Companies $TRV X. Arch Capital Group $ACGL X. Baidu $BIDU X. Kinsale Capital $KNSL X. Invesco $$IVZ X. Etsy $ETSY X. Lyft $LYFT XX. Warner Bros Discovery $WBD"
@MMMTwealth Avatar @MMMTwealth on X 2025-02-05 09:38:44 UTC 53.3K followers, 11.9K 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 53.3K 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 53.3K followers, 19.7K 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 53.3K followers, 9474 engagements

"The most undervalued stock in the entire US market is what"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-21 19:57:12 UTC 53.3K followers, 22.6K 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 53.3K followers, 8415 engagements

"5. Upselling $ZETA is deepening wallet share with enterprise clients. Scaled customers avg $467K/yr while Super Scaled exceed $1.3M/yrand upselling is far more profitable than landing new clients (no CAC). Even XX% ARPU growth/yr unlocks huge revenue potential without adding customers. By expanding ZMP into CTV streaming retail media & commerce ZETA boosts revenue per client while driving stickiness & higher switching costs as enterprises consolidate more of their MarTech stack"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-26 12:49:08 UTC 53.4K followers, 2204 engagements

"Here's an updated look at some quality stocks with a PEG below 1.0x👇 Cheapest to most expensive: X. First Solar $FLSR 0.21x X. Micron Technology $MU 0.31x X. Enphase Energy $ENPH 0.40x X. Toast $TOST 0.46x X. Advanced Micro Devices $AMD 0.50x X. Uber Technologies $UBER 0.64x X. Shift4Payments $FOUR 0.65x X. SentinelOne $S 0.68x X. Nvidia $NVDA 0.75x XX. AppLovin $APP 0.92x"
@MMMTwealth Avatar @MMMTwealth on X 2025-03-05 14:21:22 UTC 53.3K followers, 12.5K 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 53.4K followers, 95.1K engagements

"In a week of 🔴in the markets here were some of the biggest gainers + % gains this week: 1) Paramount Global $PARA -📈13.1% 2) CleanSpark $SLSK - 📈12.9% 3) Iridium Communications $IRDM - 📈11.2% 4) UGI Corp $UGI -📈8.9% 5) BancFirst Corp $BANF - 📈6.5% 6) Kinross Gold $KGC - 📈6.5% 7) Petroleo Brasileiro SA Petrobas $PBR - 📈4.5% 8) Mondi $MONDY - 📈4.1% 9) American Express $AXP - 📈4.0% 10) Cohen & Steers $CNS - 📈3.3%"
@MMMTwealth Avatar @MMMTwealth on X 2024-04-20 07:32:12 UTC 53.4K followers, 1894 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 53.3K followers, 8397 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 53.4K 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 53.3K followers, 20.2K 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 53.4K followers, 87K engagements

"$122k $BTC $XX $SOFI $XXX $PLTR $XX $LMND $XX $OSCR $XXX $GOOGL Perfect mix of highs and still opportunities"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-14 06:54:46 UTC 53.3K followers, 14.9K engagements

"Look for companies where EBITDA growth is outpacing revenue growth. Those are the companies with incredibly good unit economics: X. Zeta Global Holdings $ZETA X. Lemonade $LMND X. Hims & Hers $HIMS X. NuBank $NU These are four of the most obvious ones"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-25 11:04:18 UTC 53.4K followers, 24K 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 53.4K followers, 23.9K engagements

"2/ Here's the math on that 👇 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"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-02 13:30:56 UTC 53.3K followers, 1079 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 53.3K 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 53.4K followers, 7545 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 53.3K 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 53.3K followers, 25.1K engagements

"Invest in dominance. Historic examples: X. $NVDA became the backbone of AI revolution. X. $AMZN took over cloud e-commerce and digital ads. X. $PLTR became the AI control layer. Future examples: X. $LMND will automate the insurance stack. X. $NU will be the fintech for the next XXX million people in LatAm. X. $HIMS will become the front door to digital health"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-08 11:49:17 UTC 53.3K followers, 22.8K 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 53.3K followers, 203.7K engagements

"7. Valuation Broader SaaS comps: $SNOW $MDB $NOW $SHOP $NET. These arent MarTech but share ZETAs operating leverage & platform flywheel. On EBITDA growth/EBITDA multiple ZETA scores 3.93x vs SNOW (0.74x) MDB (2.53x) NOW (0.82x) SHOP (0.79x) NET (0.27x). Even with a XX% pure SaaS discount ZETA should trade 29x EBITDA2x todays valuation just on multiple expansion"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-26 12:49:09 UTC 53.4K followers, 4494 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 53.3K followers, 11.4K 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 53.3K followers, 11K engagements

"Let's touch in with what the superinvestors are holding right now in 2025👇 X. Mohnish Pabrai - Alpha Metallurgical Resources $AMR - Consol Energy $CEIX - Warrior Met Coal $HCC - Arch Resources $ARCH - Danaos Corporation $DAC"
@MMMTwealth Avatar @MMMTwealth on X 2025-01-02 14:09:40 UTC 53.3K followers, 69.6K 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 53.4K followers, 209.7K 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 53.3K followers, 7425 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 53.3K followers, 7828 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 53.3K followers, 8013 engagements

"$PLTR at 88x NTM sales gets hit with a PT target of $XXX. $OSCR at 0.3x NTM sales gets hit with a PT target of $X. Yes I get $PLTR is a better company. But cmon"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-25 12:06:00 UTC 53.4K followers, 56.4K 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 53.4K followers, 66.7K engagements

"3 portfolios with X different risk appetites. What's your pick Portfolio A: Risk level - LOW 1) Total stock market index fund $VTI 2) Vanguard XXX Index Fund $VFINX Portfolio B: Risk level - MEDIUM 1) Amazon $AMZN 2) Apple $AAPL 3) Microsoft $MSFT 4) Exxon Mobil Corp $XOM Portfolio C: Risk level - HIGH 1) Bitcoin $BTC 2) SoFi $SOFI 3) Alibaba $BABA 4) Palantir $PLTR"
@MMMTwealth Avatar @MMMTwealth on X 2024-04-12 12:02:20 UTC 53.3K followers, 2494 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 53.4K followers, 7143 engagements

"Here's an updated PEG of some of my favorite high growth names 👇 X. First Solar $FSLR 0.22x X. Micron Technology $MU 0.30x X. Enphase Energy $ENPH 0.42x X. Toast $TOST 0.44x X. Advanced Micro Devices $AMD 0.48x X. Marvell Technology $MRVL 0.50x X. Shift4Payments $FOUR 0.63x X. SentinelOne $S 0.64x X. AppLovin $APP 0.70x XX. Nvidia $NVDA 0.74x XX. Duolingo $DUOL 1.05x XX. Celsius Holdings $CELH 1.15x XX. Astera Labs $ALAB 1.26x XX. The Trade Desk $TTD 1.31x XX. ServiceNow $NOW 1.51x Disclosure: I only own X of these stocks"
@MMMTwealth Avatar @MMMTwealth on X 2025-03-11 16:11:15 UTC 53.3K followers, 10K 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 53.4K followers, 71.1K 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 53.3K followers, 101.7K engagements

"$ZETA is growing EBITDA at XX% yet trades for just 13x EBITDA. No peers trade anywhere near this low. My model gives a 3x opportunity over the next X years. Check out my deep dive here 👇"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-25 16:10:26 UTC 53.4K followers, 5151 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 53.3K followers, 6728 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 53.3K followers, 85.3K 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 53.3K 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 53.4K followers, 238.5K engagements

"4. Agentic AI $ZETAs vision goes beyond AI-assisted marketing toward agentic marketingAI that autonomously plans builds & optimizes campaigns with minimal human input. Like $PLTR became the AI OS for enterprise data ZETA aims to be the AI operating system for marketing deeply integrating CRM CDP ads & messaging. High switching costs huge efficiency gains"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-26 12:49:08 UTC 53.4K followers, 2298 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 53.3K followers, 18.6K engagements

"$ZETA has SaaS like growth characteristics but trades nothing like a successful SaaS company. Here's why I think $ZETA has huge upside from today 🧵👇"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-26 12:49:06 UTC 53.4K followers, 82.3K engagements

"6. Valuation Direct peers: $ADBE $CRM $ORCL $HUBS $BRZE. Yet $ZETA trades at just 2.8x sales for XXXX% growth while the next cheapest is $BRZE at 3.7x sales for XXXX% growthbut $BRZE is far less profitable. $ADBE & $CRM get similar EBITDA multiples despite XXX% & XXXX% EBITDA growth while ZETA is growing EBITDA XXXX% YoY. On a peer basis ZETA is easily the most attractive"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-26 12:49:08 UTC 53.4K followers, 2251 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"
@MMMTwealth Avatar @MMMTwealth on X 2025-01-02 14:09:49 UTC 53.4K followers, 6418 engagements

"9. Uber $UBER To see my $UBER Deep Dive 👇"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-17 17:37:22 UTC 53.4K followers, 62.5K 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 53.3K followers, 9241 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 53.4K followers, 102.9K 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 53.3K followers, 6338 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 53.3K followers, 9680 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 53.3K followers, 8672 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 53.3K followers, 77.7K engagements

"$PLTR net income: $214M $BAC net income: $7.4B"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-16 14:04:28 UTC 53.3K followers, 6120 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 53.4K followers, 68.9K 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 53.3K followers, 57.8K engagements

"Another $OSCR downgrade as Baird slash PT from $XX to $14"
@MMMTwealth Avatar @MMMTwealth on X 2025-07-25 09:05:43 UTC 53.4K followers, 105.6K engagements