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@thexcapitalist "We may literally be entering a bubble. Last month retail investors bought a record $XXX billion worth of stocks. Given that the market was already expensive they likely got caught up in FOMO and poured most of this money into already overvalued stocks further stretching valuations. At some point smart money will inevitably start dumping some of these overextended names to take profits and de-risk their portfolios. When that happens retail investors will panic and flee the market faster than they bought in. This will likely trigger the long-overdue correction. Its time to be more fearful than"
X Link @thexcapitalist 2025-10-09T17:14Z 98.4K followers, 60.1K engagements

"8/ Last but not least oral weight loss pills. Eli Lilly announced last week that its pill led to X% reduction after XX weeks in a Phase III trial. Novo's oral semaglutide also at Phase III leads to XX% weight reduction after XX weeks. Again superior. Its oral Amycreting which Lilly has no peer of led to a XX% reduction after just XX weeks. Novo wins again"
X Link @thexcapitalist 2025-08-04T14:33Z 98.4K followers, 2706 engagements

"OpenAI expects its energy capacity will grow 125x in the next X years. Itll consume more energy than India. Yet the market is so focused on data center stocks that it completely ignores the energy. The real AI play is energy. $CEG $FLNC $NEE $ET $BEP $SEI"
X Link @thexcapitalist 2025-09-27T10:27Z 98.4K followers, 130.2K engagements

"$PLTR generated $XXX billion in free cash flow last year market cap is $XXX billion. $UNH generated $XX billion free cash flow in the same period market cap is $XXX billion. Say all you want this doesnt make sense"
X Link @thexcapitalist 2025-05-14T21:02Z 98.4K followers, 493.6K engagements

"Buy $OSCR and $UNH. Healthcare is going nowhere ignore the noise. Dont think next X months think next XX years. What do you see I see exploding healthcare spending due to aging population. Ignore the noise"
X Link @thexcapitalist 2025-07-10T20:52Z 98.4K followers, 142.3K engagements

"This is alarming. U.S. auto loan losses have reached their highest level since March 2020. First people stop paying their cards. Then they stop paying for their cars. Finally they stop paying for their homes. And government shutdown isnt helping"
X Link @thexcapitalist 2025-10-09T13:09Z 98.4K followers, 24.8K engagements

"6. $GRG.L Forward P/E: XX 5-year Revenue CAGR: X% Year-to-date Drawdown: XXXX% Greggs is the largest bakery chain in the UK. The stock is having one of its largest drawdowns in the last XX years due to the combination of: - High inflation. - Extremely hot weather. - Elevated capital expenditures. It struggled to pass increasing prices to customers while simultaneously experiencing reduced traffic due to hot weather. All that happened in the middle of the peak capex cycle as it's building two new distribution centers. As the inflation subsides and we get into autumn I believe the net income"
X Link @thexcapitalist 2025-09-23T11:52Z 98.4K followers, 14.2K engagements

"$BABA up XX% this month. Yet it still trades at XX% free cash flow yield. You are not too late it was just too undervalued. Do you think $XX is still a good entry point"
X Link @thexcapitalist 2024-05-18T10:44Z 98.4K followers, 105.7K engagements

"4. $DLO P/E Ratio: XX 5-Year Revenue CAGR: XX% Return on Capital Employed: XX% It's one of the most effective online payment gateways for emerging markets. It enables merchants to receive payment in over XXX local payment methods. The stock got hammered down last year because its take rates were plummeting; however the management shifted the strategy to focus on volume growth instead to offset declining take rates. That strategy has worked well so far as it's on its way to deliver 40-50% volume growth this year. This growth won't slow down anytime soon as e-commerce penetration in emerging"
X Link @thexcapitalist 2025-09-15T13:59Z 98.4K followers, 10.6K engagements

"7. $INPST.AS Forward P/E: XX 5-year Revenue CAGR: XX% Year-to-date Drawdown: XXXX% The leading parcel locker operator in Europe. It's dominating Poland and rapidly expanding its locker network in Europe and the UK. The stock is currently having one of its largest drawdowns due to two main reasons: - Legal troubles with its recent acquisitions. - Competition from its biggest customer in Poland. The first one is about ot get resolved as the British High Court didn't issue an injunction and allowed it to carry on the restructuring of Yodel its recent acquisition. Second is due to the competition"
X Link @thexcapitalist 2025-09-23T11:52Z 98.4K followers, 8829 engagements

"9. $ADYEY - Forward P/E: XX - Operating Margin: XX% - X Year Revenue CAGR: XX% European Stripe that is better suited for midsize or large companies with multiple sales channels than Stripe. As the share of digital payments among all payments keeps increasing it's growth may accelerate"
X Link @thexcapitalist 2025-02-14T15:22Z 98.4K followers, 9679 engagements

"1/ $BABA was a sleeping giant it's coming back now. It trades at XX times forward earnings. At $XX it is still an asymmetric opportunity. Here is why $BABA will triple soon: (Thread🧵)"
X Link @thexcapitalist 2024-09-25T12:43Z 98.4K followers, 334.4K engagements

"Buffetts mystery stock may be revealed on Thursdays filing. Its almost $X billion in size making it X% of his portfolio. What company is currently undervalued and big enough so Buffett could build $X billion position without getting noticed Maybe $UNH Its not X chance"
X Link @thexcapitalist 2025-08-12T05:55Z 98.4K followers, 230.8K engagements

"Data centers already make up X% of US power demand. Apollo expects this to reach XX% of total US power demand in 2030. Energy is the real AI trade. $ET $CEG $BEP $FLNC $NEE"
X Link @thexcapitalist 2025-09-22T09:43Z 98.4K followers, 51.5K engagements

"Batteries arent just for backup they also enable energy arbitrage. Companies deploying utility-scale batteries can charge them at night when prices are low and sell power back to the grid during the day when prices are high. This is only just getting started. Long $FLNC"
X Link @thexcapitalist 2025-10-13T18:41Z 98.4K followers, 21.9K engagements

"8/ Largest hyperscalers are already its customers. In 2022 Amazon bought 225MW storage capacity followed by Google which bought a 2.75MW battery system for its St. Ghislain data center. In 2023 Meta ordered a 1200 MWh storage system in its Arizona data center. This is just the beginning"
X Link @thexcapitalist 2025-10-13T14:28Z 98.4K followers, 2341 engagements

"8. $CRM - X Year Revenue CAGR: XX% - Return on Equity: XX% - Forward P/E: XX It's the leading customer management software business in the world. The growth has been slowing down for a while due to competition from niche rivals and saturation of the US market. However they have a strong cloud business that they can leverage to create best-in-class enterprise AI agents a strategy they call "Agentforce." It's still questionable whether this strategy will boost growth but even if they can achieve growing low-double digits in the next X years the current price will be justified"
X Link @thexcapitalist 2025-09-29T12:41Z 98.4K followers, 9251 engagements

"Small-caps are dying. The Russell 2000 has consistently lost ground to mega-cap companies over the past XX years. Digital technologies most notably the Internet and mobile are increasingly turning markets into winner-takes-all environments. The Internet enables massive network effects which are further reinforced by mobile as it drives frequent daily usage. Companies benefiting from this like Meta and Spotify become so large and profitable that they can invest even more in the next big thing or expand into new markets. These massive investments allow them to leapfrog competitors in other"
X Link @thexcapitalist 2025-10-08T06:47Z 98.3K followers, 19.3K engagements

"People are rushing to data center stocks but the real AI play is energy. Morgan Stanley predicts a 36GW power shortfall in the U.S. due to the expected data-center buildout over the next three years. We need to ramp up capacity + storage ASAP. $CEG $FLNC $BEP $NEE $ET $SEI"
X Link @thexcapitalist 2025-10-08T09:03Z 98.4K followers, 87.6K engagements

"$PLTR has: - AI platform to create specialized LLMs. - More than XXX commercial customers. - Leading data integration platform. - Capability to create digital twins. - S&P XXX addition ahead of it. Why arent you buying it"
X Link @thexcapitalist 2024-07-05T19:19Z 98.4K followers, 65.5K engagements

"$DLO is one of the most asymmetric opportunities in the market now. Payment volume is growing insanely fast it is rapidly expanding in emerging markets and the take rate is finally increasing. Here is why it's a 5x opportunity now: 🧵"
X Link @thexcapitalist 2025-08-14T12:23Z 98.3K followers, 62.3K engagements

"If you think you missed $NBIS you are wrong. They are targeting 1GW capacity by the end of next year. At the current market rates they can generate $X billion annual revenue assuming XX% utilization rate. Even if we assume just 2GW capacity by the end of 2030 it can generate $XX billion annual revenue. Even assuming a very conservative 8x sales multiple we get a $XXX billion company. Another 6x from the current levels"
X Link @thexcapitalist 2025-09-09T22:01Z 98.4K followers, 93.2K engagements

"$NVDA sees that chips are no longer a limiting factor for AI development. Foundries have ramped up the capacity and $AMD has largely caught up in hardware performance. What keeps $NVDA ahead It is following an ecosystem leader strategy. It made so much money by selling XX% of GPUs in the last three years that it now has so much money idle money. $NVDA is using this money to provide liquidity to the ecosystem players especially neo-cloud providers. Thus it makes them dependent on itself keeping the likes of $AMD at a distance despite the eroding hardware moat. Mastery in business strategy"
X Link @thexcapitalist 2025-10-12T22:05Z 98.4K followers, 26.4K engagements

"6. $SEZL Revenue Growth: XX% Operating Margin: XX% Forward PE: XX The most attractive and fastest growing Buy Now Pay Later company in the market. It's making AI based lending decisions not depending just on FICO stores. Extremely profitable and market overstates the risk"
X Link @thexcapitalist 2025-01-07T15:02Z 98.3K followers, 3642 engagements

"Goldman Sachs says healthcare sector experienced record outflow in 2025. Yet healthcare is going nowhere. Nothing has come out of the $UNH investigations and Trump announced that a deal for ACA subsidy extension is near. Companies are exiting money losing plans and actively raising prices literally in all markets. Meanwhile the sector is trading at just XX times earnings. Long healthcare $UNH $OSCR $CNC $ELV $MOH"
X Link @thexcapitalist 2025-10-08T16:03Z 98.4K followers, 31.6K engagements

"3/ $ASML P/E Ratio: XXXX Return on Capital: XXXX% 5-Year Revenue CAGR: XXXX% It's the sole manufacturer of the Extreme Ultraviolet Lithography Machines for cutting-edge chip manufacturing. It'll benefit from the skyrocketing chip demand as foundries like TSMC and Samsung are building new plants to meet the demand. ASML is the sole supplier of EUVL machines for these new plants. As foundries announce new projects their future outlook will become increasingly brighter. It's at an attractive price relative to its historical valuation"
X Link @thexcapitalist 2025-08-25T11:18Z 98.4K followers, 26.3K engagements

"5. $INTR P/E Ratio: XX 5-Year Revenue CAGR: XX% Return on Equity: XX% Inter is the second-largest neo-bank in Brazil and it's actively pursuing expansion in both Latin America and the US. Its monetization strategy is based on loans. This leads users to keep idle money in their accounts to service debt. They utilize idle deposits to fund loan portfolio growth resulting in one of the lowest costs of funding in the industry. They have also created complementary products around their core banking operations like investment insurance brokerage and shopping. This opens up ample cross monetization"
X Link @thexcapitalist 2025-09-15T13:59Z 98.4K followers, 9078 engagements

"I am buying a new growth stock with 3x potential: Since 2020 it has delivered: - XX% annual revenue growth. - XX% annual earnings growth. - Median ROCE of 20%. It's just trading at XX times forward earnings. Here is my full investment thesis:"
X Link @thexcapitalist 2025-09-21T13:36Z 98.4K followers, 68.9K engagements

"Demand for compute capacity is off the roof and its not slowing down anytime soon. Here are XX stocks that will massively benefit from the AI gold rush: Cloud $NBIS $CRWV $IREN $ORCL Energy $ET $CEG $GEV $GNRC Cooling $VRT $SBGSF $ETN $PPIH Networking $ALAB $ANET $CLS $FN Chips $NVDA $AMD $AVGO $MRVL What else would you add"
X Link @thexcapitalist 2025-09-11T14:15Z 98.4K followers, 72.4K engagements

"Energy is the real AI play. Goldman Sachs predicts that AI will lead to XX% growth in data center power demand by 2030 making up XX% of the total data center power demand. We need to add capacity and storage at an unprecedented rate. Long energy. $FLNC $CEG $BEP $SEI $NEE"
X Link @thexcapitalist 2025-10-13T07:42Z 98.4K followers, 75.3K engagements

"This is bullish for $AMD. It looks like the money spent on AI infrastructure is circulating among a few companies like $MSFT $NVDA and $ORCL. While all of them show both inflows and outflows $AMD is just entering the system with only inflows for now. If it can grow its order book without having to inject capital into its customers for liquidity it could become even more profitable than $NVDA. Long $AMD"
X Link @thexcapitalist 2025-10-09T04:45Z 98.4K followers, 68.5K engagements

"You can now invest with Mohnish Pabrai. He launched a fund last year named "Wagons Fund". Here are his X largest positions and how you can invest in this fund 👇 X Coca-Cola Turkey $CCOLA.IS PE: XXXX ROE: XX% Gross Margin: XX% X Anadolu Efes $AEFES.IS PE: XXXX ROE: XX% Gross Margin: XX% X Consol Energy $CEIX PE: X ROE: XX% Gross Margin: XX% X Alpha Metallurgical $AMR PE: XXX ROE: XX% Gross Margin: XX% X TAV Airports $TAVHL.IS PE: X ROE: XXXX% Gross Margin: XX% The fund has two classes. Retail class trades under the ticker $WAGNX and the institutional class trades under the ticker $WGNIX. You"
X Link @thexcapitalist 2024-04-17T12:44Z 98.4K followers, 3479 engagements

"This is alarming. Over XX% of VC money is now going to AI companies. For reference only XX% of the VC money went to internet companies in 1999. If those AI companies dont start generating real revenue soon enough investors will start stepping back. When this happens all those unprofitable companies will go bankrupt and potentially trigger a systematic collapse similar to what happened in 2000. Time to be more cautious than greedy when it comes to AI driven investment theses"
X Link @thexcapitalist 2025-10-06T07:57Z 98.4K followers, 252.6K engagements

"1/ $AMD has just signed a $XXX billion chip deal with OpenAI. This is just the beginning. It has a path to become a $X trillion company as it's catching up with $NVDA in both hardware and software. Here is my $AMD investment thesis: 🧵"
X Link @thexcapitalist 2025-10-06T13:38Z 98.4K followers, 55.4K engagements

"I thought $OSCR was an $X stock It never changes: Wall Street thinks it missed something. Starts a coordinated short attack. Builds its positions at the lows. Sells high to retail. Dont fall for these hold onto your $OSCR. Its just getting started"
X Link @thexcapitalist 2025-10-06T21:07Z 98.4K followers, 29.9K engagements

"The real AI play is the energy. Global data center power demand will double in the next X years and triple by 2034. Niche companies that can supply power to or store it for data centers will skyrocket. $ET $CEG $FLNC $BEP $NEE"
X Link @thexcapitalist 2025-09-23T15:01Z 98.4K followers, 100.3K engagements

"$TSM is the most obvious AI/semiconductor play in the market. It expanded its overall market share from XX% in Q2 2024 to XX% in Q2 2025. This goes above XX% in advanced chip manufacturing. Its yields in 2nm process is XX% higher than that of Samsung. Long $TSM"
X Link @thexcapitalist 2025-10-10T12:00Z 98.4K followers, 16.8K engagements

"7. $NVO - X Year Revenue CAGR: XX% - Return on Capital: XX% - Forward P/E: XX It's the leading player in the global insulin and weight-loss drugs market. It plummeted this year due to disappointing trial results from its next-gen weight loss drug Cagrisema and competition from Eli Lilly. However its oral Wegovy proved to be more effective than Eli Lilly's drug and it'll be launched earlier. Danish Krone is also gaining value against the US dollar another tailwind for $NVO. Given that the weight-loss drugs market will keep growing at a fast rate in the next XX years I think it's cheap at 14"
X Link @thexcapitalist 2025-09-29T12:41Z 98.4K followers, 8711 engagements

"1/ $FLNC is the leading utility-scale battery provider with 5x potential. Power demand is exploding due to rapid data center buildout. Most of the new capacity should come from renewables where storage is critical. Here is why $FLNC is an asymmetric opportunity: 🧵"
X Link @thexcapitalist 2025-10-13T14:28Z 98.4K followers, 51.3K engagements

"This is the $AMD investment thesis. The bulk of the costs to run AI models comes from inference and training. $NVDA dominates training due to its first-mover advantage NVLink and CUDA. Currently most models run inference tasks on the same chips used for training which is why the costs are so similar. But this is about to change. As the gains from pre-training begin to flatline training workloads will decline while inference demand will skyrocket. Inference requires as much memory as possible within a single server. $AMD excels here. Its expertise in chiplet design allows it to connect"
X Link @thexcapitalist 2025-10-07T07:25Z 98.4K followers, 26.9K engagements

"This is alarming Almost XX% of the US real GDP growth last quarter was driven by tech capex. Bulk of the capex was AI-related investments. Aggregate capex cant keep climbing like this in the absence of real profits derived from AI investments. If this doesnt happen soon enough well likely see substantial slow-down in GDP growth which can trigger a deep correction in the market given that the valuations are already at elevated levels. I think its time to be more fearful than greedy"
X Link @thexcapitalist 2025-10-03T11:15Z 98.4K followers, 173.6K engagements

"2/ AI infrastructure spending is accelerating. Most people still don't see what's coming. Jensen Huang thinks that annual AI-chip spending will reach $X trillion by the end of this decade. This is a massive total addressable market for both $AMD and $NVDA"
X Link @thexcapitalist 2025-10-06T13:38Z 98.3K followers, 2955 engagements

"10. $WISE.L - Forward P/E: XX - Operating margin: XX% - X Year Revenue CAGR: XX% International neobank that is preferred by those who want to cheaply move money internationally. Trading at a very attractive price despite the blockbuster revenue growth"
X Link @thexcapitalist 2025-02-14T15:22Z 98.4K followers, 14.3K engagements

"$INTR is a fast-growing neobank everybody ignores. It grew its members from X million to XX million in just X years becoming the second-largest digital bank in Brazil. Yet it's trading at just X times 2027 earnings. Here is why $INTR is an easy 2x opportunity:🧵"
X Link @thexcapitalist 2025-09-05T13:55Z 98.4K followers, 38.3K engagements

"10. $INPST.AS - X Year Revenue CAGR: XX% - Return on Equity: XX% - Forward P/E: XX InPost is one of my highest conviction picks right now. It's the leading parcel delivery network in Europe and it's rapidly expanding in the UK. Its acquisition of Yodel a UK logistics company was stopped early this year leading to a decline in stock price. That issue is solved now but the competition from its biggest customer in Poland Allegro keeps the stock under pressure. Even if it loses all the Allegro revenue it'll be at most XX% hit to the top-line which will be compensated easily by rapid growth in the"
X Link @thexcapitalist 2025-09-29T12:41Z 98.4K followers, 13.9K engagements

"What are the most undervalued growth stocks now"
X Link @thexcapitalist 2024-11-08T22:02Z 98.4K followers, 55.9K engagements

"McKinsey predicts that data center capacity for AI workloads will grow XX% annually in the next X years. Total capacity is expected to grow XX% annually from XX GW this year to XXX GW in 2030. We are still early in the data center boom. $NBIS $IREN $ORCL $CRWV"
X Link @thexcapitalist 2025-09-26T14:39Z 98.4K followers, 100.2K engagements

"Here is why I am avoiding $ORCL stock: Its debt-to-equity ratio is over XXX% as its heavily borrowing to fund its massive $XXX billion contract with OpenAI. If the Stargate project scales as planned it may have to borrow additional $XXX billion in the next decade. This is a big divergence from other hyperscalers like $AMZN and $MSFT that have Debt/Equity between 30-50%. Companies like $MSFT $GOOG and $META are heavily leasing capacity instead of building all themselves to avoid potential overbuilding. In such an environment if the demand proves persistent and ever increasing $ORCL may emerge"
X Link @thexcapitalist 2025-10-01T08:26Z 98.4K followers, 28.3K engagements

"$OSCR is still cheap. Despite rising XX% from its April lows its still trading at 0.5x sales. Meanwhile: - Members doubled in year. - Revenues grew by XX% TTM. - Its raising prices in all marketplaces. Its trading just at XX times 2027 EPS guidance. Long $OSCR"
X Link @thexcapitalist 2025-10-07T12:51Z 98.4K followers, 37.7K engagements

"2025 will be a transformational year in AI. Here are my top picks in AI investing theme: Hardware $TSM $AVGO $NVDA $AMD $ANET Software $AMZN $MSFT $META $GOOG $ORCL $MDB AI Agents $GOOG $CRM $META $NOW $MSFT"
X Link @thexcapitalist 2025-01-04T16:59Z 98.4K followers, 170.3K engagements

"9. $GRG.L - X Year Revenue CAGR: XX% - Return on Equity: XX% - Forward P/E: XX Greggs is the leading bakery chain in the UK. It recently suffered from extreme weather conditions last year which resulted in reduced foot traffic. Yet all the business metrics are going in the right direction: It's growing double digits planning to grow the store count from 2600 now to 3600 by 2034 and it's generating very high return on equity. I think XX times forward earnings is extremely cheap for such a healthy-growing market-leading business"
X Link @thexcapitalist 2025-09-29T12:41Z 98.4K followers, 8244 engagements

"The market is near all-time highs yet there are still attractive opportunities. Here are XX high-quality undervalued stocks I am watching now: 🧵 X. $UNH - X Year Revenue CAGR: XX% - Return on Investment: XX% - Forward P/E: XX The healthcare industry as a whole mispredicted the activity rates and medical inflation this year resulting in reduced operating margins. This effect was even stronger for $UNH as they absorbed over 700000 customers who bounced from other providers at the beginning of the year. Yet they are poised to overcome these headwinds: - They are raising the prices for 2026. -"
X Link @thexcapitalist 2025-09-29T12:41Z 98.4K followers, 99.2K engagements

"This is why you should never short. To make money by going short you shouldnt just be right on the stock you should also be right on timing. The former is relatively easy to do the latter is very hard. Being right on both consistently is near impossible"
X Link @thexcapitalist 2025-10-15T12:39Z 98.4K followers, 17.7K engagements

"David Tepper went on CBNC after 2008 crisis and said buy everything. That worked great. He went on CBNC again last year and said buy China. His $BABA position is up XX% since then. He just went live on CNBC again and said he is still bullish on China. Long $BABA"
X Link @thexcapitalist 2025-09-18T16:25Z 98.4K followers, 533.3K engagements

"Ray Dalio sees the future. He warned "Something worse than a recession is coming." It's already happening. Gold prices are soaring while the USD index is collapsing. What Ray Dalio sees coming next is disastrous: 🧵"
X Link @thexcapitalist 2025-09-02T15:28Z 98.4K followers, 2M engagements

"Rapid data-center buildouts are skyrocketing energy demand. Were adding renewable capacity at a record pace to keep up. Global renewable capacity is projected to double by 2030. Yet for this transition to be effective we need efficient energy storage fast. Long $FLNC"
X Link @thexcapitalist 2025-10-08T18:30Z 98.4K followers, 14.7K engagements

"$AMD is rapidly catching up with $NVDA. Oracle announced yesterday that it will deploy 50000 $AMD GPUs. Demand for the MI450s is off the charts as they go head-to-head with $NVDA Rubin. This market is expected to reach $XXX billion by 2030. If $AMD can capture just XX% of that it will generate $XX billion in revenue from this segment alone. The entire company generated only $XX billion in revenue last year. Long $AMD"
X Link @thexcapitalist 2025-10-15T08:02Z 98.4K followers, 36.6K engagements

"$TTD is grossly undervalued now. It's facing some headwinds but nowhere near to justify a XX% drop. Let's make some very conservative assumptions: - XX% annual growth - XX times exit multiple - XX% net income margin We get a $XX billion company in 2030. Discount it back to this day at X% annual rate and we get a $XX billion company. It's currently valued at $XX billion meaning it's undervalued even on very conservative assumptions. In a bit bullish scenario it can easily double in the next X years. Why wouldn't this work from here"
X Link @thexcapitalist 2025-09-16T09:34Z 98.4K followers, 50.3K engagements

"1/ $NBIS is my highest conviction stock for the next X years. Revenue is growing triple digits and they are looking to quadruple the capacity by the end of next year. It's just starting off. Here is why it can make 3x in the next X years: 🧵"
X Link @thexcapitalist 2025-08-12T17:29Z 98.4K followers, 144.5K engagements

"7. $WISE.L Revenue Growth: XX% Operating Margin: XX% Forward PE: XX International neobank that is preferred by those who want to cheaply move money internationally. Trading at a very attractive price despite the blockbuster revenue growth"
X Link @thexcapitalist 2025-01-07T15:02Z 98.3K followers, 3392 engagements

"7/ Result The business is booming. It grew its revenues by XX% annually in the last X years driven by strong demand for energy storage. It also hit the inflection point and became profitable last year"
X Link @thexcapitalist 2025-10-13T14:28Z 98.4K followers, 2398 engagements

"This is why I like $BN. Green transition and AI infrastructure will be mega investment themes for the next decade. $BN is one of the largest investors in both areas. Its subsidiaries $BEP and $BIP own and operate renewable power plants and data centers. Long $BN"
X Link @thexcapitalist 2025-07-16T05:46Z 98.3K followers, 15K engagements

"$NU is one of my highest conviction stocks for the next decade. It is still growing very fast despite dominating its market. Yet the stock is still cheap. Here is everything you need to know about $NU business investment thesis financials everything. (Thread 🧵)"
X Link @thexcapitalist 2025-08-18T13:32Z 98.4K followers, 283.8K engagements

"I believe these are the XX small-cap stocks that will skyrocket in 2025: - $HIMS Hims and Hers - $REAX Real Brokerage - $SOFI Sofi - $LMND Lemonade Inc. - $ROOT Root Inc. - $TMDX Transmedics - $JMIA Jumia - $DLO Dlocal Ltd. - $STNE Stoneco - $LRN Stride"
X Link @thexcapitalist 2024-12-25T13:31Z 98.4K followers, 156.1K engagements

"Markets are waking up to energy storage. Financial Times reports that China and the US are rapidly growing battery capacity. Without storage renewables wont work. Without renewables data center power demand will be impossible to meet. Batteries are the future. $FLNC $EOSE"
X Link @thexcapitalist 2025-10-14T05:18Z 98.4K followers, 20.4K engagements

"9/ The stock got hammered because the management lowered the guidance for the full year 2025. As much as the slowing sales the USD's loss of XX% against the Danish Krone contributed to this revision. Anyways this growth prospect is enough for the stock to double from here"
X Link @thexcapitalist 2025-08-04T14:33Z 98.4K followers, 2564 engagements