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@_wisdomowl "100 Investment Ideas in XXX Days Day 12: Deckers Outdoor $DECK YTD stock is down XX% but they reported record profitability. Someone's wrong here. Business Overview Premium footwear powerhouse with dual-engine growth: HOKA (performance) up XX% and UGG (lifestyle) up XX% in Q1 2026. Asset-light brand portfolio with XX% gross margins. Valuation Current: $XX Fair value: $XXX P/S: 3.0x and P/E: 16x (at 5-year avg) Key Positives ROIC accelerating from XX% XX% Revenue/share doubled in X years ($15 $34) Net margins at XX% vs industry avg X% Near-zero debt (0.13 D/E ratio) FCF machine: $5.90/share"
X Link @_wisdomowl 2025-10-13T01:20Z XX followers, XXX engagements

"@fiscal_ai Agreed Our analysis shows it's trading XX% below it's fair value (303$). If they can grow their revenue at XX% growth rate from here it's very undervalued. We at wisdomowl have done a detailed analysis on $MNDY. Please check out link in our bio"
X Link @_wisdomowl 2025-10-09T04:38Z XX followers, XXX engagements

"@QualityInvest5 The problem isn't their past growth trajectory but rather their future growth projection amidst intense competition. It's difficult to maintain their moat. Only time will tell if Adobe maintains its growth trajectory"
X Link @_wisdomowl 2025-10-15T21:24Z XX followers, XXX engagements

"Day 4: Fiserv $FI"
X Link @_wisdomowl 2025-10-09T09:05Z XX followers, XXX engagements

"Day 8: e.l.f Beauty $ELF"
X Link @_wisdomowl 2025-10-10T06:12Z XX followers, XXX engagements

"During the 1849 Gold Rush most prospectors went broke. Meanwhile Levi Strauss and Wells Fargo built empires with jeans and transport networks. AI is the same pattern at a global scale. The model builders get the spotlight. But the enablers are busy building moats that last"
X Link @_wisdomowl 2025-10-16T12:11Z XX followers, XX engagements

"A new class of AI-native cloud providers is also rising built for GPU-heavy workloads: Nebius $NBIS CoreWeave Lambda Labs and Crusoe (all private players). Some operate their own/colocated data-centers others lease capacity from the big players they're trying to outgrow"
X Link @_wisdomowl 2025-10-16T12:11Z XX followers, XX engagements

"Day 13: Albemarle Corporation $ALB"
X Link @_wisdomowl 2025-10-15T07:20Z XX followers, XXX engagements

"@FundasyInvestor Bit of a contrary opinion: I think $FI is heavily undervalued. ROIC and free cash flow have been growing consistently profits are strong the market overreacted to the Q2 earnings call"
X Link @_wisdomowl 2025-10-15T07:53Z XX followers, 1035 engagements

"@grok what do you think about the above pick"
X Link @_wisdomowl 2025-10-12T06:22Z XX followers, XX engagements

"$ALB is one of the "safest" lithium investments amid sector volatility"
X Link @_wisdomowl 2025-10-15T21:06Z XX followers, XXX engagements

"Day 10: Paypal $PYPL"
X Link @_wisdomowl 2025-10-15T07:18Z XX followers, XXX engagements

"100 Investment Ideas in XXX Days Day 13: Albemarle Corporation $ALB Albemarle is the world's largest lithium producer. It mines brine in Chile and hard rock in Australia processing it into battery-grade lithium for electric vehicles. For years that made billions. Then lithium prices collapsed XX% from 2022 peaks. Margins evaporated and the company bled cash. But the bottom just arrived and most investors are still running scared. Albemarle trades at $XX a share just 2.3x sales while trading XX% above its cyclical low. Here's why this is Albemarle's moment in the sun: Business in Brief"
X Link @_wisdomowl 2025-10-13T18:50Z XX followers, XXX engagements

"Day 11: Airbnb #ABNB"
X Link @_wisdomowl 2025-10-15T07:18Z XX followers, XX engagements

"Let's start with the basics. AI eats data but it runs on power. Loads of power. Every GPT query image prompt or video simulation consumes megawatts. Demand is exploding. By 2030 datacenter power usage could more than double rivaling the consumption of entire countries"
X Link @_wisdomowl 2025-10-16T12:11Z XX followers, XX engagements

"$DECK vs S&P500 Median This shows how $DECK Deckers Outdoors has become a Value Play. Read my thesis below 👇"
X Link @_wisdomowl 2025-10-15T21:36Z XX followers, XXX engagements

"Finally the cloud the real estate of the AI boom. Most models train and run on the big X. These hyperscalers are both competitors and enablers to the big AI startups. Anthropic runs on AWS OpenAI on Azure Mistral on GCP. So every token pays rent to X of X landlords"
X Link @_wisdomowl 2025-10-16T12:11Z XX followers, XX engagements

"The final constraint is data transfer and storage. Fiber-optic cable makers (e.g Corning $GLW) and DRAM suppliers (e.g Micron $MU Samsung $SSNLF) are critical to scaling AI inference. When compute saturates memory bandwidth and network throughput will be the next frontier"
X Link @_wisdomowl 2025-10-16T12:11Z XX followers, XX engagements

"Who benefits till then Gas and hybrid utilities like Vistra $VST Constellation Energy $CEG and NRG Energy $NRG that can spin up capacity now. Renewables will catch up. Investors want efficient and clean AI. But physics favors those who can deliver a stable supply today"
X Link @_wisdomowl 2025-10-16T12:11Z XX followers, XX engagements

"Below them are the power-grid suppliers like Schneider Electric $SBGSY and cooling-system firms like Johnson Controls $JCI. This boom is giving data-center REITs pricing power again but they're also CapEx intensive. It's a land grab measured in megawatts rather than acres"
X Link @_wisdomowl 2025-10-16T12:11Z XX followers, XX engagements

"Next come the arms dealers The semiconductors. Nvidia is the poster child of the AI boom and $AMD is a close competitor but they're not the whole story. $NVDA is fabless. Every GPU has to be manufactured by TSMC $TSM and they use lithography machines built by $ASML"
X Link @_wisdomowl 2025-10-16T12:11Z XX followers, XX engagements

"Day 14: First Solar $FSLR"
X Link @_wisdomowl 2025-10-15T07:21Z XX followers, XX engagements

"Now behind every LLM is a warehouse humming with servers and cables. That's where Equinix $EQIX and Digital Realty $DLR come in they own the physical layer of the AI boom"
X Link @_wisdomowl 2025-10-16T12:11Z XX followers, XX engagements

"100 Investment Ideas in XXX Days Day 11: Airbnb $ABNB Airbnb gross margins are XX% = money machine when travel booms Valuation Current: $XXX Fair value (at XX% revenue growth): $XXX P/FCF: 17.5x (reasonable for quality) Key Positives ROIC jumped from -XX% (2020) XX% today FCF/share up 6x since pandemic Nearly debt-free (0.29 D/E ratio) Platform model = scalable profits Profit margin recovered to XX% Key Risks Travel is cyclical recession kills vacations 2023 had anomalous XX% margins (normalization coming) Current ratio declining (watch liquidity) Faces regulatory pressure in key cities"
X Link @_wisdomowl 2025-10-12T06:01Z XX followers, XXX engagements

"Day 15: Merck & Co. $MRK Merck is Big Pharma royalty. It mints cash pays dividends and compounds quietly. 2023 one-time charges tanked earnings to zero. The stock sold off. But operations recovered fully: ROIC bounced to XXXX% margins to 25.8%. Here's the opportunity: Business in Brief Merck develops prescription drugs vaccines and biologics. It holds 30%+ market share in oncology and immunology reinvesting XXXX% of revenue into R&D. Valuation Current Price: $XXXXX Fair Value (6% EPS growth): $XXXXX Positives Strong recovery from 2023 anomaly. Over the last year: ROIC: XXX% XXXX% Net margin:"
X Link @_wisdomowl 2025-10-15T18:59Z XX followers, XXX engagements

"Day 9: Lyft $LYFT"
X Link @_wisdomowl 2025-10-10T06:13Z XX followers, XXX engagements

"@weary_centurion Paypal is a real bargain at these levels love the stock. But I think it's more of a steady compounder than a "go all-in" type of bet. It's got great discipline but the competition from Stripe and others is heating up while $PYPL is already settling into steady state"
X Link @_wisdomowl 2025-10-15T07:30Z XX followers, XXX engagements

"First Solar makes thin-film solar panels for utility-scale projects. It has been a cyclical business: losses in 2022 now XX% margins. The twist AI data centers are creating power demand that could dwarf normal solar cycles. Here's why this is $FSLR's moment in the sun: Business in Brief First Solar specializes in thin film solar panels using proprietary cadmium telluride technology. Unlike competitors they focus on utility-scale projects not residential installations. Valuation Current Price: $XXX Fair Value (12% EPS CAGR): $XXX Price/Earnings: 19.6x (reasonable for normalized cyclical"
X Link @_wisdomowl 2025-10-14T21:03Z XX followers, XXX engagements

"Day 3: Hubspot $HUBS"
X Link @_wisdomowl 2025-10-09T09:05Z XX followers, XXX engagements

"@stocktalkweekly $TSM is becoming the linchpin in the most critical part of the AI/Chip chain. They already hold XX% of the share in the foundry market I don't see how anybody else could outmatch them at this pace"
X Link @_wisdomowl 2025-10-16T12:24Z XX followers, XXX engagements

"100 Investment Ideas in XXX Days Day 8: e.l.f. Beauty $ELF Gen Z's favorite beauty brand is stealing market share from Este Lauder and trading XX% below fair value. Valuation Current Price: $XXX Fair Value (at XX% Revenue CAGR): $XXX P/S: 5.6x (down from 13x in 2024) P/E: 65.4x (down from 100x in 2024) Why Now TTM revenue per share has exploded XXX% since 2021 as they steal market share from premium brands. Gross margins hit XXXX% better than most luxury brands. TTM Free cash flow per share reached record $XXXX. XXXX current ratio = plenty of liquidity for expansion. The Risk Valuation"
X Link @_wisdomowl 2025-10-08T19:06Z XX followers, XXX engagements

"Everyone says "AI will change the world." But it can't unless we build the grid that powers it. Nuclear startups like $OKLO and $SMR are being rerated on the idea that electricity will be the bottleneck. But nuclear could take a decade to pass regulation and construction"
X Link @_wisdomowl 2025-10-16T12:11Z XX followers, XX engagements

"@grok what do you think of the analysis"
X Link @_wisdomowl 2025-10-13T01:45Z XX followers, XX engagements

"Day 12: Deckers Outdoor $DECK"
X Link @_wisdomowl 2025-10-15T07:19Z XX followers, XXX engagements

"@Kross_Roads It's good that they're leaning into integrating their ecosystem. $PYPL's brand and customer base is its strongest bet to beat competitors. I think their stock is trading much below fair value"
X Link @_wisdomowl 2025-10-15T07:33Z XX followers, XX engagements

"@grok what are your thoughts on my $FSLR analysis"
X Link @_wisdomowl 2025-10-15T02:30Z XX followers, XX engagements