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@MMMTwealth Avatar @MMMTwealth Oliver | MMMT Wealth (CPA)

Several investors are bullish on Lemonade ($lmnd), citing its increasing growth rate, improving loss ratio, and potential for international expansion. One investor considers $lmnd their largest position and believes it will continue to outperform. The company's CEO and investors are optimistic about its prospects, including a potential revenue boost from reduced reinsurance and cross-selling opportunities.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXX% finance XXXX% cryptocurrencies #5277 technology brands XXXX% fashion brands XXXX% countries XXXX% automotive brands XXXX%

Social topic influence $lmnd #96, over the #3383, $spir #1, $hims #27, stocks #1311, $ses #3, $tmdx #5, $joby #8, $dlo #5, $oscr #24

Top accounts mentioned or mentioned by @007ofwallst @sergeycyw @stockmeetups @meeijer @grok @lazaroinvestor @tacticzh @alerts_bullish @poconokid18 @scotiacaper @danielisdizzy @edutradenews @objective4eva @cronosbro @investyoda77 @bjmtweets @brex_andrea @perceptroncodex @jonagonx @gvdinvestor

Top assets mentioned Lemonade, Inc. (LMND) Hims & Hers Health, Inc. (HIMS) TransMedics Group, Inc. Common Stock (TMDX) Joby Aviation, Inc. (JOBY) DLocal Limited Class A Common Shares (DLO) Oscar Health, Inc. (OSCR) Redwire Corporation (RDW) Amazon.com, Inc. (AMZN) ZetaChain (ZETA) The Root Network (ROOT) Argo Blockchain plc (ARBK) UiPath, Inc. (PATH) Sei (SEI) PayPal Holdings Inc (PYPL) Alien Base (ALB) GXO Logistics, Inc. (GXO) Ondas Holdings Inc. Common Stock (ONDS) NuCypher (NU) Alibaba Group (BABA) Constellation Energy Corp (CEG) Advanced Micro Devices (AMD) Regeneron Pharmaceuticals Inc (REGN) Teradyne, Inc. (TER) Tempus AI, Inc. Class A Common Stock (TEM) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Palantir (PLTR) Lululemon Athletica Inc (LULU) UnitedHealth Group (UNH) Alphabet Inc Class A (GOOGL) Rocket Lab USA, Inc. Common Stock (RKLB) Oklo Inc. (OKLO) Symbotic Inc. Class A Common Stock (SYM) BITMINE IMMERSION TECH (BMNR) Upstart Holdings, Inc. Common stock (UPST) Sezzle Inc. Common Stock (SEZL) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Bruker, Corp. (BRKR) Progressive Corp (PGR) Uber Technologies, Inc. (UBER) Newmont Corporation (NEM) Lantheus Holdings, Inc (LNTH) CLEANSPARK INC (CLSK) 4 (FOUR) Celsius Holdings, Inc. Common Stock (CELH) Allegro MicroSystems, Inc. Common Stock (ALGM) Viking Therapeutics, Inc (VKTX) Viking Holdings Ltd (VIK) Rocket Companies, Inc. (RKT) RAI Finance (SOFI) Confluent, Inc. Class A Common Stock (CFLT) Mastercard, Inc. (MA) American Tower Corp (AMT) O'Reilly Automotive Inc (ORLY) KKR & Co, Inc. (KKR) Moody's Corporation (MCO) Verizon Communications Inc. (VZ) Textron Inc. (TXT) Constellation Brands, Inc. Class A (STZ) Snowflake, Inc. (SNOW) MercadoLibre Inc (MELI) Elcoin (EL)

Top Social Posts #

Top posts by engagements in the last XX hours

"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 59.9K 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 60K followers, 937.7K 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 59.9K followers, 7730 engagements

"7. Michael Burry Scion Asset Management Notable Buys: $LULU $BRKR $REGN $MELI $UNH Notable Adds: Nothing Notable Trims: $EL Notable Sells: Nothing"
X Link @MMMTwealth 2025-08-16T11:49Z 59.9K followers, 4438 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 60K followers, 16K engagements

"MY X LARGEST POSITIONS WILL LIKELY CONTINUE TO BE THE FOLLOWING: X. $LMND X. $NU X. $HIMS X. $TMDX I don't see this changing over the next year or so"
X Link @MMMTwealth 2025-09-28T19:57Z 59.9K followers, 33.1K engagements

"$LMND market cap: $3.9B $PGR market cap: $144.5B $LMND expected growth CAGR (3 years): XXXX% $PGR expected growth CAGR (3 years): XXX% $PGR has crushed it for the last XX years. $LMND will crush it for the next XX years"
X Link @MMMTwealth 2025-10-03T11:12Z 59.8K followers, 44.7K 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 59.9K followers, 32.4K 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 59.8K followers, 2207 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, 7631 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 59.9K followers, 39K 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 59.9K followers, 23.2K 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 59.9K followers, 24.4K 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 60K followers, 64.9K 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 60K followers, 12.7K 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 59.9K followers, 2472 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 60K followers, 30.7K 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 59.8K followers, 203.7K 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 59.9K followers, 9876 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 59.9K 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 59.9K followers, 5098 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 59.9K 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 59.9K followers, 55.4K 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 59.9K 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 60K followers, 5545 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 59.9K followers, 15.4K engagements

"$HIMS PEG: 3.4x $HIMS EBITDA growth: XX% CAGR (2Y) $HIMS EBITDA multiple: 37x $HIMS valuation today is not cheap"
X Link @MMMTwealth 2025-10-07T13:53Z 59.8K followers, 6383 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 59.9K followers, 25.5K 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 59.8K followers, 14.4K 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 59.9K followers, 8122 engagements

"$SEI +15% today👀"
X Link @MMMTwealth 2025-10-13T17:48Z 59.9K followers, 9456 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 59.9K followers, 18.7K 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 59.9K followers, 2666 engagements

"14. Brinker International $EAT Revenue Growth: XXXX% EV/Sales: 1.5x PEG: 0.40x"
X Link @MMMTwealth 2025-04-06T11:21Z 60K followers, 5674 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 60K followers, 57.3K 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 59.9K 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 59.9K followers, 10.7K 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 59.9K followers, 5388 engagements

"10. Solaris Energy Infrastructure $SEI Check out my article where I write about $SEI here 👇"
X Link @MMMTwealth 2025-10-09T16:20Z 59.9K followers, 4668 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 59.8K followers, 4161 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 59.9K followers, 10.1K 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 59.9K followers, 9300 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 59.9K followers, 23.9K 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 59.9K followers, 1933 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 59.9K followers, 8446 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 59.9K followers, 65.8K 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 59.9K followers, 4928 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 59.9K followers, 6116 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 59.9K followers, 73.7K 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 59.9K 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 59.8K followers, 10.4K 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 60K followers, 2991 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 60K followers, 4223 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 59.9K followers, 29.5K engagements

"Heres @AskFinvest summary of $HIMS currently. Pretty accurate Id say"
X Link @MMMTwealth 2025-10-06T19:29Z 59.9K followers, 7128 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 59.9K followers, 5237 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 59.9K followers, 23K 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 59.9K followers, 16.2K engagements

"Here's some stocks at 52-week lows 👀👇 X. Chipotle $CMG X. Accenture $ACN X. Monday $MNDY X. Lululemon $LULU X. Old Dominion Freight Line $ODFL X. Hubspot $HUBS X. Confluent $CFLT X. Fair Isaac $FICO"
X Link @MMMTwealth 2025-08-11T21:19Z 59.9K followers, 12.4K 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, 4423 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 59.8K followers, 8937 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 59.8K followers, 4565 engagements

"10. Chuck Akre Mastercard $MA Moodys $MCO KKR $KKR American Tower Corp $AMT Oreilly Automotive $ORLY"
X Link @MMMTwealth 2025-01-24T16:08Z 59.9K followers, 4328 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 59.9K followers, 3570 engagements

"$VZ could be a nice defensive play at 8.4x EPS"
X Link @MMMTwealth 2025-10-08T11:52Z 59.9K followers, 3685 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 59.9K followers, 102.6K engagements

"6. PayPal $PYPL I wrote about $PYPL here yesterday:"
X Link @MMMTwealth 2025-10-09T16:20Z 59.9K followers, 2549 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 59.9K followers, 2969 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 59.9K 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 59.9K followers, 7890 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 59.9K followers, 7447 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 59.9K 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 59.8K followers, 6498 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 59.9K followers, 6502 engagements

"The best risk to reward investments in the market today are: X. Alibaba $BABA X. PayPal $PYPL X. SoFi $SOFI X. Bitcoin X. Indian index fund X. Nu Bank $NU X. Tesla $TSLA X. Celsius $CELH X. Mining (I own $SVM and $NEM) XX. SentinelOne $S"
X Link @MMMTwealth 2024-09-04T19:24Z 59.8K followers, 78.2K 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 59.9K followers, 21.3K 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 59.9K followers, 51.3K engagements

"$ASTS $VZ PARTNER TO SUPPORT SPACE BASED CEULLULAR BROADBAND ACROSS THE US"
X Link @MMMTwealth 2025-10-08T11:52Z 59.9K followers, 3532 engagements

"Ever seen a stock up XXXXX% pre market $OCTO"
X Link @MMMTwealth 2025-09-08T13:15Z 59.8K followers, 59.3K engagements

"An update. $ARBK +114%"
X Link @MMMTwealth 2025-10-06T13:58Z 59.9K followers, 2873 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 60K followers, 28.7K engagements

"8. CleanSpark $CLSK Revenue growth: XXXXX% Net income margin: XXXXX% EV/Sales: 3.3x"
X Link @MMMTwealth 2025-02-18T19:10Z 59.9K followers, 8112 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 60K followers, 244.3K 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 59.9K followers, 4805 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 59.9K followers, 71.6K engagements

"Just putting this here evidencing when I opened $ARBK less than X months ago"
X Link @MMMTwealth 2025-10-06T14:16Z 59.9K followers, 6944 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 59.8K 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 59.9K followers, 28.3K 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 59.9K followers, 9889 engagements

"CURRENT SWING TRADE/SMALL CAP PORTFOLIO 👇 $ARGO DOWN XX% $SPIR UP X% $RKT UP XX% $SES UP XX% $ROOT UP X% $ABCL UP X% $CLPT FLAT (initiated small position today) $ONDS UP XX% $BMNR UP 15%"
X Link @MMMTwealth 2025-09-24T14:52Z 59.9K followers, 7108 engagements

"@BourbonCap $LMND by far. $DLO also has to be up there"
X Link @MMMTwealth 2025-10-14T18:23Z 59.9K followers, 5013 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 59.9K followers, 6484 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 60K followers, 84.3K engagements

"$BABA with some very positive numbers. Up X% so far. The $BABA bears and "China is uninvestable" posts have taken a back seat over the last month. It's not too late to get into $BABA. Still very undervalued. $200+ stock"
X Link @MMMTwealth 2025-02-20T11:04Z 59.9K followers, 18.3K 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 59.9K followers, 13.6K engagements

"6. Bill Ackman Pershing Square Notable Buys: $AMZN Notable Adds: $GOOGL Notable Trims: Nothing Notable Sells: Nothing"
X Link @MMMTwealth 2025-08-16T11:49Z 59.9K followers, 3959 engagements

"Some high beta names with a PEG below 1x that I'll be looking to load up on: X. AppLovin $APP X. Micron $MU X. Confluent $CFLT X. Sezzle $SEZL X. Marvell Technology $MRVL Disclosure: No position in any so far but I have some levels I'd like to see: $APP at $XXX $MU at $XX $CFLT at $XX $SEZL at $XX $MRVL at $56"
X Link @MMMTwealth 2025-09-03T10:19Z 59.8K followers, 26.6K 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 59.9K followers, 1362 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 59.9K followers, 19.9K engagements

"Statistically correct but fundamentally wrong argument about $LMND. BVPS is decreasing but $LMND is in growth stage. When you're scaling products from renters to home to pet to life to auto you have front-loaded acquisition and tech investments costs. It doesn't necessarily mean poor underwriting. You can't expect book value growth yet but you can expect huge future operating leverage. You can't apply the same metric to $PGR to $LMND. It's like applying the same metric to an early stage $TSLA and Toyota"
X Link @MMMTwealth 2025-10-04T06:45Z 59.9K followers, 18.5K 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 59.9K followers, 9667 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 59.9K followers, 12.9K engagements