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@MMoney642 Avatar @MMoney642 Mindset for Money, CPA

Several companies are making significant strides in their respective industries, including $dave, a fintech company offering short-term loans with no interest or origination fees, and $uber, which has invested in Lucid Motors and is expanding its advertising capabilities. Additionally, companies like $zeta, $gamb, and $oscr are showing impressive growth and innovation in their fields, with $zeta's net revenue retention rate and $oscr's tech platform handling tasks efficiently. These companies, along with others like $goog, $nvo, and $amd, are worth noting for their potential and current performance.

Engagements: XXXXXXX #

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Mentions: XXX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance #1612 stocks #2136 technology brands XXXXX% cryptocurrencies #798 automotive brands XXXX% countries XXXX% celebrities XXXX% social networks XXXX% fashion brands XXXX% currencies XXXX%

Social topic influence $dave #151, goog #2, $goog #1, $hims #5, hims #7, asml #4, $asml #3, $googl #205, $uber #35, $nvo #4

Top accounts mentioned or mentioned by @sojustfollowme @tacticzh @dividendngrowth @meeijer @bagholderiq @longoption @theeuinvestor @twittanner @vhilife @wealthmatica @dappspecialist @gubloinvestor @newcomerinvest @lazaroinvestor @gvdinvestor @jonroberts91 @qualityinvest5 @jrouldz @everydaystocksx @alexcapital01

Top assets mentioned Dave Inc. Class A Common Stock (DAVE) Alphabet Inc Class A (GOOGL) Hims & Hers Health, Inc. (HIMS) Uber Technologies, Inc. (UBER) Novo-Nordisk (NVO) MercadoLibre Inc (MELI) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Robinhood Markets, Inc. (HOOD) Brookfield Corporation (BN) Oscar Health, Inc. (OSCR) ZetaChain (ZETA) RAI Finance (SOFI) Wise (WISE) Tesla, Inc. (TSLA) Arista Networks Inc (ANET) Fiserv, Inc. (FI) DLocal Limited Class A Common Shares (DLO) Palantir (PLTR) Super Micro Computer, Inc. Common Stock (SMCI) aelf (ELF) On Holding AG (ONON) TransMedics Group, Inc. Common Stock (TMDX) SoFi Technologies, Inc. Common Stock (SOFI) IonQ, Inc. (IONQ) Upstart Holdings, Inc. Common stock (UPST) Spotify Technology (SPOT) Duolingo, Inc. Class A Common Stock (DUOL) Broadcom, Inc. (AVGO) Axon Enterprise, Inc. (AXON) Affirm Holdings, Inc. Class A Common Stock (AFRM) NVIDIA Corp. (NVDA) Intuitive Surgical, Inc. (ISRG) Oklo Inc. (OKLO) The Root Network (ROOT) TenX (PAY) Accenture (ACN) Wing Finance (WING)

Top Social Posts #

Top posts by engagements in the last XX hours

"9/ $OKLO Oklo Inc. Oklo is going small in a space thats always been massive. How Their compact nuclear reactors run on recycled fuel and can be deployed quickly. While traditional plants take decades Oklo aims for months. With the power needs of AI and data centers rising this could fill a MAJOR gap"
@MMoney642 Avatar @MMoney642 on X 2025-07-17 19:15:08 UTC 13.7K followers, 19K engagements

"Looking for a new research project I got XX companies that meet the following criteria: - Price/Sales 8x - Revenue Growth XX% - Future revenue growth (2yrs) XX% - PROFITABLE Lets dive in: 1/ $HIMS Hims and Hers P/S: 6.3x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XXX% Started with hair loss meds and ED pills. Has since moved into GLP-1s and mental health. Vertical integration across pharmacy fulfillment and care delivery is how they control margin. Subscription health with scale"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:36 UTC 13.7K followers, 107.5K engagements

"1/ What does $DAVE do Dave is the underdog of finance helping Americans living paycheck to paycheck. They offer $XXX short-term loans with no interest or origination fees. These loans help users avoid costly overdraft charges. Its a win for the borrower"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 13:08:42 UTC 13.7K followers, 2700 engagements

"@JonRoberts91 at 13x fwd P/ocf all of this is priced in and even more IMO"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 16:05:54 UTC 13.7K followers, XXX engagements

"Alright I have X companies that have IMPROVED THEIR FINANCIALS over the last few years but the stock price has NOT MOVED OR IS CHEAPER. Whether they were OVERVALUED BEFORE or UNDERVALUED NOW is up to you: 1/ $OSCR Oscar Health A tech first insurer facing a clear headwind: expiring subsidies and now a repeal of ACA via the BBB. But even if they lapse management expects to remain profitable. The stocks low valuation reflects a worst case political scenario that may never happen. Meanwhile fundamentals keep climbing"
@MMoney642 Avatar @MMoney642 on X 2025-07-08 18:31:49 UTC 13.7K followers, 283.8K engagements

"Financials: Revenue Is Accelerating $DAVE has grown revenue at a XX% CAGR over the past X years. Analysts project XX% growth over the next X. Management just raised full year revenue guidance to $460-475m which would be 32-37 % YOY growth. They have now beaten estimates in last 10/11 quarters. Margins are improving along the way"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 13:08:50 UTC 13.4K followers, XXX engagements

"Over the last X or so years these X companies have grown their operating cash flows FASTER than their valuation. These businesses are generating more operating cash for every dollar of market value. 1/ $EVO Evolution AB"
@MMoney642 Avatar @MMoney642 on X 2025-06-20 15:51:38 UTC 13.7K followers, 20.6K engagements

"The Dave Card Strategy $DAVE also offers a debit card and checking account as part of its product suite. The card provides: - No mandatory banking fees - Early access to paychecks - Free ATM usage - High-yield savings - Instant access to ExtraCash By offering a checking account Dave increases user engagement and creates stronger loyalty around its lending products. While the card does not contribute meaningfully to revenue today spend volume is growing and is now approaching $XXX million per quarter. It supports their broader strategy of retaining users and deepening product adoption"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 13:08:48 UTC 13.5K followers, 1178 engagements

"Since start of 2021: $HIMS Revenue: +943% $HIMS Market Cap: +410% Not bad. Not bad at all"
@MMoney642 Avatar @MMoney642 on X 2025-07-25 18:40:43 UTC 13.7K followers, 9678 engagements

"This totally seems like a foolproof investment. $PLTR"
@MMoney642 Avatar @MMoney642 on X 2025-07-28 12:04:54 UTC 13.7K followers, 27.9K engagements

"Profitable companies that have grown revenues by at least XX% annually over the last X years and are still trading under 7x sales: $OSCR Oscar Health XX% $SMCI Super Micro XX% $CDLR Cadeler XX% $ELF e.l.f. Beauty XX% $MELI MercadoLibre XX% $HIMS Hims & Hers XX% $WISE Wise XX% $ONON On Holding XX% $ROOT Root XX% $PDD Pinduoduo XX% What is the best deal here What are you buying"
@MMoney642 Avatar @MMoney642 on X 2025-07-09 19:22:27 UTC 13.4K followers, 49.4K engagements

"17/ $PAY Paymentus Holdings P/S: 3.8x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XXX% Ever paid a utility bill online You mightve used Paymentus and didnt even realize it. Theyre the infrastructure behind government healthcare telecom payments. High retention low visibility strong rails"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:49 UTC 13.7K followers, 4350 engagements

"18/ $ACN Accenture ROIC XX YR Average: 26%"
@MMoney642 Avatar @MMoney642 on X 2025-06-30 18:33:49 UTC 13.7K followers, 1252 engagements

"Lucid Investment $UBER isnt just partnering with the big AV players. Theyre also getting some skin in the game. UBER has invested $300M into Lucid Motors in a robotaxi deal that will let them deploy 20000 vehicles. The rollout begins in 2026 and will span six years. This is a smart use of capital. Instead of burning cash on R&D Uber waited for the right time to enter the market while it's still fresh without overspending. Some quick math: $300M divided by 20000 vehicles comes out to $15000 per vehicle. Thats great capital allocation"
@MMoney642 Avatar @MMoney642 on X 2025-07-22 21:19:48 UTC 13.7K followers, XXX engagements

"@TacticzH Im interested in $FI the most but oh ya $MELI chart is craazy"
@MMoney642 Avatar @MMoney642 on X 2025-07-25 15:10:10 UTC 13.7K followers, XXX engagements

"12/ $WING Wingstop ROIC XX YR Average: 28%"
@MMoney642 Avatar @MMoney642 on X 2025-06-30 18:33:45 UTC 13.7K followers, XXX engagements

"8/ $ELF e.l.f. Beauty P/S: 5.1x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% How do you turn $X lip gloss into a $7B brand Go viral without paying for it. ELF cracked the code on TikTok and has outgrown the "cheap makeup" label. High gross margins smart retail strategy and zero fear of taking swings"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:41 UTC 13.7K followers, 6276 engagements

"@BagholderIQ like how is Tesla green right now "YoU dOnT uNdErStaNd tHe BuSinEsS""
@MMoney642 Avatar @MMoney642 on X 2025-07-23 21:06:14 UTC 13.5K followers, XXX engagements

"Tesla has truly mastered investing on perception. $TSLA"
@MMoney642 Avatar @MMoney642 on X 2025-07-28 16:14:52 UTC 13.7K followers, 6842 engagements

"How $DAVE Approaches Lending: Short-term loans are risky but Dave uses AI to manage that risk through their proprietary underwriting engine called CashAI. Unlike traditional lenders Dave does not rely on FICO scores which they believe are outdated and inflated. Instead CashAI analyzes over XXX real time data points from a user's bank account including spending habits income trends and employment status to make smarter lending decisions"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 13:08:43 UTC 13.7K followers, 2001 engagements

"15/ $CDLR Cadeler P/S: 5.7x Revenue Growth: XXX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% Offshore wind doesnt get built without someone placing the turbines. Thats Cadeler. Its not sexy but its critical. Theyre booked out backed by regulation and expanding capacity right when demands about to spike"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:47 UTC 13.7K followers, 4947 engagements

"9/ $TMDX TransMedics Group P/S: 7.6x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% Organs usually die in a cooler on the way to surgery. TMDX replaces that cooler with a machine that keeps them alive. Thats not just better - its groundbreaking. The moat is clinical results and the opportunity is global"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:42 UTC 13.7K followers, 6787 engagements

"Before I dive into a stock I run it through my High Quality screener: ✔ 5Y Rev CAGR XX% ✔ 5Y EBITDA CAGR XX% ✔ P/OCF 30x ✔ Debt can be paid in X yrs ✔ ROIC XX% ✔ Shares outstanding 5Y change X% Now that you know the screener here are XX names that pass:👇"
@MMoney642 Avatar @MMoney642 on X 2025-05-17 13:44:23 UTC 13.3K followers, 56.2K engagements

"The best FinTech deal on the market. Just scaling under everyone's noses. Will drop my thesis this weekend. $DAVE"
@MMoney642 Avatar @MMoney642 on X 2025-07-19 16:08:26 UTC 13.6K followers, 11.6K engagements

"@TacticzH Don't tell me you didn't just pull the trigger on $HIMS at $XX We've been waiting for you to join us"
@MMoney642 Avatar @MMoney642 on X 2025-07-24 20:49:33 UTC 13.7K followers, 2546 engagements

"@jrouldz @TheEUInvestor I have small balls yes 😂"
@MMoney642 Avatar @MMoney642 on X 2025-07-28 13:34:40 UTC 13.7K followers, XXX engagements

"11/ $PRL Propel Holdings P/S: 2.1x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% Propel lends to people who the banks overlook. They're not reckless theyre data driven. Its subprime sure but its done with care underwriting discipline and returns that beat most lenders in the country"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:44 UTC 13.7K followers, 5477 engagements

"I bought shares in only one company this week: $DAVE Its a starter position was planning on buying more as time passes but we are already up XX% on the initial buy. Hoping this isnt another $AMD where Im DCAing up lol"
@MMoney642 Avatar @MMoney642 on X 2025-07-18 20:59:20 UTC 13.6K followers, 5432 engagements

"Even in this inflated market there are companies worth taking a deeper look into: Since 2019: $FI Operating cashflows: +324% $FI Stock: +58% $MELI OCF: +1730% $MELI Stock: +362% $ASML OCF: +388% $ASML Stock: +272% Since IPO: $WISE OCF: +91% $WISE Stock: +13% Own any"
@MMoney642 Avatar @MMoney642 on X 2025-07-25 14:54:15 UTC 13.7K followers, 11.8K engagements

"3/ $DLO DLocal Limited DLocal is a key payment infrastructure provider for emerging markets enabling global merchants to accept hundreds of local payment methods through a single API. They deal with massive vendors who want to access untapped geography. Its growth is tied to rising ecommerce in developing countries. TPV continues to climb though its take rate is gradually declining"
@MMoney642 Avatar @MMoney642 on X 2025-07-08 18:31:51 UTC 13.4K followers, 22.9K engagements

"If you own any of these stocks: $HIMS $OSCR $DLO $HOOD $LMND $SOFI $ZETA $RKLB Heres the main OPERATIONAL KPI you should be tracking to measure their success 👇🧵 1/ $SOFI SoFi Technologies KPI: Members SoFi's goal is to be the only financial app that you need. Growing total number of members is their clearest sign of success. Each new member essentially offers a new opportunity to offer more products like loans or investments. This is how their ecosystem will thrive"
@MMoney642 Avatar @MMoney642 on X 2025-06-26 20:09:05 UTC 13.7K followers, 162.7K engagements

"10/ $IONQ IonQ Inc. IonQ uses trapped ions instead of superconductors for quantum computing. This method offers better stability and fewer errors. Theyre also building out the cloud layer and securing partnerships in quantum networking. If this tech hits real world scale IonQs approach could become the new blueprint for the future"
@MMoney642 Avatar @MMoney642 on X 2025-07-17 19:15:09 UTC 13.7K followers, 20.9K engagements

"$GOOG rebound was inevitable. People feared LLMs would hurt search but forgot Google is the internet. As websites charge for data most models will lose access or price out users. Google owns the data the pipes and the platform. LLMs should be fearing Google"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 13:52:30 UTC 13.6K followers, 6877 engagements

"Give me some slept on names under a $10B market cap that I need to research Please and thank you :)"
@MMoney642 Avatar @MMoney642 on X 2025-07-28 18:45:49 UTC 13.7K followers, 12.7K engagements

"Alright I have X companies that have IMPROVED THEIR FINANCIALS over the last few years but the stock price has NOT MOVED OR IS CHEAPER. Whether they were OVERVALUED BEFORE or UNDERVALUED NOW is up to you: 1/ $EVO Evolution AB Evolution powers the live casino games you see on online gambling platforms. They dont run the casinos themselves they build the infrastructure and take a share of what players spend. Growth came in a bit light last quarter but theyre still expanding into more regulated markets and continuing to roll out new game formats to keep the experience fresh and addictive"
@MMoney642 Avatar @MMoney642 on X 2025-06-11 20:38:31 UTC 13.7K followers, 35.5K engagements

"$DAVE Dave Inc. (4%) $DAVE is the newest addition to the portfolio if you couldnt already tell on my page lol. America is in a debt crisis. Most Americans live paycheck to paycheck. In fact XX% of them do. These individuals are constantly dealing with overdraft fees and late penalties on their commitments. Dave offers the cheapest alternative to help relieve that burden: a X% upfront fee for a revolving loan of up to $XXX. These short term loans are designed to help people not hurt them. They would be paying a much higher rate for any comparable loan from a traditional bank. The risk as a"
@MMoney642 Avatar @MMoney642 on X 2025-07-27 17:27:47 UTC 13.7K followers, 3759 engagements

"$GOOG with the DOUBLE BEAT EPS $XXXX vs $XXXX Est 🟢 Rev $96.4B vs $94B Est 🟢 XX CONSECUTIVE QUARTERS OF EPS BEATS BAAAAAANG"
@MMoney642 Avatar @MMoney642 on X 2025-07-23 20:06:25 UTC 13.7K followers, 17.3K engagements

"@invest091 Thats basically it ya difference is Zeta took a risk and built this model X years ago. They are well ahead of competitors just need to scale"
@MMoney642 Avatar @MMoney642 on X 2025-07-17 19:22:38 UTC 13.7K followers, 7074 engagements

"13/ $MNST Monster Beverage ROIC XX YR Average: 32%"
@MMoney642 Avatar @MMoney642 on X 2025-06-30 18:33:46 UTC 13.7K followers, XXX engagements

"5/ $OSCR Oscar Health Oscar is in the process of rebuilding health insurance using automation. Their tech platform handles tasks that usually require dozens of reps and their AI helps reduce hospital readmissions and admin costs. They are proving that insurance can be more efficient and customer centric when software runs the backend"
@MMoney642 Avatar @MMoney642 on X 2025-07-17 19:15:05 UTC 13.7K followers, 24.1K engagements

"2/ $HIMS Hims & Hers Health Hims is building a new kind of health care company. Research has shown that patients no longer want to wait at the doctors office to be treated they want to conveniently and discretely receive their medication. They are building a vertically integrated behemoth that owns the pharmacy the providers and even the manufacturing. Everything runs through the digital platform. This is different than telehealth. Its a fully integrated system designed to scale access and patient personalization"
@MMoney642 Avatar @MMoney642 on X 2025-07-17 19:15:03 UTC 13.7K followers, 23.3K engagements

"8/ $HOOD Robinhood Markets Robinhood started by making trading free. Now it's shifting focus to longer term financial products like IRAs managed portfolios and subscriptions and changing how trading is done via tokenization. The goal is to convert casual users into lifelong customers and challenge legacy banks on their home turf"
@MMoney642 Avatar @MMoney642 on X 2025-07-17 19:15:07 UTC 13.7K followers, 18.9K engagements

"Did I just find a founder led hidden gem Trades at XXX EV/sales too 👀 Management is guiding for $172M in Revenue in FY XX (+35% YOY) and $68M in EBITDA (+40% YOY) Like this if you think I should deep dive and disclose 😉"
@MMoney642 Avatar @MMoney642 on X 2025-06-24 16:24:04 UTC 13.5K followers, 56.1K engagements

"What if I told you the best FinTech deal today is built on short-term loans $DAVE isnt a flashy name but based on management guidance and consensus estimates it could CONSERVATIVELY 2X by 2027. Thats at least a XX% return annually. This is my $DAVE thesis 🧵"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 13:08:41 UTC 13.7K followers, 57.3K engagements

"$ASML ASML Holding N.V. (6%) $ASML is a great company but I will never make it a major position (10% or more) because its the business I understand the least. I read the quarterly reports and listen to management calls but I dont have the technological expertise to confidently assess whether theyve maintained their edge for their moat. I wanted exposure to the industry and liked the idea of investing in a company that becomes a bottleneck if disrupted. I think the stock offers great value relative to its potential upside. Its not going to be a high flyer but its currently depressed valuation"
@MMoney642 Avatar @MMoney642 on X 2025-07-27 17:27:45 UTC 13.7K followers, 3972 engagements

"$AMD Advanced Micro Devices Inc. (6%) The future success of $AMD became pretty clear once I looked under the hood. Management made a record commitment to share repurchases the CEO openly stated they would 5X their current TAM in their flagship revenue stream and they started partnering with all the major players. Datacenters are the new frontier of humanity and it would be irresponsible for current management teams to spend all their capital on the most expensive chips. $AMD is now offering comparable chips at a lower cost with the MI350 series and is expected to make another big leap with"
@MMoney642 Avatar @MMoney642 on X 2025-07-27 17:27:46 UTC 13.7K followers, 3815 engagements

"5/ $BROS Dutch Bros P/S: 6x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: X% What started as a coffee pushcart turned into a drive-thru juggernaut. Expansion is smart branding is loud and margins are sneaky strong for a franchise-heavy model. BROS is culture first caffeine second"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:39 UTC 13.7K followers, 7325 engagements

"Theres real power in focusing on one service and doing it really damn well. $DAVE is pulling ahead of its peers in free cash flow per share and honestly its not even close. It also has the cheapest sales multiple among this group: $HOOD $SOFI $UPST"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 18:43:39 UTC 13.7K followers, 4546 engagements

"Companies Id still add to: $GOOG $ASML $DAVE $GAMB $BN $UBER $FI $NVO Slightly under intrinsic value IMO but great potential: $HIMS $AMD $AMZN Great model just too expensive right now: $HOOD $COST $SPOT $DUOL $NFLX $AVGO Bit of a dice roll: $ZETA"
@MMoney642 Avatar @MMoney642 on X 2025-07-25 17:29:56 UTC 13.7K followers, 21.1K engagements

"10/ $DAVE Dave Inc P/S: 7.6x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% This isnt your typical neobank. Dave isnt chasing deposits - its monetizing liquidity. ExtraCash no interest and improving payback rates. Theyre proving fintech can make money on small loans at scale without predatory practices"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:43 UTC 13.7K followers, 5875 engagements

"What do you think is the best deal of the pack I own a few of these names but it seems like some are worth looking into further. Please like and follow if you enjoyed Try out for free"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:52 UTC 13.7K followers, 4999 engagements

"3/ $SE Sea Limited P/S: 5.6x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: X% They used to print money with Garena. Then they used that cash to fuel Shopees e-commerce blitz. Now SeaMoney is quietly scaling. X segments X region and a shot at real profitability if they balance the machine"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:37 UTC 13.7K followers, 8302 engagements

"@TacticzH Adyen processes over 2x the revenue and still has a XX% margin compared to DLO's XX% tho. 😉"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 13:31:45 UTC 13.7K followers, XXX engagements

"Google now has 9M developers building with Gemini. This time last year Just 1.5M For context OpenAI hit 3M developers as at May 2025. Still think Googles falling behind The market still seems to think so $GOOG $GOOGL"
@MMoney642 Avatar @MMoney642 on X 2025-07-28 14:15:00 UTC 13.7K followers, 8802 engagements

"Who is the management team Are they worth investing into In a short answer yes. This management team has surpassed its original guidance AND exceeded UPDATED guidance for X consecutive quarters. Jason Wilk (CEO) has XX years of experience building digital companies: - Founded acquired in 2008 - Built Allscreen a content creator marketplace used by brands like Chevy and Intel - Founded WriteyBoard adopted by over 200000 businesses Kyle Beilman (CFO/COO) joined Dave in 2017 as one of its first hires. He has a background in investment banking and corporate strategy at Red Bull. Ive included"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 13:08:49 UTC 13.4K followers, XXX engagements

"$HIMS Hims & Hers Health Inc. (23%) $HIMS has become my largest portfolio holding though not intentionally I haven't sold any shares because I truly believe the biggest investment upside is still ahead. I initially bought into HIMS when it was trading at about 4x LTM sales which felt like a great shot to take given its potential. What really convinced me was not just the fast growing subscriber base but also the rising share of personalized prescriptions. There are legal risks and I think they'll be around for a while. Until HIMS gets a clear legal decision on Section XXX their stock's"
@MMoney642 Avatar @MMoney642 on X 2025-07-27 17:27:42 UTC 13.7K followers, 6262 engagements

"Stocks Id BUY right now: $AMZN Amazon $GOOG Alphabet $NVO Novo Nordisk $ASML ASML Waiting for better valuation: $DUOL Duolingo $AXON Axon $SPOT Spotify $SHOP Shopify Stocks Id AVOID right now: $IONQ IonQ $AAPL Apple $TSLA Tesla $MSTR MicroStrategy What do you think"
@MMoney642 Avatar @MMoney642 on X 2025-05-24 11:47:07 UTC 13.7K followers, 110.3K engagements

"@SoJustFollowMe X suggestions perfect thank you"
@MMoney642 Avatar @MMoney642 on X 2025-07-28 20:58:18 UTC 13.7K followers, XXX engagements

"19/ $TVK Terravest Industries P/S: 3.7x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% Youve probably never heard of them and thats how they like it. TVK rolls up unsexy cash-flow rich industrial businesses. Its all about return on capital not hype. Quiet compounder in the background"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:51 UTC 13.7K followers, 4240 engagements

"When compared to competitors in both the cash advance and Neobank/Fintech space $DAVE presents the highest operational efficiency per employee. They lead in both revenue and gross profit per employee yet trade at just 17x FCF"
@MMoney642 Avatar @MMoney642 on X 2025-07-16 18:40:01 UTC 13.7K followers, 3353 engagements

"I believe Google is the best investment among the MAG X at current levels which is why its the largest position in my portfolio. Its the worlds largest AI company video platform search engine and compute provider. Heres my $GOOG thesis: 🧵"
@MMoney642 Avatar @MMoney642 on X 2025-07-24 16:34:50 UTC 13.7K followers, 96.1K engagements

"$BN Brookfield Corporation (10%) I invested in $BN for a few reasons: top tier management continued appreciation of assets due to government printing and a strong historical track record of success. I also like the industries they are involved in: renewable power infrastructure private equity real estate and wealth solutions. These are sectors where demand has consistently increased over time. I ultimately want to keep investing in these industries but I dont have the competence to cover all of them as deeply as this management team can. Thats why I invest in $BN instead. The stock is"
@MMoney642 Avatar @MMoney642 on X 2025-07-27 17:27:44 UTC 13.7K followers, 6870 engagements

"You already know what Im going to say Its a monopoly. X straight double beats. This discrepancy wont last forever $ASML"
@MMoney642 Avatar @MMoney642 on X 2025-07-17 14:56:50 UTC 13.4K followers, 14.1K engagements

"@Gubloinvestor High growth Not profitable High dilution (thus far)"
@MMoney642 Avatar @MMoney642 on X 2025-07-25 18:11:06 UTC 13.7K followers, XXX engagements

"4/ $WISE Wise Plc Wise built its own infrastructure to move money across borders without using SWIFT. Instead of wiring money they match transfers between users in different countries. This lets them move money faster and cheaper than banks. That efficiency is their real advantage"
@MMoney642 Avatar @MMoney642 on X 2025-07-08 18:31:52 UTC 13.3K followers, 22.2K engagements

"I get it - this is a cash advance business so variable costs arent the biggest hurdle. But even when you factor in the high fixed costs $DAVE is still growing well YOY on a full operating profit basis. Scale hasnt even shown its hand yet. (Removed $AFRM from the chart because it was messing it up visually - but Dave still performing better)"
@MMoney642 Avatar @MMoney642 on X 2025-07-16 18:41:19 UTC 13.5K followers, 1166 engagements

"If you are looking to invest into disruption. $DAVE"
@MMoney642 Avatar @MMoney642 on X 2025-07-16 18:50:55 UTC 13.7K followers, 7235 engagements

"The Fun Little Side Business: Waymo What some companies treat as their entire bull thesis is just a side project for $GOOG. Waymo has completed over 10M paid rides in the areas where its geofenced. Theyre currently doing a quarter million paid passenger trips per week which is up 5x year over year. Its not a major contributor to revenue today but it could be down the road. Sundar has already said they plan to keep investing in it going forward"
@MMoney642 Avatar @MMoney642 on X 2025-07-24 16:35:19 UTC 13.6K followers, 1733 engagements

"@chamath Google just doesnt exist I guess 😂 $GOOG"
@MMoney642 Avatar @MMoney642 on X 2025-07-28 15:42:43 UTC 13.7K followers, 2949 engagements

"@MattIlich not only is it cheap its my favorite hot dog in the game"
@MMoney642 Avatar @MMoney642 on X 2025-07-19 20:07:17 UTC 13.7K followers, XXX engagements

"What did I miss Which companies do you think are true disruptors Im not saying all of these will 10x but if they take over their industry that kind of return becomes possible. If you liked this please like & follow 😊 Try free with my link"
@MMoney642 Avatar @MMoney642 on X 2025-07-17 19:15:09 UTC 13.5K followers, 18.6K engagements

"$GOOG Alphabet Inc. (22%) I ultimately invested in Google because Ive always believed there were far more reasons to invest in the company than not and by a wide margin. Its a high margin business with immense capital both financially and in terms of talent. The most common way users interact with an LLM is to get answers to their questions and Google has been specializing in that for over XX years. I have zero doubt in their ability to integrate AI into their current search ecosystem and use it to deliver higher click rates/ ROI for advertising vendors. Compute cloud AI content creation"
@MMoney642 Avatar @MMoney642 on X 2025-07-27 17:27:43 UTC 13.7K followers, 5489 engagements

"19/ $FICO Fair Isaac ROIC XX YR Average: 25%"
@MMoney642 Avatar @MMoney642 on X 2025-06-30 18:33:50 UTC 13.7K followers, 1101 engagements

"Over the last X years these X companies have grown their operating cash flows FASTER than their valuation. These businesses are generating more operating cash for every dollar of market value. 1/ $MELI MercadoLibre"
@MMoney642 Avatar @MMoney642 on X 2025-06-15 23:20:32 UTC 13.4K followers, 53.3K engagements

"4/ $OWL Blue Owl Capital P/S: 5.2x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% OWL isnt flashy but its a fee-earning machine. They provide capital to PE firms earn recurring revenue and stay asset-light while others chase yield. This is what slow compounding looks like when done with discipline"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:38 UTC 13.7K followers, 7496 engagements

"Business models that could explode in the next half decade (and the company's involved): AI Infrastructure $AMZN Amazon $GOOG Alphabet $MSFT Microsoft $ANET Arista Networks $PLTR Palantir Technologies $ORCL Oracle Digital Health $HIMS Hims & Hers Health Inc. Fintech $SOFI SoFi Technologies $NU Nu Holdings Ltd. $HOOD Robinhood Markets Chips & Semiconductors $NVDA NVIDIA $AMD Advanced Micro Devices $TSM Taiwan Semiconductor Manufacturing Company $AVGO Broadcom Inc. $ASML ASML Cybersecurity $CRWD CrowdStrike Holdings $PANW Palo Alto Networks $OKTA Okta Logistics as a Service $UBER Uber"
@MMoney642 Avatar @MMoney642 on X 2025-05-25 13:07:34 UTC 13.5K followers, 42.2K engagements

"7/ $TOST Toast Inc P/S: 5.1x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XXX% Toast lives inside your favorite local restaurant. Its not just a POS - its the payroll the CRM the backend. Every touchpoint is another layer of software. The more they embed the harder it becomes to leave"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:40 UTC 13.7K followers, 6563 engagements

"20/ $MDA MDA Space Ltd P/S: 4.6x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% From the Canadarm to lunar missions MDA has been involved in space longer than most realize. Now theyre betting big on satellite tech robotics and government contracts. Its aerospace meets sovereign-grade infrastructure"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:52 UTC 13.7K followers, 5403 engagements

"Financials: Clean Balance Sheet $DAVE holds only $75M in long term debt. They have enough cash to fully cover it. This is a strong and healthy balance sheet"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 13:08:52 UTC 13.7K followers, XXX engagements

"$ASML is down XX% since it released Q2 earnings so now would be a good time to dive into a quality read on a premium company Always important to know the whole story 😊"
@MMoney642 Avatar @MMoney642 on X 2025-07-22 12:59:11 UTC 13.7K followers, 4437 engagements

"2/ $MELI Mercado Libre P/S: 5.5x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% MELI runs the e-commerce fintech and logistics backend of Latin America. Its like Amazon PayPal and FedEx in one. The moat Scale data and local market mastery. The risk Execution across volatile regions. But theyre pulling it off"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:37 UTC 13.7K followers, 7928 engagements

"If Elon was the CEO of Google I would be retired right now😂 AV's are like a little side mission for these google nerds and now they are the kingpin in AI. $GOOG $TSLA"
@MMoney642 Avatar @MMoney642 on X 2025-07-23 21:04:07 UTC 13.7K followers, 5339 engagements

"@DividendNGrowth Their product is better than the competition and they generate more revenue and yet they are quite unprofitable EVEN while dishing out as much stock compensation as they do. They are financially reckless. Those annual events with celebrity speakers is a great example"
@MMoney642 Avatar @MMoney642 on X 2025-07-27 18:37:33 UTC 13.7K followers, XXX engagements

"5/ $DOCN DigitalOcean DigitalOcean is the underdog of the cloud world serving startups and developers who want to avoid the complexity of AWS. It stands out for its simplicity transparency and tight-knit user community. The company is adding new dev tools and focusing on AI-native companies while gradually increasing revenue per customer without losing its core appeal"
@MMoney642 Avatar @MMoney642 on X 2025-06-11 20:38:35 UTC 13.7K followers, 3941 engagements

"4/ $DAVE Dave Inc. Dave is actively rethinking how small dollar credit loans work. Instead of relying on credit scores like traditional banks they use AI to review real time income and spending behaviors of lendee's. This not only reduces fixed overhead costs but it also results in faster approvals and ultimately better underwriting. As this model scales it could change the lending industry. Below shows the difference in cost to the consumer and their 12.5M members love it"
@MMoney642 Avatar @MMoney642 on X 2025-07-17 19:15:04 UTC 13.7K followers, 22.5K engagements

"Business models I've studied that possess the MOST FUTURE POTENTIAL and WHY: $HIMS Hims & Hers Health They're turning awkward health issues into high-margin subscriptions by owning the brand the funnel and the full customer experience. $AXON Axon Enterprise Theyve quietly built a recurring revenue machine with products police departments are required to use and nobody else can match their ecosystem. $UBER Uber Technologies They already dominate rides and food but the real opportunity is logistics where theyre becoming the default infrastructure for moving anything. $ASTS AST SpaceMobile If"
@MMoney642 Avatar @MMoney642 on X 2025-05-28 20:27:07 UTC 13.6K followers, 22.3K engagements

"AV Partnerships $UBER sees the autonomous vehicle market as a $1T opportunity. They dont believe it will be dominated by a single player like $TSLA. Their message to AV vendors is simple: you focus on the hardware well handle the reach. Currently $UBER's cost per human-driven mile is $X. CEO Dara Khosrowshahi has said that once AV costs fall below that mark a massive TAM becomes available. And it's one they plan to fully capitalize on. Below are their AV partners. UBER is positioning itself as the central AV hub"
@MMoney642 Avatar @MMoney642 on X 2025-07-22 21:19:48 UTC 13.7K followers, 1195 engagements

"Gemini: They already have the best AI model (1/2) 450M monthly users. For reference ChatGPT has 800M weekly users. $GOOG still has ground to cover but its catching up quickly. In May 2025 monthly active users were at 400M. Thats XX million more in just two months. Daily queries doubled from Q1 to Q2 2025. The race is on and Google actually has a huge advantage"
@MMoney642 Avatar @MMoney642 on X 2025-07-24 16:34:52 UTC 13.5K followers, 3407 engagements

"6/ $ASML ASML Holding L12M Revenue Growth: XX% Forward P/OCF: 28x Operating Margin: XX% ASML builds the machines that make advanced chips possible. No ASML no cutting edge semiconductors. Sure the chip sector is cyclical. But demand for leading-edge tech is only heading one way. AI HPC 3D stacking. they all need smaller more powerful transistors. Management is locked in on long-term execution and with 2026 as their target I think this one is a no brainer for patient investors"
@MMoney642 Avatar @MMoney642 on X 2025-07-02 19:57:03 UTC 13.7K followers, 3400 engagements

"PORTFOLIO UPDATE JULY XX 2025 BUT instead its a thread. I will explain why I own each stock my intentions for them and my expectations for their future. These are my current holdings: $HIMS $GOOG $UBER $BN $AMZN $ASML $AMD $DAVE $NVO $GAMB $ZETA Lets dive in"
@MMoney642 Avatar @MMoney642 on X 2025-07-27 17:27:41 UTC 13.7K followers, 171.7K engagements

"4/ $DECK Deckers Outdoor ROIC XX YR Average: 38%"
@MMoney642 Avatar @MMoney642 on X 2025-06-30 18:33:39 UTC 13.7K followers, 1405 engagements

"$AMZN Inc. (10%) I feel like wanting to buy into $AMZN is pretty self explanatory. This was a newer addition for me and I added it during the tariff dip. Ive always felt the intrinsic value of the company is around $240-250 per share so when it dropped to the $165-175 range I was quick to buy. Investing for me isnt just about chasing massive returns. Its more about never losing money. Companies like $GOOG $BN and $ASML help me protect the downside. Amazons consistent history of high and growing CAPEX has led to a promising future in robotics global leadership in logistics dominance in cloud"
@MMoney642 Avatar @MMoney642 on X 2025-07-27 17:27:45 UTC 13.7K followers, 4134 engagements

"If I had to full port into one stock itd be $BN. Close runner-up would be $GOOG. What is yours"
@MMoney642 Avatar @MMoney642 on X 2025-07-19 18:08:17 UTC 13.7K followers, 26.2K engagements

"Why $DAVE Wont Go Bankrupt Many Earned Wage Access startups fail due to high upfront costs. Dave has scaled beyond that hurdle. Their advantages include: - Lower delinquency rates thanks to AI underwriting - Customer acquisition costs that are below those of traditional banks - Short 10-day average loan durations - Revolving credit structure that allows constant re-evaluation - Growing average revenue per user $DAVE is built for long-term success and the chart below shows exactly that"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 13:08:48 UTC 13.5K followers, 1081 engagements

"The First Big Issue: Search (2/2) So the ads are better but the traffic is too AI overviews had over 2B monthly users (up from 1.5B reported in May). That means 2B unique people are typing questions into Google every month. Thats nearly a third of the worlds population. People are happier with search results because theyre faster. This will become the default "AI search" experience. My parents still dont even know how to use ChatGPT and honestly they dont need to. They just want a quick free response to their question in a format theyre used to. This is considered the most successful search"
@MMoney642 Avatar @MMoney642 on X 2025-07-24 16:34:52 UTC 13.3K followers, 2847 engagements

"12/ $KITS Kits Eyecare P/S: 3.1x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XXX% Contacts glasses lenses - all old online and fulfilled fast. But heres the kicker: they own the lab. Owning the back end in this space means faster delivery better margins and fewer customer headaches"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:45 UTC 13.7K followers, 5207 engagements

"Just wanted to give some love to @SoJustFollowMe I read his posts every day and he never fails to educate me on the technical analysis of many popular names. Check out his page his write ups are always complete and informative. Thanks for all the hard work Denistratos"
@MMoney642 Avatar @MMoney642 on X 2025-07-18 16:31:23 UTC 13.7K followers, 4111 engagements

"16/ $ONON On Holding AG P/S: 6x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% On shoes feel like youre bouncing. That CloudTec design isnt just marketing it actually performs. Runners love it. The fashion crowd caught on. Now theyre growing global expanding into apparel and building a brand with real staying power"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:48 UTC 13.7K followers, 4824 engagements

"CEO David Steinberg isnt lying when he says customers prefer $ZETA's product Competitors' net revenue retention has dropped since 2020 while $ZETA's keeps climbing. Theyre already generating more revenue than the rest. Now they just need further scale to drive profit"
@MMoney642 Avatar @MMoney642 on X 2025-07-22 15:20:28 UTC 13.5K followers, 10K engagements

"@alexcapital01 I think he is operationally a fantastic CEO and a very bright mind. but. He's a poor salesman and undersells what they accomplish"
@MMoney642 Avatar @MMoney642 on X 2025-07-28 16:56:53 UTC 13.7K followers, XXX engagements

"@TurdQuarter How is this hate my friend Its a chart of proof of overvaluation Insanely happy for those that rode this wave why wouldnt I be Im actually pointing it out so you capitalize on the wave before it crashes Because all do :)"
@MMoney642 Avatar @MMoney642 on X 2025-07-28 12:11:56 UTC 13.7K followers, XXX engagements

"8 Industries that have a GREAT DECADE ahead of them (and the best companies to ride the wave): AI Infrastructure $AVGO Broadcom $AMD Advanced Micro Devices $TSM Taiwan Semiconductor $NBIS Nebius $NVDA NVIDIA $ASML ASML Healthcare Tech $HIMS Hims & Hers Health $NVO Novo Nordisk $TMDX Transmedics Group $TEM Tempus AI $ISRG Intuitive Surgical Cybersecurity $NET Cloudflare $PANW Palo Alto Networks $CRWD CrowdStrike $ZS Zscaler $FTNT Fortinet Space Economy $RKLB Rocket Lab $ASTS AST SpaceMobile Advanced Manufacturing $ROK Rockwell Automation $ABB ABB Ltd. $TSLA Tesla Financial Infrastructure"
@MMoney642 Avatar @MMoney642 on X 2025-06-06 18:22:58 UTC 13.7K followers, 77K engagements

"Are you as bullish on $GOOG I have quite high conviction in this name but as always this is not financial advice. Please like and follow if you enjoyed :) If you want to make charts like this for free try out"
@MMoney642 Avatar @MMoney642 on X 2025-07-24 16:35:20 UTC 13.7K followers, 2632 engagements

"Ok I have a baby I have to take care of so I can't type much longer haha. Ill fit the last X into one. Here are my X smaller holdings: $NVO Novo Nordisk A/S (3%) I added $NVO during the pharmacy tariff talk with a cost basis of $XX. To be honest management has been making some questionable decisions and their overall execution feels lackluster. At that price though I felt the worst was already priced in. I dont see this as a true long term hold just yet but time will tell. I reassess every quarter and my opinion could change. $NVO has both a solid history and a promising pipeline which gives"
@MMoney642 Avatar @MMoney642 on X 2025-07-27 17:27:48 UTC 13.7K followers, 4045 engagements

"If I had to build a $100K portfolio today heres how Id allocate it: $25K $AMZN $25K $GOOG $15K $BN $15K $NVO $10K $AMD $5K $UBER $5K $HIMS All based on todays prices. What would you change What would you add"
@MMoney642 Avatar @MMoney642 on X 2025-05-26 21:23:01 UTC 13.7K followers, 100.7K engagements

"6/ $STX Seagate Technology P/S: 3.7x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% Everyones hyped on compute but no ones talking storage. Seagate is what keeps data alive after AI models finish chewing through it. When AI workloads scale storage demand doesnt lag - it surges"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:40 UTC 13.7K followers, 6844 engagements

"@longoption @StockSavvyShay No way this comment has XX fkn bot replies But still need trade deal with Canada too"
@MMoney642 Avatar @MMoney642 on X 2025-07-28 17:13:46 UTC 13.7K followers, XXX engagements

"5. Intuitive Surgical / $ISRG X Year Revenue CAGR: XX% EBITDA Margin: XX% P/E Multiple: 82x Why can't they be disrupted The da Vinci robot is the clear leader in robotic surgery and it's already deeply embedded in hospitals around the world. But its not just about the machine. Hospitals stick with it because of the training software accessories and service contracts that come with it. Surgeons learn on it entire workflows are built around it and switching is a nightmare. For a competitor to break in theyd have to be XX times better just to be considered"
@MMoney642 Avatar @MMoney642 on X 2025-05-19 20:38:25 UTC 13.7K followers, 1822 engagements

"Given Moodys credit rating shift will have LITTLE impact on the businesses you own here are XX UNDERVALUED names Id target if theres a selloff: $AMZN $GOOG $ASML $NVO $UBER $HIMS $BN $META $ANET $MELI Agree with the list"
@MMoney642 Avatar @MMoney642 on X 2025-05-17 19:03:06 UTC 13.7K followers, 21.4K engagements

"@alc2022 Woooow didnt see $WISE coming love the business model tho"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 17:48:41 UTC 13.6K followers, 5323 engagements

"If you care about the price you pay for revenue growth $DAVE appears to be the best fintech deal on the market. Just sayin 🤷♂ Charts below include the following competitors: $SOFI $HOOD $UPST Have a look for yourself"
@MMoney642 Avatar @MMoney642 on X 2025-07-18 15:11:00 UTC 13.7K followers, 6385 engagements

"All of these companies are currently trading under a $5B market cap: - $DLO at $3.1B - $OSCR at $3.4B - $DAVE at $2.9B - $ZETA at $3.7B - $CDLR at $1.8B Which one do you think will be the first to hit $10B"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 20:44:08 UTC 13.7K followers, 73.8K engagements

"@DividendNGrowth Couldnt agree more i think they have had Shaq in the past and stuff too"
@MMoney642 Avatar @MMoney642 on X 2025-07-27 18:44:39 UTC 13.7K followers, XX engagements

"Valuation and HUGE Return Potential As of todays writing $DAVE is valued at $2.9B and generated $118M in adjusted EBITDA over L12M This means that they currently trade at an EBITDA multiple of around 25x. If they meet consensus estimates of $267M by 2027 that same multiple would imply a valuation of $6.6B. Just a reminder that they raised guidance by XX% THIS YEAR. So even on the conservative side this is a potential XX% CAGR till 2027. ALL of this also assumes NO margin expansion. They trade at a lower sales multiple than ALL LARGE FinTech businesses"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 13:08:56 UTC 13.7K followers, 1946 engagements

"3/ $ANET Arista Networks ROIC XX YR Average: 57%"
@MMoney642 Avatar @MMoney642 on X 2025-06-30 18:33:39 UTC 13.7K followers, 1693 engagements

"4/ $LULU Lululemon Athletica Lululemon built a premium brand that people love to wear. But its recent earnings call showed slowing US store traffic lighter guidance and margin pressure from tariffs that caught the market off guard. Management is working to regain momentum by expanding internationally refining its product mix and leaning harder into menswear and accessories"
@MMoney642 Avatar @MMoney642 on X 2025-06-11 20:38:34 UTC 13.7K followers, 3832 engagements

"Even in this rebounded market you can still buy HIGH QUALITY compounders UNDER 25x Operating Cashflows These XX low multiple businesses have the following characteristics: ✔ 5Y Rev CAGR XX% ✔5Y EBITDA CAGR XX% ✔ROIC XX% ✔ 2yr Fwd Rev CAGR XX% 1/ $GOOG (Alphabet Inc.) 5Yr Revenue CAGR: XX% 5Y EBITDA CAGR: XX% ROIC: XX% 2YR Fwd Revenue CAGR: XX% The dead company with X products used by over a billion people. Like many names on this list this investment comes with risk. The concern about search revenue declining is valid but I dont have a crystal ball. What gives me confidence is the companys"
@MMoney642 Avatar @MMoney642 on X 2025-06-24 19:10:06 UTC 13.7K followers, 33.4K engagements

"In my eyes the only way you're going to 10x your money today is by investing in disruptors. Companies that change the norm and dont fit the typical mold of the industry. Here are XX companies that I think are operationally doing exactly that. 1/ $ZETA Zeta Global Most brands still rely on third party cookies to reach the end consumer. Zeta helps companies shift to first party data by using data that consumers have opted into. They use AI to personalize ads across email social and web. They are not just another ad platform its a full tech stack that provides over 2x the ROI per ad $ spent."
@MMoney642 Avatar @MMoney642 on X 2025-07-17 19:15:02 UTC 13.7K followers, 293.8K engagements

"2/ $DPZ Domino's Pizza ROIC XX YR Average: 61%"
@MMoney642 Avatar @MMoney642 on X 2025-06-30 18:33:38 UTC 13.4K followers, 1293 engagements

"14/ $SMCI Super Micro P/S: 1.4x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: X% Most hardware companies are slow. SMCI isnt. They customize servers at record speed and have latched onto the AI wave with NVIDIA as a close partner. Infrastructure demand is real and SMCI moves faster than legacy giants"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:46 UTC 13.7K followers, 5642 engagements

"Valuation Despite $UBER trading near all-time highs it still isnt at its median P/FCF multiple. Revenue growth has actually accelerated compared to last year. Consensus estimates project over $12B in free cash flow by 2027. At a simple 27x multiple (its historical median) that implies a $324B valuation a near double from today. And remember the ventures listed above should continue expanding FCF margins from here. I expect them to beat estimates comfortably"
@MMoney642 Avatar @MMoney642 on X 2025-07-22 21:19:51 UTC 13.7K followers, 2194 engagements

"13/ $MU Micron Technology P/S: 3.8x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% Micron doesnt make the flashiest chips. They make memory. DRAM NAND and now HBM for AI. Its boom or bust but when theyre in the boom cycle the numbers get silly. They're in every device you own and thats not changing"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:46 UTC 13.7K followers, 6287 engagements

"3/ $ASTS AST SpaceMobile AST Space mobile wants to eliminate dead zones by turning satellites into cell towers. Their satellite tech will connect directly to everyday smartphones with no additional hardware needed. This wont just be about better coverage its about expanding mobile access where its never existed before"
@MMoney642 Avatar @MMoney642 on X 2025-07-17 19:15:04 UTC 13.5K followers, 22.7K engagements

"18/ $BOW Bowhead Specialty P/S: 2.4x Revenue Growth: XX% Forward Revenue Growth (2 yr): XX% Operating Margin: XX% Bowhead doesnt underwrite basic auto or home. They specialize in risk others avoid - cyber professional liability complex niche coverage. Thats where pricing power lives and BOW isnt afraid to lean into it"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 20:00:50 UTC 13.7K followers, 4199 engagements

"@meeijer You know how much I love my $HIMS 😍"
@MMoney642 Avatar @MMoney642 on X 2025-07-19 18:10:00 UTC 13.5K followers, 1265 engagements

"Uber One: Fortifying the MOAT One of my favorite parts of the $UBER investment is Uber One. Launched in 2021 it has grown to 30M members by December 2024 with 5M added in Q4 2024 alone. YE 2022: 12M YE 2023: 19M YE 2024: 30M Subscribers who use both rides and delivery are much more likely to stay in the ecosystem. That makes price or feature competition less effective. Management has already noted that Uber Eats membership penetration is 60%. Uber One doesnt create the moat but it definitely reinforces it"
@MMoney642 Avatar @MMoney642 on X 2025-07-22 21:19:50 UTC 13.7K followers, XXX engagements

"The King of Compute On top of everything Ive already mentioned $GOOG is the king of compute. This isnt just coming from the Google team. $NVDAs Jensen Huang has publicly stated it himself. They take a full stack approach to AI and their 7th gen TPUs now deliver 10x the performance of the previous generation with an impressive XXXX hexaflops of compute per port. This gives Google a significant advantage in AI compute"
@MMoney642 Avatar @MMoney642 on X 2025-07-24 16:35:18 UTC 13.7K followers, 1887 engagements

"Gemini has 450M monthly users. In May of this year Google announced that their products processed XXX trillion monthly tokens - that number has since doubled to XXX trillion monthly tokens. B U L L I S H $GOOG"
@MMoney642 Avatar @MMoney642 on X 2025-07-23 20:43:40 UTC 13.7K followers, 9603 engagements

"Look how closely Arista Networks' stock price has tracked its cashflows. until now. Data center demand is only going up from here. Do what YOU want with this information. $ANET"
@MMoney642 Avatar @MMoney642 on X 2025-05-22 19:40:00 UTC 13.7K followers, 7422 engagements

"So is the market just calling it the end for $NVO Operating Cash flow is up XX% since Q1 2022. The stock Barely moved"
@MMoney642 Avatar @MMoney642 on X 2025-07-21 15:32:57 UTC 13.7K followers, 18.9K engagements

"The Lawsuit Explained Before we discuss valuation the main concern over the business is an ongoing lawsuit. The FTC claims that $DAVE violated certain acts by charging consumers who needed financial assistance with undisclosed fees and tips without their consent. Management has responded with the following: We believe that we have always acted within the law and we have continued to rely on the fact that other government agencies have previously reviewed the companys business model without taking action. A continued example of government overreach and includes numerous allegations based on"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 13:08:55 UTC 13.7K followers, XXX engagements

"We had a standout quarter AI is positively impacting every part of the business driving strong momentum. Search grew double digits YOY. b.b.but I thought AI was supposed to kill this company $GOOG $GOOGL"
@MMoney642 Avatar @MMoney642 on X 2025-07-23 20:28:49 UTC 13.7K followers, 3357 engagements

"$UBER reached all-time highs a few weeks ago and is STILL one of the BEST opportunities in the market. Its growing fast generating serious cash flow and is well positioned to capitalize on the autonomous vehicle wave. Its an underappreciated biz. Here is my $UBER thesis 🧵"
@MMoney642 Avatar @MMoney642 on X 2025-07-22 21:19:45 UTC 13.7K followers, 29.5K engagements

"Here is the Gross profit per employee as well. $DAVE $SOFI $OPFI $ML $AFRM"
@MMoney642 Avatar @MMoney642 on X 2025-07-16 18:40:02 UTC 13.5K followers, 1377 engagements

"Financials: Free Cash Flow Strength $DAVE is operating at a XX% FCF margin on a stock-based compensation adjusted basis. With $460M in revenue that equates to $147M in FCF for 2025. That puts them at roughly 20x FWD FCF even with no further margin improvement"
@MMoney642 Avatar @MMoney642 on X 2025-07-20 13:08:51 UTC 13.7K followers, XXX engagements