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WealthyReadings Avatar WealthyReadings @WealthyReadings on x 6567 followers Created: 2025-07-19 17:30:20 UTC

Here are the stocks I intend to accumulate over the next days/weeks & why.

Transmedics | $TMDX - The company's fundamentals are rock solid while valuation is far from stretched & my (and others) belief is they'll beat Q2-25 estimations.

The stock ran big time YTD and caught a breather, nothing to be worried about. Those are the moments we wait for to accumulate, sometimes over months. No point shaking now.

Duolingo | $DUOL - The platform aims to become a central player in the ed-tech market, and will bring in the future many more subjects to its app, while demand keeps growing.

The stock went back up rapidly after the April debacle and is finally seeing some selling below my accumulation target. It is time to execute the plan.

Alibaba | $BABA - Nothing changes for the #1 Chinese cloud & AI services provider, it remains undervalued compared to any U.S. tech mostly because of its geography.

But a moment will come where the R:R ratio will become too interesting to be ignored and liquidity will eventually find those names, as long as the relations with China do not deteriorate.

Nebius | $NBIS - The neocloud has been growing really well lately & working really fast at expanding its fundamentals while its stakes in other companies are clearly growing in value, maybe even faster than its main business.

The company already has a correct valuation but as demand continues to pour for compute, the company will always be saturated as it simply provides one of the best & cheapest services on the market.

The stock ran well already, but there are some strategic prices still good enough for accumulation.


You will find detailed argumentations on each of those stocks via my subsctracks in my bio, to learn their fundamentals, follow their quaterly earnings or the prices at which I personally want to buy them.

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