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Next XXX Baggers @Next100Baggers on x 6101 followers
Created: 2025-07-20 10:31:17 UTC
Lots of bold calls, love the ambition but here’s the fine print for each: $PLTR still needs to prove repeatable enterprise bookings & margin expansion. $HIMS faces regulatory scrutiny & tightening margins in a crowded tele health space. $DUOL retention rates dipped post IPO monetizing free users remains key. $TSLA capex war & cyclical auto demand are underappreciated risks despite FSD upside. $SPOT royalty engine is durable, but ARPU gains & podcast ad loads will make or break value.
Big winners take time, keep your portfolio diversified and stress test each thesis.
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