#  @_travellingmonk Inquisitive Investor | Sumit Inquisitive Investor | Sumit posts on X about $tsla, $abcl, $pltr, $amzn the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1675352906025902082/interactions)  - [--] Week [------] +81% - [--] Month [------] +234% - [--] Months [-------] +248% - [--] Year [-------] +350% ### Mentions: [--] [#](/creator/twitter::1675352906025902082/posts_active)  - [--] Week [--] +7.10% - [--] Month [--] +111% - [--] Months [---] -11% - [--] Year [---] +5% ### Followers: [-----] [#](/creator/twitter::1675352906025902082/followers)  - [--] Week [-----] +1.80% - [--] Month [-----] +6% - [--] Months [-----] +177% - [--] Year [-----] +680% ### CreatorRank: [---------] [#](/creator/twitter::1675352906025902082/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [celebrities](/list/celebrities) [social networks](/list/social-networks) [us election](/list/us-election) [currencies](/list/currencies) **Social topic influence** [$tsla](/topic/$tsla), [$abcl](/topic/$abcl) #34, [$pltr](/topic/$pltr), [$amzn](/topic/$amzn), [$hims](/topic/$hims) #458, [$rklb](/topic/$rklb), [$googl](/topic/$googl), [tsla](/topic/tsla), [$nvda](/topic/$nvda), [$celh](/topic/$celh) **Top accounts mentioned or mentioned by** [@elonmusk](/creator/undefined) [@andrewdudum](/creator/undefined) [@alc2022](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@ftrinvestors](/creator/undefined) [@dividenddudex](/creator/undefined) [@thexcapitalist](/creator/undefined) [@devineni6](/creator/undefined) [@curiouspejjy](/creator/undefined) [@aelluswamy](/creator/undefined) [@saraltrader](/creator/undefined) [@dokyitheresa](/creator/undefined) [@yahoofinance](/creator/undefined) [@sawyermerritt](/creator/undefined) [@robert02400973](/creator/undefined) [@fplclarke](/creator/undefined) [@fromvalue](/creator/undefined) [@stocksbyjulian](/creator/undefined) [@lconsiglio86](/creator/undefined) [@aldyland](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/$tsla) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Advanced Micro Devices (AMD)](/topic/$amd) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [MercadoLibre Inc (MELI)](/topic/$meli) [Duolingo, Inc. (DUOL)](/topic/$duol) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Spotify Technology (SPOT)](/topic/$spot) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Datadog Inc (DDOG)](/topic/$ddog) [Zscaler Inc (ZS)](/topic/$zs) [Microsoft Corp. (MSFT)](/topic/$msft) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Snowflake Inc. (SNOW)](/topic/$snow) [RAI Finance (SOFI)](/topic/$sofi) [Costco Hot Dog (COST)](/topic/$cost) [Cloudflare, Inc. (NET)](/topic/$net) [IonQ, Inc. (IONQ)](/topic/$ionq) [DLocal Limited (DLO)](/topic/$dlo) [Apple, Inc. (AAPL)](/topic/aapl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NuCypher (NU)](/topic/$nu) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Walmart, Inc. (WMT)](/topic/$wmt) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Netflix Inc (NFLX)](/topic/$nflx) [Alibaba Group (BABA)](/topic/$baba) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi) [Metadium (META)](/topic/$meta) [Celsius (CEL)](/topic/celsius) [UnitedHealth Group (UNH)](/topic/$unh) [Lemonade, Inc. (LMND)](/topic/$lmnd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) ### Top Social Posts Top posts by engagements in the last [--] hours "Buy companies with High Gross Margin because they are low cost producer. In a long run sector leader and the low cost producer wins. Ex: Tesla in EV business Apple in iPhone" [X Link](https://x.com/_travellingmonk/status/1772106212047212778) 2024-03-25T03:40Z [--] followers, [--] engagements "Sector Analysis [--] - Banks [--]. Best Risk Management - Ex. JP Morgan BOA (post 2008) [--]. Best NPA Management - Wells Fargo JP Morgan [--]. Low Cost Borrower - JP Morgan US Bancorp [--]. Granular Loan Book Profile - JP Morgan US Bancorp Wells Fargo Contd" [X Link](https://x.com/_travellingmonk/status/1772109039410802705) 2024-03-25T03:51Z [--] followers, [--] engagements "Sector Analysis - [--] Banks [--]. Banks should have largest spread Ex- JP Morgan [--]. Bank must have great CV Profile Ex- HDFC Bank (India) Retail -50% Non Retail - [--] %" [X Link](https://x.com/_travellingmonk/status/1775554139235192896) 2024-04-03T16:01Z [--] followers, [--] engagements "@alc2022 Whats your view on TelaDoc Their Operating Cash flow keeps improving as well" [X Link](https://x.com/_travellingmonk/status/1778082049674313970) 2024-04-10T15:26Z [--] followers, [---] engagements "How to know if the company has significant amount of cash or low levels of debt by looking at key metrics Enterprise Value (EV) should be less than companys Market Cap (MC). Great for a company to stay in business. Ex - Palantir $PLTR EV - $46.47 B less than MC - $49.18 B" [X Link](https://x.com/_travellingmonk/status/1779337950465028491) 2024-04-14T02:36Z [--] followers, [---] engagements "Top growth companies to look out for (based on my analysis) [--]. Tesla [--]. Google [--]. Microsoft [--]. Amazon [--]. Snowflake [--]. Crowdstrike [--]. Datadog [--]. Cloudfare [--]. MercadoLibre [--]. Celsius [--]. Baba [--]. PayPal [--]. Palantir [--]. ZScaler [--]. SoFi Note : Not a financial advice" [X Link](https://x.com/_travellingmonk/status/1779339609064841376) 2024-04-14T02:43Z [--] followers, [---] engagements "COMPARABLE STORE SALES (C.S.S) - it refers to the revenue generated by a retail location in the most recent accounting period relative to the revenue it generated in a similar period in the past. $SBUX Change in CSS for Starbucks was [--] % in [----]. +Ve sign" [X Link](https://x.com/_travellingmonk/status/1779341751087411610) 2024-04-14T02:51Z [--] followers, [--] engagements "Southwest Airlines $LUV hedges the gas prices extremely well. This helps them manage their operating costs more predictably which is crucial in the airline industry where fuel expenses can fluctuate significantly" [X Link](https://x.com/_travellingmonk/status/1779343391643279816) 2024-04-14T02:58Z [--] followers, [--] engagements "Companies that are independent of Government policies and global cycles would have sustainable growth. Ex - $MSFT" [X Link](https://x.com/_travellingmonk/status/1780417638511812971) 2024-04-17T02:06Z [--] followers, [--] engagements "Macroeconomics #1 Negative GDP growth for two consecutive quarters is a widely used indicator of a recession. Other economic indicators such as employment levels consumer spending business investment and industrial production are also taken into account. #recession" [X Link](https://x.com/_travellingmonk/status/1780427825356345486) 2024-04-17T02:47Z [--] followers, [--] engagements "Inverted Yield A situation in which shorter-term interest rates are higher than longer-term interest rates on government bonds or other fixed-income securities. In other words yields on shorter-term bonds are higher than yields on longer-term bonds with similar credit quality" [X Link](https://x.com/_travellingmonk/status/1780428990089412749) 2024-04-17T02:52Z [--] followers, [--] engagements "Capital Intensity Amount of capital require to maintain or grow a business High Capital Intensity- $TSLA $INTC Low Capital Intensity - $MSFT $V $CRM Lower the capital intensity better is the business" [X Link](https://x.com/_travellingmonk/status/1780809288421687405) 2024-04-18T04:03Z [--] followers, [--] engagements "Mental Model - Lindy Effect The longer a technology lives the longer it can be expected to live. For instance If a business is [---] years old we should expect it to be around for another [---] years. #lindyeffect" [X Link](https://x.com/_travellingmonk/status/1781035440075616632) 2024-04-18T19:01Z [--] followers, [--] engagements "Why is everyone so fascinated with the decline of Nvidia AMD and other AI tech stocks The forecast for d entire AI tech market size is $1.8 trillion (2030) & NVIDIA alone was trading at a valuation of over $2 trillion in [----] itself. I see them down 50% more [--] an instmnt opps" [X Link](https://x.com/_travellingmonk/status/1781417478339416088) 2024-04-19T20:19Z [--] followers, [--] engagements "$TSLA Q1 Earnings Sales : $21.3 B vs $22.3B (est.) EPS : $ [----] vs $ [----] (est.) #Tesla" [X Link](https://x.com/_travellingmonk/status/1782867866506743987) 2024-04-23T20:23Z [--] followers, [---] engagements "Teslas $25000 new compact crossover is coming in [----] We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of [----] #Tesla" [X Link](https://x.com/_travellingmonk/status/1782871864311775487) 2024-04-23T20:39Z [--] followers, [--] engagements "Tesla's diverse portfolio includes solar energy energy storage AI charging infrastructure battery cells FSD vehicles services insurance and plans for a humanoid robot and ride-hail service all driving innovation in sustainability technology and transportation #Tesla" [X Link](https://x.com/_travellingmonk/status/1782881880993349915) 2024-04-23T21:18Z [--] followers, [--] engagements "Driving in the future will be like getting in an elevator. Get in press button and it takes you to your destination. Fully autonomous. - Elon Musk @elonmusk #Tesla" [X Link](https://x.com/_travellingmonk/status/1782933272093213011) 2024-04-24T00:43Z [--] followers, [--] engagements "Loved Musk's comparison of the future of transportation to getting into an elevator. Envisioning a world where driving becomes as effortless as pressing a button with fully autonomous vehicles seamlessly transporting passengers to their destinations. #Tesla $TSLA" [X Link](https://x.com/_travellingmonk/status/1782986313441935492) 2024-04-24T04:13Z [--] followers, [--] engagements "Return per unit of stress - we only focus on the numerator the return that we can earn from an investment. We rarely focus on the denominator the stress we take to earn that return. #investing #GrowthMindset #stocks" [X Link](https://x.com/_travellingmonk/status/1783326171880444386) 2024-04-25T02:44Z [--] followers, [--] engagements "$GOOG Earnings Revenue : $ [----] B vs $ [----] B (est.) EPS : $ [----] vs $ [---] (est.) Operating Margin - 32% Increase in revenue through YT Ads and Google Cloud #Google #GrowthMindset P. S - my #2 holding is up [--] % post hours :)" [X Link](https://x.com/_travellingmonk/status/1783598671130427872) 2024-04-25T20:47Z [--] followers, [--] engagements "Top growth companies to look out for in India (Based on my analysis) [--]. IDFC First Bank [--]. ICICI Bank [--]. Rainbow Childrens Medicare [--]. HDFC Life [--]. MAS Financial [--]. Polycab [--]. Tata Elxsi [--]. Tata Motors [--]. Sona coms [--]. Bikaji #indianmarket Note - Not a Financial Advise" [X Link](https://x.com/_travellingmonk/status/1783705921111183658) 2024-04-26T03:53Z [--] followers, [---] engagements "ICICI bank are asking the new customers to maintain a balance of Rs. [--] Lakh. This gives them a leverage to generate additional yield or returns through investments or lending activities. It allows them to earn income on the deposited funds. #ICICIBank #GrowthMindset" [X Link](https://x.com/_travellingmonk/status/1784257082226573729) 2024-04-27T16:23Z [--] followers, [---] engagements "Glad that I kept adding $TSLA till $139 which enabled my avg to come around [---]. Will Hold [---] shares till 2035People need to understand the fundamentals while doing long term investing. Look at the fundamental analysis that I posted for Tesla in my prior posts #GrowthMindset" [X Link](https://x.com/_travellingmonk/status/1785006816885178479) 2024-04-29T18:02Z [--] followers, [--] engagements "Investing in a company with above-average growth is like planting a tree in fertile soilthe more it grows the more fruitful the rewards become yielding abundant fruits for years to come. Ex - Tesla Crowdstrike Snow #GrowthMindset $TSLA $CRWD $SNOW" [X Link](https://x.com/_travellingmonk/status/1785346280832553194) 2024-04-30T16:31Z [--] followers, [--] engagements "$AEHR Aehr Test Systems provides advanced testing solutions that enable semiconductor manufacturers to test and validate their products with higher accuracy and efficiency #AEHR" [X Link](https://x.com/_travellingmonk/status/1785504820838703308) 2024-05-01T03:01Z [---] followers, [---] engagements "$DLO DLocal is a cross-border payment processor that connects global merchants to emerging markets offering over [---] local payment methods" [X Link](https://x.com/_travellingmonk/status/1785505042667098187) 2024-05-01T03:02Z [---] followers, [---] engagements "Do you think OTT will continue to Cannibalize Theatres I believe these businesses will survive even if OTTs are there. People usually go out for entertainment and life filling experiences. Multiplexes/Theatres are CapEx led businesses though $NFLX vs $CGX" [X Link](https://x.com/_travellingmonk/status/1785708590667300968) 2024-05-01T16:31Z [--] followers, [--] engagements "4. $GOOG - : Market-leading position in online search advertising cloud and various other innovative ventures (robotaxis pixel gemini etc) contribute to its strong growth potential" [X Link](https://x.com/_travellingmonk/status/1785869867771400416) 2024-05-02T03:12Z [--] followers, [--] engagements "5. $CRWD Leading provider of cloud-native cybersecurity solutions with a rapidly growing customer base and strong revenue growth. [--]. $PYPL Established leader in digital payments and fintech innovation poised for further growth in the expanding digital economy" [X Link](https://x.com/_travellingmonk/status/1785870263596310669) 2024-05-02T03:13Z [--] followers, [---] engagements "7. $SNOW Innovative cloud data platform with high demand though faces competition and scalability challenges. [--]. $MELI Dominant e-commerce platform in Latin America benefiting from the regions growing digital economy" [X Link](https://x.com/_travellingmonk/status/1785870607810179522) 2024-05-02T03:15Z [--] followers, [---] engagements "9. $DDOG : Rapidly growing cloud monitoring and analytics platform though faces competition in the crowded market. [--]. $NET : Leading content delivery and cloud security provider with potential for further growth in the cloud services market" [X Link](https://x.com/_travellingmonk/status/1785870927147721179) 2024-05-02T03:16Z [--] followers, [---] engagements "11. $BABA Diversified e-commerce & tech conglomerate with strong growth potential though regulatory challenges & competition pose risks. [--]. $PLTR: Advanced data analytics. Gearing up to make substantial strides in the rapidly growing AI market" [X Link](https://x.com/_travellingmonk/status/1785871965116309981) 2024-05-02T03:20Z [--] followers, [---] engagements "13. $ZS Leading cloud security provider with a comprehensive suite of AI-powered security & data protection services to help you stop cyberattacks & data loss. As a fully cloud-delivered SaaS solution add new capabilities on the go without any additional hardware" [X Link](https://x.com/_travellingmonk/status/1785873225072730455) 2024-05-02T03:25Z [--] followers, [--] engagements "14. $SOFI SoFis business model integrates various financial services including loans investments banking and insurance into a single platform. This comprehensive approach allows SoFi to offer a one-stop solution for consumers financial needs fostering customer loyalty" [X Link](https://x.com/_travellingmonk/status/1785874249980182546) 2024-05-02T03:29Z [--] followers, [---] engagements "One should not fall in love with the stocks they own its better to fall in love with our investment strategy which includes knowing when to sell. Glad that I exit out of $AMD $NVDA $SBUX at the pertinent time I would enter them again at correct valuation level though :)" [X Link](https://x.com/_travellingmonk/status/1786039745769816215) 2024-05-02T14:27Z [--] followers, [--] engagements "$MELI Revenue $4.3B vs Est. $3.87 B EPS $6.78 vs Est. $5.72" [X Link](https://x.com/_travellingmonk/status/1786140787358454267) 2024-05-02T21:08Z [--] followers, [---] engagements "$NET Revenue $378.60 M vs $373.42 M (est.) EPS $0.16 vs $0.13 (est.) Revenue would total $393.5 million to $394.5 million in the second quarter with the midpoint of the range missing analysts estimates of $394.5 million" [X Link](https://x.com/_travellingmonk/status/1786145982545109391) 2024-05-02T21:29Z [--] followers, [---] engagements "Lets stand for the future of innovation and growth Did you vote If youre a shareholder then please do so :) $TSLA #Tesla @elonmusk #EV #CleanEnergy #Sustainability #innovations #Growth" [X Link](https://x.com/_travellingmonk/status/1786239998288691346) 2024-05-03T03:42Z [--] followers, [--] engagements "Look out for businesses that have the potential to become ANTI - FRAGILE in future Journey should be like this - FRAGILE - ROBUST- ANTI FRAGILE Ex - $AMZN $MSFT $TSLA $GOOG $APPL #antifragile #growth #value" [X Link](https://x.com/_travellingmonk/status/1786242121583767898) 2024-05-03T03:51Z [--] followers, [---] engagements "EPS Growth - High Operating Cash flow Growth- High Free Cash Flow Growth- Less A company with high EPS and operating cash flow growth alongside strategic management of free cash flow is likely a great business that is effectively balancing growth opportunities #GrowthMindset" [X Link](https://x.com/_travellingmonk/status/1786610456888520977) 2024-05-04T04:15Z [--] followers, [--] engagements "Gross Margin & Operating Cash Flow "When the gross margin is high that means you have pricing power. This means you can dictate terms to your vendors which means you have payment power. Consequently your operating cash flow will be good as people trust you more" #Investing" [X Link](https://x.com/_travellingmonk/status/1787326630483890250) 2024-05-06T03:40Z [--] followers, [--] engagements "For example if a company has an enterprise value of $100 million and annual sales revenue of $20 million the EV/S ratio would be [--] ($100 million / $20 million). This means investors are paying $5 for every dollar of the companys sales revenue" [X Link](https://x.com/_travellingmonk/status/1787948359967195589) 2024-05-07T20:51Z [--] followers, [--] engagements "EV/S [--] undervalued. EV/S between [--] and [--] - Fair value EV/S [--] overvalued Compare a company's EV/S ratio with its industry peers histo. perf. future growth prospects market dominance competitive advantages and management quality for better decision making. #invest" [X Link](https://x.com/_travellingmonk/status/1787949581289808343) 2024-05-07T20:56Z [--] followers, [--] engagements "$SG Sweetgreen Operating Cash flow is +ve (2023) - [-----] millions USD Same stores sales - up 5% YoY Top Line growth rate - [--] % Gross Margin (GAAP): 18.1% up from 13.5% in the same quarter last year #sweetgreen #GrowthMindset #stockanalysis" [X Link](https://x.com/_travellingmonk/status/1788966370383712445) 2024-05-10T16:16Z [---] followers, [--] engagements "$CMG - I wanted to buy this High Quality Business since a while now but it keeps going up Its focus on high-quality ingredients customizable menu options and commitment to food with integrity has resonated well with consumers. #chipotle #GrowthMindset #valueinvesting" [X Link](https://x.com/_travellingmonk/status/1789029397808210027) 2024-05-10T20:27Z [---] followers, [--] engagements "Chipotles consistent growth in revenue expansion plans digital sales initiatives and strong brand loyalty makes it a great business to add I would still wait for at least 20% dip to accumulate" [X Link](https://x.com/_travellingmonk/status/1789029617644278059) 2024-05-10T20:27Z [---] followers, [--] engagements "Google Gemini vs OpenAi ChatGpt who will be the winner :) #Google #OpenAi Were sharing Project Astra: our new project focused on building a future AI assistant that can be truly helpful in everyday life. 🤝 Watch it in action with two parts - each was captured in a single take in real time. #GoogleIO https://t.co/x40OOVODdv Were sharing Project Astra: our new project focused on building a future AI assistant that can be truly helpful in everyday life. 🤝 Watch it in action with two parts - each was captured in a single take in real time. #GoogleIO https://t.co/x40OOVODdv" [X Link](https://x.com/_travellingmonk/status/1790469769830838303) 2024-05-14T19:50Z [---] followers, [--] engagements "Top growth companies to look out for (based on my analysis) [--]. $TSLA [--]. $GOOG [--]. $MSFT [--]. $AMZN [--]. $SNOW [--]. $ZS [--]. $PLTR [--]. $HIMS [--]. $CRWD [--]. $NET [--]. $ISRG [--]. $SOFI [--]. $TSM [--]. $SG [--]. $CELH [--]. $DDOG [--]. $PYPL [--]. $MELI P.S : Not a financial advice. In my portfolio" [X Link](https://x.com/_travellingmonk/status/1790849018551063027) 2024-05-15T20:57Z [---] followers, [---] engagements "16. $HIMS Online healthcare platform with a strong brand and direct-to-consumer approach building a moat through its digital presence and consumer trust" [X Link](https://x.com/_travellingmonk/status/1790851190881661161) 2024-05-15T21:06Z [---] followers, [---] engagements "17. $ISRG Leader in robotic surgery systems with significant investment in research and development creating a moat through patented technology and high switching costs for hospitals" [X Link](https://x.com/_travellingmonk/status/1790851412068315321) 2024-05-15T21:07Z [---] followers, [--] engagements "@grantbelden @CuriousPejjy Musks acquisition of Twitter was a strategic move aimed at saving advertising costs (Tesla SpaceX Neuralink etc). With over 180M followers owning the platform ensures that he maintains this direct line to his audience mitigating the risk of being banned or restricted :)" [X Link](https://x.com/_travellingmonk/status/1791217902407860520) 2024-05-16T21:23Z [---] followers, [--] engagements "Elons acquisition of Twitter was a strategic masterstroke. It saves advertising costs for Tesla SpaceX Neuralink and more. With 180M+ followers owning the platform ensures he maintains direct communication without the risk of being banned or restricted like Trump. @elonmusk" [X Link](https://x.com/_travellingmonk/status/1791219775747621302) 2024-05-16T21:30Z [---] followers, [--] engagements "Companies with highest Return on Equity in my portfolio - $AAPL - 124.9% $NVDA - 91.46% $MELI - [-----] % $MSFT - [-----] % $GOOG - [-----] % $TSM - 25.33% $TSLA - [-----] % $PYPL - [-----] % $AMZN - [-----] % $LPX - [-----] % $ISRG - [-----] % Metrics Yahoo Fin #ROE #LongTermInvesting" [X Link](https://x.com/_travellingmonk/status/1791681891076055152) 2024-05-18T04:07Z [---] followers, [---] engagements "$OSK Oshkosh is a solid performer with strong financials innovation in electric vehicles and recognition for ethical practices. Planning to add few shares Will research more and share the detailed insights#Investing #Sustainability #Innovation" [X Link](https://x.com/_travellingmonk/status/1791992887422472625) 2024-05-19T00:42Z [---] followers, [---] engagements "$HIMS is up 24% today Did you grab it when everyone was dumping the stock due to CEOs tweets Few people are emotional rather rational about businesses/stocks :) [--]. $HIMS Online healthcare platform with a strong brand and direct-to-consumer approach building a moat through its digital presence and consumer trust. [--]. $HIMS Online healthcare platform with a strong brand and direct-to-consumer approach building a moat through its digital presence and consumer trust" [X Link](https://x.com/_travellingmonk/status/1792565412002992527) 2024-05-20T14:37Z [---] followers, [---] engagements "$LUV :) Southwest Airlines $LUV hedges the gas prices extremely well. This helps them manage their operating costs more predictably which is crucial in the airline industry where fuel expenses can fluctuate significantly. Southwest Airlines $LUV hedges the gas prices extremely well. This helps them manage their operating costs more predictably which is crucial in the airline industry where fuel expenses can fluctuate significantly" [X Link](https://x.com/_travellingmonk/status/1794091527825703099) 2024-05-24T19:42Z [---] followers, [--] engagements "@StockSavvyShay Hi Shay Could you please let me know why did you choose $S $INDI $BEAM $NVTS $NTLA I didnt like their financials and business strategy. $IONQ is a leader in QC but losing money $JMIA have to see their growth in next few qtrs $RKLB too is losing money but I am hopeful" [X Link](https://x.com/_travellingmonk/status/1794347868771492202) 2024-05-25T12:40Z [---] followers, [----] engagements "Its pretty much similar to what happened to $TSLA in [----] $NVDA is immensely overvalued and all its future growth prospects already priced in when it crossed [--] trillion dollar. I have now [--] share and will keep that only Would choose $AMD over $NVDA for coming decade $NVDA You will never in the history of your life ever and I mean ever even in the afterlife and the afterlifes afterlife or in another dimension or the multiverse or metaverse or marvel universe or in your dreams forever never ever see a stock do what Nvidia has done. https://t.co/0n3TDJBBMu $NVDA You will never in the history of" [X Link](https://x.com/_travellingmonk/status/1794358093503221957) 2024-05-25T13:21Z [---] followers, [---] engagements "$AMD is a better choice over $NVDA because of below reasons : [--]. Increasing Market Share : CPUs and GPUs [--]. Diversified in both consumer & enterprise market [--]. Continued innovation and competitive pricing [--]. Strong leadership & vision with focus on future growth strategies" [X Link](https://x.com/_travellingmonk/status/1794359213076218364) 2024-05-25T13:25Z [---] followers, [--] engagements "5. Supply chain resilience (lesser reliance on Taiwan and China) [--]. Geopolitical stability - Diversified manufacturing partnerships which includes GlobalFoundries TSMC [--]. Global Manufacturing network leading to better negotiation leverage with suppliers $AMD #learn #grow" [X Link](https://x.com/_travellingmonk/status/1794360330380013793) 2024-05-25T13:30Z [---] followers, [--] engagements "High Quality Business Model :) #stocks #learn #grow [--] Guidelines to Choose a Business : [--]. Structural beauty in the business model [--]. Innovative Risk taking and Trustworthy management 3: Perfect leadership long term vision principles & ethics [--]. High quality business with competitive advantage #BusinessAnalysis Contd. [--] Guidelines to Choose a Business : [--]. Structural beauty in the business model [--]. Innovative Risk taking and Trustworthy management 3: Perfect leadership long term vision principles & ethics [--]. High quality business with competitive advantage #BusinessAnalysis Contd" [X Link](https://x.com/_travellingmonk/status/1794383784525353203) 2024-05-25T15:03Z [---] followers, [--] engagements "Is $NVDA s skyrocketing stock price a case of the Greater Fool Theory (where each fool looks for a bigger fool) While its technological leadership and market demand drive optimism concerns linger about speculative buying and high valuations #NVIDIA #StockMarket #Investing" [X Link](https://x.com/_travellingmonk/status/1794595553495683481) 2024-05-26T05:04Z [---] followers, [--] engagements "$ZS is up 16% after 35% surprise in the EPS This fits in the Buy What You See strategy as multiple organizations ( $INFY $ACN) has started to use it to enable endpoint security for their hybrid workforce. EPS : [----] vs EPS : [----] (Expected) [--]. $ZS Leading cloud security provider with a comprehensive suite of AI-powered security & data protection services to help you stop cyberattacks & data loss. As a fully cloud-delivered SaaS solution add new capabilities on the go without any additional hardware. [--]. $ZS Leading cloud security provider with a comprehensive suite of AI-powered security &" [X Link](https://x.com/_travellingmonk/status/1796355431914246229) 2024-05-31T01:38Z [---] followers, [---] engagements "Top [--] holdings of my portfolio is strongly inclined towards Tech and Innovation. It is a blend of Large Cap stalwarts who have the ability grow further along with emerging growth companies demonstrating strong impact in their respective industries. Here are their details :" [X Link](https://x.com/_travellingmonk/status/1797722938994766332) 2024-06-03T20:12Z [---] followers, [--] engagements "$TSLA Sector: Consumer Discretionary Focus: Electric vehicles renewable energy solutions. $GOOG Sector: Communication Services Focus: Search engine (Google) online advertising cloud computing AI YouTube. #Tesla #Google" [X Link](https://x.com/_travellingmonk/status/1797723834248057015) 2024-06-03T20:15Z [---] followers, [--] engagements "$MSFT Sector: Information Technology Focus: Software (Windows Office) cloud computing (Azure) LinkedIn gaming (Xbox). $AMZN Sector: Consumer Discretionary Focus: E-commerce cloud computing (AWS) digital streaming AI. #Microsoft #Amazon" [X Link](https://x.com/_travellingmonk/status/1797724277330083907) 2024-06-03T20:17Z [---] followers, [---] engagements "$SNOW Sector: Information Technology Focus: Cloud-based data warehousing. $ZS Sector: Information Technology Focus: Cloud security solutions. #Snowflake #ZScaler" [X Link](https://x.com/_travellingmonk/status/1797724765685490047) 2024-06-03T20:19Z [---] followers, [---] engagements "$HIMS Sector: Healthcare Focus: Telehealth services wellness products. $CRWD Sector: Information Technology Focus: Cybersecurity solutions. #Hims #crowdstrike" [X Link](https://x.com/_travellingmonk/status/1797725368692150353) 2024-06-03T20:21Z [---] followers, [---] engagements "$ISRG Sector: Healthcare Focus: Robotic-assisted surgery systems. $MELI Sector: Consumer Discretionary Focus: E-commerce and fintech in Latin America. Do you HOLD any of these [--] names. If no why not :) #MELI #ISRG #ValueInvesting #GrowthInvesting" [X Link](https://x.com/_travellingmonk/status/1797726243208737181) 2024-06-03T20:25Z [---] followers, [---] engagements "So far 90% of retail shareholders back Elon Musks resolutions showing strong support for his vision and leadership If you havent VOTED as of now Please VOTE - lets make it 95% before 14th June #Tesla $TSLA @elonmusk #growth #valueinvesting #SupportTesla" [X Link](https://x.com/_travellingmonk/status/1799643083535253657) 2024-06-09T03:22Z [---] followers, [--] engagements "I would request all the $TSLA Bulls and Bears to read this article by Ashok @aelluswamy :) #Tesla https://t.co/yUqvdS7JOf https://t.co/yUqvdS7JOf" [X Link](https://x.com/_travellingmonk/status/1799652217982787929) 2024-06-09T03:58Z [---] followers, [---] engagements "Top Companies in Secular Growth Themes/Sector for coming decade Digital Transformation [--]. Microsoft ( $MSFT) [--]. Alphabet ( $GOOGL) [--]. Amazon ( $AMZN) [--]. Salesforce ( $CRM) [--]. ServiceNow ( $NOW)" [X Link](https://x.com/_travellingmonk/status/1799655484930269685) 2024-06-09T04:11Z [---] followers, [--] engagements "Top Companies in Secular Growth Themes/Sector for coming decade E- Commerce [--]. Amazon ( $AMZN) [--]. MercadoLibre ( $MELI) [--]. Pinduoduo Inc. ( $PDD)" [X Link](https://x.com/_travellingmonk/status/1799656260285128962) 2024-06-09T04:14Z [---] followers, [---] engagements "Top Companies in Secular Growth Themes/Sector for coming decade Healthcare Tech [--]. Intuitive Surgical $ISRG [--]. Hims & Hers $HIMS [--]. TransMedics $TMDX" [X Link](https://x.com/_travellingmonk/status/1799657289538035868) 2024-06-09T04:18Z [---] followers, [---] engagements "Top Companies in Secular Growth Themes/Sector for coming decade Cybersecurity [--]. Crowdstrike $CRWD [--]. ZScaler $ZS [--]. Palo Alto Network $PANW #Cybersecurity #StockAnalysis" [X Link](https://x.com/_travellingmonk/status/1799740522023834015) 2024-06-09T09:49Z [---] followers, [---] engagements "Top Companies in Secular Growth Themes/Sector for coming decade Fintech [--]. PayPal $PYPL [--]. Square $SQ [--]. SoFi $SOFI #FinTech #StockAnalysis" [X Link](https://x.com/_travellingmonk/status/1799741868345118990) 2024-06-09T09:54Z [---] followers, [---] engagements "Top Companies in Secular Growth Themes/Sector for coming decade Data [--]. Snowflake $SNOW [--]. Palantir $PLTR [--]. MongoDB $MDB [--]. Datadog $DDOG #Data #StockAnalysis" [X Link](https://x.com/_travellingmonk/status/1799986507341828229) 2024-06-10T02:06Z [---] followers, [---] engagements "Top Companies in Secular Growth Themes/Sector for coming decade Semiconductor [--]. Nvidia $NVDA [--]. ASML Holding $ASML [--]. Applied Materials $AMAT [--]. Advanced Micro Devices $AMD [--]. Taiwan Semiconductor $TSM #Semiconductor #StockAnalysis" [X Link](https://x.com/_travellingmonk/status/1800007060316434581) 2024-06-10T03:28Z [---] followers, [---] engagements "Top Companies in Secular Growth Themes/Sector for coming decade Consumer [--]. Walmart $WMT [--]. Celsius Holding $CELH [--]. Hims and Hers $HIMS [--]. Aribnb $ABNB #Consumer #StockAnalysis" [X Link](https://x.com/_travellingmonk/status/1800628563399623134) 2024-06-11T20:37Z [---] followers, [---] engagements "Worst performers in my Growth portfolio : [--]. Snowflake $SNOW [--]. MongoDB $MDB [--]. Cloudflare $NET [--]. SoFi $SOFI [--]. Datadog $DDOG [--]. Celsius Holding $CELH Whats your thesis to Buy Hold or Sell any of the above investment :) #StockAnalysis #ValueInvesting #GrowthInvesting" [X Link](https://x.com/_travellingmonk/status/1801083895036977626) 2024-06-13T02:47Z [---] followers, [---] engagements "Best performers in my Growth portfolio : [--]. NVIDIA $NVDA [--]. Taiwan Semiconductor $TSMC [--]. HIMS $HIMS [--]. TransMedics $TMDX [--]. Google $GOOGL [--]. Amazon $AMZN #StockAnalysis #ValueInvesting #GrowthInvesting" [X Link](https://x.com/_travellingmonk/status/1801193316803055875) 2024-06-13T10:02Z [---] followers, [---] engagements "Top under $10 small-cap stocks with huge future potential (HR-HR) in my portfolio: 1.$RSKD - Riskified 2.$RKLB - Rocket Lab USA 3.$SOFI - SoFi Technologies 4.$LILA - Liberty Latin America 5.$JMIA - Jumia Technologies #Investing #Stocks #SmallCaps #GrowthStock" [X Link](https://x.com/_travellingmonk/status/1803109491065672007) 2024-06-18T16:56Z [---] followers, [---] engagements "Top [--] Sector Leaders that have the potential to grow more than 10x in [--] years : [--]. $TSLA Shift from ICE to EV [--]. $CRWD AI - Data - Cybersecurity [--]. $HIMS Revolutionizing Healthcare [--]. $ISRG Innovative RA Surgery [--]. $PLTR Advanced Data Analytics #Multibaggers" [X Link](https://x.com/_travellingmonk/status/1803990060297261391) 2024-06-21T03:15Z [---] followers, [---] engagements "Here are my top [--] beaten down stock picks which could grow significantly in the next [--] years: [--]. $SNOW (Snowflake) [--]. $MDB (MongoDB) [--]. $CELH (Celsius Holdings) What do you think Share your thoughts :) #InvestmentAnalysis #LongTermInvesting" [X Link](https://x.com/_travellingmonk/status/1804817365240029560) 2024-06-23T10:02Z [---] followers, [---] engagements "$SNOW Snowflake Innovative Tech: Snowflakes cloud-native data warehousing solutions are highly scalable & efficient. Strong Customer Base: Includes major enterprises leveraging Snowflake for big data analytics. Market Growth: Future robust growth runway for cloud DW" [X Link](https://x.com/_travellingmonk/status/1804818342626103566) 2024-06-23T10:06Z [---] followers, [---] engagements "$MDB MongoDB Popular DB Solution: MongoDBs NoSQL database is increasingly popular for modern application development. Developer Adoption: Strong adoption by developers for its flexibility and scalability. Revenue Growth: Consistent revenue growth & expanding customer base" [X Link](https://x.com/_travellingmonk/status/1804818788652572989) 2024-06-23T10:08Z [---] followers, [--] engagements "Top under $10 small-cap stocks with huge future potential (HR-HR) in my portfolio: $RSKD - Riskified $RKLB - Rocket Lab USA $SOFI - SoFi Technologies $LILA - Liberty Latin America $JMIA - Jumia Technologies Whats your opinion :) #SmallCap #LongTermInvesting #Multibaggers" [X Link](https://x.com/_travellingmonk/status/1806049922300428430) 2024-06-26T19:40Z [---] followers, [----] engagements "@ftr_investors NVIDA (as a stock) might have limited growth potential from here. Its market cap has already surpassed the projected size of the overall AI market but EV market size is immensely high and Tesla should be around 2T in valuation (by 2030) if compared to EVs future market size" [X Link](https://x.com/_travellingmonk/status/1806749277265211901) 2024-06-28T17:59Z [---] followers, [---] engagements "Top [--] Sector Leaders that have the potential to grow more than 10x in [--] years [--]. $TSLA Shift from ICE to EV [--]. $CRWD AI - Data - Cybersecurity [--]. $HIMS Revolutionizing Healthcare [--]. $ISRG Innovative RA Surgery [--]. $PLTR Advanced Data Analytics #Stock #Multibagger" [X Link](https://x.com/_travellingmonk/status/1807516156703457698) 2024-06-30T20:46Z [---] followers, [---] engagements "Best performers in my Growth portfolio this week: [--]. Tesla $TSLA [--]. Alphabet $GOOG [--]. Amazon $AMZN [--]. Snowflake $SNOW [--]. ZScaler $ZS #StockAnalysis #ValueInvesting #GrowthInvesting #Tesla #Google #Amazon #Snowflake #ZScaler" [X Link](https://x.com/_travellingmonk/status/1809047617994961394) 2024-07-05T02:12Z [---] followers, [---] engagements "Top Companies in Secular Growth Themes/Sector for coming decade Digital Transformation [--]. Microsoft ( $MSFT) [--]. Alphabet ( $GOOGL) [--]. Amazon ( $AMZN) [--]. Salesforce ( $CRM) [--]. ServiceNow ( $NOW) #StockAnalysis #DigitalTransformation #Microsoft #Google #Amazon #Salesforce" [X Link](https://x.com/_travellingmonk/status/1810008498320883846) 2024-07-07T17:50Z [---] followers, [--] engagements "Top [--] Under the Radar stocks that have the potential to grow significantly in the future : [--]. $ISRG - Intuitive Surgical [--]. $SPOT - Spotify [--]. $ZS - ZScaler [--]. $NU - NU Holdings [--]. $MELI - MercadoLibre #Spotify #ZScaler #NUHoldings #MercadoLibre #StockAnalysis #investing" [X Link](https://x.com/_travellingmonk/status/1810147266092511339) 2024-07-08T03:01Z [---] followers, [---] engagements "$TSLA alone is 50% of my portfolio I see growth within growth: EV sales (potential $5T market cap) RoboTaxi FSD ($2T-5T) Energy ($1T) Optimus ($5T-10T). Plus vertical integration with SpaceX Neuralink Boring Co. in future makes it a perfect long-term investment #Tesla" [X Link](https://x.com/_travellingmonk/status/1810715737448648945) 2024-07-09T16:40Z [---] followers, [--] engagements "@alc2022 $TSLA $CRWD $ISRG $MSFT $MELI" [X Link](https://x.com/_travellingmonk/status/1810716687710167308) 2024-07-09T16:44Z [---] followers, [---] engagements "Top Companies in Secular Growth Themes/Sector for coming decade Fintech [--]. PayPal $PYPL [--]. Square $SQ [--]. SoFi $SOFI [--]. Nu Holdings $NU [--]. Adyen $ADYEN #FinTech #StockAnalysis #GrowthInvesting #Stocks #LongTermInvesting" [X Link](https://x.com/_travellingmonk/status/1811069195011920196) 2024-07-10T16:05Z [---] followers, [---] engagements "Top Companies in Secular Growth Themes/Sector for coming decade Digital Transformation [--]. Microsoft ( $MSFT) [--]. Alphabet ( $GOOGL) [--]. Amazon ( $AMZN) [--]. Salesforce ( $CRM) [--]. ServiceNow ( $NOW) [--]. Snowflake ( $SNOW ) [--]. Palantir ( $PLTR) [--]. Shopify ( $SHOP) #StockAnalysis" [X Link](https://x.com/_travellingmonk/status/1811069919326318909) 2024-07-10T16:08Z [---] followers, [---] engagements "What are some stocks that satisfies below criteria :) [--]. Revenue Growth 30% [--]. EPS Growth 20% [--]. Operating Cash flow Growth- Positive and Growing [--]. Free Cash Flow Growth- Less (Reinvestment in growth opportunities) Ex: $TSLA $NVDA #GrowthStocks #GrowthInvesting" [X Link](https://x.com/_travellingmonk/status/1812971510266798575) 2024-07-15T22:04Z [---] followers, [---] engagements "Potential 100x + candidates for [----] [--]. $TSLA [--]. $MSFT [--]. $NVDA [--]. $AMZN [--]. $GOOGL [--]. $AAPL [--]. $PLTR [--]. $HIMS [--]. $NET [--]. $DDOG [--]. $CELH [--]. $CRWD [--]. $SNOW [--]. $TMDX [--]. $CRSP [--]. $SQ [--]. $SE [--]. $META [--]. $ISRG [--]. $ZS Which one you would remove and why #GrowthStocks" [X Link](https://x.com/_travellingmonk/status/1813748319140958329) 2024-07-18T01:31Z [---] followers, [----] engagements "$TSLA alone is 50% of my portfolio. Why I see Growth within Growth. How [--]. EV Sales (potential $5T market cap) [--]. RoboTaxi FSD ($2T- $5T) [--]. Energy ($1T) [--]. Optimus ($5T) Plus vertical integration of SpaceX Boring Co. & Neuralink in future. Here is a breakdown :" [X Link](https://x.com/_travellingmonk/status/1813752849643479285) 2024-07-18T01:49Z [---] followers, [---] engagements "RoboTaxi : Teslas advancements in autonomous driving tech position it as a leader in the future RoboTaxi market. This could revolutionize transportation creating a highly lucrative revenue stream reducing the need for car ownership and providing new mobility solutions #Tesla" [X Link](https://x.com/_travellingmonk/status/1813754624094142704) 2024-07-18T01:56Z [---] followers, [--] engagements "Energy : Teslas energy division including solar products and energy storage solutions addresses the growing demand for sustainable energy. With increasing focus on renewable energy sources Teslas energy products could become a significant revenue driver. $TSLA #Tesla" [X Link](https://x.com/_travellingmonk/status/1813754918081359967) 2024-07-18T01:57Z [---] followers, [--] engagements "Optimus (Tesla bot) - Teslas Optimus project aims to revolutionize robotics and automation. This would open new markets in labor manufacturing and personal assistance. $TSLA #Tesla" [X Link](https://x.com/_travellingmonk/status/1813755299691725215) 2024-07-18T01:58Z [---] followers, [--] engagements "At the end lets talk about the vertical integration synergies with SpaceX Neuralink Boring Company that I am talking about and do see it in future (by [----] perhaps). $TSLA #Tesla Heres a breakdown :" [X Link](https://x.com/_travellingmonk/status/1813756958614397078) 2024-07-18T02:05Z [---] followers, [--] engagements "SpaceX &Tesla : Leveraging SpaceXs advancements in aerospace technology could lead to the development of flying cars. This would revolutionize personal and commercial transportation reducing travel time and congestion. Elon talked about that in one of his interview too $TSLA" [X Link](https://x.com/_travellingmonk/status/1813757422156341411) 2024-07-18T02:07Z [---] followers, [--] engagements "Boring company for Robotaxi Fleet : Utilizing Boring Companys tunneling technology to create underground networks for $TSLA RT fleet could drastically improve urban transportation. This would mitigate surface traffic congestion & provide a faster more efficient travel option" [X Link](https://x.com/_travellingmonk/status/1813757849316859953) 2024-07-18T02:09Z [---] followers, [--] engagements "Neuralink for advanced Optimus bots : Integrating Neuralinks brain-machine interface technology with $TSLA Optimus bots could significantly enhance their capabilities. This could lead to more intuitive responsive and versatile robots that could be used in various industries" [X Link](https://x.com/_travellingmonk/status/1813758300485456181) 2024-07-18T02:10Z [---] followers, [--] engagements "These are all the reasons why I see unparalleled growth opportunities for Tesla. Considering Elons intellect knowledge and ability to take risks I cant imagine what he can transform $TSLA into by [----] What do you think Lets discuss :) #Tesla #TeslaAnalysis" [X Link](https://x.com/_travellingmonk/status/1813759947844596027) 2024-07-18T02:17Z [---] followers, [--] engagements "Adding two more to list Missed it - [--]. $TSM [--]. $MELI #StockAnalysis #FutureLeaders #MultiBagger #100x #Tesla #Microsoft #Google #Amazon #NVIDIA #Investing" [X Link](https://x.com/_travellingmonk/status/1813781223011160070) 2024-07-18T03:41Z [---] followers, [---] engagements "@StarlightNY716 I would wait for them to at least have the Operating Cash flow go +ve. It is consistently negative which is not a good sign" [X Link](https://x.com/_travellingmonk/status/1814003644909687018) 2024-07-18T18:25Z [---] followers, [--] engagements "Types of Moats a company have : [--]. Switching cost - $MSFT $AAPL [--]. Intangibles - $KO [--]. Efficient Scale - $WMT [--]. Cost advantage - $COST [--]. Network effect - $META $V [--]. Customer Loyalty - $AMZN [--]. Regulatory advantage - $LMT [--]. Tech Advantage - $TSLA [--]. Unique culture- $GOOGL" [X Link](https://x.com/_travellingmonk/status/1815759664321302877) 2024-07-23T14:43Z [---] followers, [---] engagements "I have added more of the below growth stocks today :) $CELH $AMD $HIMS $PLTR Watchlist : $CRWD $NVDA for DCA #Celsius #AMD #HIMS #Palantir" [X Link](https://x.com/_travellingmonk/status/1818339745342107904) 2024-07-30T17:35Z [---] followers, [---] engagements "Could $CRWD go below $200 soon That would be the perfect time to add this stock. $ZS $S - Started to increase positions on these too. Whats your thoughts on this :) #CrowdStrike #cybersecurity" [X Link](https://x.com/_travellingmonk/status/1818340518733971774) 2024-07-30T17:38Z [---] followers, [---] engagements "@SaralTrader I agree - for stability and diversification But with selected stocks (if you have strong conviction based on their secular earnings growth sustainable moat future potential etc.) returns could be phenomenal risk is adjusted if bought below its intrinsic value" [X Link](https://x.com/_travellingmonk/status/1818840819731984628) 2024-08-01T02:46Z [---] followers, [--] engagements "@SaralTrader These are short term Happens with every stock when it gets way overpriced. Good opportunity to buy at these levels. I prefer to hold a stock for at least [--] years. Also the intrinsic value is way below [---] for $CRWD. Still I can start doing DCA once it comes below 200" [X Link](https://x.com/_travellingmonk/status/1818994377995522225) 2024-08-01T12:57Z [---] followers, [--] engagements "With the probability of a significant rate cut rising what sectors/stocks do you believe will benefit most from monetary easing and why Ex - $TSLA (reduced borrowing cost) $CELH (production & distribution expansion) $PLTR (innovation & customer acquisition) #ratecut" [X Link](https://x.com/_travellingmonk/status/1819958861102743754) 2024-08-04T04:49Z [---] followers, [---] engagements "@AbrarOs13053218 Yes Looks good to me as well I would choose $NU as well as :)" [X Link](https://x.com/_travellingmonk/status/1820072056165175338) 2024-08-04T12:19Z [---] followers, [--] engagements "Increased my positions significantly on $PLTR and $HIMS Why [--]. Strong financials and fundamentals [--]. Growth within Growth [--]. Leaders of their sector [--]. Innovation [--]. Great leadership Whats your perspective :) #Palantir #HIMS" [X Link](https://x.com/_travellingmonk/status/1820632567772520521) 2024-08-06T01:26Z [---] followers, [---] engagements "$PLTR Q2 [----] Earnings: EPS: $0.09 vs. $0.08 est. Sales: $678M vs. $653M est. U.S. commercial revenue growth +70% $HIMS Q2 [----] Earnings: Sales: $315M vs. $303M est. EPS: $0.06 vs. $0.05 est. Both did an excellent job :) #investing #earnings #Palantir #Hims" [X Link](https://x.com/_travellingmonk/status/1820633916207743162) 2024-08-06T01:32Z [---] followers, [---] engagements "$RKLB Q2 [----] Earnings: EPS: - $0.08 vs. -$0.10 est. Sales: $106.25M vs. $105.46 est. Revenue Growth - 71% YoY Operational milestone - Successfully fired its new rocket engine Archimedes #RocketLab #rklb #growthstocks #invest #learn" [X Link](https://x.com/_travellingmonk/status/1821689183284695237) 2024-08-08T23:25Z [---] followers, [---] engagements "5 Companies I am most bullish on for long term $TSLA $PLTR $CRWD $MELI $HIMS #Tesla #Palantir #Crowdstrike #MercadoLibre #Hims #invest #grow #learn" [X Link](https://x.com/_travellingmonk/status/1828663432771518481) 2024-08-28T05:18Z [---] followers, [---] engagements "$TSLA is 50% of my portfolio. I see GROWTH within GROWTH: 1.EV Sales (potential $5T market cap) 2.RoboTaxi FSD ($2T-$5T) ($1T) 4.Optimus ($5T) Plus vertical integration with SpaceX Boring Co. & Neuralink in the future. #Tesla #TSLA #Growth http://3.Energy http://3.Energy" [X Link](https://x.com/_travellingmonk/status/1831889876540911977) 2024-09-06T02:59Z [---] followers, [---] engagements "@ftr_investors $GOOGL $HIMS $CELH" [X Link](https://x.com/_travellingmonk/status/1832562408281534975) 2024-09-07T23:31Z [---] followers, [---] engagements "The Federal Reserve just slashed interest rates by [--] bps the first rate cut since [----] What does this mean [--]. Cheaper borrowing [--]. Potential stock market moves and [--]. Big shifts for the economy. #Fed #Ratecut #Economy #Markets The Federal Reserve has cut rates by [--] basis points. This marks the first rate cut in more than four years. Fed officials see two more [--] BPS rate cuts this year followed by four more cuts next year and two more in [----]. @jenniferisms details: https://t.co/GIAHendWSs The Federal Reserve has cut rates by [--] basis points. This marks the first rate cut in more than four" [X Link](https://x.com/_travellingmonk/status/1836494801631318158) 2024-09-18T19:57Z [---] followers, [---] engagements "Top [--] Holdings (Growth stocks) on my portfolio that I believe have the strongest potential to rule the next decade: $TSLA $PLTR $CRWD $MELI $HIMS Whats yours top [--] holdings #GrowthInvesting #Tesla #Palantir #HIMS #Crowdstrike #mercadolibre #Stocks" [X Link](https://x.com/_travellingmonk/status/1843772633546142081) 2024-10-08T21:57Z [---] followers, [---] engagements "Is this the right time to accumulate $CELH I believe Celsius has faced a significant drop mainly due to a decrease in sales from its largest distribution partner PepsiCo. PepsiCo had overstocked Celsius products causing a temporary decline in orders to adjust der inventory" [X Link](https://x.com/_travellingmonk/status/1844073587252383985) 2024-10-09T17:52Z [---] followers, [---] engagements "While the energy drink market as a whole appears to be slowing I think Celsius still has strong underlying demand with third-quarter sell-through and depletions up by 10%. Whats your views on this regard I would look forward for your inputs. $CELH #CelsiusHoldings" [X Link](https://x.com/_travellingmonk/status/1844073961312878640) 2024-10-09T17:54Z [---] followers, [---] engagements "Take the stones people throw at you and use them to build a monument. - Ratan Tata Today we honor the monument of his life - a testament to resilience compassion and vision. Will miss your wisdom and leadership Rest in peace Sir #Gratitude #RatanTata" [X Link](https://x.com/_travellingmonk/status/1844113720265592946) 2024-10-09T20:32Z [---] followers, [---] engagements "Top [--] Holdings (Growth stocks) on my portfolio that I believe have the strongest potential to rule the next decade: $TSLA #Tesla $PLTR #Palantir $CRWD #CrowdStrike $MELI #Mercadolibre $HIMS #Himsandhers Whats yours top [--] holdings #Stocks #investing #growthstock" [X Link](https://x.com/10xValueMind/status/1849248366288687268) 2024-10-24T00:35Z [---] followers, [----] engagements "Pelotons shift from hardware to subscription services looked like a game-changer. Digital content comes with higher margins and could potentially bring in consistent revenue offering a pathway to better financial stability. $PTON #PTON" [X Link](https://x.com/_travellingmonk/status/1852454581588127961) 2024-11-01T20:56Z [---] followers, [--] engagements "2. New Leadership : The appointment of a former Apple executive as CEO added another layer of optimism. His experience with integrating hardware software and services might be just what Peloton needs to innovate and differentiate itself in the crowded fitness space. $PTON" [X Link](https://x.com/_travellingmonk/status/1852454788954218765) 2024-11-01T20:56Z [---] followers, [--] engagements "3. Cost Cutting Moves : Pelotons recent cost-cutting initiatives are another reason for optimism. Reduced expenses could pave the way for more sustainable growth especially if the company can avoid past mistakes and keep OpEx under control. $PTON" [X Link](https://x.com/_travellingmonk/status/1852455066588045488) 2024-11-01T20:57Z [---] followers, [--] engagements "Top [--] Holdings (Growth stocks) on my portfolio that I believe have the strongest potential to rule the next decade: $TSLA #Tesla $PLTR #Palantir $CRWD #CrowdStrike $MELI #Mercadolibre $HIMS #hims&hers Whats yours top [--] holdings #investing #growthstock #stocks" [X Link](https://x.com/_travellingmonk/status/1852455992828543070) 2024-11-01T21:01Z [---] followers, [---] engagements "$PLTR Palantir just hit record growth: [--]. 30% revenue increase [--]. $726M in Q3 [--]. 499M in U.S. revenue and [--]. 39% YoY increase in customer count. And last but not least [--]. Zero debt with $4.6b in cash. #Palantir $PLTR #AI" [X Link](https://x.com/_travellingmonk/status/1853615457023979633) 2024-11-05T01:48Z [---] followers, [---] engagements "$PLTR posts 30% YoY revenue growth; $HIMS skyrockets with 77% Two game-changers proving the AI and health tech revolutions are just starting. :) #Palantir #Hims Top [--] Holdings (Growth stocks) on my portfolio that I believe have the strongest potential to rule the next decade: $TSLA #Tesla $PLTR #Palantir $CRWD #CrowdStrike $MELI #Mercadolibre $HIMS #Himsandhers Whats yours top [--] holdings #Stocks #investing #growthstock Top [--] Holdings (Growth stocks) on my portfolio that I believe have the strongest potential to rule the next decade: $TSLA #Tesla $PLTR #Palantir $CRWD #CrowdStrike $MELI" [X Link](https://x.com/_travellingmonk/status/1853662103048950154) 2024-11-05T04:54Z [---] followers, [---] engagements "$TSLA is 50% of my portfolio. I see GROWTH within GROWTH: [--]. EV Sales (potential $5T market cap) [--]. Robotaxi FSD ($2T-$5T) [--]. Energy ($1T) [--]. Optimus ($5T) Plus vertical integration with SpaceX Boring Co. Starlink & Neuralink in future. Whats your perspective #TSLA" [X Link](https://x.com/_travellingmonk/status/1853813362758479893) 2024-11-05T14:55Z [---] followers, [---] engagements "BREAKING : The New York Times projects Donald Trump could win the popular vote :) #ElectionDay #USAElection2024 #USElection2024 #Election2024" [X Link](https://x.com/_travellingmonk/status/1854022435789562320) 2024-11-06T04:46Z [---] followers, [----] engagements "BREAKING : The New York Times now projects Donald Trump have now 95% chance of victory ✌ #Trump #Election2024 #ElectionDay #USA2024 #USAElections #USAElection2024 #USElections #USElections2024" [X Link](https://x.com/_travellingmonk/status/1854044394120183918) 2024-11-06T06:13Z [---] followers, [----] engagements "$RKLB is up 138% YTD Key Highlights : [--]. Current growth rate : 71% [--]. Strong competitor to SpaceX in the space industry particularly in small satellite launches. [--]. The Archimedes engine test marks a key milestone for Rocket Labs Neutron rocket. #RocketLab $RKLB" [X Link](https://x.com/_travellingmonk/status/1854211140856803828) 2024-11-06T17:16Z [---] followers, [---] engagements "$TSLA charging toward [---] Who else feels the energy Lets see if Tesla can give us a show today :) #Tesla #growthstocks" [X Link](https://x.com/_travellingmonk/status/1854570525265101283) 2024-11-07T17:04Z [---] followers, [---] engagements "Potential 10x + candidates for [----] [--]. $TSLA [--]. $PLTR [--]. $HIMS [--]. $AMZN [--]. $GOOGL [--]. $SPOT [--]. $MSFT [--]. $NVDA [--]. $NET [--]. $DDOG [--]. $CELH [--]. $CRWD [--]. $SNOW [--]. $TMDX [--]. $CRSP [--]. $SQ [--]. $AMD [--]. $RKLB [--]. $ISRG [--]. $ZS Which one you would remove and why #GrowthStocks" [X Link](https://x.com/anyuser/status/1854669754054721632) 2024-11-07T23:38Z [----] followers, [----] engagements "This works well most of the time if youre picking quality stocks. In bull market this works well with even inferior stocks too :) #growthinvesting #stageanalysis Did you use Stan Weinsteins stage analysis to navigate market cycles From accumulation to distribution understanding each phase helps to time entries and exits strategically. #Investing #analysis https://t.co/fM9wqofIcB Did you use Stan Weinsteins stage analysis to navigate market cycles From accumulation to distribution understanding each phase helps to time entries and exits strategically. #Investing #analysis" [X Link](https://x.com/_travellingmonk/status/1854670898571129213) 2024-11-07T23:42Z [---] followers, [---] engagements "@dokyitheresa It is $TSLA In first phase growth will come from EV sales second stage - RoboTaxi and Energy third phase - Optimus. Tesla has got an immensely long run. I believe Elon will do the vertical integration of SpaceX Boring Company Startlink Neuralink as well in future :)" [X Link](https://x.com/_travellingmonk/status/1854672044375298481) 2024-11-07T23:47Z [---] followers, [--] engagements "@dokyitheresa Teslas energy and RoboTaxi divisions could impact its EV sales but likely in complementary ways rather than full-on cannibalization. I think personal EVs will still be popular for flexibility and privacy. :)" [X Link](https://x.com/_travellingmonk/status/1854674559418409220) 2024-11-07T23:57Z [---] followers, [--] engagements "@TheLongInvest I hold four of them - $HIMS $PLTR $PTON $IONQ - Getting rid off $IONQ though. Will wait for its Cash flow from operations to turn positive. You missed $RKLB :)" [X Link](https://x.com/_travellingmonk/status/1854677686494351721) 2024-11-08T00:09Z [---] followers, [----] engagements "@SHADESmiami @YahooFinance I think it would create demand for jobs in areas like AI robotics and fleet management. although some jobs may disappear (like truck driving) new areas would emerge. :)" [X Link](https://x.com/_travellingmonk/status/1855641134065713578) 2024-11-10T15:58Z [---] followers, [--] engagements "$TSLA $336 for Tesla during overnight hours - onward and upward :) #TSLA #StockMarket $TSLA" [X Link](https://x.com/_travellingmonk/status/1855822293894615196) 2024-11-11T03:58Z [---] followers, [---] engagements "Holding on through ups and downs is hard but today its all worth it :) $TSLA $HIMS $PLTR Cant believe how far theyve come the journey is worth it Long way to go :) #HIMS #TESLA #Palantir" [X Link](https://x.com/_travellingmonk/status/1856001157836984632) 2024-11-11T15:48Z [---] followers, [---] engagements "$TSLA $HIMS $PLTR all are going to disrupt their traditional counterparts. #TSLA would replace Traditional ICE Cars with EVs Robotaxis #HIMS would replace Traditional Healthcare with Telehealth and quick prescription. #PLTR would replace Traditional OS with OS for data" [X Link](https://x.com/_travellingmonk/status/1856011471978655941) 2024-11-11T16:29Z [---] followers, [---] engagements "If you believe the future is electric personalized and data-driven then lets keep an eye on $TSLA $HIMS and $PLTR. Whats your top holding out of the above three :) #Tesla #Hims #Palantir #Innovation #investing Tesla Hims Palantir Tesla Hims Palantir" [X Link](https://x.com/_travellingmonk/status/1856039155802791941) 2024-11-11T18:19Z [---] followers, [---] engagements "$AMD vs $NVDA How #AMD can out-space #NVIDIA in the long run AMDs use of chiplet architecture is analogous to a microservice approach. Rather than relying on a monolithic single-die design AMD uses modular components (chiplets) that can be combined Thread 🧵" [X Link](https://x.com/_travellingmonk/status/1856044284878709216) 2024-11-11T18:40Z [---] followers, [---] engagements "and optimized independently. This enables them to scale more effectively adapt to new technologies and reduce manufacturing costs. On the other hand #NVIDIAs traditional approach to graphics card (GPU) design is a bit like a monolithic architecture -" [X Link](https://x.com/_travellingmonk/status/1856045257080918435) 2024-11-11T18:44Z [---] followers, [--] engagements "where everything is integrated on a single die. While this approach provides great performance in the short term and for specific tasks scaling and customization become difficult as demand and complexity grow. At the end I would say #NVIDIAs monolithic design might " [X Link](https://x.com/_travellingmonk/status/1856046025238360325) 2024-11-11T18:47Z [---] followers, [--] engagements "$TSLA alone is 50% of my portfolio. Why I see Growth within Growth. How [--]. EV Sales (potential $5T market cap) [--]. RoboTaxi FSD ($2T- $5T) [--]. Energy ($1T) [--]. Optimus ($5T) Plus vertical integration of SpaceX Boring Co. & Neuralink in future. Here is the thread 🧵 $TSLA alone is 50% of my portfolio. Why I see Growth within Growth. How [--]. EV Sales (potential $5T market cap) [--]. RoboTaxi FSD ($2T- $5T) [--]. Energy ($1T) [--]. Optimus ($5T) Plus vertical integration of SpaceX Boring Co. & Neuralink in future. Here is a breakdown : $TSLA alone is 50% of my portfolio. Why I see Growth within Growth. How" [X Link](https://x.com/_travellingmonk/status/1856049522201505869) 2024-11-11T19:01Z [---] followers, [---] engagements "$RKLB $SOFI are now up 200% and 100% respectively. SOLD $RSKD $LILA with 15% upside as I dont see better future prospects. Top under $10 small-cap stocks with huge future potential (HR-HR) in my portfolio: $RSKD - Riskified $RKLB - Rocket Lab USA $SOFI - SoFi Technologies $LILA - Liberty Latin America $JMIA - Jumia Technologies Whats your opinion :) #SmallCap #LongTermInvesting #Multibaggers Top under $10 small-cap stocks with huge future potential (HR-HR) in my portfolio: $RSKD - Riskified $RKLB - Rocket Lab USA $SOFI - SoFi Technologies $LILA - Liberty Latin America $JMIA - Jumia" [X Link](https://x.com/10xValueMind/status/1856399569652683161) 2024-11-12T18:12Z [---] followers, [---] engagements "$RKLB [--]. Q3 revenue $105M (55% growth YoY and $1.05B backlog) [--]. Q4 guidance - 100%+ revenue growth $125-$135M [--]. Completed two spacecraft for NASAs Mars mission [--]. Neutrons first launch planned for next year might launch a commercial satellite constellation. #RKLB" [X Link](https://x.com/_travellingmonk/status/1856518961581420692) 2024-11-13T02:06Z [---] followers, [---] engagements "BREAKING: Donald Trump names Elon Musk & Vivek Ramaswamy to lead a new Department of Government Efficiency (DOGE) Would be great to see how tech innovation streamlines the government efficiency :) #Elon_Musk #VivekRamaswamy #DOGE #DonaldTrump" [X Link](https://x.com/_travellingmonk/status/1856527589906551125) 2024-11-13T02:40Z [---] followers, [---] engagements "I am planning to make $HIMS the top most positions at par with $TSLA #HIMS thrives on relationships not just sales. Its not about selling pills - its about building trust privacy and care. $AMZN may deliver fast but healthcare isnt just logistics. I do HOLD both though" [X Link](https://x.com/_travellingmonk/status/1857796536601591842) 2024-11-16T14:43Z [---] followers, [---] engagements "$AMZN might have scale. But $HIMS has clinical partnerships personalized care and customer service tailored to health. Gen Z and millennials dont want assembly-line care. They want quality trust and emotional connection. #HIMS resonates with that. It is $APPL for Telehealth" [X Link](https://x.com/_travellingmonk/status/1857799101204574698) 2024-11-16T14:53Z [---] followers, [---] engagements "How much risk would you price into $HIMS today 20% 40% The market seems to think 80%+. But with 90%+ revenue growth and 77% margins does that reflect reality - or an exaggerated fear of Amazon/GLP-1 $AMZN $HIMS #Telehealth #AMZN #HIMS" [X Link](https://x.com/_travellingmonk/status/1857803685880791293) 2024-11-16T15:11Z [---] followers, [---] engagements "The healthcare industry is ripe for disruption. $HIMS has a $1T+ total addressable market (TAM). Read the entire thread 🧵" [X Link](https://x.com/_travellingmonk/status/1857812575779537300) 2024-11-16T15:46Z [---] followers, [---] engagements "$HIMSs focus on telehealth personalization and execution makes it a front-runner in this trillion-dollar TAM. Capturing just a small share with its stellar growth rate and margins could place it in the hundreds of billions by 2035" [X Link](https://x.com/_travellingmonk/status/1857812706482360568) 2024-11-16T15:47Z [---] followers, [---] engagements "With $HIMS posting a current revenue run rate of $1.2B 77% gross margins and a 90% YoY growth rate its clear this isnt your typical telehealth company. The potential is massive" [X Link](https://x.com/_travellingmonk/status/1857812944114917404) 2024-11-16T15:48Z [---] followers, [---] engagements "Fast forward to 2035: If $HIMS maintains 40% annual top-line growth and 20% bottom-line growth its revenue could hit $49B with $9.7B in earnings. At a P/E of [--] that would result in a $243B market cap" [X Link](https://x.com/_travellingmonk/status/1857813053548474613) 2024-11-16T15:48Z [---] followers, [---] engagements "Today $HIMS trades at $4.22B. A $243B potential market cap by [----] implies a 55x upside. Is this company pricing in far too much risk From $4.4B today to $243B in [----] $HIMS could be a generational healthcare company" [X Link](https://x.com/_travellingmonk/status/1857813244817047618) 2024-11-16T15:49Z [---] followers, [---] engagements "The market may be underestimating its scale and execution potential but I think hims will dominate in future. Long-term investing is not about reacting to short-term noise; its about spotting the next big thing early and watching it compound. $HIMS #HIMS" [X Link](https://x.com/_travellingmonk/status/1857813611609006530) 2024-11-16T15:50Z [---] followers, [---] engagements "$TSLA is a generational technology company as the future of transportation & energy are ripe for disruption $TSLA currently has a TAM of more than 15T+ and it would become a 15T+ company by [----] #TSLA #EV Here is a thread explaining how 🧵" [X Link](https://x.com/_travellingmonk/status/1858360584359612793) 2024-11-18T04:04Z [---] followers, [---] engagements "Financial Projections for [----] If Tesla maintains: 📈30% annual revenue growth 📈25% profit margins It could achieve: 💵 $2.5T in revenue 💵 $625B in earnings At a forward P/E of [--] Teslas market cap could reach $15.6T by [----]. #Tesla $TSLA" [X Link](https://x.com/_travellingmonk/status/1858363572121706762) 2024-11-18T04:16Z [---] followers, [---] engagements "Todays Valuation Tesla is currently valued at $900B. A potential market cap of $15T implies a 17x upside over the next decade. If $TSLA does what it currently does it will become a generational technology company disrupting EVs autonomy energy and robotics. #TSLA" [X Link](https://x.com/_travellingmonk/status/1858364532990550326) 2024-11-18T04:20Z [---] followers, [---] engagements "Tomorrow Im diving into Palantirs Total Addressable Market (TAM) and projecting its potential market cap by [----]. Which other companies would you like me to break down and share insights on Drop your suggestions below :) #investing #growthstocks #stockanalysis" [X Link](https://x.com/_travellingmonk/status/1858368370392928614) 2024-11-18T04:35Z [---] followers, [--] engagements "Palantir ($PLTR) is a generational data company and is poised to redefine how organizations harness information to make decisions. With a TAM of $1T+ across government and commercial sectors Palantir is building the operating system for the modern enterprise. Heres how🧵" [X Link](https://x.com/10xValueMind/status/1858660998791487956) 2024-11-18T23:58Z [---] followers, [---] engagements "Palantirs [--] Growth Engines [--]. Government Contracts: $400B TAM [--]. Commercial Enterprise Solutions: $500B TAM [--]. AI & Foundry for Builders: $TAM undefined but exponential Palantirs unique combination of products gives it a massive competitive advantage in these markets. $PLTR" [X Link](https://x.com/10xValueMind/status/1858661484835807476) 2024-11-19T00:00Z [---] followers, [---] engagements "Financial Projections for [----] If $PLTR maintains: 📈 25% annual revenue growth 📈 30% profit margins It could achieve: 💵 $250B in annual revenue 💵 $75B in earnings At a forward P/E of [--] Palantirs market cap could reach $2.25T by 2035" [X Link](https://x.com/_travellingmonk/status/1858662497927995763) 2024-11-19T00:04Z [---] followers, [---] engagements "$PLTR is currently valued at $139B. A potential market cap of $2.25T implies a 16x upside over the next decade. From defense to AI Palantir isnt just a software company - it will become the data backbone of the modern world in coming future SHARE YOUR PERCEPTIONS :)" [X Link](https://x.com/_travellingmonk/status/1858663370762731618) 2024-11-19T00:07Z [---] followers, [---] engagements "@MaineCoonMouser Great question - I believe Palantir has already evolved its platforms to require fewer FDEs over time (AIAutomation). Strategic investments in scalability is more important to achieve that growth rate" [X Link](https://x.com/_travellingmonk/status/1858666924936245469) 2024-11-19T00:21Z [---] followers, [--] engagements "@alphamen_111 At least with money I can cry on a beach in the Maldives" [X Link](https://x.com/_travellingmonk/status/1858741082781102149) 2024-11-19T05:16Z [---] followers, [--] engagements "E-commerce cloud computing and AI are revolutionizing how we live and work - and Amazon ($AMZN) is at the center of it all Heres a breakdown of Amazons $15T+ total addressable market (TAM) and why it could be a $10T+ company by [----]. Thread 🧵 #AMZN #DeepDive" [X Link](https://x.com/_travellingmonk/status/1859078187105599556) 2024-11-20T03:35Z [---] followers, [--] engagements "Financial Projections for [----] If $AMZN maintains: - 20% annual revenue growth - 20% profit margins It could achieve: 💵 $2T in revenue 💵 $400B in earnings At a forward P/E of [--] Amazons market cap could reach $10T by [----]. #AMZN $AMZN #DeepDive" [X Link](https://x.com/_travellingmonk/status/1859080486616002848) 2024-11-20T03:45Z [---] followers, [--] engagements "Amazon is currently valued at $2T. A potential $10T market cap by [----] implies a 5x upside over the next decade. I know its not a significant return by you cant expect much from an already grown giant Let me know your feedback :) $AMZN #AMZN #DeepDive" [X Link](https://x.com/_travellingmonk/status/1859081114381676927) 2024-11-20T03:47Z [---] followers, [--] engagements "Revealing my US Markets Top [--] positions (80% of my portfolio) and their performance till date [--]. $TSLA - + 115% [--]. $HIMS - + 60% [--]. $PLTR - + 163% [--]. $CRWD - + 30% [--]. $AMZN - +80% [--]. $RKLB - +400% [--]. $AMD - -2% [--]. $GOOGL - + 39% [--]. $TSM - +117% [--]. $ISRG - +45% #stocks" [X Link](https://x.com/_travellingmonk/status/1860352713466241489) 2024-11-23T16:00Z [---] followers, [---] engagements "@StockSavvyShay $TSLA $HIMS" [X Link](https://x.com/_travellingmonk/status/1860457430552830091) 2024-11-23T22:56Z [---] followers, [---] engagements "3 stocks that I am closely following for DCA And why $CELH : Dominating the health-focused energy drink market with rapid growth. $HIMS : Disrupting healthcare through scalable telehealth solutions. $AMD : Leading the charge in AI gaming and high-performance computing" [X Link](https://x.com/_travellingmonk/status/1860499035032838217) 2024-11-24T01:41Z [---] followers, [---] engagements "6 stocks Im holding tightly until 2035: $TSLA: Revolutionizing EVs energy & autonomy. $AMZN: Dominating e-commerce & cloud computing. $AMD: Powering AI & next-gen computing. $HIMS: Transforming Telehealth. $PLTR: Unlocking insights. $CRWD: future of cybersecurity" [X Link](https://x.com/_travellingmonk/status/1860500557259055559) 2024-11-24T01:47Z [---] followers, [---] engagements "@ftr_investors I have $HIMS and $CELH Would love to keep them for a decade. I see a lot of room to grow w.r.t the TAM they are addressing to" [X Link](https://x.com/_travellingmonk/status/1860528725583958210) 2024-11-24T03:39Z [---] followers, [---] engagements "Potential 10x + opportunity for [----] [--]. $TSLA [--]. $PLTR [--]. $HIMS [--]. $AMZN [--]. $GOOGL [--]. $SPOT [--]. $MSFT [--]. $NVDA [--]. $NET [--]. $DDOG [--]. $CELH [--]. $CRWD [--]. $SNOW [--]. $TMDX [--]. $CRSP [--]. $SQ [--]. $AMD [--]. $RKLB [--]. $ISRG [--]. $ZS Which one you would remove and why #Investing" [X Link](https://x.com/_travellingmonk/status/1860746776044527893) 2024-11-24T18:06Z [---] followers, [---] engagements "Started DCA for $CELH at $29.5 Anything below [--] looks a great opportunity for active DCA" [X Link](https://x.com/_travellingmonk/status/1861155894341579251) 2024-11-25T21:11Z [---] followers, [---] engagements "In your opinion which of these companies possesses the strongest competitive advantage (moat) $TSLA $AMZN $GOOGL $MSFT $NVDA $SNOW $CRWD $AMD $ISRG $ZS Comment below with your choice and reasoning Lets discuss. :) #Moat #growthstock" [X Link](https://x.com/_travellingmonk/status/1861425418433163432) 2024-11-26T15:02Z [---] followers, [---] engagements "@BrettKrieger12 I would choose stocks from both group and make a group C [--]. $TSLA [--]. $PLTR [--]. $CRWD [--]. $AMZN [--]. $HIMS (not here)" [X Link](https://x.com/_travellingmonk/status/1861426466187014276) 2024-11-26T15:07Z [---] followers, [---] engagements "@StockSavvyShay @EarningsHubHQ $CRWD is the sector leader Have a lot of room to grow looking at the current market cap and cybersecuritys market size. I too am concerned with with the impact of July [--] (on tactical basis strategically it would do great)" [X Link](https://x.com/_travellingmonk/status/1861435413300175023) 2024-11-26T15:42Z [---] followers, [---] engagements "$SNOW Snowflake Inc. (#SNOW ) has been upgraded by Wedbush to outperform citing its strategic position in the AI software era. Analysts highlight Snowflakes potential to capitalize on the growing demand for AI products over the next [--] to [--] months" [X Link](https://x.com/10xValueMind/status/1861438429550039300) 2024-11-26T15:54Z [---] followers, [---] engagements "@thexcapitalist $HIMS and $MELI are great indeed Bought them at $14.5 and $1525 respectively. Waiting for 15% pullback for active DCA" [X Link](https://x.com/_travellingmonk/status/1861442807367397780) 2024-11-26T16:12Z [---] followers, [----] engagements "@SawyerMerritt Awesome Love $TSLA s strategy of Sensor arbitrage :)" [X Link](https://x.com/_travellingmonk/status/1861446034808803824) 2024-11-26T16:24Z [---] followers, [---] engagements "$CELH $TMDX active DCA in progress #CELH #TMDX" [X Link](https://x.com/_travellingmonk/status/1861482707420668029) 2024-11-26T18:50Z [---] followers, [---] engagements "$CRWD Revenue : $1.01B vs Est. $983M (29% increase from last yr Q3) EPS : $0.93 vs Est. $0.81 Annual Recurring Revenue (ARR): $4.02 billion a 27% year-over-year growth slightly exceeding estimates. #Crowdstrike #Earnings" [X Link](https://x.com/_travellingmonk/status/1861537057627357541) 2024-11-26T22:26Z [---] followers, [---] engagements "$CRWD There is a decline of around 3% post the result. Reasons for this decline : [--]. Due to Julys outage - This led to increased costs and a net loss of $16.82 million for the quarter. [--]. The fourth-quarter forecast is weaker than expected. #CRWD #CrowdStrike #stock" [X Link](https://x.com/_travellingmonk/status/1861539549454688454) 2024-11-26T22:36Z [---] followers, [---] engagements "$CRWD named a leader for the Endpoint Protection Platforms in [----] Gartner Magic Quadrant. Moreover the gross retention rate is exceeding 97% indicating strong customer commitment to the Falcon platform. More DCA on this tomorrow 😌 #Crowdstrike" [X Link](https://x.com/_travellingmonk/status/1861542949948895597) 2024-11-26T22:49Z [---] followers, [---] engagements "Ill be focusing my posts on these [--] growth companies only : [--]. $TSLA [--]. $PLTR [--]. $HIMS [--]. $AMZN [--]. $GOOGL [--]. $SPOT [--]. $MSFT [--]. $NVDA [--]. $NET [--]. $DDOG [--]. $CELH [--]. $CRWD [--]. $SNOW [--]. $TMDX [--]. $CRSP [--]. $SQ [--]. $AMD [--]. $RKLB [--]. $ISRG [--]. $ZS Do you own any of these :)" [X Link](https://x.com/_travellingmonk/status/1861545058404618399) 2024-11-26T22:58Z [---] followers, [----] engagements "In your opinion which of these companies possesses the strongest competitive advantage (moat) $TSLA $AMZN $GOOGL $MSFT $NVDA $SNOW $CRWD $AMD $ISRG $ISRG $SPOT $PLTR $HIMS $RKLB $CELH $SPOT Comment below with your choice and reasoning Lets discuss. :) #Moat #GrowthStocks" [X Link](https://x.com/_travellingmonk/status/1861774734628716930) 2024-11-27T14:11Z [---] followers, [---] engagements "$TSLA $HIMS $PLTR $NVDA all are going to disrupt their traditional counterparts. ✅#TSLA would replace Traditional ICE Cars with EVs Robotaxis ✅#HIMS would replace Traditional Healthcare with Telehealth and quick prescription. ✅#PLTR would replace Traditional OS with OS for data. ✅#NVDA would replace traditional computing with AI-powered GPUs Which one of these you are holding at least for next [--] years #investing #stocks Tesla Hims Nvidia Palantir Tesla Hims Nvidia Palantir" [X Link](https://x.com/_travellingmonk/status/1861776816223969759) 2024-11-27T14:19Z [---] followers, [---] engagements "While skeptics claimed $AMZN would crush $HIMS the company keeps proving its unique value in telehealth. As per me : Personalized care + brand trust = unstoppable growth. Who else believes in HIMS long-term potential Up 12.5% now :) #HIMS #Stocks" [X Link](https://x.com/_travellingmonk/status/1861782981716623544) 2024-11-27T14:43Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@_travellingmonk Inquisitive Investor | Sumit
Inquisitive Investor | Sumit posts on X about $tsla, $abcl, $pltr, $amzn the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +81%
- [--] Month [------] +234%
- [--] Months [-------] +248%
- [--] Year [-------] +350%
Mentions: [--] #
- [--] Week [--] +7.10%
- [--] Month [--] +111%
- [--] Months [---] -11%
- [--] Year [---] +5%
Followers: [-----] #
- [--] Week [-----] +1.80%
- [--] Month [-----] +6%
- [--] Months [-----] +177%
- [--] Year [-----] +680%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands automotive brands cryptocurrencies countries celebrities social networks us election currencies
Social topic influence $tsla, $abcl #34, $pltr, $amzn, $hims #458, $rklb, $googl, tsla, $nvda, $celh
Top accounts mentioned or mentioned by @elonmusk @andrewdudum @alc2022 @stocksavvyshay @ftrinvestors @dividenddudex @thexcapitalist @devineni6 @curiouspejjy @aelluswamy @saraltrader @dokyitheresa @yahoofinance @sawyermerritt @robert02400973 @fplclarke @fromvalue @stocksbyjulian @lconsiglio86 @aldyland
Top assets mentioned Tesla, Inc. (TSLA) AbCellera Biologics Inc. (ABCL) Palantir Technologies Inc. (PLTR) Amazon.com, Inc. (AMZN) Hims & Hers Health, Inc. (HIMS) Rocket Lab USA, Inc. Common Stock (RKLB) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Celsius Holdings, Inc. Common Stock (CELH) Advanced Micro Devices (AMD) Crowdstrike Holdings Inc (CRWD) MercadoLibre Inc (MELI) Duolingo, Inc. (DUOL) TransMedics Group, Inc. Common Stock (TMDX) Intuitive Surgical, Inc. (ISRG) Spotify Technology (SPOT) Taiwan Semiconductor (TSM) Datadog Inc (DDOG) Zscaler Inc (ZS) Microsoft Corp. (MSFT) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Snowflake Inc. (SNOW) RAI Finance (SOFI) Costco Hot Dog (COST) Cloudflare, Inc. (NET) IonQ, Inc. (IONQ) DLocal Limited (DLO) Apple, Inc. (AAPL) Nebius Group N.V. Class A Ordinary Shares (NBIS) NuCypher (NU) Oscar Health, Inc. (OSCR) Peloton Interactive, Inc. Class A Common Stock (PTON) Walmart, Inc. (WMT) CRISPR Therapeutics AG (CRSP) Robinhood Markets, Inc. (HOOD) Netflix Inc (NFLX) Alibaba Group (BABA) SoFi Technologies, Inc. Common Stock (SOFI) Metadium (META) Celsius (CEL) UnitedHealth Group (UNH) Lemonade, Inc. (LMND) PayPal Holdings Inc (PYPL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Buy companies with High Gross Margin because they are low cost producer. In a long run sector leader and the low cost producer wins. Ex: Tesla in EV business Apple in iPhone"
X Link 2024-03-25T03:40Z [--] followers, [--] engagements
"Sector Analysis [--] - Banks [--]. Best Risk Management - Ex. JP Morgan BOA (post 2008) [--]. Best NPA Management - Wells Fargo JP Morgan [--]. Low Cost Borrower - JP Morgan US Bancorp [--]. Granular Loan Book Profile - JP Morgan US Bancorp Wells Fargo Contd"
X Link 2024-03-25T03:51Z [--] followers, [--] engagements
"Sector Analysis - [--] Banks [--]. Banks should have largest spread Ex- JP Morgan [--]. Bank must have great CV Profile Ex- HDFC Bank (India) Retail -50% Non Retail - [--] %"
X Link 2024-04-03T16:01Z [--] followers, [--] engagements
"@alc2022 Whats your view on TelaDoc Their Operating Cash flow keeps improving as well"
X Link 2024-04-10T15:26Z [--] followers, [---] engagements
"How to know if the company has significant amount of cash or low levels of debt by looking at key metrics Enterprise Value (EV) should be less than companys Market Cap (MC). Great for a company to stay in business. Ex - Palantir $PLTR EV - $46.47 B less than MC - $49.18 B"
X Link 2024-04-14T02:36Z [--] followers, [---] engagements
"Top growth companies to look out for (based on my analysis) [--]. Tesla [--]. Google [--]. Microsoft [--]. Amazon [--]. Snowflake [--]. Crowdstrike [--]. Datadog [--]. Cloudfare [--]. MercadoLibre [--]. Celsius [--]. Baba [--]. PayPal [--]. Palantir [--]. ZScaler [--]. SoFi Note : Not a financial advice"
X Link 2024-04-14T02:43Z [--] followers, [---] engagements
"COMPARABLE STORE SALES (C.S.S) - it refers to the revenue generated by a retail location in the most recent accounting period relative to the revenue it generated in a similar period in the past. $SBUX Change in CSS for Starbucks was [--] % in [----]. +Ve sign"
X Link 2024-04-14T02:51Z [--] followers, [--] engagements
"Southwest Airlines $LUV hedges the gas prices extremely well. This helps them manage their operating costs more predictably which is crucial in the airline industry where fuel expenses can fluctuate significantly"
X Link 2024-04-14T02:58Z [--] followers, [--] engagements
"Companies that are independent of Government policies and global cycles would have sustainable growth. Ex - $MSFT"
X Link 2024-04-17T02:06Z [--] followers, [--] engagements
"Macroeconomics #1 Negative GDP growth for two consecutive quarters is a widely used indicator of a recession. Other economic indicators such as employment levels consumer spending business investment and industrial production are also taken into account. #recession"
X Link 2024-04-17T02:47Z [--] followers, [--] engagements
"Inverted Yield A situation in which shorter-term interest rates are higher than longer-term interest rates on government bonds or other fixed-income securities. In other words yields on shorter-term bonds are higher than yields on longer-term bonds with similar credit quality"
X Link 2024-04-17T02:52Z [--] followers, [--] engagements
"Capital Intensity Amount of capital require to maintain or grow a business High Capital Intensity- $TSLA $INTC Low Capital Intensity - $MSFT $V $CRM Lower the capital intensity better is the business"
X Link 2024-04-18T04:03Z [--] followers, [--] engagements
"Mental Model - Lindy Effect The longer a technology lives the longer it can be expected to live. For instance If a business is [---] years old we should expect it to be around for another [---] years. #lindyeffect"
X Link 2024-04-18T19:01Z [--] followers, [--] engagements
"Why is everyone so fascinated with the decline of Nvidia AMD and other AI tech stocks The forecast for d entire AI tech market size is $1.8 trillion (2030) & NVIDIA alone was trading at a valuation of over $2 trillion in [----] itself. I see them down 50% more [--] an instmnt opps"
X Link 2024-04-19T20:19Z [--] followers, [--] engagements
"$TSLA Q1 Earnings Sales : $21.3 B vs $22.3B (est.) EPS : $ [----] vs $ [----] (est.) #Tesla"
X Link 2024-04-23T20:23Z [--] followers, [---] engagements
"Teslas $25000 new compact crossover is coming in [----] We have updated our future vehicle line-up to accelerate the launch of new models ahead of our previously communicated start of production in the second half of [----] #Tesla"
X Link 2024-04-23T20:39Z [--] followers, [--] engagements
"Tesla's diverse portfolio includes solar energy energy storage AI charging infrastructure battery cells FSD vehicles services insurance and plans for a humanoid robot and ride-hail service all driving innovation in sustainability technology and transportation #Tesla"
X Link 2024-04-23T21:18Z [--] followers, [--] engagements
"Driving in the future will be like getting in an elevator. Get in press button and it takes you to your destination. Fully autonomous. - Elon Musk @elonmusk #Tesla"
X Link 2024-04-24T00:43Z [--] followers, [--] engagements
"Loved Musk's comparison of the future of transportation to getting into an elevator. Envisioning a world where driving becomes as effortless as pressing a button with fully autonomous vehicles seamlessly transporting passengers to their destinations. #Tesla $TSLA"
X Link 2024-04-24T04:13Z [--] followers, [--] engagements
"Return per unit of stress - we only focus on the numerator the return that we can earn from an investment. We rarely focus on the denominator the stress we take to earn that return. #investing #GrowthMindset #stocks"
X Link 2024-04-25T02:44Z [--] followers, [--] engagements
"$GOOG Earnings Revenue : $ [----] B vs $ [----] B (est.) EPS : $ [----] vs $ [---] (est.) Operating Margin - 32% Increase in revenue through YT Ads and Google Cloud #Google #GrowthMindset P. S - my #2 holding is up [--] % post hours :)"
X Link 2024-04-25T20:47Z [--] followers, [--] engagements
"Top growth companies to look out for in India (Based on my analysis) [--]. IDFC First Bank [--]. ICICI Bank [--]. Rainbow Childrens Medicare [--]. HDFC Life [--]. MAS Financial [--]. Polycab [--]. Tata Elxsi [--]. Tata Motors [--]. Sona coms [--]. Bikaji #indianmarket Note - Not a Financial Advise"
X Link 2024-04-26T03:53Z [--] followers, [---] engagements
"ICICI bank are asking the new customers to maintain a balance of Rs. [--] Lakh. This gives them a leverage to generate additional yield or returns through investments or lending activities. It allows them to earn income on the deposited funds. #ICICIBank #GrowthMindset"
X Link 2024-04-27T16:23Z [--] followers, [---] engagements
"Glad that I kept adding $TSLA till $139 which enabled my avg to come around [---]. Will Hold [---] shares till 2035People need to understand the fundamentals while doing long term investing. Look at the fundamental analysis that I posted for Tesla in my prior posts #GrowthMindset"
X Link 2024-04-29T18:02Z [--] followers, [--] engagements
"Investing in a company with above-average growth is like planting a tree in fertile soilthe more it grows the more fruitful the rewards become yielding abundant fruits for years to come. Ex - Tesla Crowdstrike Snow #GrowthMindset $TSLA $CRWD $SNOW"
X Link 2024-04-30T16:31Z [--] followers, [--] engagements
"$AEHR Aehr Test Systems provides advanced testing solutions that enable semiconductor manufacturers to test and validate their products with higher accuracy and efficiency #AEHR"
X Link 2024-05-01T03:01Z [---] followers, [---] engagements
"$DLO DLocal is a cross-border payment processor that connects global merchants to emerging markets offering over [---] local payment methods"
X Link 2024-05-01T03:02Z [---] followers, [---] engagements
"Do you think OTT will continue to Cannibalize Theatres I believe these businesses will survive even if OTTs are there. People usually go out for entertainment and life filling experiences. Multiplexes/Theatres are CapEx led businesses though $NFLX vs $CGX"
X Link 2024-05-01T16:31Z [--] followers, [--] engagements
"4. $GOOG - : Market-leading position in online search advertising cloud and various other innovative ventures (robotaxis pixel gemini etc) contribute to its strong growth potential"
X Link 2024-05-02T03:12Z [--] followers, [--] engagements
"5. $CRWD Leading provider of cloud-native cybersecurity solutions with a rapidly growing customer base and strong revenue growth. [--]. $PYPL Established leader in digital payments and fintech innovation poised for further growth in the expanding digital economy"
X Link 2024-05-02T03:13Z [--] followers, [---] engagements
"7. $SNOW Innovative cloud data platform with high demand though faces competition and scalability challenges. [--]. $MELI Dominant e-commerce platform in Latin America benefiting from the regions growing digital economy"
X Link 2024-05-02T03:15Z [--] followers, [---] engagements
"9. $DDOG : Rapidly growing cloud monitoring and analytics platform though faces competition in the crowded market. [--]. $NET : Leading content delivery and cloud security provider with potential for further growth in the cloud services market"
X Link 2024-05-02T03:16Z [--] followers, [---] engagements
"11. $BABA Diversified e-commerce & tech conglomerate with strong growth potential though regulatory challenges & competition pose risks. [--]. $PLTR: Advanced data analytics. Gearing up to make substantial strides in the rapidly growing AI market"
X Link 2024-05-02T03:20Z [--] followers, [---] engagements
"13. $ZS Leading cloud security provider with a comprehensive suite of AI-powered security & data protection services to help you stop cyberattacks & data loss. As a fully cloud-delivered SaaS solution add new capabilities on the go without any additional hardware"
X Link 2024-05-02T03:25Z [--] followers, [--] engagements
"14. $SOFI SoFis business model integrates various financial services including loans investments banking and insurance into a single platform. This comprehensive approach allows SoFi to offer a one-stop solution for consumers financial needs fostering customer loyalty"
X Link 2024-05-02T03:29Z [--] followers, [---] engagements
"One should not fall in love with the stocks they own its better to fall in love with our investment strategy which includes knowing when to sell. Glad that I exit out of $AMD $NVDA $SBUX at the pertinent time I would enter them again at correct valuation level though :)"
X Link 2024-05-02T14:27Z [--] followers, [--] engagements
"$MELI Revenue $4.3B vs Est. $3.87 B EPS $6.78 vs Est. $5.72"
X Link 2024-05-02T21:08Z [--] followers, [---] engagements
"$NET Revenue $378.60 M vs $373.42 M (est.) EPS $0.16 vs $0.13 (est.) Revenue would total $393.5 million to $394.5 million in the second quarter with the midpoint of the range missing analysts estimates of $394.5 million"
X Link 2024-05-02T21:29Z [--] followers, [---] engagements
"Lets stand for the future of innovation and growth Did you vote If youre a shareholder then please do so :) $TSLA #Tesla @elonmusk #EV #CleanEnergy #Sustainability #innovations #Growth"
X Link 2024-05-03T03:42Z [--] followers, [--] engagements
"Look out for businesses that have the potential to become ANTI - FRAGILE in future Journey should be like this - FRAGILE - ROBUST- ANTI FRAGILE Ex - $AMZN $MSFT $TSLA $GOOG $APPL #antifragile #growth #value"
X Link 2024-05-03T03:51Z [--] followers, [---] engagements
"EPS Growth - High Operating Cash flow Growth- High Free Cash Flow Growth- Less A company with high EPS and operating cash flow growth alongside strategic management of free cash flow is likely a great business that is effectively balancing growth opportunities #GrowthMindset"
X Link 2024-05-04T04:15Z [--] followers, [--] engagements
"Gross Margin & Operating Cash Flow "When the gross margin is high that means you have pricing power. This means you can dictate terms to your vendors which means you have payment power. Consequently your operating cash flow will be good as people trust you more" #Investing"
X Link 2024-05-06T03:40Z [--] followers, [--] engagements
"For example if a company has an enterprise value of $100 million and annual sales revenue of $20 million the EV/S ratio would be [--] ($100 million / $20 million). This means investors are paying $5 for every dollar of the companys sales revenue"
X Link 2024-05-07T20:51Z [--] followers, [--] engagements
"EV/S [--] undervalued. EV/S between [--] and [--] - Fair value EV/S [--] overvalued Compare a company's EV/S ratio with its industry peers histo. perf. future growth prospects market dominance competitive advantages and management quality for better decision making. #invest"
X Link 2024-05-07T20:56Z [--] followers, [--] engagements
"$SG Sweetgreen Operating Cash flow is +ve (2023) - [-----] millions USD Same stores sales - up 5% YoY Top Line growth rate - [--] % Gross Margin (GAAP): 18.1% up from 13.5% in the same quarter last year #sweetgreen #GrowthMindset #stockanalysis"
X Link 2024-05-10T16:16Z [---] followers, [--] engagements
"$CMG - I wanted to buy this High Quality Business since a while now but it keeps going up Its focus on high-quality ingredients customizable menu options and commitment to food with integrity has resonated well with consumers. #chipotle #GrowthMindset #valueinvesting"
X Link 2024-05-10T20:27Z [---] followers, [--] engagements
"Chipotles consistent growth in revenue expansion plans digital sales initiatives and strong brand loyalty makes it a great business to add I would still wait for at least 20% dip to accumulate"
X Link 2024-05-10T20:27Z [---] followers, [--] engagements
"Google Gemini vs OpenAi ChatGpt who will be the winner :) #Google #OpenAi Were sharing Project Astra: our new project focused on building a future AI assistant that can be truly helpful in everyday life. 🤝 Watch it in action with two parts - each was captured in a single take in real time. #GoogleIO https://t.co/x40OOVODdv Were sharing Project Astra: our new project focused on building a future AI assistant that can be truly helpful in everyday life. 🤝 Watch it in action with two parts - each was captured in a single take in real time. #GoogleIO https://t.co/x40OOVODdv"
X Link 2024-05-14T19:50Z [---] followers, [--] engagements
"Top growth companies to look out for (based on my analysis) [--]. $TSLA [--]. $GOOG [--]. $MSFT [--]. $AMZN [--]. $SNOW [--]. $ZS [--]. $PLTR [--]. $HIMS [--]. $CRWD [--]. $NET [--]. $ISRG [--]. $SOFI [--]. $TSM [--]. $SG [--]. $CELH [--]. $DDOG [--]. $PYPL [--]. $MELI P.S : Not a financial advice. In my portfolio"
X Link 2024-05-15T20:57Z [---] followers, [---] engagements
"16. $HIMS Online healthcare platform with a strong brand and direct-to-consumer approach building a moat through its digital presence and consumer trust"
X Link 2024-05-15T21:06Z [---] followers, [---] engagements
"17. $ISRG Leader in robotic surgery systems with significant investment in research and development creating a moat through patented technology and high switching costs for hospitals"
X Link 2024-05-15T21:07Z [---] followers, [--] engagements
"@grantbelden @CuriousPejjy Musks acquisition of Twitter was a strategic move aimed at saving advertising costs (Tesla SpaceX Neuralink etc). With over 180M followers owning the platform ensures that he maintains this direct line to his audience mitigating the risk of being banned or restricted :)"
X Link 2024-05-16T21:23Z [---] followers, [--] engagements
"Elons acquisition of Twitter was a strategic masterstroke. It saves advertising costs for Tesla SpaceX Neuralink and more. With 180M+ followers owning the platform ensures he maintains direct communication without the risk of being banned or restricted like Trump. @elonmusk"
X Link 2024-05-16T21:30Z [---] followers, [--] engagements
"Companies with highest Return on Equity in my portfolio - $AAPL - 124.9% $NVDA - 91.46% $MELI - [-----] % $MSFT - [-----] % $GOOG - [-----] % $TSM - 25.33% $TSLA - [-----] % $PYPL - [-----] % $AMZN - [-----] % $LPX - [-----] % $ISRG - [-----] % Metrics Yahoo Fin #ROE #LongTermInvesting"
X Link 2024-05-18T04:07Z [---] followers, [---] engagements
"$OSK Oshkosh is a solid performer with strong financials innovation in electric vehicles and recognition for ethical practices. Planning to add few shares Will research more and share the detailed insights#Investing #Sustainability #Innovation"
X Link 2024-05-19T00:42Z [---] followers, [---] engagements
"$HIMS is up 24% today Did you grab it when everyone was dumping the stock due to CEOs tweets Few people are emotional rather rational about businesses/stocks :) [--]. $HIMS Online healthcare platform with a strong brand and direct-to-consumer approach building a moat through its digital presence and consumer trust. [--]. $HIMS Online healthcare platform with a strong brand and direct-to-consumer approach building a moat through its digital presence and consumer trust"
X Link 2024-05-20T14:37Z [---] followers, [---] engagements
"$LUV :) Southwest Airlines $LUV hedges the gas prices extremely well. This helps them manage their operating costs more predictably which is crucial in the airline industry where fuel expenses can fluctuate significantly. Southwest Airlines $LUV hedges the gas prices extremely well. This helps them manage their operating costs more predictably which is crucial in the airline industry where fuel expenses can fluctuate significantly"
X Link 2024-05-24T19:42Z [---] followers, [--] engagements
"@StockSavvyShay Hi Shay Could you please let me know why did you choose $S $INDI $BEAM $NVTS $NTLA I didnt like their financials and business strategy. $IONQ is a leader in QC but losing money $JMIA have to see their growth in next few qtrs $RKLB too is losing money but I am hopeful"
X Link 2024-05-25T12:40Z [---] followers, [----] engagements
"Its pretty much similar to what happened to $TSLA in [----] $NVDA is immensely overvalued and all its future growth prospects already priced in when it crossed [--] trillion dollar. I have now [--] share and will keep that only Would choose $AMD over $NVDA for coming decade $NVDA You will never in the history of your life ever and I mean ever even in the afterlife and the afterlifes afterlife or in another dimension or the multiverse or metaverse or marvel universe or in your dreams forever never ever see a stock do what Nvidia has done. https://t.co/0n3TDJBBMu $NVDA You will never in the history of"
X Link 2024-05-25T13:21Z [---] followers, [---] engagements
"$AMD is a better choice over $NVDA because of below reasons : [--]. Increasing Market Share : CPUs and GPUs [--]. Diversified in both consumer & enterprise market [--]. Continued innovation and competitive pricing [--]. Strong leadership & vision with focus on future growth strategies"
X Link 2024-05-25T13:25Z [---] followers, [--] engagements
"5. Supply chain resilience (lesser reliance on Taiwan and China) [--]. Geopolitical stability - Diversified manufacturing partnerships which includes GlobalFoundries TSMC [--]. Global Manufacturing network leading to better negotiation leverage with suppliers $AMD #learn #grow"
X Link 2024-05-25T13:30Z [---] followers, [--] engagements
"High Quality Business Model :) #stocks #learn #grow [--] Guidelines to Choose a Business : [--]. Structural beauty in the business model [--]. Innovative Risk taking and Trustworthy management 3: Perfect leadership long term vision principles & ethics [--]. High quality business with competitive advantage #BusinessAnalysis Contd. [--] Guidelines to Choose a Business : [--]. Structural beauty in the business model [--]. Innovative Risk taking and Trustworthy management 3: Perfect leadership long term vision principles & ethics [--]. High quality business with competitive advantage #BusinessAnalysis Contd"
X Link 2024-05-25T15:03Z [---] followers, [--] engagements
"Is $NVDA s skyrocketing stock price a case of the Greater Fool Theory (where each fool looks for a bigger fool) While its technological leadership and market demand drive optimism concerns linger about speculative buying and high valuations #NVIDIA #StockMarket #Investing"
X Link 2024-05-26T05:04Z [---] followers, [--] engagements
"$ZS is up 16% after 35% surprise in the EPS This fits in the Buy What You See strategy as multiple organizations ( $INFY $ACN) has started to use it to enable endpoint security for their hybrid workforce. EPS : [----] vs EPS : [----] (Expected) [--]. $ZS Leading cloud security provider with a comprehensive suite of AI-powered security & data protection services to help you stop cyberattacks & data loss. As a fully cloud-delivered SaaS solution add new capabilities on the go without any additional hardware. [--]. $ZS Leading cloud security provider with a comprehensive suite of AI-powered security &"
X Link 2024-05-31T01:38Z [---] followers, [---] engagements
"Top [--] holdings of my portfolio is strongly inclined towards Tech and Innovation. It is a blend of Large Cap stalwarts who have the ability grow further along with emerging growth companies demonstrating strong impact in their respective industries. Here are their details :"
X Link 2024-06-03T20:12Z [---] followers, [--] engagements
"$TSLA Sector: Consumer Discretionary Focus: Electric vehicles renewable energy solutions. $GOOG Sector: Communication Services Focus: Search engine (Google) online advertising cloud computing AI YouTube. #Tesla #Google"
X Link 2024-06-03T20:15Z [---] followers, [--] engagements
"$MSFT Sector: Information Technology Focus: Software (Windows Office) cloud computing (Azure) LinkedIn gaming (Xbox). $AMZN Sector: Consumer Discretionary Focus: E-commerce cloud computing (AWS) digital streaming AI. #Microsoft #Amazon"
X Link 2024-06-03T20:17Z [---] followers, [---] engagements
"$SNOW Sector: Information Technology Focus: Cloud-based data warehousing. $ZS Sector: Information Technology Focus: Cloud security solutions. #Snowflake #ZScaler"
X Link 2024-06-03T20:19Z [---] followers, [---] engagements
"$HIMS Sector: Healthcare Focus: Telehealth services wellness products. $CRWD Sector: Information Technology Focus: Cybersecurity solutions. #Hims #crowdstrike"
X Link 2024-06-03T20:21Z [---] followers, [---] engagements
"$ISRG Sector: Healthcare Focus: Robotic-assisted surgery systems. $MELI Sector: Consumer Discretionary Focus: E-commerce and fintech in Latin America. Do you HOLD any of these [--] names. If no why not :) #MELI #ISRG #ValueInvesting #GrowthInvesting"
X Link 2024-06-03T20:25Z [---] followers, [---] engagements
"So far 90% of retail shareholders back Elon Musks resolutions showing strong support for his vision and leadership If you havent VOTED as of now Please VOTE - lets make it 95% before 14th June #Tesla $TSLA @elonmusk #growth #valueinvesting #SupportTesla"
X Link 2024-06-09T03:22Z [---] followers, [--] engagements
"I would request all the $TSLA Bulls and Bears to read this article by Ashok @aelluswamy :) #Tesla https://t.co/yUqvdS7JOf https://t.co/yUqvdS7JOf"
X Link 2024-06-09T03:58Z [---] followers, [---] engagements
"Top Companies in Secular Growth Themes/Sector for coming decade Digital Transformation [--]. Microsoft ( $MSFT) [--]. Alphabet ( $GOOGL) [--]. Amazon ( $AMZN) [--]. Salesforce ( $CRM) [--]. ServiceNow ( $NOW)"
X Link 2024-06-09T04:11Z [---] followers, [--] engagements
"Top Companies in Secular Growth Themes/Sector for coming decade E- Commerce [--]. Amazon ( $AMZN) [--]. MercadoLibre ( $MELI) [--]. Pinduoduo Inc. ( $PDD)"
X Link 2024-06-09T04:14Z [---] followers, [---] engagements
"Top Companies in Secular Growth Themes/Sector for coming decade Healthcare Tech [--]. Intuitive Surgical $ISRG [--]. Hims & Hers $HIMS [--]. TransMedics $TMDX"
X Link 2024-06-09T04:18Z [---] followers, [---] engagements
"Top Companies in Secular Growth Themes/Sector for coming decade Cybersecurity [--]. Crowdstrike $CRWD [--]. ZScaler $ZS [--]. Palo Alto Network $PANW #Cybersecurity #StockAnalysis"
X Link 2024-06-09T09:49Z [---] followers, [---] engagements
"Top Companies in Secular Growth Themes/Sector for coming decade Fintech [--]. PayPal $PYPL [--]. Square $SQ [--]. SoFi $SOFI #FinTech #StockAnalysis"
X Link 2024-06-09T09:54Z [---] followers, [---] engagements
"Top Companies in Secular Growth Themes/Sector for coming decade Data [--]. Snowflake $SNOW [--]. Palantir $PLTR [--]. MongoDB $MDB [--]. Datadog $DDOG #Data #StockAnalysis"
X Link 2024-06-10T02:06Z [---] followers, [---] engagements
"Top Companies in Secular Growth Themes/Sector for coming decade Semiconductor [--]. Nvidia $NVDA [--]. ASML Holding $ASML [--]. Applied Materials $AMAT [--]. Advanced Micro Devices $AMD [--]. Taiwan Semiconductor $TSM #Semiconductor #StockAnalysis"
X Link 2024-06-10T03:28Z [---] followers, [---] engagements
"Top Companies in Secular Growth Themes/Sector for coming decade Consumer [--]. Walmart $WMT [--]. Celsius Holding $CELH [--]. Hims and Hers $HIMS [--]. Aribnb $ABNB #Consumer #StockAnalysis"
X Link 2024-06-11T20:37Z [---] followers, [---] engagements
"Worst performers in my Growth portfolio : [--]. Snowflake $SNOW [--]. MongoDB $MDB [--]. Cloudflare $NET [--]. SoFi $SOFI [--]. Datadog $DDOG [--]. Celsius Holding $CELH Whats your thesis to Buy Hold or Sell any of the above investment :) #StockAnalysis #ValueInvesting #GrowthInvesting"
X Link 2024-06-13T02:47Z [---] followers, [---] engagements
"Best performers in my Growth portfolio : [--]. NVIDIA $NVDA [--]. Taiwan Semiconductor $TSMC [--]. HIMS $HIMS [--]. TransMedics $TMDX [--]. Google $GOOGL [--]. Amazon $AMZN #StockAnalysis #ValueInvesting #GrowthInvesting"
X Link 2024-06-13T10:02Z [---] followers, [---] engagements
"Top under $10 small-cap stocks with huge future potential (HR-HR) in my portfolio: 1.$RSKD - Riskified 2.$RKLB - Rocket Lab USA 3.$SOFI - SoFi Technologies 4.$LILA - Liberty Latin America 5.$JMIA - Jumia Technologies #Investing #Stocks #SmallCaps #GrowthStock"
X Link 2024-06-18T16:56Z [---] followers, [---] engagements
"Top [--] Sector Leaders that have the potential to grow more than 10x in [--] years : [--]. $TSLA Shift from ICE to EV [--]. $CRWD AI - Data - Cybersecurity [--]. $HIMS Revolutionizing Healthcare [--]. $ISRG Innovative RA Surgery [--]. $PLTR Advanced Data Analytics #Multibaggers"
X Link 2024-06-21T03:15Z [---] followers, [---] engagements
"Here are my top [--] beaten down stock picks which could grow significantly in the next [--] years: [--]. $SNOW (Snowflake) [--]. $MDB (MongoDB) [--]. $CELH (Celsius Holdings) What do you think Share your thoughts :) #InvestmentAnalysis #LongTermInvesting"
X Link 2024-06-23T10:02Z [---] followers, [---] engagements
"$SNOW Snowflake Innovative Tech: Snowflakes cloud-native data warehousing solutions are highly scalable & efficient. Strong Customer Base: Includes major enterprises leveraging Snowflake for big data analytics. Market Growth: Future robust growth runway for cloud DW"
X Link 2024-06-23T10:06Z [---] followers, [---] engagements
"$MDB MongoDB Popular DB Solution: MongoDBs NoSQL database is increasingly popular for modern application development. Developer Adoption: Strong adoption by developers for its flexibility and scalability. Revenue Growth: Consistent revenue growth & expanding customer base"
X Link 2024-06-23T10:08Z [---] followers, [--] engagements
"Top under $10 small-cap stocks with huge future potential (HR-HR) in my portfolio: $RSKD - Riskified $RKLB - Rocket Lab USA $SOFI - SoFi Technologies $LILA - Liberty Latin America $JMIA - Jumia Technologies Whats your opinion :) #SmallCap #LongTermInvesting #Multibaggers"
X Link 2024-06-26T19:40Z [---] followers, [----] engagements
"@ftr_investors NVIDA (as a stock) might have limited growth potential from here. Its market cap has already surpassed the projected size of the overall AI market but EV market size is immensely high and Tesla should be around 2T in valuation (by 2030) if compared to EVs future market size"
X Link 2024-06-28T17:59Z [---] followers, [---] engagements
"Top [--] Sector Leaders that have the potential to grow more than 10x in [--] years [--]. $TSLA Shift from ICE to EV [--]. $CRWD AI - Data - Cybersecurity [--]. $HIMS Revolutionizing Healthcare [--]. $ISRG Innovative RA Surgery [--]. $PLTR Advanced Data Analytics #Stock #Multibagger"
X Link 2024-06-30T20:46Z [---] followers, [---] engagements
"Best performers in my Growth portfolio this week: [--]. Tesla $TSLA [--]. Alphabet $GOOG [--]. Amazon $AMZN [--]. Snowflake $SNOW [--]. ZScaler $ZS #StockAnalysis #ValueInvesting #GrowthInvesting #Tesla #Google #Amazon #Snowflake #ZScaler"
X Link 2024-07-05T02:12Z [---] followers, [---] engagements
"Top Companies in Secular Growth Themes/Sector for coming decade Digital Transformation [--]. Microsoft ( $MSFT) [--]. Alphabet ( $GOOGL) [--]. Amazon ( $AMZN) [--]. Salesforce ( $CRM) [--]. ServiceNow ( $NOW) #StockAnalysis #DigitalTransformation #Microsoft #Google #Amazon #Salesforce"
X Link 2024-07-07T17:50Z [---] followers, [--] engagements
"Top [--] Under the Radar stocks that have the potential to grow significantly in the future : [--]. $ISRG - Intuitive Surgical [--]. $SPOT - Spotify [--]. $ZS - ZScaler [--]. $NU - NU Holdings [--]. $MELI - MercadoLibre #Spotify #ZScaler #NUHoldings #MercadoLibre #StockAnalysis #investing"
X Link 2024-07-08T03:01Z [---] followers, [---] engagements
"$TSLA alone is 50% of my portfolio I see growth within growth: EV sales (potential $5T market cap) RoboTaxi FSD ($2T-5T) Energy ($1T) Optimus ($5T-10T). Plus vertical integration with SpaceX Neuralink Boring Co. in future makes it a perfect long-term investment #Tesla"
X Link 2024-07-09T16:40Z [---] followers, [--] engagements
"@alc2022 $TSLA $CRWD $ISRG $MSFT $MELI"
X Link 2024-07-09T16:44Z [---] followers, [---] engagements
"Top Companies in Secular Growth Themes/Sector for coming decade Fintech [--]. PayPal $PYPL [--]. Square $SQ [--]. SoFi $SOFI [--]. Nu Holdings $NU [--]. Adyen $ADYEN #FinTech #StockAnalysis #GrowthInvesting #Stocks #LongTermInvesting"
X Link 2024-07-10T16:05Z [---] followers, [---] engagements
"Top Companies in Secular Growth Themes/Sector for coming decade Digital Transformation [--]. Microsoft ( $MSFT) [--]. Alphabet ( $GOOGL) [--]. Amazon ( $AMZN) [--]. Salesforce ( $CRM) [--]. ServiceNow ( $NOW) [--]. Snowflake ( $SNOW ) [--]. Palantir ( $PLTR) [--]. Shopify ( $SHOP) #StockAnalysis"
X Link 2024-07-10T16:08Z [---] followers, [---] engagements
"What are some stocks that satisfies below criteria :) [--]. Revenue Growth 30% [--]. EPS Growth 20% [--]. Operating Cash flow Growth- Positive and Growing [--]. Free Cash Flow Growth- Less (Reinvestment in growth opportunities) Ex: $TSLA $NVDA #GrowthStocks #GrowthInvesting"
X Link 2024-07-15T22:04Z [---] followers, [---] engagements
"Potential 100x + candidates for [----] [--]. $TSLA [--]. $MSFT [--]. $NVDA [--]. $AMZN [--]. $GOOGL [--]. $AAPL [--]. $PLTR [--]. $HIMS [--]. $NET [--]. $DDOG [--]. $CELH [--]. $CRWD [--]. $SNOW [--]. $TMDX [--]. $CRSP [--]. $SQ [--]. $SE [--]. $META [--]. $ISRG [--]. $ZS Which one you would remove and why #GrowthStocks"
X Link 2024-07-18T01:31Z [---] followers, [----] engagements
"$TSLA alone is 50% of my portfolio. Why I see Growth within Growth. How [--]. EV Sales (potential $5T market cap) [--]. RoboTaxi FSD ($2T- $5T) [--]. Energy ($1T) [--]. Optimus ($5T) Plus vertical integration of SpaceX Boring Co. & Neuralink in future. Here is a breakdown :"
X Link 2024-07-18T01:49Z [---] followers, [---] engagements
"RoboTaxi : Teslas advancements in autonomous driving tech position it as a leader in the future RoboTaxi market. This could revolutionize transportation creating a highly lucrative revenue stream reducing the need for car ownership and providing new mobility solutions #Tesla"
X Link 2024-07-18T01:56Z [---] followers, [--] engagements
"Energy : Teslas energy division including solar products and energy storage solutions addresses the growing demand for sustainable energy. With increasing focus on renewable energy sources Teslas energy products could become a significant revenue driver. $TSLA #Tesla"
X Link 2024-07-18T01:57Z [---] followers, [--] engagements
"Optimus (Tesla bot) - Teslas Optimus project aims to revolutionize robotics and automation. This would open new markets in labor manufacturing and personal assistance. $TSLA #Tesla"
X Link 2024-07-18T01:58Z [---] followers, [--] engagements
"At the end lets talk about the vertical integration synergies with SpaceX Neuralink Boring Company that I am talking about and do see it in future (by [----] perhaps). $TSLA #Tesla Heres a breakdown :"
X Link 2024-07-18T02:05Z [---] followers, [--] engagements
"SpaceX &Tesla : Leveraging SpaceXs advancements in aerospace technology could lead to the development of flying cars. This would revolutionize personal and commercial transportation reducing travel time and congestion. Elon talked about that in one of his interview too $TSLA"
X Link 2024-07-18T02:07Z [---] followers, [--] engagements
"Boring company for Robotaxi Fleet : Utilizing Boring Companys tunneling technology to create underground networks for $TSLA RT fleet could drastically improve urban transportation. This would mitigate surface traffic congestion & provide a faster more efficient travel option"
X Link 2024-07-18T02:09Z [---] followers, [--] engagements
"Neuralink for advanced Optimus bots : Integrating Neuralinks brain-machine interface technology with $TSLA Optimus bots could significantly enhance their capabilities. This could lead to more intuitive responsive and versatile robots that could be used in various industries"
X Link 2024-07-18T02:10Z [---] followers, [--] engagements
"These are all the reasons why I see unparalleled growth opportunities for Tesla. Considering Elons intellect knowledge and ability to take risks I cant imagine what he can transform $TSLA into by [----] What do you think Lets discuss :) #Tesla #TeslaAnalysis"
X Link 2024-07-18T02:17Z [---] followers, [--] engagements
"Adding two more to list Missed it - [--]. $TSM [--]. $MELI #StockAnalysis #FutureLeaders #MultiBagger #100x #Tesla #Microsoft #Google #Amazon #NVIDIA #Investing"
X Link 2024-07-18T03:41Z [---] followers, [---] engagements
"@StarlightNY716 I would wait for them to at least have the Operating Cash flow go +ve. It is consistently negative which is not a good sign"
X Link 2024-07-18T18:25Z [---] followers, [--] engagements
"Types of Moats a company have : [--]. Switching cost - $MSFT $AAPL [--]. Intangibles - $KO [--]. Efficient Scale - $WMT [--]. Cost advantage - $COST [--]. Network effect - $META $V [--]. Customer Loyalty - $AMZN [--]. Regulatory advantage - $LMT [--]. Tech Advantage - $TSLA [--]. Unique culture- $GOOGL"
X Link 2024-07-23T14:43Z [---] followers, [---] engagements
"I have added more of the below growth stocks today :) $CELH $AMD $HIMS $PLTR Watchlist : $CRWD $NVDA for DCA #Celsius #AMD #HIMS #Palantir"
X Link 2024-07-30T17:35Z [---] followers, [---] engagements
"Could $CRWD go below $200 soon That would be the perfect time to add this stock. $ZS $S - Started to increase positions on these too. Whats your thoughts on this :) #CrowdStrike #cybersecurity"
X Link 2024-07-30T17:38Z [---] followers, [---] engagements
"@SaralTrader I agree - for stability and diversification But with selected stocks (if you have strong conviction based on their secular earnings growth sustainable moat future potential etc.) returns could be phenomenal risk is adjusted if bought below its intrinsic value"
X Link 2024-08-01T02:46Z [---] followers, [--] engagements
"@SaralTrader These are short term Happens with every stock when it gets way overpriced. Good opportunity to buy at these levels. I prefer to hold a stock for at least [--] years. Also the intrinsic value is way below [---] for $CRWD. Still I can start doing DCA once it comes below 200"
X Link 2024-08-01T12:57Z [---] followers, [--] engagements
"With the probability of a significant rate cut rising what sectors/stocks do you believe will benefit most from monetary easing and why Ex - $TSLA (reduced borrowing cost) $CELH (production & distribution expansion) $PLTR (innovation & customer acquisition) #ratecut"
X Link 2024-08-04T04:49Z [---] followers, [---] engagements
"@AbrarOs13053218 Yes Looks good to me as well I would choose $NU as well as :)"
X Link 2024-08-04T12:19Z [---] followers, [--] engagements
"Increased my positions significantly on $PLTR and $HIMS Why [--]. Strong financials and fundamentals [--]. Growth within Growth [--]. Leaders of their sector [--]. Innovation [--]. Great leadership Whats your perspective :) #Palantir #HIMS"
X Link 2024-08-06T01:26Z [---] followers, [---] engagements
"$PLTR Q2 [----] Earnings: EPS: $0.09 vs. $0.08 est. Sales: $678M vs. $653M est. U.S. commercial revenue growth +70% $HIMS Q2 [----] Earnings: Sales: $315M vs. $303M est. EPS: $0.06 vs. $0.05 est. Both did an excellent job :) #investing #earnings #Palantir #Hims"
X Link 2024-08-06T01:32Z [---] followers, [---] engagements
"$RKLB Q2 [----] Earnings: EPS: - $0.08 vs. -$0.10 est. Sales: $106.25M vs. $105.46 est. Revenue Growth - 71% YoY Operational milestone - Successfully fired its new rocket engine Archimedes #RocketLab #rklb #growthstocks #invest #learn"
X Link 2024-08-08T23:25Z [---] followers, [---] engagements
"5 Companies I am most bullish on for long term $TSLA $PLTR $CRWD $MELI $HIMS #Tesla #Palantir #Crowdstrike #MercadoLibre #Hims #invest #grow #learn"
X Link 2024-08-28T05:18Z [---] followers, [---] engagements
"$TSLA is 50% of my portfolio. I see GROWTH within GROWTH: 1.EV Sales (potential $5T market cap) 2.RoboTaxi FSD ($2T-$5T) ($1T) 4.Optimus ($5T) Plus vertical integration with SpaceX Boring Co. & Neuralink in the future. #Tesla #TSLA #Growth http://3.Energy http://3.Energy"
X Link 2024-09-06T02:59Z [---] followers, [---] engagements
"@ftr_investors $GOOGL $HIMS $CELH"
X Link 2024-09-07T23:31Z [---] followers, [---] engagements
"The Federal Reserve just slashed interest rates by [--] bps the first rate cut since [----] What does this mean [--]. Cheaper borrowing [--]. Potential stock market moves and [--]. Big shifts for the economy. #Fed #Ratecut #Economy #Markets The Federal Reserve has cut rates by [--] basis points. This marks the first rate cut in more than four years. Fed officials see two more [--] BPS rate cuts this year followed by four more cuts next year and two more in [----]. @jenniferisms details: https://t.co/GIAHendWSs The Federal Reserve has cut rates by [--] basis points. This marks the first rate cut in more than four"
X Link 2024-09-18T19:57Z [---] followers, [---] engagements
"Top [--] Holdings (Growth stocks) on my portfolio that I believe have the strongest potential to rule the next decade: $TSLA $PLTR $CRWD $MELI $HIMS Whats yours top [--] holdings #GrowthInvesting #Tesla #Palantir #HIMS #Crowdstrike #mercadolibre #Stocks"
X Link 2024-10-08T21:57Z [---] followers, [---] engagements
"Is this the right time to accumulate $CELH I believe Celsius has faced a significant drop mainly due to a decrease in sales from its largest distribution partner PepsiCo. PepsiCo had overstocked Celsius products causing a temporary decline in orders to adjust der inventory"
X Link 2024-10-09T17:52Z [---] followers, [---] engagements
"While the energy drink market as a whole appears to be slowing I think Celsius still has strong underlying demand with third-quarter sell-through and depletions up by 10%. Whats your views on this regard I would look forward for your inputs. $CELH #CelsiusHoldings"
X Link 2024-10-09T17:54Z [---] followers, [---] engagements
"Take the stones people throw at you and use them to build a monument. - Ratan Tata Today we honor the monument of his life - a testament to resilience compassion and vision. Will miss your wisdom and leadership Rest in peace Sir #Gratitude #RatanTata"
X Link 2024-10-09T20:32Z [---] followers, [---] engagements
"Top [--] Holdings (Growth stocks) on my portfolio that I believe have the strongest potential to rule the next decade: $TSLA #Tesla $PLTR #Palantir $CRWD #CrowdStrike $MELI #Mercadolibre $HIMS #Himsandhers Whats yours top [--] holdings #Stocks #investing #growthstock"
X Link 2024-10-24T00:35Z [---] followers, [----] engagements
"Pelotons shift from hardware to subscription services looked like a game-changer. Digital content comes with higher margins and could potentially bring in consistent revenue offering a pathway to better financial stability. $PTON #PTON"
X Link 2024-11-01T20:56Z [---] followers, [--] engagements
"2. New Leadership : The appointment of a former Apple executive as CEO added another layer of optimism. His experience with integrating hardware software and services might be just what Peloton needs to innovate and differentiate itself in the crowded fitness space. $PTON"
X Link 2024-11-01T20:56Z [---] followers, [--] engagements
"3. Cost Cutting Moves : Pelotons recent cost-cutting initiatives are another reason for optimism. Reduced expenses could pave the way for more sustainable growth especially if the company can avoid past mistakes and keep OpEx under control. $PTON"
X Link 2024-11-01T20:57Z [---] followers, [--] engagements
"Top [--] Holdings (Growth stocks) on my portfolio that I believe have the strongest potential to rule the next decade: $TSLA #Tesla $PLTR #Palantir $CRWD #CrowdStrike $MELI #Mercadolibre $HIMS #hims&hers Whats yours top [--] holdings #investing #growthstock #stocks"
X Link 2024-11-01T21:01Z [---] followers, [---] engagements
"$PLTR Palantir just hit record growth: [--]. 30% revenue increase [--]. $726M in Q3 [--]. 499M in U.S. revenue and [--]. 39% YoY increase in customer count. And last but not least [--]. Zero debt with $4.6b in cash. #Palantir $PLTR #AI"
X Link 2024-11-05T01:48Z [---] followers, [---] engagements
"$PLTR posts 30% YoY revenue growth; $HIMS skyrockets with 77% Two game-changers proving the AI and health tech revolutions are just starting. :) #Palantir #Hims Top [--] Holdings (Growth stocks) on my portfolio that I believe have the strongest potential to rule the next decade: $TSLA #Tesla $PLTR #Palantir $CRWD #CrowdStrike $MELI #Mercadolibre $HIMS #Himsandhers Whats yours top [--] holdings #Stocks #investing #growthstock Top [--] Holdings (Growth stocks) on my portfolio that I believe have the strongest potential to rule the next decade: $TSLA #Tesla $PLTR #Palantir $CRWD #CrowdStrike $MELI"
X Link 2024-11-05T04:54Z [---] followers, [---] engagements
"$TSLA is 50% of my portfolio. I see GROWTH within GROWTH: [--]. EV Sales (potential $5T market cap) [--]. Robotaxi FSD ($2T-$5T) [--]. Energy ($1T) [--]. Optimus ($5T) Plus vertical integration with SpaceX Boring Co. Starlink & Neuralink in future. Whats your perspective #TSLA"
X Link 2024-11-05T14:55Z [---] followers, [---] engagements
"BREAKING : The New York Times projects Donald Trump could win the popular vote :) #ElectionDay #USAElection2024 #USElection2024 #Election2024"
X Link 2024-11-06T04:46Z [---] followers, [----] engagements
"BREAKING : The New York Times now projects Donald Trump have now 95% chance of victory ✌ #Trump #Election2024 #ElectionDay #USA2024 #USAElections #USAElection2024 #USElections #USElections2024"
X Link 2024-11-06T06:13Z [---] followers, [----] engagements
"$RKLB is up 138% YTD Key Highlights : [--]. Current growth rate : 71% [--]. Strong competitor to SpaceX in the space industry particularly in small satellite launches. [--]. The Archimedes engine test marks a key milestone for Rocket Labs Neutron rocket. #RocketLab $RKLB"
X Link 2024-11-06T17:16Z [---] followers, [---] engagements
"$TSLA charging toward [---] Who else feels the energy Lets see if Tesla can give us a show today :) #Tesla #growthstocks"
X Link 2024-11-07T17:04Z [---] followers, [---] engagements
"Potential 10x + candidates for [----] [--]. $TSLA [--]. $PLTR [--]. $HIMS [--]. $AMZN [--]. $GOOGL [--]. $SPOT [--]. $MSFT [--]. $NVDA [--]. $NET [--]. $DDOG [--]. $CELH [--]. $CRWD [--]. $SNOW [--]. $TMDX [--]. $CRSP [--]. $SQ [--]. $AMD [--]. $RKLB [--]. $ISRG [--]. $ZS Which one you would remove and why #GrowthStocks"
X Link 2024-11-07T23:38Z [----] followers, [----] engagements
"This works well most of the time if youre picking quality stocks. In bull market this works well with even inferior stocks too :) #growthinvesting #stageanalysis Did you use Stan Weinsteins stage analysis to navigate market cycles From accumulation to distribution understanding each phase helps to time entries and exits strategically. #Investing #analysis https://t.co/fM9wqofIcB Did you use Stan Weinsteins stage analysis to navigate market cycles From accumulation to distribution understanding each phase helps to time entries and exits strategically. #Investing #analysis"
X Link 2024-11-07T23:42Z [---] followers, [---] engagements
"@dokyitheresa It is $TSLA In first phase growth will come from EV sales second stage - RoboTaxi and Energy third phase - Optimus. Tesla has got an immensely long run. I believe Elon will do the vertical integration of SpaceX Boring Company Startlink Neuralink as well in future :)"
X Link 2024-11-07T23:47Z [---] followers, [--] engagements
"@dokyitheresa Teslas energy and RoboTaxi divisions could impact its EV sales but likely in complementary ways rather than full-on cannibalization. I think personal EVs will still be popular for flexibility and privacy. :)"
X Link 2024-11-07T23:57Z [---] followers, [--] engagements
"@TheLongInvest I hold four of them - $HIMS $PLTR $PTON $IONQ - Getting rid off $IONQ though. Will wait for its Cash flow from operations to turn positive. You missed $RKLB :)"
X Link 2024-11-08T00:09Z [---] followers, [----] engagements
"@SHADESmiami @YahooFinance I think it would create demand for jobs in areas like AI robotics and fleet management. although some jobs may disappear (like truck driving) new areas would emerge. :)"
X Link 2024-11-10T15:58Z [---] followers, [--] engagements
"$TSLA $336 for Tesla during overnight hours - onward and upward :) #TSLA #StockMarket $TSLA"
X Link 2024-11-11T03:58Z [---] followers, [---] engagements
"Holding on through ups and downs is hard but today its all worth it :) $TSLA $HIMS $PLTR Cant believe how far theyve come the journey is worth it Long way to go :) #HIMS #TESLA #Palantir"
X Link 2024-11-11T15:48Z [---] followers, [---] engagements
"$TSLA $HIMS $PLTR all are going to disrupt their traditional counterparts. #TSLA would replace Traditional ICE Cars with EVs Robotaxis #HIMS would replace Traditional Healthcare with Telehealth and quick prescription. #PLTR would replace Traditional OS with OS for data"
X Link 2024-11-11T16:29Z [---] followers, [---] engagements
"If you believe the future is electric personalized and data-driven then lets keep an eye on $TSLA $HIMS and $PLTR. Whats your top holding out of the above three :) #Tesla #Hims #Palantir #Innovation #investing Tesla Hims Palantir Tesla Hims Palantir"
X Link 2024-11-11T18:19Z [---] followers, [---] engagements
"$AMD vs $NVDA How #AMD can out-space #NVIDIA in the long run AMDs use of chiplet architecture is analogous to a microservice approach. Rather than relying on a monolithic single-die design AMD uses modular components (chiplets) that can be combined Thread 🧵"
X Link 2024-11-11T18:40Z [---] followers, [---] engagements
"and optimized independently. This enables them to scale more effectively adapt to new technologies and reduce manufacturing costs. On the other hand #NVIDIAs traditional approach to graphics card (GPU) design is a bit like a monolithic architecture -"
X Link 2024-11-11T18:44Z [---] followers, [--] engagements
"where everything is integrated on a single die. While this approach provides great performance in the short term and for specific tasks scaling and customization become difficult as demand and complexity grow. At the end I would say #NVIDIAs monolithic design might "
X Link 2024-11-11T18:47Z [---] followers, [--] engagements
"$TSLA alone is 50% of my portfolio. Why I see Growth within Growth. How [--]. EV Sales (potential $5T market cap) [--]. RoboTaxi FSD ($2T- $5T) [--]. Energy ($1T) [--]. Optimus ($5T) Plus vertical integration of SpaceX Boring Co. & Neuralink in future. Here is the thread 🧵 $TSLA alone is 50% of my portfolio. Why I see Growth within Growth. How [--]. EV Sales (potential $5T market cap) [--]. RoboTaxi FSD ($2T- $5T) [--]. Energy ($1T) [--]. Optimus ($5T) Plus vertical integration of SpaceX Boring Co. & Neuralink in future. Here is a breakdown : $TSLA alone is 50% of my portfolio. Why I see Growth within Growth. How"
X Link 2024-11-11T19:01Z [---] followers, [---] engagements
"$RKLB $SOFI are now up 200% and 100% respectively. SOLD $RSKD $LILA with 15% upside as I dont see better future prospects. Top under $10 small-cap stocks with huge future potential (HR-HR) in my portfolio: $RSKD - Riskified $RKLB - Rocket Lab USA $SOFI - SoFi Technologies $LILA - Liberty Latin America $JMIA - Jumia Technologies Whats your opinion :) #SmallCap #LongTermInvesting #Multibaggers Top under $10 small-cap stocks with huge future potential (HR-HR) in my portfolio: $RSKD - Riskified $RKLB - Rocket Lab USA $SOFI - SoFi Technologies $LILA - Liberty Latin America $JMIA - Jumia"
X Link 2024-11-12T18:12Z [---] followers, [---] engagements
"$RKLB [--]. Q3 revenue $105M (55% growth YoY and $1.05B backlog) [--]. Q4 guidance - 100%+ revenue growth $125-$135M [--]. Completed two spacecraft for NASAs Mars mission [--]. Neutrons first launch planned for next year might launch a commercial satellite constellation. #RKLB"
X Link 2024-11-13T02:06Z [---] followers, [---] engagements
"BREAKING: Donald Trump names Elon Musk & Vivek Ramaswamy to lead a new Department of Government Efficiency (DOGE) Would be great to see how tech innovation streamlines the government efficiency :) #Elon_Musk #VivekRamaswamy #DOGE #DonaldTrump"
X Link 2024-11-13T02:40Z [---] followers, [---] engagements
"I am planning to make $HIMS the top most positions at par with $TSLA #HIMS thrives on relationships not just sales. Its not about selling pills - its about building trust privacy and care. $AMZN may deliver fast but healthcare isnt just logistics. I do HOLD both though"
X Link 2024-11-16T14:43Z [---] followers, [---] engagements
"$AMZN might have scale. But $HIMS has clinical partnerships personalized care and customer service tailored to health. Gen Z and millennials dont want assembly-line care. They want quality trust and emotional connection. #HIMS resonates with that. It is $APPL for Telehealth"
X Link 2024-11-16T14:53Z [---] followers, [---] engagements
"How much risk would you price into $HIMS today 20% 40% The market seems to think 80%+. But with 90%+ revenue growth and 77% margins does that reflect reality - or an exaggerated fear of Amazon/GLP-1 $AMZN $HIMS #Telehealth #AMZN #HIMS"
X Link 2024-11-16T15:11Z [---] followers, [---] engagements
"The healthcare industry is ripe for disruption. $HIMS has a $1T+ total addressable market (TAM). Read the entire thread 🧵"
X Link 2024-11-16T15:46Z [---] followers, [---] engagements
"$HIMSs focus on telehealth personalization and execution makes it a front-runner in this trillion-dollar TAM. Capturing just a small share with its stellar growth rate and margins could place it in the hundreds of billions by 2035"
X Link 2024-11-16T15:47Z [---] followers, [---] engagements
"With $HIMS posting a current revenue run rate of $1.2B 77% gross margins and a 90% YoY growth rate its clear this isnt your typical telehealth company. The potential is massive"
X Link 2024-11-16T15:48Z [---] followers, [---] engagements
"Fast forward to 2035: If $HIMS maintains 40% annual top-line growth and 20% bottom-line growth its revenue could hit $49B with $9.7B in earnings. At a P/E of [--] that would result in a $243B market cap"
X Link 2024-11-16T15:48Z [---] followers, [---] engagements
"Today $HIMS trades at $4.22B. A $243B potential market cap by [----] implies a 55x upside. Is this company pricing in far too much risk From $4.4B today to $243B in [----] $HIMS could be a generational healthcare company"
X Link 2024-11-16T15:49Z [---] followers, [---] engagements
"The market may be underestimating its scale and execution potential but I think hims will dominate in future. Long-term investing is not about reacting to short-term noise; its about spotting the next big thing early and watching it compound. $HIMS #HIMS"
X Link 2024-11-16T15:50Z [---] followers, [---] engagements
"$TSLA is a generational technology company as the future of transportation & energy are ripe for disruption $TSLA currently has a TAM of more than 15T+ and it would become a 15T+ company by [----] #TSLA #EV Here is a thread explaining how 🧵"
X Link 2024-11-18T04:04Z [---] followers, [---] engagements
"Financial Projections for [----] If Tesla maintains: 📈30% annual revenue growth 📈25% profit margins It could achieve: 💵 $2.5T in revenue 💵 $625B in earnings At a forward P/E of [--] Teslas market cap could reach $15.6T by [----]. #Tesla $TSLA"
X Link 2024-11-18T04:16Z [---] followers, [---] engagements
"Todays Valuation Tesla is currently valued at $900B. A potential market cap of $15T implies a 17x upside over the next decade. If $TSLA does what it currently does it will become a generational technology company disrupting EVs autonomy energy and robotics. #TSLA"
X Link 2024-11-18T04:20Z [---] followers, [---] engagements
"Tomorrow Im diving into Palantirs Total Addressable Market (TAM) and projecting its potential market cap by [----]. Which other companies would you like me to break down and share insights on Drop your suggestions below :) #investing #growthstocks #stockanalysis"
X Link 2024-11-18T04:35Z [---] followers, [--] engagements
"Palantir ($PLTR) is a generational data company and is poised to redefine how organizations harness information to make decisions. With a TAM of $1T+ across government and commercial sectors Palantir is building the operating system for the modern enterprise. Heres how🧵"
X Link 2024-11-18T23:58Z [---] followers, [---] engagements
"Palantirs [--] Growth Engines [--]. Government Contracts: $400B TAM [--]. Commercial Enterprise Solutions: $500B TAM [--]. AI & Foundry for Builders: $TAM undefined but exponential Palantirs unique combination of products gives it a massive competitive advantage in these markets. $PLTR"
X Link 2024-11-19T00:00Z [---] followers, [---] engagements
"Financial Projections for [----] If $PLTR maintains: 📈 25% annual revenue growth 📈 30% profit margins It could achieve: 💵 $250B in annual revenue 💵 $75B in earnings At a forward P/E of [--] Palantirs market cap could reach $2.25T by 2035"
X Link 2024-11-19T00:04Z [---] followers, [---] engagements
"$PLTR is currently valued at $139B. A potential market cap of $2.25T implies a 16x upside over the next decade. From defense to AI Palantir isnt just a software company - it will become the data backbone of the modern world in coming future SHARE YOUR PERCEPTIONS :)"
X Link 2024-11-19T00:07Z [---] followers, [---] engagements
"@MaineCoonMouser Great question - I believe Palantir has already evolved its platforms to require fewer FDEs over time (AIAutomation). Strategic investments in scalability is more important to achieve that growth rate"
X Link 2024-11-19T00:21Z [---] followers, [--] engagements
"@alphamen_111 At least with money I can cry on a beach in the Maldives"
X Link 2024-11-19T05:16Z [---] followers, [--] engagements
"E-commerce cloud computing and AI are revolutionizing how we live and work - and Amazon ($AMZN) is at the center of it all Heres a breakdown of Amazons $15T+ total addressable market (TAM) and why it could be a $10T+ company by [----]. Thread 🧵 #AMZN #DeepDive"
X Link 2024-11-20T03:35Z [---] followers, [--] engagements
"Financial Projections for [----] If $AMZN maintains: - 20% annual revenue growth - 20% profit margins It could achieve: 💵 $2T in revenue 💵 $400B in earnings At a forward P/E of [--] Amazons market cap could reach $10T by [----]. #AMZN $AMZN #DeepDive"
X Link 2024-11-20T03:45Z [---] followers, [--] engagements
"Amazon is currently valued at $2T. A potential $10T market cap by [----] implies a 5x upside over the next decade. I know its not a significant return by you cant expect much from an already grown giant Let me know your feedback :) $AMZN #AMZN #DeepDive"
X Link 2024-11-20T03:47Z [---] followers, [--] engagements
"Revealing my US Markets Top [--] positions (80% of my portfolio) and their performance till date [--]. $TSLA - + 115% [--]. $HIMS - + 60% [--]. $PLTR - + 163% [--]. $CRWD - + 30% [--]. $AMZN - +80% [--]. $RKLB - +400% [--]. $AMD - -2% [--]. $GOOGL - + 39% [--]. $TSM - +117% [--]. $ISRG - +45% #stocks"
X Link 2024-11-23T16:00Z [---] followers, [---] engagements
"@StockSavvyShay $TSLA $HIMS"
X Link 2024-11-23T22:56Z [---] followers, [---] engagements
"3 stocks that I am closely following for DCA And why $CELH : Dominating the health-focused energy drink market with rapid growth. $HIMS : Disrupting healthcare through scalable telehealth solutions. $AMD : Leading the charge in AI gaming and high-performance computing"
X Link 2024-11-24T01:41Z [---] followers, [---] engagements
"6 stocks Im holding tightly until 2035: $TSLA: Revolutionizing EVs energy & autonomy. $AMZN: Dominating e-commerce & cloud computing. $AMD: Powering AI & next-gen computing. $HIMS: Transforming Telehealth. $PLTR: Unlocking insights. $CRWD: future of cybersecurity"
X Link 2024-11-24T01:47Z [---] followers, [---] engagements
"@ftr_investors I have $HIMS and $CELH Would love to keep them for a decade. I see a lot of room to grow w.r.t the TAM they are addressing to"
X Link 2024-11-24T03:39Z [---] followers, [---] engagements
"Potential 10x + opportunity for [----] [--]. $TSLA [--]. $PLTR [--]. $HIMS [--]. $AMZN [--]. $GOOGL [--]. $SPOT [--]. $MSFT [--]. $NVDA [--]. $NET [--]. $DDOG [--]. $CELH [--]. $CRWD [--]. $SNOW [--]. $TMDX [--]. $CRSP [--]. $SQ [--]. $AMD [--]. $RKLB [--]. $ISRG [--]. $ZS Which one you would remove and why #Investing"
X Link 2024-11-24T18:06Z [---] followers, [---] engagements
"Started DCA for $CELH at $29.5 Anything below [--] looks a great opportunity for active DCA"
X Link 2024-11-25T21:11Z [---] followers, [---] engagements
"In your opinion which of these companies possesses the strongest competitive advantage (moat) $TSLA $AMZN $GOOGL $MSFT $NVDA $SNOW $CRWD $AMD $ISRG $ZS Comment below with your choice and reasoning Lets discuss. :) #Moat #growthstock"
X Link 2024-11-26T15:02Z [---] followers, [---] engagements
"@BrettKrieger12 I would choose stocks from both group and make a group C [--]. $TSLA [--]. $PLTR [--]. $CRWD [--]. $AMZN [--]. $HIMS (not here)"
X Link 2024-11-26T15:07Z [---] followers, [---] engagements
"@StockSavvyShay @EarningsHubHQ $CRWD is the sector leader Have a lot of room to grow looking at the current market cap and cybersecuritys market size. I too am concerned with with the impact of July [--] (on tactical basis strategically it would do great)"
X Link 2024-11-26T15:42Z [---] followers, [---] engagements
"$SNOW Snowflake Inc. (#SNOW ) has been upgraded by Wedbush to outperform citing its strategic position in the AI software era. Analysts highlight Snowflakes potential to capitalize on the growing demand for AI products over the next [--] to [--] months"
X Link 2024-11-26T15:54Z [---] followers, [---] engagements
"@thexcapitalist $HIMS and $MELI are great indeed Bought them at $14.5 and $1525 respectively. Waiting for 15% pullback for active DCA"
X Link 2024-11-26T16:12Z [---] followers, [----] engagements
"@SawyerMerritt Awesome Love $TSLA s strategy of Sensor arbitrage :)"
X Link 2024-11-26T16:24Z [---] followers, [---] engagements
"$CELH $TMDX active DCA in progress #CELH #TMDX"
X Link 2024-11-26T18:50Z [---] followers, [---] engagements
"$CRWD Revenue : $1.01B vs Est. $983M (29% increase from last yr Q3) EPS : $0.93 vs Est. $0.81 Annual Recurring Revenue (ARR): $4.02 billion a 27% year-over-year growth slightly exceeding estimates. #Crowdstrike #Earnings"
X Link 2024-11-26T22:26Z [---] followers, [---] engagements
"$CRWD There is a decline of around 3% post the result. Reasons for this decline : [--]. Due to Julys outage - This led to increased costs and a net loss of $16.82 million for the quarter. [--]. The fourth-quarter forecast is weaker than expected. #CRWD #CrowdStrike #stock"
X Link 2024-11-26T22:36Z [---] followers, [---] engagements
"$CRWD named a leader for the Endpoint Protection Platforms in [----] Gartner Magic Quadrant. Moreover the gross retention rate is exceeding 97% indicating strong customer commitment to the Falcon platform. More DCA on this tomorrow 😌 #Crowdstrike"
X Link 2024-11-26T22:49Z [---] followers, [---] engagements
"Ill be focusing my posts on these [--] growth companies only : [--]. $TSLA [--]. $PLTR [--]. $HIMS [--]. $AMZN [--]. $GOOGL [--]. $SPOT [--]. $MSFT [--]. $NVDA [--]. $NET [--]. $DDOG [--]. $CELH [--]. $CRWD [--]. $SNOW [--]. $TMDX [--]. $CRSP [--]. $SQ [--]. $AMD [--]. $RKLB [--]. $ISRG [--]. $ZS Do you own any of these :)"
X Link 2024-11-26T22:58Z [---] followers, [----] engagements
"In your opinion which of these companies possesses the strongest competitive advantage (moat) $TSLA $AMZN $GOOGL $MSFT $NVDA $SNOW $CRWD $AMD $ISRG $ISRG $SPOT $PLTR $HIMS $RKLB $CELH $SPOT Comment below with your choice and reasoning Lets discuss. :) #Moat #GrowthStocks"
X Link 2024-11-27T14:11Z [---] followers, [---] engagements
"$TSLA $HIMS $PLTR $NVDA all are going to disrupt their traditional counterparts. ✅#TSLA would replace Traditional ICE Cars with EVs Robotaxis ✅#HIMS would replace Traditional Healthcare with Telehealth and quick prescription. ✅#PLTR would replace Traditional OS with OS for data. ✅#NVDA would replace traditional computing with AI-powered GPUs Which one of these you are holding at least for next [--] years #investing #stocks Tesla Hims Nvidia Palantir Tesla Hims Nvidia Palantir"
X Link 2024-11-27T14:19Z [---] followers, [---] engagements
"While skeptics claimed $AMZN would crush $HIMS the company keeps proving its unique value in telehealth. As per me : Personalized care + brand trust = unstoppable growth. Who else believes in HIMS long-term potential Up 12.5% now :) #HIMS #Stocks"
X Link 2024-11-27T14:43Z [---] followers, [---] engagements
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