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# ![@MMMTwealth Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1630283681284669445.png) @MMMTwealth Oliver | MMMT Wealth (CPA)

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

### Engagements: XXXXXX [#](/creator/twitter::1630283681284669445/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1630283681284669445/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +45%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +255%

### Mentions: XX [#](/creator/twitter::1630283681284669445/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1630283681284669445/c:line/m:posts_active.svg)

- X Week XXX +3.60%
- X Month XXX -X%
- X Months XXXXX -XX%
- X Year XXXXX +39%

### Followers: XXXXXX [#](/creator/twitter::1630283681284669445/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1630283681284669445/c:line/m:followers.svg)

- X Week XXXXXX +0.77%
- X Month XXXXXX +5.60%
- X Months XXXXXX +30%
- X Year XXXXXX +245%

### CreatorRank: XXXXXXX [#](/creator/twitter::1630283681284669445/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1630283681284669445/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1630283681284669445/influence)
---

**Social category influence**
[stocks](/list/stocks)  #3854 [finance](/list/finance)  #3596 [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #1327 [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$lmnd](/topic/$lmnd) #44, [over the](/topic/over-the) #1972, [stocks](/topic/stocks) #920, [$amzn](/topic/$amzn) #17, [$ses](/topic/$ses) #3, [$hims](/topic/$hims) #82, [$spir](/topic/$spir) #1, [$gxo](/topic/$gxo) #2, [$joby](/topic/$joby) #3, [$sei](/topic/$sei) #28

**Top accounts mentioned or mentioned by**
[@007ofwallst](/creator/undefined) [@sergeycyw](/creator/undefined) [@stockmeetups](/creator/undefined) [@grok](/creator/undefined) [@meeijer](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@tacticzh](/creator/undefined) [@poconokid18](/creator/undefined) [@scotiacaper](/creator/undefined) [@alerts_bullish](/creator/undefined) [@danielisdizzy](/creator/undefined) [@edutradenews](/creator/undefined) [@investyoda77](/creator/undefined) [@bjmtweets](/creator/undefined) [@perceptroncodex](/creator/undefined) [@brex_andrea](/creator/undefined) [@objective4eva](/creator/undefined) [@cronosbro](/creator/undefined) [@rklbsfan](/creator/undefined) [@jonagonx](/creator/undefined)

**Top assets mentioned**
[Lemonade, Inc. (LMND)](/topic/$lmnd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Sei (SEI)](/topic/$sei) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [ZetaChain (ZETA)](/topic/$zeta) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [UiPath, Inc. (PATH)](/topic/$path) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Redwire Corporation (RDW)](/topic/$rdw) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Teradyne, Inc. (TER)](/topic/$ter) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alien Base (ALB)](/topic/$alb) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Palantir (PLTR)](/topic/$pltr) [Advanced Micro Devices (AMD)](/topic/$amd) [Argo Blockchain plc (ARBK)](/topic/$arbk) [The Root Network (ROOT)](/topic/$root) [UnitedHealth Group (UNH)](/topic/$unh) [NuCypher (NU)](/topic/$nu) [Allegro MicroSystems, Inc. Common Stock (ALGM)](/topic/$algm) [Metadium (META)](/topic/$meta) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Constellation Energy Corp (CEG)](/topic/$ceg) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAI Finance (SOFI)](/topic/$sofi) [Alibaba Group (BABA)](/topic/$baba) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Oklo Inc. (OKLO)](/topic/$oklo) [Synopsys, Inc. (SNPS)](/topic/$snps) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [MercadoLibre Inc (MELI)](/topic/$meli) [Bruker, Corp. (BRKR)](/topic/$brkr) [QuantumScape Corporation (QS)](/topic/$qs) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [First Solar, Inc. (FSLR)](/topic/$fslr) [Newmont Corporation (NEM)](/topic/$nem) [Lantheus Holdings, Inc (LNTH)](/topic/$lnth) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [4 (FOUR)](/topic/$four) [Apple, Inc. (AAPL)](/topic/$aapl) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Viking Holdings Ltd (VIK)](/topic/$vik) [Planet Labs PBC (PL)](/topic/$pl) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Flare (FLR)](/topic/$flr) [Alignment Healthcare, Inc. Common Stock (ALHC)](/topic/$alhc)
### Top Social Posts [#](/creator/twitter::1630283681284669445/posts)
---
Top posts by engagements in the last XX hours

"4. Constellation Brands $STZ A recent Buffett addition to his portfolio in Q2 - $STZ currently trades at a 11.9x PE and a 10.5x EBITDA multiple with a XXX% dividend yield. The alcohol industry tends to be more resilient in downturns than most industries. If $STZ can return to historic PE multiples in the +15x range then they should be trading at $XXX given a $XXXX EPS (as per analyst estimates in FY26/27)"  
[X Link](https://x.com/MMMTwealth/status/1963175970908639404) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-03T09:43Z 60.1K followers, 10.2K engagements


"The first wave of AI ( $NVDA $PLTR $AMD $SNOW) is not where you make big money moving forward. It's the second wave of AI where the money is made: Here's XX stocks to ride the second wave of AI 👇"  
[X Link](https://x.com/MMMTwealth/status/1945900634676265346) [@MMMTwealth](/creator/x/MMMTwealth) 2025-07-17T17:37Z 60.2K followers, 937.9K engagements


"If we've learnt anything from the last X months you should know that Friday was not a "pullback". If there's a lot more of this next week then we can start to call it a "mild pullback""  
[X Link](https://x.com/MMMTwealth/status/1977071515024998704) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-11T17:59Z 60.2K followers, 7818 engagements


"7. Michael Burry Scion Asset Management Notable Buys: $LULU $BRKR $REGN $MELI $UNH Notable Adds: Nothing Notable Trims: $EL Notable Sells: Nothing"  
[X Link](https://x.com/MMMTwealth/status/1956684630972575832) [@MMMTwealth](/creator/x/MMMTwealth) 2025-08-16T11:49Z 60.1K followers, 4440 engagements


"JUST IN: $AMD UP XX% PRE MARKET. They announced a multi year partnership with Open AI that could generate over $100B in revenue. For reference $AMD revenue in FY25 is $33B. That should show you the extent of this deal"  
[X Link](https://x.com/MMMTwealth/status/1975156801394909321) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T11:10Z 60.1K followers, 16K engagements


"AI compute power is a major growth theme to be involved in. Here's my X favorite picks to ride this AI compute power demand wave 👇 X. Solaris Energy Infrastructure $SEI Revenue Growth: EPS Growth: PE: $SEI has been a recent buy for me at an average cost of $XXXX. SEI currently trades 3.3x NTM sales and 7.6x NTM EBITDA which appears very cheap considering the growth. Analysts expect XXXX% growth in FY25 and XX% in FY26 (revenue) and XXX% growth in EBITDA in FY25 and XX% in FY26. These growth rates to multiples appear very attractive making SEI potentially quite an undervalued and under the"  
[X Link](https://x.com/MMMTwealth/status/1970458164270141513) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-23T12:00Z 60.2K followers, 32.5K engagements


"2. Harrow $HROW Expected revenue growth: XX% Expected EBITDA growth: XX% EBITDA multiple: 16x I bought some more $HROW today. When you have a company set to grow EBITDA at a CAGR of XX% for the X years and an EBITDA multiple of 16x it's a screaming buy for me"  
[X Link](https://x.com/MMMTwealth/status/1976321960150782045) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-09T16:20Z 60.1K followers, 2330 engagements


"3. Regeneron Pharmaceuticals $REGN $REGN is a slightly higher growth value play with a current NTM PE in the 14x range whilst historically trading for +20x PE. P/B is also at 2.0x (historically +4.0x). With minimal debt and a current ratio above 7.0x they're quite a safe play in a period of macro weakness. Their portfolio includes eye diseases (EYLEA) chronic inflammation (Dupixent) and cancers (Libtayo) which will all necessary despite economic conditions. I like $REGN a lot - it's on my watchlist"  
[X Link](https://x.com/MMMTwealth/status/1963175967372857556) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-03T09:43Z 60.1K followers, 7648 engagements


"Friendly reminder that $PYPL is a bargain: X. Set to grow FCF at a CAGR of XXXX% yet trades at 9.2x FCF (historically +14x) X. Buying back X% of the company per annum. X. A booming Ads business being led by former $UBER ads leader. X. Below 15x PE (historically +30x) X. Pretty poor analyst estimates who are underestimating Venmo PayPal World & BNPL expansion. X. Partnership with $GOOGL. X. $PYUSD potential X. Growing EPS quicker than $MA and $V. Sure I've missed some points here but ultimately $PYPL is too cheap. A lot of my portfolio is made up of high growth names like $LMND $SES $DLO $HROW"  
[X Link](https://x.com/MMMTwealth/status/1975909094167855119) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-08T13:00Z 60.2K followers, 39.4K engagements


"6. Luminar Technologies $LAZR Industry: Lidar Systems Revenue Growth: -X% NTM Sales Multiple: 7.1x Commentary: $LAZR flew XX% today but there's still a lot of difficulties ahead with huge dilution risk a weak balance sheet and a CEO resignation. They've also recently shifted their business model slightly to reduce expenses because of their troubles. However $LAZR do have a strong relationship with Volvo which shows some core strength in a market with huge tailwinds"  
[X Link](https://x.com/MMMTwealth/status/1967709433867166068) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-15T21:57Z 60.2K followers, 8873 engagements


"Quite funny that when I discuss $HIMS $LMND $OSCR etc (popular FinX stocks) the engagement is great. When I discuss under the radar gems like $SES $ARBK $SPIR etc the engagement is poor"  
[X Link](https://x.com/MMMTwealth/status/1975212570580852751) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T14:52Z 60.1K followers, 23.2K engagements


"VERY important to be VERY picky with your buys now. Deep research. Strong conviction. High quality names. Growth themes. That's where the money is made over the next X years: AI Applications $LMND $PATH $ZETA FinTech $DLO $NU $SOFI $PYPL Robotics $SYM $GXO $AMZN $TER $TSLA Battery $SES $QS $ALB $TSLA Nuclear & Energy $FSLR $SEI $EU AI Infrastructure $NVDA $NBIS $AMD Space $RDW $SPIR $RKLB $MDA"  
[X Link](https://x.com/MMMTwealth/status/1978572360434196705) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-15T21:23Z 60.2K followers, 66.7K engagements


"@Hap0606 Which stocks what"  
[X Link](https://x.com/MMMTwealth/status/1979119666686521399) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-17T09:37Z 60.2K followers, XXX engagements


"JUST IN: Goldman downgrades $PYPL to a Sell. "We expect X% Transaction Margin growth in 2026 versus current consensus of X% and believe valuation could de-rate further on continued concerns around competitive trends in online e-commerce." Don't fully disagree but realize that $PYPL is generating $6.5B in cash per annum whilst trading at a NTM FCF multiple of 8.6x. Estimates give $7.5B in FCF in FY26. That's XX% growth on FY25. This FCF growth deserves more than a 8.6x multiple. Give it a modest upgrade to 12x (historically been 15+) and you have a $90B company a XX% upside from today. Not"  
[X Link](https://x.com/MMMTwealth/status/1977660848190394611) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-13T09:01Z 60.2K followers, 24.7K engagements


"$ARAY +6.5% today"  
[X Link](https://x.com/MMMTwealth/status/1978476578473402573) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-15T15:02Z 60.2K followers, 6246 engagements


"$HIMS has XX% YoY growth X% net income margin and trades at 4.2x EV/Sales. Incredible fundamentals. There's only X (US) stocks I found that have this criteria or better. Want to see them👇 X. RenaissanceRe Holdings $RNR X. Summit Materials $SUM X. Lincoln National Corporation $LNC X. Tidewater $TDW X. Atour Lifestyle Holdings $ATAT X. Super Micro Computer $SMCI X. Jackson Financial $JXN"  
[X Link](https://x.com/MMMTwealth/status/1847001197405712867) [@MMMTwealth](/creator/x/MMMTwealth) 2024-10-17T19:46Z 60.1K followers, 56.9K engagements


"Small caps have the potential to be life changing. Heres XX of the best 👇 X. TransMedics $TMDX X. Lemonade $LMND X. Rocket Lab $RKLB X. Aehr Test Systems $AEHR X. Newmont Corporation $NEM X. Lantheus Holdings $LNTH X. High Tide $HTI X. Indie Semiconductors $INDI X. Redwire $RDW XX. Cleanspark $CLSK"  
[X Link](https://x.com/MMMTwealth/status/1881087294410551662) [@MMMTwealth](/creator/x/MMMTwealth) 2025-01-19T21:12Z 60.2K followers, 64.9K engagements


"The amount of opportunities at todays valuations is definitely decreasing but there's still a lot of good buys. I'd feel comfortable buying these stocks today 👇🧵 X. Albermarle Corporation $ALB Expected revenue growth: X% EBITDA multiple: 16x I've owned $ALB since $XX and it's my bet on lithium prices reverting to the mean. Lithium prices have been pretty weak lately but I demand appears very strong relative to supply so we should see prices go up. $ALB are one of the worlds largest lithium producers so the stock price is fairly aligned with prices of lithium"  
[X Link](https://x.com/MMMTwealth/status/1976321958896685204) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-09T16:20Z 60.2K followers, 12.9K engagements


"The biggest mistakes I've made over the last year have been: X. Keeping $HOOD on my watchlist. X. Keeping $SYM on my watchlist. X. Keeping $AMD on my watchlist. X. Keeping $JOBY on my watchlist. But. that cash has gone into: X. $LMND with an average cost of $XX X. $SOFI with an average cost of $X X. $BABA with an average cost of $XX X. $SES with an average cost of $1.24"  
[X Link](https://x.com/MMMTwealth/status/1972344554075361638) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-28T16:56Z 60.1K followers, 27.9K engagements


"5. Shift4 Payments $FOUR Expected revenue growth: XX% Expected EBITDA growth: XX% EBITDA multiple: 6.4x Another one where the EBITDA growth rate doesn't justify such a lower EBITDA multiple. I think $FOUR should be trading 10-15x EBITDA which is where they have historically traded. Analysts estimate that $FOUR should hit $1.3B in EBITDA in FY28 so a 12.5x (midpoint) multiple from there gives you a $16.25B business which is 2.3x from today"  
[X Link](https://x.com/MMMTwealth/status/1976321964705796296) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-09T16:20Z 60.1K followers, 2571 engagements


"Back in 2023 $PLTR traded 6.4x NTM sales with XX% revenue growth and X% increase in net income. Today $PATH trades at 5x NTM sales with XX% revenue growth and XX% estimated increase in net income in FY26. Strong product --- Incredible numbers. FWIW I don't think $PATH has $PLTR potential today but it'll be exciting to track how the business evolves over the next year. If we start to see NRR head up to +115% over the next 3-5 years then $PATH will be a huge huge winner. High performing software companies today don't trade at PE's in the mid 20s. Once $PATH proves they're a high performing"  
[X Link](https://x.com/MMMTwealth/status/1976611200529031635) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-10T11:30Z 60.2K followers, 31.2K engagements


"Here's X quality companies that have dropped more than XX% over the last year👇🧵 X. Celsius Holdings $CELH EV/Sales: 4.4x Revenue Growth: XXXXX% FCF Margin: XXXXX% Commentary: Perhaps I've been wrong with $CELH but the fact that they're now trading at a lower multiple than $MNST is beyond me when the revenue growth is over XX% higher. I'd kick myself for missing this opportunity over the next 3-5 years. I'm buying more"  
[X Link](https://x.com/MMMTwealth/status/1843969730501116127) [@MMMTwealth](/creator/x/MMMTwealth) 2024-10-09T11:00Z 60.2K followers, 203.8K engagements


"5. Merck & Co $MRK $MRK is currently trading at a NTM PE of 9.3x which is very low historically and also lower than the broader healthcare sector. FCF has been steady and has generally traded upwards over the last few quarters reaching $XXXX per share in Q2. If $MRK can generate $XXXX in EPS in FY26 (in line with analyst estimates) and we apply a conservative 12x multiple then $MRK should be a $XXX stock. Definitely a nice defensive play and an under the radar healthcare stock at the moment"  
[X Link](https://x.com/MMMTwealth/status/1963175973932712011) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-03T09:43Z 60.1K followers, 9888 engagements


"Don't look at your portfolio today. Also don't panic. Pullbacks are healthy and we want them. Cash is ready"  
[X Link](https://x.com/MMMTwealth/status/1979092586758390218) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-17T07:50Z 60.2K followers, 48.7K engagements


"Released an article last night about some underrated robotic plays: $HLX $GXO $TER $OMCL $ALGM"  
[X Link](https://x.com/MMMTwealth/status/1973694238958514524) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-02T10:19Z 60.2K followers, 5140 engagements


"2. Warren Buffett Berkshire Hathaway Notable Buys: $UNH (5M shares) $LAMR $ALLE Notable Adds: $LEN $POOL $NUE Notable Trims: $AAPL $BAC $CHTR Notable Sells: Nothing"  
[X Link](https://x.com/MMMTwealth/status/1956684624194572507) [@MMMTwealth](/creator/x/MMMTwealth) 2025-08-16T11:49Z 60.1K followers, 6115 engagements


"2. Novo Nordisk $NVO $NVO has had a difficult year but they have a very strong presence in the diabetes and weight loss industries. They're also investing heavily into growth in Denmark France and NC to ride the growing obesity market wave. Currently trading at 14.6x PE whilst historically trading around double that. $XXX would be a XXX% move"  
[X Link](https://x.com/MMMTwealth/status/1963175963631505919) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-03T09:43Z 60.1K followers, 9295 engagements


"$LMND at $XXX by 2030 is completely feasible based on this: They're currently at $715M in revenue in FY25. Assuming they grow at XX% CAGR through to 2030 they'll hit $2.6B in revenue by then. Now the harder part in my opinion. If SG&A expenses drop to XX% and loss ratios drop to XX% then XX% FCF margins are possible. XX% FCF margins mean FCF could be $800M. XX% FCF margins mean FCF could be $660M. At $800M and a modest 25x FCF multiple for a tech disruptor $LMND is a $20B company. Assuming dilution continues X% per year shares outstanding will be 81M. $20B / 81M shares gives you a $XXX stock"  
[X Link](https://x.com/MMMTwealth/status/1974149379213623765) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-03T16:27Z 60.2K followers, 17.5K engagements


"HERE'S MY CURRENT HIGH GROWTH WATCHLIST: I'm close to pulling the trigger on a few of these. X. Joby $JOBY X. Viking Therapeutics $VKTX X. TSS $TSSI X. American Battery Technology $ABAT X. Tempus AI $TEM X. Advanced Micro Devices $AMD X. Ampirus Technologies $AMPX X. Redwire $RDW X. UiPath $PATH XX. Accuray Incorporated $ARAY"  
[X Link](https://x.com/MMMTwealth/status/1973431719475675450) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-01T16:56Z 60.2K followers, 55.5K engagements


"Jeffries upgraded their $UNH PT to $XXX from $XXX (current price $356). Again analysts move PT's with price. No long term targets like some good retail investors do. Here's my conservative assumptions 👇 $UNH should be report at least $24B in FCF by 2027. That would be less than a XX% CAGR from today (they've historically done +15% at least per annum). At $24B in FCF and a conservative FCF multiple of 18x you're looking at a $360B market cap which would be a price of $XXX. By 2030 I suspect we hit $30B in FCF which based on a 15x multiple gives you $XXX. I put these numbers/assumptions out"  
[X Link](https://x.com/MMMTwealth/status/1979139730899095566) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-17T10:57Z 60.2K followers, 5761 engagements


"This week was filled with superinvestor portfolios (Buffett Druckenmiller Ackman Burry and many more). Let's analyze the biggest buys sells additions and trims per investor 🧵 X. Top XX buys last quarter by % (all investors)👇 United Health Group $UNH Amazon $AMZN Pinduoduo $PDD Lululemon Athletica $LULU Bruker Corp $BRKR Crocs $CROX PayPal $PYPL Brookfield Asset Management $BAM Regeneron Pharmaceuticals $REGN MercadoLibre $MELI"  
[X Link](https://x.com/MMMTwealth/status/1956684623011889554) [@MMMTwealth](/creator/x/MMMTwealth) 2025-08-16T11:49Z 60.2K followers, 145.3K engagements


"Highly doubt this pullback is related to regional banks. Definitely not enough evidence yet to suggest this is something material to worry about. More likely a needed October pullback combined with ongoing China tensions etc. It doesn't really matter what it is though. When there's pre-revenue stocks up +600% YTD and many other stocks climbing +100% YTD 1-2 days of a pullback are absolutely NOTHING to panic about. If you truly are a long term investor you should be very happy we are getting some red in the market. This is where the fun actually starts"  
[X Link](https://x.com/MMMTwealth/status/1979119494925627782) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-17T09:37Z 60.2K followers, 14.8K engagements


"9. Zeta Global Holdings $ZETA Expected revenue growth: XX% EBITDA growth: XX% EBITDA multiple: 16.1x $ZETA are disrupting the marketing niche which is a huge industry. Management guidance is also materially higher than analyst estimates at the moment and $ZETA have always beaten so I suspect a re-rating is quite imminent"  
[X Link](https://x.com/MMMTwealth/status/1976321970338746613) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-09T16:20Z 60.1K followers, 5703 engagements


"Data centers set to consume XX% of US power by 2030 (as per McKinsey). Just know where to look if we get a real pullback: $CEG $VST $NEE $OKLO $FLNC $EOSE $SEI $VRT $LEU $UUUU $SMR Disclosure: Currently own $CEG & $SEI"  
[X Link](https://x.com/MMMTwealth/status/1977417990934061319) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-12T16:56Z 60.2K followers, 15.9K engagements


"$IVF just ripped XX% in a few minutes based on Trump's plans to expand access to IVF treatments"  
[X Link](https://x.com/MMMTwealth/status/1978874104573841669) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-16T17:22Z 60.2K followers, 11.8K engagements


"$HIMS PEG: 3.4x $HIMS EBITDA growth: XX% CAGR (2Y) $HIMS EBITDA multiple: 37x $HIMS valuation today is not cheap"  
[X Link](https://x.com/MMMTwealth/status/1975560207867785690) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-07T13:53Z 60.2K followers, 6415 engagements


"Look for boring industries being disrupted by automation: Insurance $LMND $ROOT $OSCR Marketing $ZETA Logistics $AMZN $SYM $GXO Operations $PATH That's the next wave of AI"  
[X Link](https://x.com/MMMTwealth/status/1975968443829571800) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-08T16:56Z 60.1K followers, 25.6K engagements


"2. Clearwater Analytics $CWAN Introduction: $CWAN is a SaaS company that provides cloud-based software for investment accounting reporting and analytics. Profitability: $CWAN are very close to being net profitable with a -XX% net margin in the previous quarter. They were trending well but the last X quarters have been more disappointing. Valuation: $CWAN trade at 11.7x NTM sales and 34x NTM EBITDA"  
[X Link](https://x.com/MMMTwealth/status/1962908404411781225) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-02T16:00Z 60.1K followers, 2263 engagements


"@TheLongInvest How do you compare $ZETA and $PLTR"  
[X Link](https://x.com/MMMTwealth/status/1978935066857193558) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-16T21:24Z 60.2K followers, 3992 engagements


"Bullish on the space economy You've got: 👇👀 $ASTS - 145x sales $RKLB - 34x sales $GSAT - 13.8x sales $PL - 6.1x sales $IRDM - 5.8x sales $SPIR - 4.7x sales $SPCE - 3.1x sales"  
[X Link](https://x.com/MMMTwealth/status/1945236547705381000) [@MMMTwealth](/creator/x/MMMTwealth) 2025-07-15T21:38Z 60.1K followers, 7220 engagements


"One more for the day. $SPIR now up +10% $SPIR is a big part of my small cap/swing trade portfolio. $XX a month. Ultimately I could write about the popular finX stocks all day. $HIMS $LMND $OSCR etc. I own them all. But a big amount of money is made in stocks like $SPIR that retail haven't caught on to yet"  
[X Link](https://x.com/MMMTwealth/status/1973790801776804330) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-02T16:42Z 60.1K followers, 14.4K engagements


"9. Robotics Forecasts: Estimates suggest growth rates XX% CAGR to a market size of $165B. Stocks: $TSLA $SYM $AMZN $ISRG $TER $ARAY $ALGM $SNPS My favorite: For a high-risk high reward play I'd buy $ARAY. Longer term I think $AMZN will be an extremely underrated robotics play"  
[X Link](https://x.com/MMMTwealth/status/1969383313186939243) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-20T12:49Z 60.1K followers, 6557 engagements


"$ALB is a huge risk to reward opportunity here. - Lithium demand set to double from now to 2030. - Trades at a big EBITDA and PE low. - Global decarbonization policy is a big tailwind for at least a decade. Alternatives may come into play at some point though. - $ALB has undergone an incredibly good cost cutting period. $ALB is one of the few profitable lithium producers today when at today's prices. They'll be one of the bigger beneficiaries over the next X years when prices revert to the mean"  
[X Link](https://x.com/MMMTwealth/status/1966498473932361915) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-12T13:45Z 60.2K followers, 13.1K engagements


"12. Deckers Outdoor Corporation $DECK - EPS climbed XX% compared to previous quarter whilst revenue climbed XX% YoY as HOKA now represents XX% of the business revenue. - $DECK has zero debt and is buying back shares aggressively ($104 million in the last quarter alone). - HOKA are destroying $NKE at the moment and as an investor I'd much prefer to invest in the high growth company taking market share rather than a once very strong brand. - Compared to $ONON $DECK trades at a bargin though it's definitely more expensive than $NKE"  
[X Link](https://x.com/MMMTwealth/status/1874070419965169710) [@MMMTwealth](/creator/x/MMMTwealth) 2024-12-31T12:29Z 60.2K followers, 8127 engagements


"5. Helix Energy Solutions $HLX EV/Sales: 1.0x FY26 Growth Rates: X% $HLX operates in a unique niche in the offshore energy services market giving them nice exposure to the oil and gas market the offshore renewables market and the automation robotics trend given a lot of their vehicles are remotely operated and provide a nice alternative to large drilling rigs. $HLX trades well below many peers like $TDW $VAL and $HP from a revenue and EBITDA point of view. Current EBITDA growth rate estimates are XX% so an EBITDA multiple of 4.9x is extremely attractive based on that"  
[X Link](https://x.com/MMMTwealth/status/1975181509389692996) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T12:49Z 60.1K followers, 8566 engagements


"$SEI +15% today👀"  
[X Link](https://x.com/MMMTwealth/status/1977793605424324912) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-13T17:48Z 60.1K followers, 9870 engagements


"$HROW should be trading 2x the levels of today. Management expects to hit $250M by Q4 2027 meaning we can expect $1B in revenue in FY28. EBITDA margins are currently 26%. Analysts expect +40% in FY28 (reduced interest costs higher branded revenue mix etc). If we assume EBITDA margins hit XX% in FY28 then $HROW is incredibly undervalued today at $XX. They could hit $400M in EBITDA in FY28 which means EBITDA will have grown XX% CAGR over X years. That's EXTREMELY good considering NTM EBITDA multiples are 16.5x. Very happy to be buying $HROW at today's levels"  
[X Link](https://x.com/MMMTwealth/status/1976282783245840664) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-09T13:45Z 60.2K followers, 19.1K engagements


"8. UiPath $PATH Revenue Growth: XXX% P/S: 3.8x EBITDA Margin: -XXX% $PATH provides robotic process automation (RPA) software combining AI with automation to streamline enterprise workflows"  
[X Link](https://x.com/MMMTwealth/status/1959611141602074721) [@MMMTwealth](/creator/x/MMMTwealth) 2025-08-24T13:37Z 60.1K followers, 2693 engagements


"HERE'S MY CURRENT HIGH GROWTH WATCHLIST: X. Joby $JOBY X. Viking Therapeutics $VKTX X. TSS $TSSI X. IonQ $IONQ X. Tempus AI $TEM X. Advanced Micro Devices $AMD X. Circle Internet Group $CRCL X. Redwire $RDW X. UiPath $PATH XX. Accuray Incorporated $ARAY"  
[X Link](https://x.com/MMMTwealth/status/1969445451511234734) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-20T16:56Z 60.2K followers, 57.4K engagements


"$HROW fell X% yesterday on CEO change in ImprimisRx. A friendly reminder: $HROW currently trades at 17.4x NTM EBITDA and is set to grow EBITDA at XXXX% CAGR over the next X years. FWIW the only company in the market that I can find with metrics as good as this is $SEI.which I also own"  
[X Link](https://x.com/MMMTwealth/status/1975550462758732005) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-07T13:15Z 60.2K followers, 23.6K engagements


"Here's the levels I want for $JOBY - currently down at $XXXXX (down 10.6%) in the PM post $500M offering of shares yesterday. BULL CASE: - De-risks balance sheet: It gives them far more flexibility without rushing into unfavorable financing. - Strengthens negotiating power: $JOBY doesn't need to rely on expensive debt or unfavorable equity deals now. This gives them leverage. BEAR CASE: - Dilution is obvious. - Revenue window: Revenue still is likely in 2026-2027 looking at current FAA certification hurdles so $JOBY is still a very catalyst driven stock until then. Execution risk remains"  
[X Link](https://x.com/MMMTwealth/status/1975874694084522069) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-08T10:43Z 60.1K followers, 10.8K engagements


"4. Oklo $OKLO Revenue Growth: N/A EPS Growth: XX% PE: NEG $OKLO are targeting $5B in revenue by 2028 backed by 14GW pipeline so the growth potential is massive. It's also recurring since $OKLO sell long-term Power Purchase Agreements (PPAs) over a 10-20 year time frame. The business is very strong but very difficult to value given the current state of the business. I'm personally sitting this one out but huge congrats to $OKLO shareholders this year"  
[X Link](https://x.com/MMMTwealth/status/1970458169127088400) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-23T12:00Z 60.1K followers, 5397 engagements


"10. Solaris Energy Infrastructure $SEI Check out my article where I write about $SEI here 👇"  
[X Link](https://x.com/MMMTwealth/status/1976321971731255632) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-09T16:20Z 60.1K followers, 4764 engagements


"8. Carl Icahn Icahn Capital Management Notable Buys: Nothing Notable Adds: $IEP $CTRI Notable Trims: Nothing Notable Sells: Nothing"  
[X Link](https://x.com/MMMTwealth/status/1956684632373498325) [@MMMTwealth](/creator/x/MMMTwealth) 2025-08-16T11:49Z 60.1K followers, 4166 engagements


"Stocks I spoke about the last couple days on my spreadsheet: $FLR $RDW $JOBY $ALB $HROW $ZETA $ARAY $VNET Many more to come today before market open tomorrow"  
[X Link](https://x.com/MMMTwealth/status/1977377483000266841) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-12T14:15Z 60.2K followers, 10.3K engagements


"1. Spire Global $SPIR Industry: Space/Satellite Revenue Growth: -XX% NTM Sales Multiple: 4.3x Commentary: $SPIR operates in space-based data which is a massively growing market. They've been winning contracts from NASA ESA and NOAA and 2026 and 2027 revenue projections look very strong and margin expansion should happen nicely over the next 2-3 since they own the end-to-end stack and are diversifying into broader space services"  
[X Link](https://x.com/MMMTwealth/status/1967709426149679356) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-15T21:57Z 60.2K followers, 10.2K engagements


"First spoke about $GXO on my newsletter here 👇"  
[X Link](https://x.com/MMMTwealth/status/1976656503986655353) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-10T14:30Z 60.2K followers, 3454 engagements


"Can't forget $AMZN trading near 10Y PE low 👇"  
[X Link](https://x.com/MMMTwealth/status/1978904490234261714) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-16T19:22Z 60.2K followers, 3816 engagements


"REMINDER👇 Invest in companies with maximum growth that allow you to sleep at night. Here's a few for you: X. $AMZN: The leading e-commerce digital ads and cloud company in the world with exposure to robotics as well trades below $COST and $WMT. X. $LMND: Automating one of the biggest industries in the world approaching EBITDA profitability and trading for just 3.5x sales for XX% estimated growth. X. $DLO: Even based on my most conservative numbers this is a 2.5x opportunity from today. X. $TMDX: A reminder that the CEO bought $2M worth of stock at $XXX. The stock trades at $XXX today and 22x"  
[X Link](https://x.com/MMMTwealth/status/1979187746955759960) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-17T14:08Z 60.2K followers, 23.5K engagements


"13. Comfort Systems $FIX Revenue Growth: XXXX% EV/Sales: 1.3x PEG: 0.55x"  
[X Link](https://x.com/MMMTwealth/status/1908842608333300000) [@MMMTwealth](/creator/x/MMMTwealth) 2025-04-06T11:21Z 60.2K followers, 3016 engagements


"Small cap portfolio moving nicely: $ABCL +13.5% on the day $SES +5.7% on the day $ARBK +12.1% on the day Core portfolio also moving nicely: $SVM $ALB $SEI $ZETA $UPST all up 4-5%"  
[X Link](https://x.com/MMMTwealth/status/1973396920740516224) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-01T14:37Z 60.1K followers, 9311 engagements


"JUST IN: President Trump says the US is in a trade war with China. Did people learn their lesson from last Friday"  
[X Link](https://x.com/MMMTwealth/status/1978561175739625651) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-15T20:38Z 60.2K followers, 14.4K engagements


"3. Allegro Microsystems $ALGM EV/Sales: 6.2x Growth Rates: XX% $ALGM operates in an overlooked part of the semiconductor ecosystem which could represent a nice opportunity. That niche is motion control and power management IC's. $ALGM are a big player in the automotive sector but they' also have products that enable energy-efficient power conversion in data centers industrial automation and renewable energy systems making them a nice indirect robotics play in a few high growth markets. EBITDA growth is expected to be XX% CAGR over the next X years meaning a multiple of 27x can be regarded as"  
[X Link](https://x.com/MMMTwealth/status/1975181506743054544) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T12:49Z 60.1K followers, 6514 engagements


"HERE'S X NAMES I'M WATCHING (THAT AREN'T CURRENTLY IN MY PORTFOLIO) IF THE MARKETS CONTINUE TO PULL BACK: X. $GXO Indirect robotics/automation play. X. $RDW An undervalued space play. X. $JOBY Leading the eVTOL race. X. $HLX Robotics & offshore energy play. X. $VNET Deep value China data-center operator"  
[X Link](https://x.com/MMMTwealth/status/1977097947423948980) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-11T19:44Z 60.2K followers, 24.2K engagements


"7. DLocal $DLO Expected revenue growth: XX% Expected EBITDA growth: XX% EBITDA multiple: 12.0x Here's the general assumptions I make with $DLO👇 TPV: Grows XX% CAGR (previously grown 40%) to reach $100B TPV by 2030. Take Rate: Previously X% but now consistently 3%. Conservatively let's say it stabilizes at 2.5%. Revenue: $2.5B by 2030. FCF Margin: Guidance gives us XX% FCF margins by 2030 meaning $750M in FCF by 2030. FCF Multiple: A high growth emerging fintech should command at least 15x FCF multiple. This would give a $11.25B valuation (or a $XXXX share price based on current shares"  
[X Link](https://x.com/MMMTwealth/status/1976321967503396906) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-09T16:20Z 60.1K followers, 2005 engagements


"Hopefully last Friday was a learning experience: X. Buy and hold wonderful companies. X. Don't use leverage. X. Understand that a "pullback" is more than X day in the red. A real pullback will come at some point and hopefully people are better prepared next time. $LMND $NU $DLO $TMDX $AMZN $GXO"  
[X Link](https://x.com/MMMTwealth/status/1977714962656071985) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-13T12:36Z 60.1K followers, 8617 engagements


"$SES breaking out +18% yesterday and +7% in PM: My average cost: $XXXX Here's why I bought a couple months ago👇 - Revenue from battery sales is booming. - Bullish on lithium. - Partnerships with Hyundai and Honda. $SES EV/Sales is now 23.5x but it was 5.8x when I bought a couple months ago. Probably not undervalued now but I'm up XXX% now - my 3rd largest win in the swing trade portfolio"  
[X Link](https://x.com/MMMTwealth/status/1975543891974635647) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-07T12:49Z 60.1K followers, 39.8K engagements


"Monday Screener 👇 Estimated Revenue Growth for the next X years: ABOVE XX% Estimated EBITDA Growth for the next X years: ABOVE XX% Results: X. Alignment Healthcare $ALHC X. Solaris Energy Infrastructure $SEI (portfolio) X. Reddit $RDDT X. Palantir $PLTR X. Sezzle $SEZL @theTIKR"  
[X Link](https://x.com/MMMTwealth/status/1970201063283204266) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-22T18:58Z 60.1K followers, 11K engagements


"Robotics is ultimately the next multi-trillion dollar industry. Here's X underrated robotics plays in the niches 👇🧵 X. Teradyne $TER EV/Sales: 7.1x FY26 growth estimates: XXXX% TERs main legacy business is automatic test equipment (ATE) and industrial automation solutions. They originally built their business by supplying semiconductor test systems to chipmakers but theyve managed to strategically diversify their business into robotics and industrial automation over the last decade meaning theyre now extremely well positioned to benefit from: X. The ongoing semiconductor cycle. X. The"  
[X Link](https://x.com/MMMTwealth/status/1975181503806968305) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T12:49Z 60.2K followers, 66.3K engagements


"And in other news. $ARBK becomes the second XXX% in my swing trade portfolio since I made it public. $ONDS was the first one. $ARBK +44% today. $ONDS +14% today. Congrats to those who joined. $XX a month"  
[X Link](https://x.com/MMMTwealth/status/1975198069408108819) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T13:54Z 60.1K followers, 4964 engagements


"SMALL CAP/SWING TRADE PORTFOLIO TODAY: $ARBK +25% $SPIR +4% $RKT -X% $SES +15% $ROOT -X% $ABCL +3% $CLPT +12% $ONDS +5% $BMNR +2%"  
[X Link](https://x.com/MMMTwealth/status/1974165051507683620) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-03T17:30Z 60.1K followers, 6148 engagements


"Top XX robotics names to follow: X. Teradyne $TER: Growing XX% for a 8.6x sales multiple. Designs automation and testing equipment. X. Tesla $TSLA: Of course. X. Amazon $AMZN: Of course. The whole logistics part of the business is being completely automated. X. Symbiotic $SYM: Warehouse automation set to grow XX% CGAR for X years trading at just 2x NTM sales. X. Allegro Microsystems $ALGM: Fabless semiconductor company in the automation/robotics niche. X. Globus Medical $GMED: Trades at just 2.4x NTM sales $GMED are a medical device company focusing on musculoskeletal disorders. X. GXO"  
[X Link](https://x.com/MMMTwealth/status/1972280131004600762) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-28T12:40Z 60.1K followers, 73.8K engagements


"SOME SURPRISING PEG RATIOS 👇 Undervalued: X. $NVDA: 0.67x X. $SOFI: 0.59x X. $TMDX: 0.39x Overvalued: X. $HOOD: 6.6x X. $HIMS: 3.4x X. $AAPL: 3.3x Don't personally own $HOOD or $AAPL but I do own $HIMS. Have not added in the last couple months as think we need a little pullback. A PEG of 3.4x solidifies that opinion"  
[X Link](https://x.com/MMMTwealth/status/1975297557329822195) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T20:30Z 60.2K followers, 25.3K engagements


"Do you understand how incredible the $ASML technology is I bet you don't. Have a read of this thread👇"  
[X Link](https://x.com/MMMTwealth/status/1885673732770775440) [@MMMTwealth](/creator/x/MMMTwealth) 2025-02-01T12:57Z 60.1K followers, 1.5M engagements


"8. NuBank $NU Expected revenue growth: XX% Net income growth: XX% PE multiple: 20.4x $NU is one of my largest positions because I think the ultimate TAM is absolutely huge and the valuation is still very attractive. In Mexico and Colombia it's a slow grower but credit card penetration is less than XX% which shows the potential ahead"  
[X Link](https://x.com/MMMTwealth/status/1976321968900100212) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-09T16:20Z 60.2K followers, 3547 engagements


"$RDW are set to grow revenues XX% over the next XX months yet they trade for just 2.33x NTM sales. To be honest I think a lot of the negativity around Q2 has been priced into the stock. I think a lot of investors wrote $RDW off and for partly some good reasons: X. Share dilution was pretty substantial following the Edge Autonomy deal. X. Balance sheet risk is pretty large too with $185M in debts. X. Revenue growth is lumpy. X. It remains a very speculative company. It makes sense to wait to see how $RDW integrate Edge Autonomy deal but it's definitely one to keep an eye on at these prices. No"  
[X Link](https://x.com/MMMTwealth/status/1970533781745381476) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-23T17:00Z 60.2K followers, 16.6K engagements


"4. GXO Logistics $GXO EV/Sales: 0.9x Growth Rates: XX% $GXO have established themselves as one of the world's largest pure play contract logistics companies designing complex supply chain solutions for multinational customers. Their differentiation currently lies in their ability to integrate automation at scale helping clients reduce costs and increase throughput. I'd put $GXO in the same realm as $UPS in terms of valuation but with slightly higher growth potential. Also a very nice company to own during a period of macro uncertainty"  
[X Link](https://x.com/MMMTwealth/status/1975181508060086595) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T12:49Z 60.2K followers, 9386 engagements


"Basically the same thing happened today with $FSLR. I told subscribers at $XXX that $FSLR had XXX% potential. Here we are at $XXX and Citi puts out a $XXX PT. Where were they when $FSLR was trading at $130"  
[X Link](https://x.com/MMMTwealth/status/1978551453368070533) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-15T20:00Z 60.2K followers, 11.8K engagements


"Heres @AskFinvest summary of $HIMS currently. Pretty accurate Id say"  
[X Link](https://x.com/MMMTwealth/status/1975282239874408545) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T19:29Z 60.1K followers, 7157 engagements


"5. NRG Energy $NRG Revenue Growth: XXX% EPS Growth: XX% PE: 21.8x $NRG is a larger established US energy company with a diversified portfolio of fossil fuels and renewables. This is their weakness relative to the likes of $OKLO and other peers. However $NRG trade at a much lower multiple at approximately half the EBITDA multiple of $CEG for example"  
[X Link](https://x.com/MMMTwealth/status/1970458170632921500) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-23T12:00Z 60.1K followers, 5245 engagements


"While politics may ebb and flow the structural growth drivers behind these trends isn't slowing: Robotics $TSLA $AMZN $SYM $HLX $GXO $NVDA $TER $ALGM Space $RKLB $RDW $LUNR $MDA $ASTS Data Centers $VNET $CRWV $SPIR $IRDM $NBIS $APLD AI Applications $LMND $UPST $ZETA $ROOT $OSCR $TEM"  
[X Link](https://x.com/MMMTwealth/status/1977355823593455797) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-12T12:49Z 60.2K followers, 23.4K engagements


"What a week for $LMND 👇 X. Board set to $PYPL CMO X. Board set to $META VP of AI X. Partnership with $TSLA. $TSLA could have done insurance themselves but they prefer to outsource to an automated company like $LMND. Q3 results on November 5th. I suspect we will see very good numbers and people aren't ready for that. This is not a $3.5B company"  
[X Link](https://x.com/MMMTwealth/status/1979091838872015201) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-17T07:47Z 60.1K followers, 4396 engagements


"$LMND add $META VP of AI products Prashant Ratanchandani to their Board of Directors. "I have great admiration for how Daniel Schreiber Shai Wininger and the team have combined AI transparency and purpose to reimagine insurance for the modern age. Incredibly grateful for the opportunity to learn from and contribute to such an inspiring company and mission." Very promising signs when you add talent from arguably the leading tech company in the world"  
[X Link](https://x.com/MMMTwealth/status/1978540600564859365) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-15T19:16Z 60.2K followers, 9787 engagements


"BREAKING 🚨 $SES AI signed a term sheet with Hisun New Energy Materials to form JV joint venture for commercial electrolyte supply. This is XX% owned by $SES. I knew $SES would be a winner but this has been insane. +17% pre market"  
[X Link](https://x.com/MMMTwealth/status/1978085814258024910) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-14T13:09Z 60.2K followers, 40.5K engagements


"3. Regeneron Pharmaceuticals $REGN I'm not normally a biotech investor but $REGN has some drugs in their pipeline which offer great potential plus they're in a nice position from a technical viewpoint. The pipeline drugs are: - Lynozyfic - Ordspono X oncology drugs with huge potential to compete with $ABBV $GMAB and $JNJ"  
[X Link](https://x.com/MMMTwealth/status/1942266396840226950) [@MMMTwealth](/creator/x/MMMTwealth) 2025-07-07T16:56Z 60.1K followers, 8940 engagements


"5. Regeneron Pharmaceuticals $REGN Revenue Growth: XXX% P/E: 14.5x There's a lot of value in healthcare at the moment and I think $REGN is no exception. On a non-GAAP basis the PE is 12.5x which gives $REGN a XX% discount to the sector average and XX% below $REGN X year average. I think at today's price a lot of the risks for $REGN (EYLEA) are priced in. Not currently an owner"  
[X Link](https://x.com/MMMTwealth/status/1970832859720974702) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-24T12:49Z 60.1K followers, 4571 engagements


"10. Chuck Akre Mastercard $MA Moodys $MCO KKR $KKR American Tower Corp $AMT Oreilly Automotive $ORLY"  
[X Link](https://x.com/MMMTwealth/status/1882822717050949662) [@MMMTwealth](/creator/x/MMMTwealth) 2025-01-24T16:08Z 60.1K followers, 4332 engagements


"2. Constellation Energy Corp $CEG Revenue Growth: XXX% EPS Growth: XXX% PE: 33x $CEG is the other stock in this list that I currently own. I'm up XX% on the investment so far. $CEG are the largest player in the game currently with a 20-year contract from $META and recent acquisitions of Calpine expanding and diversifying their portfolio even more. Relative to peers they trade at a higher PE but given their leading position in the market net income growth and FCF growth I can currently justify the multiple"  
[X Link](https://x.com/MMMTwealth/status/1970458166044262453) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-23T12:00Z 60.1K followers, 3586 engagements


"$VZ could be a nice defensive play at 8.4x EPS"  
[X Link](https://x.com/MMMTwealth/status/1975892018749637021) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-08T11:52Z 60.2K followers, 3768 engagements


"$NVDA XXX% OUT OF CHINA. Our market share dropped from XX% to X% The future plans are uncertain for $NVDA but this will no doubt make re-entry there down the road way more difficult with competition from Huawei and Cambricon"  
[X Link](https://x.com/MMMTwealth/status/1979457892710514758) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-18T08:01Z 60.2K followers, 2292 engagements


"Over the next decade these XX themes will matter the most: 🧵 Here's the fastest growing themes & a basket of stocks to research in each. X. Space Economy Forecasts: Bullish forecasts suggest XXX% CAGR from 2025-2030 with a market size above $1T by then. Stocks: $SPIR $RKLB $ASTS $BKSY $PL My favorite: $SPIR - A space data analytics satellite hybrid trading for just 4.6x NTM sales"  
[X Link](https://x.com/MMMTwealth/status/1969383300457189673) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-20T12:49Z 60.2K followers, 102.8K engagements


"What a week for $LMND 👇 X. $PYPL CMO joins board. X. $META VP of AI joins board. X. Partnership with $TSLA. $TSLA could have done insurance themselves but they prefer to outsource to an automated company like $LMND. Q3 results on November 5th. I suspect we will see very good numbers and people aren't ready for that. This is not a $3.5B company"  
[X Link](https://x.com/MMMTwealth/status/1979109713544425590) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-17T08:58Z 60.2K followers, 20.9K engagements


"6. PayPal $PYPL I wrote about $PYPL here yesterday:"  
[X Link](https://x.com/MMMTwealth/status/1976321965972476312) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-09T16:20Z 60.1K followers, 2615 engagements


"4. Upstart $UPST Expected revenue growth: XX% Expected EBITDA growth: XX% EBITDA multiple: 23.6x I think $UPST's multiple to growth ratio is very attractive especially given that they're likely to benefit massively from rate cuts over the next cycle. $UPST also dipped last week but institutional ownership increased which is a nice sign"  
[X Link](https://x.com/MMMTwealth/status/1976321963174818101) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-09T16:20Z 60.1K followers, 3028 engagements


"$PGR over the last year: -X% $LMND over the last year: +232% Automation wins"  
[X Link](https://x.com/MMMTwealth/status/1969807845139824745) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-21T16:56Z 60.1K followers, 7940 engagements


"Notice which stocks held up in today's market: $TMDX $SVM $BABA $RKT (all in the portfolio) $GXO $ASTH $NEM $ENS $LNTH (watchlist) Very important to balance growth with value now"  
[X Link](https://x.com/MMMTwealth/status/1978904023454437787) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-16T19:21Z 60.2K followers, 6976 engagements


"$ALB was one of the best risk to reward opportunities in the market at $XX. Probably still is a great opportunity even today. Lithium demand isn't slowing and supply isn't catching. We're already nearly XX% on it"  
[X Link](https://x.com/MMMTwealth/status/1978001846191939691) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-14T07:36Z 60.2K followers, 8333 engagements


"$OSCR BRIEFLY TOUCHED $XX THEN PULLED BACK. Up X% AH now after Trump said hed make a deal on ACA subsidies. P.s. $OSCR still trades below 1x NTM sales"  
[X Link](https://x.com/MMMTwealth/status/1975318235194270196) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T21:52Z 60.1K followers, 16.5K engagements


"10 companies with huge moats👇 Nvida $NVDA Amazon $AMZN Palantir $PLTR TransMedics $TMDX NuBank $NU Meta $META Tesla $TSLA Taiwan Semiconductor Manufacturing $TSM Shopify $SHOP MercadoLibre $MELI What else🧐"  
[X Link](https://x.com/MMMTwealth/status/1824864770333589918) [@MMMTwealth](/creator/x/MMMTwealth) 2024-08-17T17:44Z 60.2K followers, 80.8K engagements


"Some themes to be bullish on for the next 3-5 years👇 AI Applications $LMND $ZETA EPC $FLR $PWR LiDAR $OUST $LIDR eVTOL $JOBY $ACHR Warehouse Automation $GXO $SYM Check out the recent article 👇"  
[X Link](https://x.com/MMMTwealth/status/1978931133787111434) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-16T21:08Z 60.2K followers, 12.5K engagements


"Chuck Akre - Mastercard $MA - Moody's $MCO - KKR & Co $KKR - American Tower Corp $AMT - Oreilly Automotive $ORLY - Brookfield Corp $BN - Visa $V - Roper Technologies $ROP - Costar Group $CSGP - Danaher Corporation $DHR - Aribnb $ABNB - CCC Intelligent Solutions $CCCS - Carmax $KMX - Goosehead $GSHD"  
[X Link](https://x.com/MMMTwealth/status/1874820396219855346) [@MMMTwealth](/creator/x/MMMTwealth) 2025-01-02T14:09Z 60.1K followers, 6505 engagements


"The X best robotics plays when you look at revenue growth relative to valuation are: X. Accuray $ARAY X. Synopsys $SNPS X. Teradyne $TER X. Allegro Microsystems $ALGM $ARAY 👇"  
[X Link](https://x.com/MMMTwealth/status/1967616500946325719) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-15T15:48Z 60.2K followers, 44.7K engagements


"HERES SOME STOCKS WITH STRONG WALL ST BACKING 👇 $NTES $HWM $GOOGL $TSM $PODD $SNPS $AXON $MSFT"  
[X Link](https://x.com/MMMTwealth/status/1963104703069159531) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-03T05:00Z 60.1K followers, 5363 engagements


"This isn't a "pullback" if you think long term. This is ONE big red day amongst a very prolonged bull run. Personally didn't buy anything last week and likely won't buy anything Monday. If we see some more significant downside next week then I may be aggressive in the latter half of the week. Some zones I think are nice: $LMND: $XX $HIMS: $XX $TMDX: $XX $OSCR: $XX $ZETA: $XX $HROW: $XX $JOBY: $15"  
[X Link](https://x.com/MMMTwealth/status/1976993437086851194) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-11T12:49Z 60.1K followers, 21.4K engagements


"$ASTS $VZ PARTNER TO SUPPORT SPACE BASED CEULLULAR BROADBAND ACROSS THE US"  
[X Link](https://x.com/MMMTwealth/status/1975892015079707041) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-08T11:52Z 60.1K followers, 3548 engagements


"An update. $ARBK +114%"  
[X Link](https://x.com/MMMTwealth/status/1975198859065463065) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T13:58Z 60.1K followers, 2924 engagements


"Here's some of my favorite drone stocks: X. Textron $TXT: Develops unmanned aircraft systems for military use and trades for less than 1x NTM sales. X. Draganfly $DPRO: Commercial drone company growing revenues at XXX% over the next XX months. X. ZenaTech $ZENA: Building enterprise software hardware and drone systems running as a Drone-as-a-Service for 7x NTM sales. X. Ondas $ONDS: Split into Ondas Networks and Ondas Autonomous Systems they're growing revenues at 150%. X. KULR Technology Group $KULR: KULR are branching into the drone space through battery systems. Very attractively valued at"  
[X Link](https://x.com/MMMTwealth/status/1973016284611711338) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-30T13:25Z 60.2K followers, 29K engagements


"$SES +17% today"  
[X Link](https://x.com/MMMTwealth/status/1978477164539375878) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-15T15:04Z 60.2K followers, 10.6K engagements


"4. Lyft $LYFT Revenue Growth: XXXX% P/E: 17.7x I have had $LYFT on my watchlist for a long time but never pulled the trigger which is frustrating given their XX% move over the last month post Waymo partnership. I think there's value in $LYFT but the issue I have is that they are massively in second place and not close to $UBER. I own $UBER instead which I am now up XX% on and I trust them to be better positioned for the autonomous future than $LYFT. If you see $LYFT being better positioned for the next few years than I do then I think $LYFT has great value today"  
[X Link](https://x.com/MMMTwealth/status/1970832858190090584) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-24T12:49Z 60.1K followers, 4681 engagements


"TRUMP SET TO SPEND $1T ON US MILITARY BY 2026. Here's where to look: Drones $DPRO $TXT $ZENA $JOBY $ACHR $RCAT $OUST $KULR $AVAV $KTOS Cyber & AI $PLTR $CACI $BAH Defense $LMT $RTX $NOC Space & Satellite $NOC $BA $LHX $SPIR Naval $HII $GD"  
[X Link](https://x.com/MMMTwealth/status/1973032621950341477) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-30T14:30Z 60.2K followers, 245K engagements


"3. Lemonade $LMND Expected revenue growth: XX% Sales multiple: 4.2x $LMND are one of the few fully autonomous companies in my opinion and they're doing it in a difficult industry (insurance) but one where the rewards are absolutely huge. I think people are underestimating the amount of revenue growth likely to happen over the next 2-3 years now reinsurance is down. When car starts to become what management believe it can be the potential for $LMND is huge"  
[X Link](https://x.com/MMMTwealth/status/1976321961585234218) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-09T16:20Z 60.1K followers, 4870 engagements


"HERE'S WHY I HAVE NO NEED TO PANIC SELL MY TOP POSITIONS: X. $LMND - My PT is $200+ and my average cost is $XX. They're the only AI company disrupting insurance across multiple verticals. X. $DLO: My PT is +$50 based on conservative metrics like XX% CAGR in TPV X% take rate XX% FCF margin and 20x FCF multiple. X. $HIMS: Building the $NFLX of healthcare currently at the XXX MA strong Q3 incoming and $200PT at minimum. X. $TMDX: By far the strongest moat in the transplant market trading well below medtechs. Long term with liver kidney heart lungs and European expansion the TAM is huge. X. $NU:"  
[X Link](https://x.com/MMMTwealth/status/1974523678785224840) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-04T17:15Z 60.1K followers, 71.7K engagements


"Just putting this here evidencing when I opened $ARBK less than X months ago"  
[X Link](https://x.com/MMMTwealth/status/1975203398669770832) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T14:16Z 60.1K followers, 6967 engagements


"JUST IN: $JOBY plans to raise $500M through a public stock offering with underwriters granted an option for another $75M. Stock down X% AH. My price to buy is $15"  
[X Link](https://x.com/MMMTwealth/status/1975679347949285384) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-07T21:47Z 60.1K followers, 10.4K engagements


"Some nice levels I'm currently seeing: X. $HROW: Very cheap today. X. $AEHR: At $XX would be nice. Currently still quite expensive I think. X. $RDW: Diving into this more at the moment but think $RDW could be a nice opportunity. X. $FOUR: Very cheap today"  
[X Link](https://x.com/MMMTwealth/status/1976268673917620667) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-09T12:49Z 60.2K followers, 28.4K engagements


"$APP remains the best pick as per @AskFinvest followed by $NTES $TOL and $NVDA 🧐"  
[X Link](https://x.com/MMMTwealth/status/1965511847018463328) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-09T20:25Z 60.1K followers, 6078 engagements


"7. Accuray Incorporated $ARAY Industry: HealthTech Revenue Growth: XXX% NTM Sales Multiple: 0.6x Commentary: $ARAY is another one where the upside is huge but the downside risk is pretty large too as with many small caps. It's one of those with huge potential but little execution so far with revenue growth staying between X and X% per annum for the last few years and expectations for the next X days don't look much better. However the valuation is extremely cheap relative to med techs so if we start to see some reversals in the business internationally over the next year then $ARAY is one to"  
[X Link](https://x.com/MMMTwealth/status/1967709435209335193) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-15T21:57Z 60.2K followers, 8461 engagements


"$PATH GAPS UP XX% AT THE OPEN. Valuation to me isn't that attractive but the business model is extremely attractive and with execution this is a brilliant business to own. Disclosure: I opened a position last week in $PATH"  
[X Link](https://x.com/MMMTwealth/status/1975195376845193517) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T13:44Z 60.1K followers, 9900 engagements


"CURRENT SWING TRADE/SMALL CAP PORTFOLIO 👇 $ARGO DOWN XX% $SPIR UP X% $RKT UP XX% $SES UP XX% $ROOT UP X% $ABCL UP X% $CLPT FLAT (initiated small position today) $ONDS UP XX% $BMNR UP 15%"  
[X Link](https://x.com/MMMTwealth/status/1970863816121704450) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-24T14:52Z 60.2K followers, 7122 engagements


"A recent buy and a recent addition to the watchlist: BUY: Duratec Limited $DUR An Australian listed micro-cap that has consistently grown revenues since 2010 boasts a XX% ROIC and has guidance EBITDA growth of 60%. The company provides maintenance services to owners of large assets (bridges pipelines ports plants buildings etc). They operate across a huge range of industries with the defense sector being their largest mainly because of the Australian Department of Defense DoD). They've got a huge competitive advantage in Australia: - Limited cyclicality - MEnD Consulting subsidiary (very"  
[X Link](https://x.com/MMMTwealth/status/1778377687012139055) [@MMMTwealth](/creator/x/MMMTwealth) 2024-04-11T11:00Z 60.1K followers, 2323 engagements


"@BourbonCap $LMND by far. $DLO also has to be up there"  
[X Link](https://x.com/MMMTwealth/status/1978164805727916306) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-14T18:23Z 60.2K followers, 8614 engagements


"I'm becoming increasingly bullish on $GXO. It first came up in my Investing Universe tab (for paid subs) as one of the most undervalued robotics plays in the market. We basically have an indirect play on robotics/automation trading for 0.85x NTM sales for an estimated growth rate of 12.5%. Warehouse automation is a huge opportunity for robotics and likely one of the first areas where robotics completely takes over. More to come on $GXO"  
[X Link](https://x.com/MMMTwealth/status/1976656502711583047) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-10T14:30Z 60.1K followers, 6798 engagements


"SMALL CAP STOCK OWNERSHIP IS AT A RECORD LOW. This is the best time to own/research small caps. Here's the top XX small caps in the most exciting niches 🧵👇"  
[X Link](https://x.com/MMMTwealth/status/1967709424782397600) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-15T21:57Z 60.2K followers, 84.5K engagements


"Here's some lesser known stocks that are: X. Growing revenue ABOVE XX% CAGR for the next X years. X. Growing EBITDA ABOVE XX% CAGR for the next X years. $SITM $SYM $ALHC $SEI $GLBE $FIP $DLO Worthy of deeper looks"  
[X Link](https://x.com/MMMTwealth/status/1978820806734995571) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-16T13:50Z 60.2K followers, 5799 engagements


"JUST IN: $BABA reportedly is setting up an in-house robot AI team as per QWEN executive. Just more evidence that $BABA is not a Chinese e-commerce company. They're an international leading tech conglomerate spanning AI Cloud robotics logistics automation and enterprise software that trades at 15.3x EBITDA and 22x PE. For reference (also undervalued) $AMZN trades at 32x"  
[X Link](https://x.com/MMMTwealth/status/1975870787648188473) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-08T10:28Z 60.2K followers, 13.6K engagements


"5 small caps worth your attention (that you may not know): X. Spire Global $SPIR X. SES AI $SES X. Electrovaya $ELVA X. Silvercorp Metals $SVM X. QuantumScape $QS"  
[X Link](https://x.com/MMMTwealth/status/1950152322715161021) [@MMMTwealth](/creator/x/MMMTwealth) 2025-07-29T11:12Z 60.1K followers, 8272 engagements


"6. Bill Ackman Pershing Square Notable Buys: $AMZN Notable Adds: $GOOGL Notable Trims: Nothing Notable Sells: Nothing"  
[X Link](https://x.com/MMMTwealth/status/1956684629672407193) [@MMMTwealth](/creator/x/MMMTwealth) 2025-08-16T11:49Z 60.1K followers, 3961 engagements


"9. Teledyne $TDY Revenue Growth: XXX% P/S: 4.2x EBITDA Margin: XXXX% $TDY brings robotics and sensing together giving autonomous systems the vision and intelligence they need in defense space and industrial settings"  
[X Link](https://x.com/MMMTwealth/status/1959611142982062460) [@MMMTwealth](/creator/x/MMMTwealth) 2025-08-24T13:37Z 60.1K followers, 1364 engagements


"$SES is now XX% on the day. Personally up XX% in a matter of weeks now with $SES. Did anyone join me"  
[X Link](https://x.com/MMMTwealth/status/1970157037406613761) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-22T16:03Z 60.1K followers, 17K engagements


"It's amusing that retail investors like myself can pound the table on stocks like $DLO for months. I've shown you the math many times as to why $DLO is incredibly undervalued and put a PT of $XX out there by 2030. Yet as soon as Goldman increase their PT by a few % points everyone then jumps aboard $DLO. Not surprised or anything. It's just amusing. One day independent research will move markets. That would be cool. Until then we keep working"  
[X Link](https://x.com/MMMTwealth/status/1978164584814109117) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-14T18:22Z 60.2K followers, 55.3K engagements


"$SBET or $BMNR"  
[X Link](https://x.com/MMMTwealth/status/1960671580117254587) [@MMMTwealth](/creator/x/MMMTwealth) 2025-08-27T11:51Z 60.2K followers, 15.9K engagements


"Long term $HIMS is still a great company own. I have little doubt about that. Shorter term $HIMS is overvalued. When you've got a company trading at 36x NTM EBITDA and growing EBITDA at XX% over the next X years I think it's due a pullback. That's why I trimmed XX% of my $HIMS position over the last 6-8 weeks. I'll add when $HIMS trades 25x EBITDA around a nice technical level in the $XX range"  
[X Link](https://x.com/MMMTwealth/status/1975218107560890398) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-06T15:14Z 60.1K followers, 9683 engagements


"2. Root $ROOT Industry: InsureTech Revenue Growth: XX% NTM Sales Multiple: 0.9x Commentary: I bought $ROOT fairly recently as part of my swing trade portfolio as the technicals and fundamentals lined up pretty perfectly. Currently they're trading 7.5x 2027 EBITDA with a CAGR around XX% EBITDA for the next 2-3 years being likely. That's too undervalued"  
[X Link](https://x.com/MMMTwealth/status/1967709427454099693) [@MMMTwealth](/creator/x/MMMTwealth) 2025-09-15T21:57Z 60.2K followers, 11.3K engagements


"High growth plays: $LMND $PATH $ROOT $OSCR $JOBY $DLO $NU $TMDX $HIMS Value plays: $PYPL $UNH $AMZN Other: $ALB $SES $CEG I'd quite happily just have this portfolio today"  
[X Link](https://x.com/MMMTwealth/status/1978077346490937414) [@MMMTwealth](/creator/x/MMMTwealth) 2025-10-14T12:36Z 60.2K followers, 17.5K engagements