# ![@Next100Baggers Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1760732748925263872.png) @Next100Baggers Next [---] Baggers

Several companies are making significant strides in their respective industries, with some experiencing growth due to AI-related demand. Companies like $NVT, $POWL, and $CEG are seeing increased interest due to their roles in providing data center power and infrastructure. Additionally, firms like $DHR, $IDEX, and $HEI are noted for their strategic buybacks and acquisitions, enhancing their market positions.

### Engagements: [--] [#](/creator/twitter::1760732748925263872/interactions)
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- [--] Week [-----] +4.60%
- [--] Month [-------] +981%
- [--] Months [---------] +3.60%
- [--] Year [---------] +773%

### Mentions: [--] [#](/creator/twitter::1760732748925263872/posts_active)
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- [--] Week [--] -25%
- [--] Month [--] +21%
- [--] Months [---] -45%
- [--] Year [-----] +445%

### Followers: [------] [#](/creator/twitter::1760732748925263872/followers)
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- [--] Week [------] -0.08%
- [--] Month [------] +0.09%
- [--] Months [------] +45%
- [--] Year [------] +659%

### CreatorRank: [---------] [#](/creator/twitter::1760732748925263872/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1760732748925263872/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  68.63% [finance](/list/finance)  38.24% [technology brands](/list/technology-brands)  22.55% [cryptocurrencies](/list/cryptocurrencies)  15.69% [currencies](/list/currencies)  3.92% [countries](/list/countries)  3.92% [automotive brands](/list/automotive-brands)  1.96% [agencies](/list/agencies)  0.98% [social networks](/list/social-networks)  0.98% [travel destinations](/list/travel-destinations)  0.98%

**Social topic influence**
[ai](/topic/ai) 27.45%, [flow](/topic/flow) 9.8%, [$nvda](/topic/$nvda) 8.82%, [cash flow](/topic/cash-flow) 8.82%, [$etn](/topic/$etn) 6.86%, [$anet](/topic/$anet) #155, [$amd](/topic/$amd) 5.88%, [$gev](/topic/$gev) 5.88%, [$tsm](/topic/$tsm) 5.88%, [$vrt](/topic/$vrt) 5.88%

**Top accounts mentioned or mentioned by**
[@thelonginvest](/creator/undefined) [@bethkindig](/creator/undefined) [@thexcapitalist](/creator/undefined) [@oguzerkan](/creator/undefined) [@wallstengine](/creator/undefined) [@themotleyfool](/creator/undefined) [@mrderivatives](/creator/undefined) [@kobeissiletter](/creator/undefined) [@rexshares](/creator/undefined) [@fiscalai](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Electroneum (ETN)](/topic/$etn) [Arista Networks Inc (ANET)](/topic/$anet) [Advanced Micro Devices (AMD)](/topic/$amd) [GE Vernova Inc. (GEV)](/topic/$gev) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Quanta Services Inc (PWR)](/topic/$pwr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Powell Industries Inc (POWL)](/topic/$powl) [Vistra, Corp. (VST)](/topic/$vst) [Dave Inc. (DAVE)](/topic/$dave) [MercadoLibre Inc (MELI)](/topic/$meli) [Micron Technology, Inc. (MU)](/topic/$mu) [Metadium (META)](/topic/$meta) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Microsoft Corp. (MSFT)](/topic/$msft) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Iris Energy Limited (IREN)](/topic/$iren) [Constellation Energy Corp (CEG)](/topic/$ceg) [Equinix Inc (EQIX)](/topic/$eqix) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Hubbell, Inc. (HUBB)](/topic/$hubb) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [Insmed, Inc. (INSM)](/topic/$insm) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Coupang, Inc.  (CPNG)](/topic/$cpng) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Twilio, Inc. (TWLO)](/topic/$twlo) [Arm Holdings plc (ARM)](/topic/$arm) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Oracle Corporation (ORCL)](/topic/$orcl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [DisChain (DIS)](/topic/$dis) [AppLovin Corporation (APP)](/topic/$app) [Eli Lilly and Company (LLY)](/topic/$lly) [Alphabet Inc Class A (GOOGL)](/topic/$goog)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$NVDA is a $4T giant. $POWL is $4B. Yet no hyperscale MW connects to the grid without $POWL 's switchgear. AI isnt just GPUs. The bottlenecks are power cooling fiber racks. Hyperscalers will spend $7.9T on datacenters by [----] and every dollar flows through gear from companies almost no ones watching 🧵👇"  
[X Link](https://x.com/Next100Baggers/status/1963227641068064972)  2025-09-03T13:08Z 15K followers, 65.2K engagements


"I watch H100 rental pricing more than I watch AI earnings decks. Silicon Data says H100 rentals jumped about 10% in a month. Huang said this week 'Spot price of GPU rentals is going up not just the latest generation but two generation old GPUs' This is the signal I trust before AI is back hits the headlines. $NVDA $AMD $ANET $NBIS $CRWV $IREN The most bullish AI data point in a long time https://t.co/Q3BcPgwD5Q The most bullish AI data point in a long time https://t.co/Q3BcPgwD5Q"  
[X Link](https://x.com/Next100Baggers/status/2015217356746731603)  2026-01-25T00:17Z 15K followers, [----] engagements


"'Big Short' investor Steve Eisman : AI is still the trade and the power part of the story is interesting. Scarcity rents accrue to whoever can deliver electrons not just GPUs. GS models +165% data center power demand by [----]. Nuclear + grid names already signing 1020yr deals ( $CEG $META). Beneficiaries: $CEG $OKLO $BWXT $GEV $VST $PWR (+ $NVDA $AMD $SMCI still ride)"  
[X Link](https://x.com/Next100Baggers/status/1969127552993411186)  2025-09-19T19:52Z 15K followers, 482.8K engagements


"🚨 The GOAT Stan Druckenmiller just rewired his portfolio. This isnt a cosmetic rebalance. Hes pushing size into three big themes: High growth biotech AI compute + power infrastructure Emerging market consumer/internet Heres what he actually added and why it matters 🧵"  
[X Link](https://x.com/Next100Baggers/status/1989739418975179195)  2025-11-15T16:56Z 15K followers, 410K engagements


"$TTD is the textbook case: fundamentals up multiple down. Stock is down 56% since Jan [--]. Yet FY24 did $2.45B revenue (26% YoY) $393M GAAP net income and $739M operating cash flow. When you pay long-duration growth prices higher rates + any wobble = brutal de-rate. My lens now: CTV share gains + UID2 traction + SBC vs FCF. https://twitter.com/i/web/status/2012938896150061543 https://twitter.com/i/web/status/2012938896150061543"  
[X Link](https://x.com/Next100Baggers/status/2012938896150061543)  2026-01-18T17:23Z 15K followers, [----] engagements


"@oguzerkan Dalios been saying this for decades. The quote isnt new. The buyer is. JPMs $8k math is basically: private portfolios nudging gold from 3% to the mid 4s. Targets are scenarios not a map"  
[X Link](https://x.com/Next100Baggers/status/2016990658255282236)  2026-01-29T21:43Z 15K followers, [----] engagements


"Gold is double digits off the top. Silver almost 30% off. That was the puppet chair rates to zero crowd learning names matter. Trump says hell nominate Kevin Warsh for Fed chair. Warsh: We need regime change at the FED the GOAT Druckenmillers partner at Duquesne and openly in the gov spending + printing fuels inflation camp. Not exactly Mr. Easy Money. Liquidity vibes just flipped. Rotation + chop. Meme stuff doesnt love that. $DOGE $GLD $SLV https://twitter.com/i/web/status/2017655938203677157 https://twitter.com/i/web/status/2017655938203677157"  
[X Link](https://x.com/Next100Baggers/status/2017655938203677157)  2026-01-31T17:47Z 15K followers, [----] engagements


"The 15x [----] story only works if you buy the $14 EPS number. Most consensus trackers I follow are closer to $9 to $10 for [----] so youre really paying low 20s on that year. The levers are AWS profit and ads and the wild card is the AI capex bill: $AMZN is talking about $200B of capex in [----]. https://twitter.com/i/web/status/2020938744904499631 https://twitter.com/i/web/status/2020938744904499631"  
[X Link](https://x.com/Next100Baggers/status/2020938744904499631)  2026-02-09T19:11Z 15K followers, [----] engagements


"@TheLongInvest Value to me is who can self-fund the AI build. $AMZN printed about $140B operating cash flow in [----] but trailing FCF is about $11B because capex jumped into AI. $TSM ran about 60% gross margin in [----]. $ASML ended [----] with about 39B backlog"  
[X Link](https://x.com/Next100Baggers/status/2020958775738499392)  2026-02-09T20:31Z 15K followers, [----] engagements


"@themotleyfool Id swing at $DAVE Theyre exiting [----] with revenue in the mid $500M range and adjusted EBITDA above $200M while credit delinquencies are running around 2%. Still small enough that real scale changes everything"  
[X Link](https://x.com/Next100Baggers/status/2020961092835606613)  2026-02-09T20:40Z 15K followers, [---] engagements


"@oguzerkan Shes basically a thematic futurist + venture style allocator not a compounding style investor. $ARKK"  
[X Link](https://x.com/Next100Baggers/status/2020965700865753436)  2026-02-09T20:59Z 15K followers, [---] engagements


"@Beth_Kindig Power queues are the new GPU queues. The winners are the boring parts of the stack that already have power or sell the hardware and labor to get it connected. $ETN $ABB $SIEGY $SBGSY $GEV $VRT $EQIX $DLR $IRM"  
[X Link](https://x.com/Next100Baggers/status/2020992100670611643)  2026-02-09T22:43Z 15K followers, [---] engagements


"@Beth_Kindig At a $134B valuation youre basically paying a mid 20s revenue multiple on run rate so the bar is staying cash flow positive while scaling AI workloads. Also worth saying out loud: this is a win for the clouds too Databricks still burns a lot of compute on $MSFT and $AMZN"  
[X Link](https://x.com/Next100Baggers/status/2020992825622454457)  2026-02-09T22:46Z 15K followers, [----] engagements


"One nuance people miss: a chunk of the jump is accounting mix (leases) plus memory price inflation showing up as higher capex dollars even if unit volume doesnt scale one for one. Focus on the bottlenecks that dont lie power gear cooling networking memory. $ETN $HUBB $PWR $HUBB $PWR $VRT $ANET https://twitter.com/i/web/status/2021086788232585321 https://twitter.com/i/web/status/2021086788232585321"  
[X Link](https://x.com/Next100Baggers/status/2021086788232585321)  2026-02-10T05:00Z 15K followers, [---] engagements


"DRAM is a real choke point but its not the only thing gating AI data centers. Nvidia has been pretty blunt that advanced packaging capacity has been the bottleneck and SK hynix has said its DRAM NAND and HBM capacity for next year is already sold out with customers even booking [----] early. Then you hit the unsexy stuff transformers switchgear grid hookups. Thats why I keep a basket mindset here: $MU $SKHHY $TSM $ASX $AVGO $ANET $VRT $ETN $PWR https://twitter.com/i/web/status/2021087746278769016 https://twitter.com/i/web/status/2021087746278769016"  
[X Link](https://x.com/Next100Baggers/status/2021087746278769016)  2026-02-10T05:04Z 15K followers, [---] engagements


"High FCF yield is realbut heres the underwriting: TTM FCF $770M = 1718% FCF yield at todays mcap. What can break it: HEYDUDE -22% YoY in Q3; Crocs brand NA -8.8%. Q4 rev guide 8% YoY. Tariff risk: U.S. 20% tariff on Vietnam (half of pairs) pressures margins. Offset: management still targets 24% [--] operating margin (long-term 24%). Execution matters. This works if they defend 24% OM while stabilizing HEYDUDE and passing through tariffs; otherwise that 18% FCF yield is a value trap. $CROX"  
[X Link](https://x.com/Next100Baggers/status/1988643279789846600)  2025-11-12T16:21Z 15K followers, [----] engagements


"If these reports hold heres the real setup: Anthropic = breakeven by [----] with scenarios of up to $70B revenue / $17B cash flow; run-rate already stepped up fast in [--]. OpenAI = expects losses through [----] and targets profitability around [----] with internal goals of $200B revenue by then. Why it matters for $MSFT $GOOGL $AMZN: the winner is who converts compute commitments = cloud cash fastest. Anthropic has AWS as primary cloud ($8B Amazon invested to date) and a Google TPU deal up to 1M chips (tens of billions). Utilization = the tell. if Anthropics ramp stays on plan while OpenAIs burn"  
[X Link](https://x.com/Next100Baggers/status/1988644707820335350)  2025-11-12T16:27Z 13.9K followers, [---] engagements


"This selloff isnt about [--] bps noise its the unit-economics read-through. $DLO crushed the top line but net take rate (DLO = GP/TPV) slipped [--] bps QoQ to 0.99%. Thats $8.3M QoQ and $21.8M YoY GP headwind on $10.4B TPV why the stock flinched. If take rate stabilizes 1.0% while TPV grows 4050%+ earnings compound; if it grinds lower multiple stays capped. Watch net take rate GP/TPV and mix next print not just the headline beat"  
[X Link](https://x.com/Next100Baggers/status/1988985029515411649)  2025-11-13T14:59Z 15K followers, [---] engagements


"$NVDA run-rate now justifies the big estimate reset: Q2 FY26 revenue $46.7B with Q3 guide $54B and GM 73%. That cadence annualizes near $200B Street now models $207B FY26 revenue and $4.5 FY26 EPS. The step-function is real. Upside (or not) from here hinges on three needles: Blackwell/Rubin ship cadence HBM/packaging supply keeping pace and Unit inference $/token staying deflationary. Watch prints vs. that trio not the memes"  
[X Link](https://x.com/Next100Baggers/status/1988986569324199975)  2025-11-13T15:05Z 15K followers, [----] engagements


"1) Start with the sizing. Roughly: $NTRA 13% of the book $INSM 9% $TEVA 8.5% $TSM 5.5% Then a 14% tier with $MELI $CPNG $NAMS $VRNA $VST $GEV $TWLO $EEM $KBE and others. So more than a third of his equity risk is now in a handful of health care names with chips and EM riding shotgun"  
[X Link](https://x.com/Next100Baggers/status/1989739422452003208)  2025-11-15T16:57Z 15K followers, 44.9K engagements


"2) Natera $NTRA is his biggest swing. Q3 revenue: $592M +35% YoY with gross margins around 65%. Theyre becoming the default platform for cell-free DNA testing in prenatal + oncology. At 11X sales the market already pays up but Druck is betting the data moat turns into serious pricing power and cash flow later in the decade"  
[X Link](https://x.com/Next100Baggers/status/1989739426180657647)  2025-11-15T16:57Z 15K followers, 38.5K engagements


"3) Insmed $INSM is pillar #2. Q3 revenue jumped 52% YoY to $142M New launch BRINSUPRI did $28.1M in a partial first quarter vs Street around $7M. Legacy drug ARIKAYCE still grew 22% and full-year guidance was raised to $420430M. Thats Druckenmillers sweet spot: real sales today plus a pipeline that can still surprise to the upside"  
[X Link](https://x.com/Next100Baggers/status/1989739429897077079)  2025-11-15T16:57Z 15K followers, 31.6K engagements


"4) Around those he builds a cheap growth pharma basket: Teva $TEVA: Q3 revenue $4.5B +3% YoY; EPS $0.78 vs $0.67 expected. Full-year revenue guided to $16.817.0B driven by Austedo which is tracking toward $2.5B in sales by [----] while the stock trades at 9X forward earnings. - Verona $VRNA: COPD drug Ohtuvayre did about $71M in its first full quarter lifting total net revenue to $76M and nearly doubling sequentially. NewAmsterdam $NAMS & Enliven $ELVN: late-stage LDL-lowering and oncology programs with Phase [--] and mid-stage data coming small caps where a single readout can reprice the whole"  
[X Link](https://x.com/Next100Baggers/status/1989739433936003139)  2025-11-15T16:57Z 15K followers, 26.5K engagements


"5) On AI he doesnt chase the GPU headlines he buys the tollbooths. TSMC $TSM: Q3 revenue NT$679.5B ($21B) +3637% YoY with high-performance computing/AI now nearly half of sales and management guiding to 30% dollar revenue growth in [----]. Arm $ARM: Q2 revenue $1.14B +34% YoY; royalty revenue +21% as Arm designs gain share in data center auto and edge. Layer on big positions in $GOOGL $AMZN $META Google Cloud grew 30% YoY AWS nearly 20% and Meta is guiding $7072B of [----] capex largely into AI infra and hes effectively long the whole AI compute stack not just one chip"  
[X Link](https://x.com/Next100Baggers/status/1989739437622731056)  2025-11-15T16:57Z 15K followers, 25.1K engagements


"6) Next bucket: the power that feeds that stack. Vistra $VST: management now guides [----] adjusted EBITDA to $6.87.6B vs $5.75.9B for [----] explicitly citing AI/data-center demand as a driver. GE Vernova $GEV: Q3 orders up 55% organically to $14.6B with grid/electrification backlog surging as utilities harden networks for renewables and data centers. PG&E $PCG & Cleveland-Cliffs $CLF: $PCG is planning $73B of grid investment by [----] and guiding 10% EPS growth; $CLF has 30% of steel revenue tied to autos and is leveraged to U.S. industrial capex. Thats the picks and shovels of the AI power"  
[X Link](https://x.com/Next100Baggers/status/1989739441385005432)  2025-11-15T16:57Z 15K followers, 22.5K engagements


"7) Then comes digital EM consumer instead of just more U.S. mega-cap: Coupang $CPNG: Q3 revenue $9.3B +18% YoY; gross margin 29.4% and adj. EBITDA margin 4.5% both expanding as the logistics network scales. MercadoLibre $MELI: Q3 net revenue $7.4B +39% YoY its 27th straight quarter of 30% growth driven by marketplace + fintech flywheels in LatAm. $EEM ETF: broad EM exposure whose top holdings are $TSM Tencent and $BABA effectively more AI + digital-consumer leverage at lower multiples than U.S. peers"  
[X Link](https://x.com/Next100Baggers/status/1989739445076041738)  2025-11-15T16:57Z 15K followers, 19.7K engagements


"Reality check not doom. Demand: credible ranges say U.S. data-center load growth is [----] GW over [--] years with aggregated utility forecasts [----] GW by [--]. Big but not impossible. Cost math is off by 35X. Typical build cost is $915M per MW (AI-dense can be higher). Thats $915B per GW of data center capacity not $5060B. Power supply: new generation isnt $60B/GW either CCGTs run $12B/GW; even new large nuclear pencils $610B/GW. Macro backdrop: global DC electricity use likely doubles by [----] serious but grids are already adding renewables and T&D to meet rising load. The bottleneck is"  
[X Link](https://x.com/Next100Baggers/status/1989783097794040096)  2025-11-15T19:50Z 15K followers, [----] engagements


"@thexcapitalist Warrens not wrong. Unified bundle usually means tiering + upsell + heavier ads not lower bills. Consolidation can lift ARPU and ad monetization but it also raises antitrust risk and churn risk as consumers lose real choice. $NFLX $WBD"  
[X Link](https://x.com/Next100Baggers/status/2001252941760749888)  2025-12-17T11:27Z 15K followers, [---] engagements


"@thexcapitalist Reason it may not work: credit cycle Q3: $7.4B net rev and fin income 39% YoY. Fintech about 44% of total. Credit portfolio $11.0B 83% YoY; [----] day NPL 6.8%. If funding or FX turn provisions move fast. Valuation is lower not lowest ever (forward P/E 39). $MELI"  
[X Link](https://x.com/Next100Baggers/status/2001379189472276874)  2025-12-17T19:49Z 15K followers, [----] engagements


"This is not AI is a bubble. Its whos funding the build. $QQQ down about 1.7% today. $ORCL is piling on fixed obligations: about 108B of notes payable on the balance sheet plus 248B of additional data center and cloud capacity lease commitments that are not on the balance sheet yet (15 to [--] year terms). Last [--] months they did 22.3B of operating cash flow against 35.5B of capex so free cash flow is negative. Demand is real but the equity will trade the funding gap until cash generation catches up"  
[X Link](https://x.com/Next100Baggers/status/2001380696636416286)  2025-12-17T19:55Z 15K followers, [----] engagements


"$MELI is a killer business but no brainer / easy money is how you blow yourself up. Last quarter Fintech net rev was $3.24B and Commerce was $4.17B so yes fintech is basically 44% of the mix now. The real swing factor isnt the headline growth its credit: portfolio hit $11.0B with 1590d NPL 6.8%. If underwriting holds its a margin engine. If LATAM tightens thats where surprises come from. Also worth noting theyre leaning into shipping/investment and EBIT margin dipped to 9.8% in Q3. https://twitter.com/i/web/status/2004656600800280700 https://twitter.com/i/web/status/2004656600800280700"  
[X Link](https://x.com/Next100Baggers/status/2004656600800280700)  2025-12-26T20:52Z 15K followers, [----] engagements


"@Beth_Kindig Still a clean AI supply-chain tell. ICT orders 69% and electronics 47% with US orders 56%. The real question is breadth vs concentration (AI servers) + any packaging/HBM choke points showing up in lead times/margins. $NVDA $AMD $AVGO $TSM"  
[X Link](https://x.com/Next100Baggers/status/2005332264448938490)  2025-12-28T17:37Z 15K followers, [---] engagements


"@TheLongInvest Charts get clicks but $JD isn't a Wave [--] story. Q3: JD Retail +11% y/y op margin 5.9% 700M annual actives. Group margin -0.4% b/c New Biz burn (marketing 2x y/y). RMB210.5B cash/ST inv + $3.5B buyback left = upside if burn keeps shrinking"  
[X Link](https://x.com/Next100Baggers/status/2005333977859854541)  2025-12-28T17:44Z 15K followers, [----] engagements


"21x EV/EBIT is roughly right but the bet is the shape of EBIT after the buildout. $TSM guides 20% USD rev CAGR from [----] + long-term GM 53%+. [----] capex $4042B (70% leading-edge; 1020% packaging). If AI is 20% of rev by [--] 21x holds. If overseas fab dilution clips GM it rerates fast. https://twitter.com/i/web/status/2005336325071802686 https://twitter.com/i/web/status/2005336325071802686"  
[X Link](https://x.com/Next100Baggers/status/2005336325071802686)  2025-12-28T17:53Z 15K followers, [----] engagements


"Good list. My add: grid bottlenecks ( $ETN $POWL $VRT $HPS.A). Data centers are set to be a huge chunk of incremental power demand by [----] and DOE is literally flagging [----] month lead times on large power transformers. Second: data center financing/credit cycle the capex wave is real but spreads/refi windows will decide who wins. https://twitter.com/i/web/status/2006753621363322894 https://twitter.com/i/web/status/2006753621363322894"  
[X Link](https://x.com/Next100Baggers/status/2006753621363322894)  2026-01-01T15:45Z 15K followers, [----] engagements


"AI drove storage but its still a cycle. In [--] $WDC 282% & $STX 219%; $SNDK +559% since the Feb spinoff. Next tell isnt the chart its NAND/HDD pricing + hyperscaler capex + inventory discipline. $PLTR 135% is the non-cyclical winner but at this level it needs continued commercial + FCF prints. https://twitter.com/i/web/status/2006758673192825193 https://twitter.com/i/web/status/2006758673192825193"  
[X Link](https://x.com/Next100Baggers/status/2006758673192825193)  2026-01-01T16:05Z 15K followers, [----] engagements


"@thexcapitalist The omission is usually more about [--] month risk/reward + coverage + crowding/compliance constraints than the Street cant see it. I treat these lists as a positioning map not a truth source. $DIS $SBUX $UAL"  
[X Link](https://x.com/Next100Baggers/status/2006792698448253340)  2026-01-01T18:20Z 15K followers, [----] engagements


"@TheLongInvest Mostly insurance liquidity + optionality not a crash signal"  
[X Link](https://x.com/Next100Baggers/status/2006810509505609960)  2026-01-01T19:31Z 15K followers, [---] engagements


"Tariffs arent a fine on Europe. They hit the US importers invoice first. In [----] tariffs were almost completely passed through into US prices exporters didnt eat it. The real trade is policy whipsaw (Congress headlines + courts). SCOTUS is already weighing whether broad emergency-tariff powers even hold. So watch margins + inflation expectations more than the politics. https://twitter.com/i/web/status/2012752449367339228 https://twitter.com/i/web/status/2012752449367339228"  
[X Link](https://x.com/Next100Baggers/status/2012752449367339228)  2026-01-18T05:02Z 15K followers, [----] engagements


"Options exploding is real: OCC cleared 15.2B option contracts in [----] (24% YoY) about 60.6M/day. The nuance isnt retail dominates its short-dated index/ETF flow becoming the marginal price setter (Cboe flagged 0DTE SPX 60% of S&P 500-linked options volume in May [--] with retail 54% of that 0DTE tape). Read this as a dealer-gamma regime : vol down + huge volume = pin/mean-revert vol up + huge volume = chase/trend. https://twitter.com/i/web/status/2012930111838748979 https://twitter.com/i/web/status/2012930111838748979"  
[X Link](https://x.com/Next100Baggers/status/2012930111838748979)  2026-01-18T16:48Z 15K followers, [---] engagements


"@Beth_Kindig HBM4 "share" charts are noise. Signal = who can qualify + ship at scale. HBM4 '26: [----] I/O [--] TB/s/stack (Micron). SK hynix: 10Gbps +40% eff. TrendForce: HBM 33% of DRAM rev '25F on 8% of bits. Watch yields + packaging capacity + contract pricing resets. $MU $AMD $NVDA"  
[X Link](https://x.com/Next100Baggers/status/2012946969245683719)  2026-01-18T17:55Z 15K followers, [----] engagements


"@Mr_Derivatives Charts heavy no debate. But last quarter $APP did $1.4B revenue and over $1B of free cash flow and theyre still buying stock back. Ive been chopped up trading $APP patterns so Im letting the next earnings be the referee. Double tops matter when the engine slows"  
[X Link](https://x.com/Next100Baggers/status/2012953239356932265)  2026-01-18T18:20Z 15K followers, [----] engagements


"Always get nervous when the pitch is back to [----] price. $NVO ADR did a 2-for-1 split and its about $62 today. The obesity demand is real what the stocks really trading is supply ramp + net pricing/reimbursement + share vs $LLY and the oral GLP-1 wave. Asia can help but its a reimbursement grind not a victory lap. https://twitter.com/i/web/status/2012958930867982798 https://twitter.com/i/web/status/2012958930867982798"  
[X Link](https://x.com/Next100Baggers/status/2012958930867982798)  2026-01-18T18:43Z 15K followers, [----] engagements


"VC numbers are cool but the bottleneck still decides who wins. USGS has China at around two-thirds of mined rare earths and CSIS puts processing/magnets at around 90%. The real tell in [----] wasnt a VC chart it was the Pentagon writing a $400M check into $MP Materials and signing long offtake. Follow the contracts + processing capacity not the hype. https://twitter.com/i/web/status/2012973734802383307 https://twitter.com/i/web/status/2012973734802383307"  
[X Link](https://x.com/Next100Baggers/status/2012973734802383307)  2026-01-18T19:41Z 15K followers, [----] engagements


"That retail flow chart is basically one trade: AI beta. I dont read this as $APPL is broken I read it as Apple is boring right now When positioning gets this one-sided the edge is watching for the first real change in fundamentals (earnings revisions guidance tone) and being ready for the rotate not chasing the last guy into the same door. https://twitter.com/i/web/status/2015212612045136068 https://twitter.com/i/web/status/2015212612045136068"  
[X Link](https://x.com/Next100Baggers/status/2015212612045136068)  2026-01-24T23:58Z 15K followers, [---] engagements


"@KobeissiLetter The cleanest torque is silver miners and streamers $PAAS $HL $AG $WPM. Cost pressure shows up for silver heavy manufacturing solar in particular $FSLR $JKS $CSIQ"  
[X Link](https://x.com/Next100Baggers/status/2015659660292882901)  2026-01-26T05:34Z 15K followers, [---] engagements


"Nat gas is trading like a weather emergency plus a positioning washout. Front month Henry Hub pushed above $6 for the first time since [----] after a monster week. Freeze offs clipped supply heating demand spiked LNG feedgas even sagged. What keeps me honest here: storage was still sitting above the five year average going into this cold snap. So the next EIA storage print matters way more than the candle chart. Winners are the gassy producers with real torque. $EQT $AR $RRC $CTRA https://twitter.com/i/web/status/2015846544537485778 https://twitter.com/i/web/status/2015846544537485778"  
[X Link](https://x.com/Next100Baggers/status/2015846544537485778)  2026-01-26T17:57Z 15K followers, [----] engagements


"This is not some magical Brazil fixed moment. Its dollar softness + carry + value rotation finding the cleanest cheapest big liquid EM tape. Also look under the hood. $EWZ isnt Brazil. Its a concentrated bet on a few names (Nu Vale Ita Petrobras Bradesco). Financials and commodities drive the ride. Even after the rip iShares still shows low teens P/E and a cash yield around 5%. If this keeps working the winners are the obvious ones: $EWZ $ITUB $NU $VALE $PBR. If the trade snaps back its usually banks first and anything with Brazil headline risk tends to gap when you least want it."  
[X Link](https://x.com/Next100Baggers/status/2015905704583028918)  2026-01-26T21:52Z 15K followers, [----] engagements


"$JD is washed out vs $BABA / $FXI / $KWEB but the ops say turn: Q2 net rev RMB356.7B (+22% YoY); $JD Retail margin hit a record 4.5%; JD Logistics +16.6% YoY. Cash & ST investments RMB223B Trades 12X fwd EPS and 0.27X sales cheapest of the big [--]. Competitor check: $PDD growth slowed to +7% YoY with margin compression amid price war; $BABA pop driven by cloud +26% YoY. if Chinese consumption stabilizes and policy remains benign a rerate toward a mid teens P/E isnt heroic. Risk is FCF conversion watch it. $JD $BABA $PDD $KWEB $FXI https://twitter.com/i/web/status/1962524641630597228"  
[X Link](https://x.com/Next100Baggers/status/1962524641630597228)  2025-09-01T14:35Z 15K followers, [----] engagements


"6) $TEL (TE Connectivity) - high speed interconnects (DAC/AOC connectors) FQ3: sales $4.5B (+14% y/y). Data center business +84%; AI revenue $800M in FY25 (3X y/y). Acquiring Richards Mfg to push deeper into medium voltage/grid for DCs"  
[X Link](https://x.com/Next100Baggers/status/1963227665382490515)  2025-09-03T13:08Z 15K followers, [----] engagements


"7) $GLW (Corning) - fiber & structured cabling for AI fabrics Q2: core sales +12% Optical Enterprise +81% y/y on Gen AI products; Q3 guide $4.2B. UBS just upgraded on AI fiber intensity per rack. This is the glass behind the hype"  
[X Link](https://x.com/Next100Baggers/status/1963227670080098773)  2025-09-03T13:08Z 15K followers, [----] engagements


"$TTD looks cheap-for-TTD because growth cooled not because the engine broke. Q2 rev was $694M (+19% YoY) with CTV still the largest channel and TTM FCF $746M against $1.37B cash & no net debt. Why the multiple reset Billings slowed and walled gardens (incl. Amazon DSP) are pressing harder. CTV/retail-media spend still compounding (GroupM) UID2 adoption (Disney/Hulu Kroger Walmart) widens signal and cookies arent going away before [----] buying time. At 31X P/FCF (near cycle lows) the setup improves if billings reaccelerate into holiday. https://twitter.com/i/web/status/1973113841752916026"  
[X Link](https://x.com/Next100Baggers/status/1973113841752916026)  2025-09-30T19:52Z 15K followers, [----] engagements


"3) Credit trending cleaner 28-day delinquency 2.33% (Sept 2.19%). New 28-DPD 2.15% with Q4 expected 2.10% as CashAI v5.5 seasons"  
[X Link](https://x.com/Next100Baggers/status/1985707871783309569)  2025-11-04T13:57Z 15K followers, [----] engagements


"https://open.substack.com/pub/next100baggers/p/a-14-bagger-case-studyr=473n5d&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/next100baggers/p/a-14-bagger-case-studyr=473n5d&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/Next100Baggers/status/1986468299832762390)  2025-11-06T16:18Z 15K followers, [----] engagements


"Polymarket just jumped to 59% odds the first funding bill extends ACA subsidies. 23.6M enrolled for [----]. 93% get tax credits. If they lapse = [----] bills +114% on average ($1016/yr). Expect higher churn higher MLRs more hospital bad debt. $OSCR $CNC $MOH $HCA $THC"  
[X Link](https://x.com/Next100Baggers/status/1987229504566096338)  2025-11-08T18:43Z 15K followers, [----] engagements


"Exciting week ahead 🚀 I'm all set to follow some key earnings reports 👇👇 $CELH $HIMS $HOODS $SYM $DDOG $TTD $APP $CROX $U $PLTR $ARM $CLSK #earnings for the week of May [--] [----] https://t.co/hLn2sKQhEY $PLTR $ARM $UBER $SHOP $DIS $RIVN $MARA $ANET $SOUN $HOOD $CELH $ABNB $SYM $AFRM $UPST $CLSK $AMC $SAVE $ACMR $DDOG $WYNN $TTD $LYFT $RBLX $LCID $OXY $BYND $GCT $O $WBD $TWLO $AVDL $APP $HIMS $MPW $ET $CROX $U $INSE https://t.co/9f9MObV8TN #earnings for the week of May [--] [----] https://t.co/hLn2sKQhEY $PLTR $ARM $UBER $SHOP $DIS $RIVN $MARA $ANET $SOUN $HOOD $CELH $ABNB $SYM $AFRM $UPST $CLSK"  
[X Link](https://x.com/Next100Baggers/status/1787205502516003175)  2024-05-05T19:39Z 15K followers, [----] engagements


"3/ $DASH DoorDash DoorDash dominates U.S. food delivery and is rapidly expanding into grocery and convenience. Scale network effects and loyal user cohorts are driving higher order frequency and Gross Order Value. Q2 strength led to higher full year GOV and EBITDA targets reflecting sustained consumer demand"  
[X Link](https://x.com/Next100Baggers/status/1954921279892386123)  2025-08-11T15:02Z 15K followers, [---] engagements


"4/ $ANET Arista Networks Arista is a leader in high performance networking gear powering cloud enterprise and AI data centers. Explosive AI buildout spending from hyperscalers pushed Q2 revenue up 30% y/y and boosted margins. Management hiked its FY25 growth forecast from 17% to 25% putting $8.75B revenue on the table. https://twitter.com/i/web/status/1954921283742781743 https://twitter.com/i/web/status/1954921283742781743"  
[X Link](https://x.com/Next100Baggers/status/1954921283742781743)  2025-08-11T15:02Z 15K followers, [---] engagements


"Few more picks & shovels Id add with why 👇 $EQIX Hyperscale JV now has [---] GW of xScale capacity under development/secured land & power. Thats direct AI rack power not wishful thinking. $DLR Reported record quarterly bookings and a $919M signed but not commenced backlog as of 1H25; development pipeline expands with AI campuses. $MU HBM3E is the inference/training memory of choice; HBM supply is sold out through [----] per company commentary. Tight supply = pricing power. $TSM Advanced packaging is the bottleneck; CoWoS capacity is set to double into [----] enabling more Blackwell/MI ramps. $VRT"  
[X Link](https://x.com/Next100Baggers/status/1966149804393730553)  2025-09-11T14:40Z 15K followers, [----] engagements


"AI isnt disrupting ServiceNow its feeding it. Q3: $3.299B subscription rev (+21.5% YoY) $11.35B cRPO (+21% YoY) 97% renewal. If AI was bypassing NOW backlog + renewals crack first. Real risk isnt LLMs kill workflow its workflow getting bundled ( $MSFT/ $CRM) keep eyes on renewal + cRPO trend. $NOW $CRM $MSFT https://twitter.com/i/web/status/2012920026051862758 https://twitter.com/i/web/status/2012920026051862758"  
[X Link](https://x.com/Next100Baggers/status/2012920026051862758)  2026-01-18T16:08Z 15K followers, [----] engagements


"Yeah that margin number is real. $IBKR s own 4Q25 release puts full year pretax margin around 77%. Just dont mistake it for software margins. A big chunk is net interest spread on client cash and margin loans so this print will breathe with the rate cycle. What keeps pulling me back is the base: customer accounts now above [--] million customer equity around $780B and costs barely moving. Track that engine plus net interest income not the headline margin. $IBKR https://twitter.com/i/web/status/2013729068940767578 https://twitter.com/i/web/status/2013729068940767578"  
[X Link](https://x.com/Next100Baggers/status/2013729068940767578)  2026-01-20T21:43Z 15K followers, [----] engagements


"The next raise is being discussed at $350B. Even after dilution youre talking paper value in the high hundreds of millions maybe a couple billion. Also worth noting: Zoom literally told investors it booked an unrealized gain in the hundreds of millions on a private company equity stake after an August [----] transaction. This stuff is already flowing through the financials. Cool upside for $ZM but the bigger tell is the AI spend is still alive. https://twitter.com/i/web/status/2015883515167117509 https://twitter.com/i/web/status/2015883515167117509"  
[X Link](https://x.com/Next100Baggers/status/2015883515167117509)  2026-01-26T20:24Z 15K followers, [----] engagements


"The SpaceX + Tesla + xAI merger rumor is the real signal to me. It screams bundle distribution + data + compute + capital before public markets show up. Also screams governance drama. My playbook here stays boring: the toll collectors on compute and the buildout $NVDA $AMD $AVGO $ANET $VRT $ETN $PWR https://twitter.com/i/web/status/2017055850309832856 https://twitter.com/i/web/status/2017055850309832856"  
[X Link](https://x.com/Next100Baggers/status/2017055850309832856)  2026-01-30T02:02Z 15K followers, [----] engagements


"@Beth_Kindig This is a compute + power + networking buildout story not a new app story. It also tells you $GOOG and $META arent getting a capex vacation. $NVDA $ANET $AVGO $AMZN (and the data center plumbing: $VRT $ETN $PWR)"  
[X Link](https://x.com/Next100Baggers/status/2017112451699864005)  2026-01-30T05:47Z 15K followers, [---] engagements


"@TheLongInvest Silver isnt a seatbelt. Its a small levered market it whipsaws. Also circuit breakers are for stocks. In futures you get price limits and margin calls. Late Dec CME raised margins and silver still dropped about 8% in a day. Size it like a trade not a hedge"  
[X Link](https://x.com/Next100Baggers/status/2017834702523027691)  2026-02-01T05:37Z 15K followers, [----] engagements


"$TSM just sketched the path to $1T semis: They see edge demand doing the heavy lifting by decade end. AI PCs 280M/yr and AI phones 1B/yr by [----]. Cross-check: WSTS has [--] at $761B and IDC now thinks $1T could hit as early as [--]. Real bottleneck = packaging/HBM (CoWoS ramping hard: 7080k wpm [--] 100k 26). $TSM $NVDA $AMD $ASML $AMAT $LRCX $MU"  
[X Link](https://x.com/Next100Baggers/status/1977788674734784753)  2025-10-13T17:29Z 15K followers, [----] engagements


"🚨 $DAVE continues to overdeliver and make the haters go mad. Just printed $4.24 adj. EPS vs $1.81 expected FY25 Street consensus sits around $6.52 EPS This is how you spot asymmetry 🧵👇"  
[X Link](https://x.com/Next100Baggers/status/1985707862522216895)  2025-11-04T13:57Z 15K followers, [----] engagements


"4) Confidence check Guide raised again. FY25 rev $544547M adj. EBITDA $215218M. Implies only a small Q4 step-upleaves room if v5.5 keeps working. My view: odds still favor beat and raise until the credit tape says otherwise"  
[X Link](https://x.com/Next100Baggers/status/1985707875059052949)  2025-11-04T13:57Z 15K followers, [----] engagements


"A 14-Bagger Case Study The signals we missed at $10 the tells that mattered and a simple system to spot the next demand wave early. $IREN Full post 👇"  
[X Link](https://x.com/Next100Baggers/status/1986465704753709443)  2025-11-06T16:08Z 15K followers, [----] engagements


"Every day I see posts saying this stocks too cheap to ignore. But markets are full of cheap names many trade below book value and stay cheap for years. Cheap isnt a thesis. Cheap with execution quality growth catalysts momentum and aligned management is"  
[X Link](https://x.com/Next100Baggers/status/1986825083168420053)  2025-11-07T15:56Z 15K followers, [----] engagements


"Debt is the new GPU SepOct: $META sold $30B IG $ORCL $18B then a $27B MetaBlue Owl JV and a $38B project-finance package for Oracles TX/WI builds. Call it $140B of AI infra financed fast. Capex shifting to credit; 67% coupons get passed through via power contracts. Pick and shovels winners: Power/cooling: $VRT $ETN $TT $JCI Switchgear/transformers: $POWL $HUBB $NVT $GEV EPC & grid: $PWR $MYRG $MTZ Financiers: $OWL"  
[X Link](https://x.com/Next100Baggers/status/1987892421498138735)  2025-11-10T14:37Z 15K followers, [----] engagements


"8) He balances all that growth with old-school cyclicals and banks: $KBE + $BAC: diversified bet that U.S. banks survive higher for longer. $BACs Q3 numbers were $28.1B in revenue $8.5B net income and 15.4% ROTCE hardly distressed metrics. $LEN & $DHI: homebuilders still minting cash. $DHI did $9.2B of revenue and [-----] homes closed in Q3; Lennar delivered 21.6k homes with new orders up 12% despite margin pressure. $CRS & $OPCH: Carpenter Technologys FY25 adjusted operating income rose 48% on aerospace/medical demand; Option Care revenue grew 12% in Q3 on home infusion. Add in $DKS $QSR $POST"  
[X Link](https://x.com/Next100Baggers/status/1989739449274527970)  2025-11-15T16:57Z 15K followers, 21.3K engagements


"9) Put it together and the picture is pretty clear: Druck is long - Health-care platforms with real revenue and upside pipelines - AI infrastructure from chip IP to power plants and steel - EM + U.S. consumers funded by reasonably valued banks and cyclicals. Its not a single story it's a portfolio that wins if AI keeps compounding rates drift lower and biotech finally gets paid again"  
[X Link](https://x.com/Next100Baggers/status/1989739452093145584)  2025-11-15T16:57Z 15K followers, 19.1K engagements


"LOccitanes ($0973.HK) owner Reinold Geiger plans to take the luxury skincare company private by offering HK$34 per share in a deal worth approximately [---] billion. Just closed my position with a 30% return in [--] months 💯🟢 L'Occitane's (https://t.co/3owm0O2kCn) trading halted gearing up for a takeover announcement Founded in Provence in '76 and public in HK since [----]. Its shares soared to a peak in [----] at HK$32.45 doubling its IPO. Last traded at HK$29.5. Data shows the average offer price for L'Occitane's (https://t.co/3owm0O2kCn) trading halted gearing up for a takeover announcement"  
[X Link](https://x.com/Next100Baggers/status/1786794346882224276)  2024-05-04T16:25Z 15K followers, [----] engagements


"YTD gain now clocks in at +220 % on $9992.HK closed my position yesterday. 📈 Rode the overseas-sales surge & TikTok flywheel 📉 Pivoted when Bloomberg broke that Beijing will curb toy sales to kids [--] = revenue mix risk now front-and-center. Plenty of upside left for traders but the risk/reward just flipped for investors. https://x.com/next100baggers/status/1904932357569708251s=46&t=0GXA0xLHVUS8qnFtNxDRRA https://x.com/next100baggers/status/1904932357569708251s=46&t=0GXA0xLHVUS8qnFtNxDRRA"  
[X Link](https://x.com/Next100Baggers/status/1936411969663156430)  2025-06-21T13:12Z 15K followers, [---] engagements


"Id add $RHHBY for deep biologics moat + pipeline optionality and $LH or $DGX as diagnostics infra plays with AI tailwinds. On China: consider $JD Health ($6618.HK) profitable growing and riding structural shifts in digital healthcare. You want asymmetric optionality with cash flow credibility. https://twitter.com/i/web/status/1937223764384829520 https://twitter.com/i/web/status/1937223764384829520"  
[X Link](https://x.com/Next100Baggers/status/1937223764384829520)  2025-06-23T18:58Z 15K followers, [---] engagements


"5/ $LFMD LifeMD LifeMD is a telehealth platform offering virtual care prescription drugs and diagnostics. They focus on cash pay patients for men's health weight loss and skincare. Revenue has grown +38% with +27% more expected next year. P/S: [---] 💵 FCF/share: $0.32"  
[X Link](https://x.com/Next100Baggers/status/1947991790490935752)  2025-07-23T12:06Z 15K followers, [----] engagements


"6/ $PAY Paymentus Paymentus builds cloud based bill payment systems for utilities healthcare and government agencies. They earn transaction fees every time a customer pays a bill through their network. Revenue has grown +35% and should rise another +26% next year. P/S: [---] 💵 FCF/share: $0.82 https://twitter.com/i/web/status/1947991794412667153 https://twitter.com/i/web/status/1947991794412667153"  
[X Link](https://x.com/Next100Baggers/status/1947991794412667153)  2025-07-23T12:06Z 15K followers, [----] engagements


"@wallstengine @REXShares For anyone eyeing $TSLT to ride momentum: its 2X DAILY exposure 1.05% fee resets every day. Great for short swings but path dependent chop can eat returns even if $TSLA ends up higher. Know what you own"  
[X Link](https://x.com/Next100Baggers/status/1954882460702953799)  2025-08-11T12:27Z 15K followers, [----] engagements


"7/ $COR Cencora Cencora (formerly AmerisourceBergen) provides pharmaceutical sourcing and distribution with a growing specialty drug segment. Scale advantages and a favorable mix shift boosted profitability in Q2. Management raised FY25 EPS guidance leaning on continued specialty strength"  
[X Link](https://x.com/Next100Baggers/status/1954921296812208297)  2025-08-11T15:02Z 15K followers, [---] engagements


"8/ $DAVE Dave Inc. Dave offers a digital banking app with cash advances budget tools and no overdraft accounts targeting underbanked customers. Q2 core results crushed estimates but a non cash warrant revaluation muddied GAAP EPS headlines. Management lifted full year revenue and adj. EBITDA guidance pointing to accelerating operating momentum. https://twitter.com/i/web/status/1954921300667052472 https://twitter.com/i/web/status/1954921300667052472"  
[X Link](https://x.com/Next100Baggers/status/1954921300667052472)  2025-08-11T15:02Z 15K followers, [----] engagements


"100% agree $BN is set up for a dovish pivot and not just in theory. Dry powder + fees: Brookfield Asset Mgmt hit $563B fee bearing capital (+10% YoY) and $676M FRE (+16%) in Q225; it raised $29B in the quarter. Thats torque when capital gets cheaper. Credit engine: Brookfield/Oaktrees credit platform is already $317B AUM; Oaktree alone runs $209B prime beneficiary if issuance/refis ramp. Structural tailwind: Private credit AUM is projected to $3T by [----] (vs $1.7T 23). Lower rates = more deal flow tighter spreads faster realizations. AI infra optionality: Brookfield is building at hyperscale"  
[X Link](https://x.com/Next100Baggers/status/1959364156244754455)  2025-08-23T21:16Z 15K followers, [----] engagements


"Barclays curve is aggressive but plausible with todays capex firehose. They now model AI server revs of $214B in [--] and $292324B in 26; carry that forward at a slowing high-teens clip and [--] math lands $350$380B (my inference). Fuel: hyperscalers are spending at record pace AWS capex $118B [--] Alphabet $85B [--] Microsoft FY25 $88.7B and DellOro sees $1.2T DC capex by [----]. Reality check: this isnt hype $NVDA DC rev was $41.1B last quarter ($160B run-rate). Bottlenecks are HBM supply (tight into 26) and power/permits not demand. Were early but the pace will be gated by electrons + memory not TAM"  
[X Link](https://x.com/Next100Baggers/status/1968417898277298232)  2025-09-17T20:52Z 15K followers, [---] engagements


"Warren Buffett once said: The single most important decision in evaluating a business is pricing power. If youve got the power to raise prices without losing business to a competitor youve got a very good business. Gross Margin Expansion = Pricing Power 🧵 You cant fake it for long. Here are [--] SMIDs that added [---] bps YoY GM in Q2 what they do why margins moved and my call on Real vs Fluke. Bookmark this for your watchlist. 🔎📈"  
[X Link](https://x.com/Next100Baggers/status/1968718730076242003)  2025-09-18T16:48Z 15K followers, [----] engagements


"Trump: Our grid is old & tired If AI is the boom wires & watts are the trade Grid basket: Transformers $ETN $POWL HVDC & grid systems $GEV $ENR Builders $PWR $MTZ Cables/poles $PRYMY $VMI Storage/efficiency $FLNC $ENS Power & supply $VST $CEG Apps wait capacity first"  
[X Link](https://x.com/Next100Baggers/status/1976266897214800372)  2025-10-09T12:42Z 15K followers, 54.6K engagements


"@TheLongInvest $SPY is down about 0.6% YTD basically nothing. But the tape hasnt been quiet at all its been a dispersion game and a rates game under the surface. Watching credit and the bond market plus earnings guidance way more than the daily headline roulette"  
[X Link](https://x.com/Next100Baggers/status/2013730673652048019)  2026-01-20T21:49Z 15K followers, [---] engagements


"Theyre guiding [----] sales up to 39B and the CEO explicitly tied the order step up to stronger AI related demand expectations from customers. This is fabs reserving scarce tool capacity not a one week AI momentum chart. What Im watching next is EUV shipment cadence High NA ramp execution and how export rules shape China demand. $ASML https://twitter.com/i/web/status/2017818662019731482 https://twitter.com/i/web/status/2017818662019731482"  
[X Link](https://x.com/Next100Baggers/status/2017818662019731482)  2026-02-01T04:33Z 15K followers, [---] engagements


"The real leverage sits with the constrained suppliers (think $MU plus the big Asian memory names). For the GPU stack higher DRAM prices matter less than whether HBM supply and packaging stay tight enough to cap shipments. The only thing Id fade is the idea this is linear for three years. Memory still turns on capex discipline. https://twitter.com/i/web/status/2017831520472354869 https://twitter.com/i/web/status/2017831520472354869"  
[X Link](https://x.com/Next100Baggers/status/2017831520472354869)  2026-02-01T05:24Z 15K followers, [---] engagements


"Natural gas has always been the original meme market. Henry Hubs daily price in [----] ranged from $2 to $10 so these face ripping moves are basically the job description. Big thing people miss: a lot of $NATGAS exposure is really front month futures + constant rolling so the curve (contango vs backwardation) can matter as much as the spot headline. https://twitter.com/i/web/status/2018110840965050538 https://twitter.com/i/web/status/2018110840965050538"  
[X Link](https://x.com/Next100Baggers/status/2018110840965050538)  2026-02-01T23:54Z 15K followers, [---] engagements


"$RHM Rheinmetall aka Lockheed $LMT of Europe just revealed order potential of $341 billion. Thats more than 30X [----] sales 👀 Its a defense supercycle. Europe is rearming and $RHM is its spearhead. https://www.reuters.com/business/aerospace-defense/rheinmetall-sees-order-potential-up-341-bln-ceo-tells-handelsblatt-2025-04-16/ https://www.reuters.com/business/aerospace-defense/rheinmetall-sees-order-potential-up-341-bln-ceo-tells-handelsblatt-2025-04-16/"  
[X Link](https://x.com/Next100Baggers/status/1912849021556933012)  2025-04-17T12:42Z 15K followers, [----] engagements


"5/ $LLY Eli Lilly 📈 +52% more shares 💰 $78.3M position 📉 Avg buy price: -10.4% Even with political heat on GLP-1 pricing hes not backing down. Why Pricing power global demand and insurance expansion. GLP-1s are the statins of this decade"  
[X Link](https://x.com/Next100Baggers/status/1923360442686083206)  2025-05-16T12:50Z 15K followers, [---] engagements


"6/ $NAMS NewAmsterdam Pharma 📈 +178% increase 💰 $16.4M stake 📉 Avg buy price: -11.9% Small cap. Big potential. Drucks playing biotech optionality here likely trial data or M&A setup. Added into weakness signaling he sees the risk/reward skew in his favor"  
[X Link](https://x.com/Next100Baggers/status/1923360446179930275)  2025-05-16T12:50Z 15K followers, [---] engagements


"@wallstengine $C exploring its own stablecoin is a sign big banks want a piece of digital rail fees leveraging trust & scale vs $USDC for cross-border & treasury flows. Regulatory/FDIC clarity is the key hurdle; watch for treasury services integration & merchant adoption"  
[X Link](https://x.com/Next100Baggers/status/1945154641760805195)  2025-07-15T16:13Z 15K followers, [---] engagements


"Defense isnt just ripping on a whim its the payoff from a decade of underinvestment meeting an inflection in real budgets. $HAG and $RHM sport backlog/sales [---] cash flow finally positive and orders from NATO/EU up 2030%. The real signal is rising top line visibility & margin inflection from backlog conversion everything else is just echo in the charts. https://twitter.com/i/web/status/1947306116091703534 https://twitter.com/i/web/status/1947306116091703534"  
[X Link](https://x.com/Next100Baggers/status/1947306116091703534)  2025-07-21T14:42Z 15K followers, [---] engagements


"@fiscal_ai Cloud rev 5X from $2.6 B in [--] to $13.6 B in Q225 (35% CAGR). Op profit swung from $1.2 B to +$2.8 B pushing margin to 21% (vs. breakeven in 23). Now drives 10% of parent EBIT. With AI/Vertex workloads mid 20s margins could unlock +$34 B EBIT by [--]. $GOOG"  
[X Link](https://x.com/Next100Baggers/status/1948118704471834790)  2025-07-23T20:31Z 15K followers, [----] engagements


"4) LatAm reset New $YPF (Vaca Muerta reforms asset sales) added $EC (fat dividends). Full exit from $PBR (political interference too high). Picking sovereigns where policy is turning better for equity holders"  
[X Link](https://x.com/Next100Baggers/status/1957127714265022789)  2025-08-17T17:09Z 15K followers, [----] engagements


"5) Cable math $LBTYA / $LILAK trade at steep NAV discounts while shrinking float with buybacks. Marks is betting patient capital + capital return = gap closing"  
[X Link](https://x.com/Next100Baggers/status/1957127717356229063)  2025-08-17T17:09Z 15K followers, [----] engagements


"4/ $ZETA Zeta Global What they do: AI marketing cloud (identity graph + activation). Thesis: share gains as cookies fade; platform consolidation = higher NDR and FCF. Buybacks reduce dilution while margins expand. The print: Revenue $308M (+35% y/y); FCF $34M (+69% y/y); beat & raise No.16 straight; new $200M buyback on top of prior program; FY25 revenue/EBITDA/FCF all raised. Clear operating discipline + FCF scaling"  
[X Link](https://x.com/Next100Baggers/status/1965814349832077440)  2025-09-10T16:27Z 15K followers, [----] engagements


"5/ $URBN Urban Outfitters What they do: Anthropologie Free People Urban Outfitters + Nuuly rental. Thesis: brand family quietly compounding DTC strength Nuuly scale and measured inventory = margin tailwind The print: Record sales $1.50B (+11.3% y/y); net income $143.9M (+22% y/y); operating margin up [--] bps to 11.6%; all brands positive comps. Multiple expansion case is intact because the margin line is doing the talking. https://twitter.com/i/web/status/1965814354231570579 https://twitter.com/i/web/status/1965814354231570579"  
[X Link](https://x.com/Next100Baggers/status/1965814354231570579)  2025-09-10T16:27Z 15K followers, [----] engagements


"1) $DAVE Dave Inc. (consumer fintech cash-advance & banking) Q2 Non-GAAP Gross Margin: 70% +500 bps YoY. Why up Processing cost optimizations + vendor renegotiations; unit-cost tailwinds at scale. Verdict: Real assuming credit performance holds"  
[X Link](https://x.com/Next100Baggers/status/1968718733972500915)  2025-09-18T16:48Z 15K followers, [---] engagements


"4) $KVYO Klaviyo What they do: Marketing automation + customer data for consumer brands (email/SMS/personalization). Klaviyo CDP + Messaging (email + SMS AI features). Q2 FY25 revenue $293.1M (+32% y/y); non GAAP op margin 14%; raised FY25 revenue guide to $1.195$1.203B (+2728% y/y). Thats textbook under-promise = raise. The Street still hair splits margins; meanwhile net new product attach (SMS AI-driven journeys) lifts ARPU and lets management keep a conservative guide that they can step up again if holiday cohorts land. Youre getting revision momentum without needing blue sky assumptions"  
[X Link](https://x.com/Next100Baggers/status/1973396067744899341)  2025-10-01T14:34Z 15K followers, [---] engagements


"5) $NTNX Nutanix What they do: Hybrid multicloud infrastructure software (HCI virtualization storage DB/AI services). Flagship: Nutanix Cloud Platform (AOS/AHV Files/Objects NC2). Q4 FY25 revenue $653.3M (+19% y/y) and adj. EPS $0.37 both above consensus; company says it delivers outperformance across all guided metrics. Issued FY26 outlook: revenue $2.90$2.94B non-GAAP op margin 2122% FCF $790$830M. The initial FY26 guide is deliberately unheroic relative to recent Rule of [--] execution (FY25 Ro40 = 48). Add fresh hyperscaler/partner motions and expanding ACV durations and youve got multiple"  
[X Link](https://x.com/Next100Baggers/status/1973396071423340677)  2025-10-01T14:34Z 15K followers, [----] engagements

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