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[@saxena_puru](/creator/twitter/saxena_puru)
"A companys ability to grow revenue & FCF consistently is far more important than valuation. Plenty of overvalued IPOs went on to compound at 2030%+ CAGR for years. The real mistake Passing on high-quality durable growth just because the multiple initially looked rich"  
[X Link](https://x.com/saxena_puru/status/1959239201083257113) [@saxena_puru](/creator/x/saxena_puru) 2025-08-23T13:00Z 384.2K followers, 29.3K engagements


"Seasonality turns positive now $NDX $SPX Few more days of chop but Q4 is typically very strong. Rate cut(s) an additional tailwind. We're fully invested and ready for a multi-month rally"  
[X Link](https://x.com/saxena_puru/status/1971780456665252327) [@saxena_puru](/creator/x/saxena_puru) 2025-09-27T03:34Z 384.2K followers, 74.4K engagements


"Internet boom: '98 rate cuts led to HUGE rally in stocks AI boom: Fed is now cutting rates Stocks setting up for a late 1990s-style blow-off We're invested in the leading growth stocks and positioned for what is likely coming"  
[X Link](https://x.com/saxena_puru/status/1968602143470076234) [@saxena_puru](/creator/x/saxena_puru) 2025-09-18T09:05Z 384.3K followers, 165.3K engagements


"A History Lesson on Secular Cycles In late 1990s US stocks were loved ("US exceptionalism" sentiment) and emerging markets were hated. The US bubble popped in March 2000 and over the next X years $EEM tripled vs. no gain for $SPX. It took $SPX XX years to decisively surpass its all-time high recorded in March 2000. $SPX bottomed in March 2009 and thanks to ZIRP + QE US stocks recovered and $SPX finally broke out above its March-2000 peak in 2013. It is notable that in 2009-2010 (when US stocks were a screaming buy) hardly anyone wanted to own them. Back then most market participants were"  
[X Link](https://x.com/saxena_puru/status/1968791807019438570) [@saxena_puru](/creator/x/saxena_puru) 2025-09-18T21:38Z 384.3K followers, 57.4K engagements


"In a strong enough wind even turkeys fly Newsflow reminiscent of internet boom (circa 1998) this is an incipient bubble likely to go full monty in '26 with Fed rate cuts. We've seen this movie before"  
[X Link](https://x.com/saxena_puru/status/1970213666399072372) [@saxena_puru](/creator/x/saxena_puru) 2025-09-22T19:48Z 384.3K followers, 52.6K engagements


"🎙AlphaTarget PULSE Your podcast for insights on markets business technology and investing. 1st episode drops on Friday X October Follow on: Apple: Spotify: YouTube:"  
[X Link](https://x.com/saxena_puru/status/1971611122290593991) [@saxena_puru](/creator/x/saxena_puru) 2025-09-26T16:21Z 384.3K followers, 89.3K engagements


"Our performance (since inception) 🛡AlphaTarget +51.0% 📶 S&P XXX Index +25.3% Deep fundamental research on our portfolio companies stage analysis hedging signals trading alerts"  
[X Link](https://x.com/saxena_puru/status/1973752229707289028) [@saxena_puru](/creator/x/saxena_puru) 2025-10-02T14:09Z 384.3K followers, 56.7K engagements


"The seasonally strong time of the year has begun and if we get 1-2 more rate cuts high odds of a big rally in AI/technology stocks in 2026. Lots of parallels between late 1998 and now. Our portfolio is positioned for the opportunity"  
[X Link](https://x.com/saxena_puru/status/1975928412482228511) [@saxena_puru](/creator/x/saxena_puru) 2025-10-08T14:16Z 384.3K followers, 46.8K engagements


"Companies are staying private for much longer. By the time they go public most of the hyper-growth is already gone - public investors are left with the crumbs"  
[X Link](https://x.com/saxena_puru/status/1976481461076455894) [@saxena_puru](/creator/x/saxena_puru) 2025-10-10T02:54Z 384.3K followers, 26.7K engagements


"US multiples near TMT peak but margins are higher Due to rate cut(s) high odds of a big rally in '26 but similar to the internet bubble that may be the blow-off top. The next Fed tightening likely to be the pin"  
[X Link](https://x.com/saxena_puru/status/1976483413461762277) [@saxena_puru](/creator/x/saxena_puru) 2025-10-10T03:02Z 384.3K followers, 35.3K engagements


"Our performance (since inception) 🛡AlphaTarget +62.7% 📊S&P XXX Index +24.2% Deep fundamental research on our portfolio companies stage analysis hedging signals trading alerts"  
[X Link](https://x.com/saxena_puru/status/1978074058886394078) [@saxena_puru](/creator/x/saxena_puru) 2025-10-14T12:23Z 384.3K followers, 41.3K engagements


"End of QT + rate cut(s) are bullish for stocks Growth stocks (long duration assets) likely to be the prime beneficiaries of monetary easing. Current situation similar to the late 1998 cuts by the Fed and we know what happened in 1999. $NDX $SPX"  
[X Link](https://x.com/saxena_puru/status/1978352038753755245) [@saxena_puru](/creator/x/saxena_puru) 2025-10-15T06:47Z 384.3K followers, 38.3K engagements


"Seasonality VERY favourable over next X months - Fed rate cut(s) + end of QT also a big tailwind - A 1999-style rally appears to be on the cards We are invested in the leading growth stocks and ready for the opportunity"  
[X Link](https://x.com/saxena_puru/status/1980124399916249565) [@saxena_puru](/creator/x/saxena_puru) 2025-10-20T04:10Z 384.4K followers, 73.2K engagements


"@AnetteRombout 🙏"  
[X Link](https://x.com/saxena_puru/status/1980197279861776729) [@saxena_puru](/creator/x/saxena_puru) 2025-10-20T08:59Z 384.3K followers, 2291 engagements


"OpenAI's ChatGPT Atlas browser just dropped The race is heating up. OpenAI giving Google a serious run for its money. $GOOGL #ChatGPT"  
[X Link](https://x.com/saxena_puru/status/1980855148466565578) [@saxena_puru](/creator/x/saxena_puru) 2025-10-22T04:34Z 384.4K followers, 16.4K engagements