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[@Next100Baggers](/creator/twitter/Next100Baggers)
"3) $ITRI Itron (smart meters & utility networks) Q2 GM: XXXX% +230 bps YoY. Why up Product/customer mix normalizing post supply chain constraints; record margin/profitability/cash flow. Utilities are sticky buyers once tech is specd in. Verdict: Real"  
[X Link](https://x.com/Next100Baggers/status/1968718741098623040) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-18T16:48Z 13.6K followers, XXX engagements


"4) $PAR PAR Technology (restaurant tech platform) Q2 Subscription Service GM (GAAP): XXXX% +220 bps YoY (Non-GAAP unchanged at 66.4%). Why up SaaS mix creep (Punchh/TASK/Operator Cloud) + scale; ARR and active sites rising. Hardware dilutes but subscription margins keep marching. Verdict: Real software mix = structural"  
[X Link](https://x.com/Next100Baggers/status/1968718745188319560) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-18T16:48Z 13.6K followers, XXX engagements


"5) $QTWO Q2 Holdings (digital banking SaaS) Q2 GAAP GM: XXXX% +340 bps YoY. Why up Scale economics + payments attach; software mix does the heavy lifting. With subscription revenue compounding COGS leverage looks structural. Verdict: Real"  
[X Link](https://x.com/Next100Baggers/status/1968718749420122136) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-18T16:48Z 13.6K followers, 2681 engagements


"Gross margin expansion is where pricing power shows up first long before EPS. Among these structural drivers (brands/DTC SaaS mix spec-in utilities) are the ones worth tracking: $PAR $ITRI $QTWO $BBW Its hard to fake margin expansion. The market usually rewards the real thing"  
[X Link](https://x.com/Next100Baggers/status/1968718752343801951) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-18T16:48Z 13.6K followers, 2729 engagements


"9) $SPGI S&P Global Indices ratings and data another critical market toll road. Why theyre MVPs: Committing to return XX% of adjusted FCF this year and lining up an ASR up to $1.3B post Q2. Asset-light compounding with consistent capital return cadence"  
[X Link](https://x.com/Next100Baggers/status/1970891523815506394) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 1898 engagements


"10) $POOL Pool Corp The worlds biggest distributor of pool/outdoor products steady fragmented end market. Why theyre MVPs: Buyback authorization lifted to $600M (Apr 25); $156.4M repurchased 1H25; still tucking in regional distributors (e.g. Great Plains Supply Aug 25). Classic roll up flywheel with per share focus"  
[X Link](https://x.com/Next100Baggers/status/1970891528144027833) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 2789 engagements


"1) Todays apex bottlenecks $TSM Foundry king. Record XXXX% market share and hiking prices into demand. When the tollbooth raises fees and traffic still grows thats durable economics. $ASML Pure monopoly in EUV. High NA tools are shipping; EUV business up sharply in 2025. You cant print leading edge chips without them. Thats a license to tax the node shrink. $NVDA Still XX% of AI accelerators as Blackwell ramps. Share may drift lower by decade-end as custom silicon rises but the CUDA + ecosystem moat keeps cash compounding now"  
[X Link](https://x.com/Next100Baggers/status/1973696392683008483) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-02T10:27Z 13.6K followers, XXX engagements


"2) Beyond semis: real monopolies with hardwired tolls $MSCI has $16.5T AUM benchmarked to its indexes (2024); S&P DJI and FTSE Russell round out the triopoly. Passive must pay the benchmark tax. $CME is the venue for U.S. Treasury/SOFR futures; 2024 Treasury futures traded $774B notional/day (109% of cash market); 2024 ADV a record 26.526.9M contracts. New rival FMX (BGC) is trying but network effects are brutal. $VRSN runs .com (and .net) exclusively under ICANN contracts with presumptive renewal (current terms run to 2030/.com and 2029/.net). Wholesale .com pricing is fixed at $XXXXX for"  
[X Link](https://x.com/Next100Baggers/status/1973696396298461669) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-02T10:27Z 13.6K followers, XXX engagements


"Shutdown fight: DC is debating whether to keep Obamacare subsidies and delay hospital funding cuts. My base case: they get extended but late. If so winners: $OSCR (plus $CNC $MOH) and big hospitals ( $HCA $THC)"  
[X Link](https://x.com/Next100Baggers/status/1974088104316375122) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-03T12:24Z 13.6K followers, 7248 engagements


"3) $MOD (Modine) - thermal & liquid cooling (CDUs/coil banks) Investing $100M to expand U.S. DC cooling; mgmt says DC revenue can approach $2B by FY28. FY25 report flagged DC as the growth engine. If liquid cooling mix rises margins follow"  
[X Link](https://x.com/Next100Baggers/status/1963227653592285190) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-03T13:08Z 13.6K followers, 3069 engagements


"4) $GNRC (Generac) - backup gensets for hyperscale/colo Launched a new high capacity DC generator line this year; product roadmap squarely aimed at hyperscale + edge. As grid queues lengthen backup and hybrid onsite power become non negotiable"  
[X Link](https://x.com/Next100Baggers/status/1963227657450975529) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-03T13:08Z 13.6K followers, 2761 engagements


"5) $COHR (Coherent) - optics (800G today 1.6T shipping next) Record datacom; Q2 call: +79% y/y datacom on AI DC demand. Full year FY25 +23% to $5.8B; networking segment +39% in Q4. This is the bandwidth treadmill play"  
[X Link](https://x.com/Next100Baggers/status/1963227661498568723) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-03T13:08Z 13.6K followers, 2886 engagements


"3) $TDY Teledyne Sensors imaging and instrumentation (think cameras to sonar). Why theyre MVPs: After digesting FLIR they reloaded the cannon with a fresh $2B buyback authorization (Jul 25) and continue niche deals in sensing/imaging. The per share math matters again"  
[X Link](https://x.com/Next100Baggers/status/1970891499614372339) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 1580 engagements


"4) $DHR Danaher Life sciences & diagnostics; they sell the picks-and-shovels for drug discovery and testing. Why theyre MVPs: Back to buybacks (repurchased $1.1B in 1H25) and still executing focused M&A (closed Abcam in late XX to deepen consumables). High-quality cash flows + discipline = per share compounding"  
[X Link](https://x.com/Next100Baggers/status/1970891503867396322) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 1974 engagements


"Another heavyweight says it out loud: "AI is the main thing and the bottleneck is power." $BX Blackstone is committing $25B to PA digital + energy infra. $GS sees DC load XX GW by 2027 (+50%) and +165% vs XX by 2030. US transformer shortfall 30%. IRR flows to grid gear / cooling / flexible gen. Beneficiaries: $NRG $POWL $ETN $HUBB $TT $CAT $VST. Near-term FCF drag before monetization for colo REITs: $EQIX $DLR. Not advice just my view"  
[X Link](https://x.com/Next100Baggers/status/1971218249682387329) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-25T14:20Z 13.6K followers, 5620 engagements


"$HIMS Customers say care through Hims & Hers matches or beats the Doctors Office. $HIMS data: XX% rate care in-person; just XXXX% of 418k GLP-1 users reported side effects. This points to stickier subs + lower support load = margin tailwind"  
[X Link](https://x.com/Next100Baggers/status/1976276868711297185) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-09T13:21Z 13.6K followers, 3491 engagements


"Why this matters FCF is the truth serum. Its hard to fake it funds everything (R&D buybacks M&A) and it compounds quietly. Founder-operators tend to allocate like owners measured bets fewer vanity deals longer feedback loops. Thats where the real multiple expansion lives"  
[X Link](https://x.com/Next100Baggers/status/1978456687641051322) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.6K followers, 1204 engagements


"4/ $PINS - Pinterest (ads flywheel + better intent data) Rev growth inched up: +16% YoY (Q125 $855M) = +17% (Q225 $998M) with MAUs at 578M. Scale + intent = better ROAS Co-founder Ben Silbermann holds mid single digit equity (5.5%) but dual class structure preserves high voting influence relative to his economic stake. Insider block remains under XX% yet control dynamics still favor founders. $PINS is morphing into shoppable search. If conversion ads keep compounding margins follow"  
[X Link](https://x.com/Next100Baggers/status/1958142493872042318) [@Next100Baggers](/creator/x/Next100Baggers) 2025-08-20T12:22Z 13.6K followers, 1670 engagements


"$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 2030 and every dollar flows through gear from companies almost no ones watching 🧵👇"  
[X Link](https://x.com/Next100Baggers/status/1963227641068064972) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-03T13:08Z 13.6K followers, 64.2K 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 2030. 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) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-19T19:52Z 13.6K followers, 480.7K engagements


"6) $AME AMETEK Precision instruments & automation; high margin measurement gear. Why theyre MVPs: New $1.25B buyback authorization (Feb 25) and a classic AMETEK-style tuck-in with FARO Technologies ($920M EV; closed July 25). Theyve run this playbook for decades"  
[X Link](https://x.com/Next100Baggers/status/1970891511891100098) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 1331 engagements


"AI capex is shifting from chips to plumbing. Data to XXX ZB by XX (197X vs 10). Hyperscalers DC capex $386B in XX (4X 21). Returns accrue to power cooling racks optics whoever controls MWs wins. $VRT $ETN $HUBB $TT $PWR $CEG $VST $ANET"  
[X Link](https://x.com/Next100Baggers/status/1972684962592632901) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-29T15:28Z 13.6K followers, 3933 engagements


"My picks & why: $MSCI asset light compounding: XXXX% FCF margin in XX FCF +21% y/y; operating margin 54.5%. Pricing power + near XXX% cash conversion = linear FCF/share. $KLAC tools tollbooth: FY24 FCF $3.0B (31% margin) with steady buybacks/divs; benefits from the wafer-fab upcycle. $AVGO cash machine: FY24 FCF $21.9B from AI networking + infra software; scale makes FCF/share compounding durable. $NVR buyback monster: only 3.04M shares out (Dec 24) thanks to relentless repurchases; lot option model keeps FCF resilient through cycles. Pick businesses with repeatable economics + capital return"  
[X Link](https://x.com/Next100Baggers/status/1972690223948501083) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-29T15:49Z 13.6K followers, XXX engagements


"Play the market is not what you do you buy good companies you understand. Made my day hearing Lynch again. Own only what you can explain in 60s. Dont wait for the crash Pay sane prices for real growers. Sell on thesis break not noise. Still true in 2025"  
[X Link](https://x.com/Next100Baggers/status/1974856096620871803) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-05T15:15Z 13.6K followers, 86.4K 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) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-09T12:42Z 13.6K followers, 52K engagements


"OpenAIs rumored trillion-token club tracks public rollouts: $DUOL (GPT-4o in Max) $CRM (Einstein) $SHOP (Shop AI) $HUBS (ChatSpot) $TMUS (CX deal) $MELI (Verdi+GPT-4o) Usage tied workflows = sticky API spend; picks & shovels still win: $MSFT $NVDA $AMD $TSM $MU"  
[X Link](https://x.com/Next100Baggers/status/1976722650366980341) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-10T18:53Z 13.6K followers, 3613 engagements


"Back of the envelope on $IREN Mining: XX EH/s XXX% of network = 7.4k $BTC/yr. At $120k $BTC & XX% EBITDA = $0.44B EBITDA. Slap a mid-cycle 7X EV/EBITDA = $3.1B EV. With 272M sh and $0.4B net debt thats $10/sh for mining. AI/Cloud (assume 180k GPUs by 27): $4.5B rev XX% EBITDA = $2.7B EBITDA. At 15X = $40.5B EV. With 272M sh and $12.6B more debt needed for 180k GPUs thats $102/sh. Sum: $110115/sh on generous inputs. With haircuts (50% EBITDA 12-15X $22k/GPU) = $5173 $IREN"  
[X Link](https://x.com/Next100Baggers/status/1977727203749109878) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-13T13:24Z 13.6K followers, 4238 engagements


"Microns HBM story is getting real fast. X customers today; in talks for HBM4; and they expect to sell out the rest of CY-2026 HBM in the next few months. Q4 run-rate already $8B HBM revenue ($2B in the quarter). Tight supply = firm pricing. SK hynix is still the HBM leader but Micron is tracking toward 2025% 2025 share as Samsung lags qualifications. Multi-sourcing is a win for GPU buyers. This keeps HBM structurally tight into XX good for memory margins and for anyone expanding advanced packaging"  
[X Link](https://x.com/Next100Baggers/status/1977811227981029404) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-13T18:58Z 13.6K followers, XXX engagements


"Quarter chasers get headlines. Founder-operators get rich. 🧵 I screened for founder CEOs in the seat X years who compounded FCF XX% over the last X years. Ten names. One pattern: process quarter 🧵👇 1) $NVDA - Jensen Huang (since 1993) FCF: $3.5B = $37.0B (119% 3yr CAGR). Scale-driven pricing power + capex-light model = FCF machine. Huang plays 10-year games: build the platform (CUDA+ecosystem) let everyone else fight for margins on top. The only real governor is power and supply if he solves those bottlenecks faster than peers the FCF flywheel gets another gear"  
[X Link](https://x.com/Next100Baggers/status/1978456648655008236) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.6K followers, 4233 engagements


"2) $CRWD - George Kurtz (since 2011) FCF: $0.44B = $2.63B (81%). Land-and-expand + 130%+ NRR era is over but module breadth is compounding cash Kurtz turned endpoint into a security OS. The trick now is keeping platform fatigue at bay while upselling modules that lower customer TCO. If ARR growth slows but FCF keeps steepening thats owner-operator discipline not decay"  
[X Link](https://x.com/Next100Baggers/status/1978456652467597523) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.6K followers, XXX engagements


"3) $ZS - Jay Chaudhry (since 2007) FCF: $0.23B = $1.32B (78%). Zero-trust consolidation + big ticket deals = cash rich even with S&M intensity. Chaudhry sells architecture change not licenses. Zero trust is a board-level we cant go back decision price hikes land when youre mission-critical. Watch S&M intensity: if win rates hold as spend normalizes the FCF step-up sticks"  
[X Link](https://x.com/Next100Baggers/status/1978456656523461011) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.6K followers, XXX engagements


"4) $DDOG - Olivier Pomel (since 2010) FCF: $0.25B = $1.16B (68%). Usage model + product sprawl (APM logs security) = durable FCF. Macro blips thesis. Pomel prints cash when customers use more of what they already bought. Logging = APM = security is the same land turning into a city. Short-term optimization noise is your friend if attach rates keep rising"  
[X Link](https://x.com/Next100Baggers/status/1978456660931739753) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.6K followers, XXX engagements


"10) $ABNB - Brian Chesky (since 2008) FCF: $2.2B = $4.52B (27%). Asset-light model throws off cash; take-rate & nights mix matter more than bookings noise. Cheskys moat is network trust + brand not real estate. When he tightens product and policy supply quality improves and take-rate durability follows. Bookings can wobble; if nights + experiences raise cash conversion the FCF story is intact"  
[X Link](https://x.com/Next100Baggers/status/1978456684834984326) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.6K followers, 1473 engagements


"🚨 $TSM just printed a quality beat Rev $33.1B (+40.8% YoY +10.1% QoQ) GM XXXX% OM XXXX% EPS $XXXX. Advanced nodes (7nm) = XX% of wafer rev; N3 XX% N5 37%. Platforms: HPC XX% Smartphone 30%"  
[X Link](https://x.com/Next100Baggers/status/1978787296129253570) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-16T11:37Z 13.6K followers, 1684 engagements


"7) $MSCI MSCI Indexes and portfolio analytics the toll road for asset allocation. Why theyre MVPs: Buybacks on with $131M repurchased in Q2 and $1.2B authorization still available; the Fabric deal extended their wealth tech rails. Durable asset light cash thats easy to return"  
[X Link](https://x.com/Next100Baggers/status/1970891516080959794) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 1322 engagements


"8) $MCO Moodys Credit ratings + analytics data that gets embedded into capital markets. Why theyre MVPs: Capital return remains aggressive: $0.9B repurchase capacity left mid-year and plans to repurchase $1.3B in 2025 per guidance commentary. When issuance normalizes operating leverage + buybacks do heavy lifting"  
[X Link](https://x.com/Next100Baggers/status/1970891520019452379) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 1305 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 2030. Cross-check: WSTS has XX at $761B and IDC now thinks $1T could hit as early as XX. Real bottleneck = packaging/HBM (CoWoS ramping hard: 7080k wpm XX 100k 26). $TSM $NVDA $AMD $ASML $AMAT $LRCX $MU"  
[X Link](https://x.com/Next100Baggers/status/1977788674734784753) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-13T17:29Z 13.6K followers, 2312 engagements


"5) $TEAM - Scott Farquhar & Mike Cannon-Brookes (co-CEOs; founders since 2002) FCF: $0.49B = $1.42B (43%). Cloud migrations + pricing + ecosystem flywheel. They traded maximum GAAP optics for maximum product gravity. Marketplace + pricing tweaks are doing the heavy lifting; true test is how much op leverage they keep while funding the next act (AI + enterprise). Owner-operators usually know when not to buy growth"  
[X Link](https://x.com/Next100Baggers/status/1978456664698228808) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.6K followers, XXX engagements


"6) $PLTR - Alex Karp (cofounder CEO) FCF: $0.42B = $1.04B (35%). Gov cash flows + accelerating commercial (AIP) = FCF compounding. Key: SBC discipline Karp finally found the commercial unlock (AIP workshops as a sales motion). If they keep SBC contained while converting pilots to standardized deployments FCF becomes the scoreboard ignore the narrative swings watch cash per logo"  
[X Link](https://x.com/Next100Baggers/status/1978456668535964147) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.6K followers, XXX engagements


"8) $MPWR - Michael Hsing (founder CEO) FCF: $0.23B = $0.64B (42%). Content-per-box in autos/datacenters lifting cash conversion; design wins stack. Hsing is a design win hoarder. Once inside a platform (auto/datacenter) content-per-box creeps up quietly for years. Any datapoint that shows share gain in high-voltage/AI rails is more predictive of FCF than quarterly units"  
[X Link](https://x.com/Next100Baggers/status/1978456676891054531) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.6K followers, XXX engagements


"9) $CRM - Marc Benioff (since 1999) FCF: $4.26B = $10.42B (35%). Opex discipline + backlog monetization = buyback firepower. Watch: M&A cadence vs. margin guardrails. Benioff flipped the script: discipline first bravado second. If operating rigor persists while AI upsell lands (and M&A stays surgical) buybacks + NRR can do the compounding while everyone debates peak CRM"  
[X Link](https://x.com/Next100Baggers/status/1978456680997245138) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.6K followers, XXX engagements


"2) Guide check (4Q25): Rev $32.233.4B; GM 5961%; OM 4951% on USD/TWD XXXX. Translation: management is baking in a reasonable FX and still guiding to a XX% GM"  
[X Link](https://x.com/Next100Baggers/status/1978787302760440165) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-16T11:37Z 13.6K followers, XX engagements


"3) Whats good: - GM beat the high end; GM midpoint for Q4 nudged to 60%. - Overseas dilution less ugly near-term (now X% in 2H25; XX% FY25 vs XX% prior). - CapEx $4042B skewed to advanced nodes & advanced packaging exactly where AI bottlenecks are"  
[X Link](https://x.com/Next100Baggers/status/1978787306657005651) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-16T11:37Z 13.6K followers, XX engagements


"5/ Risks that actually matter: - Tariffs/policy into 2026 (consumer & price-sensitive end markets). - FX drift vs XXXX assumption. - Ramp costs in US/JP/EU (time to normalize)"  
[X Link](https://x.com/Next100Baggers/status/1978787312642195571) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-16T11:37Z 13.6K followers, XX 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) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-03T13:08Z 13.5K followers, 2431 engagements


"2) $HEI HEICO FAA-approved aftermarket aircraft parts + specialty electronics; the definition of serial tuck-ins. Why theyre MVPs: Keep consolidating niche aero/defense electronics (e.g. Gables Engineering). Repurchases are opportunistic; compounding comes mainly from dozens of small high ROIC buys"  
[X Link](https://x.com/Next100Baggers/status/1970891495847698508) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.5K followers, 1840 engagements


"@ai_electrician 💯 $NVT is everywhere on real jobs"  
[X Link](https://x.com/Next100Baggers/status/1976620661784355060) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-10T12:07Z 13.5K followers, XXX engagements


"$GOOG just printed XX% in Q3 helped by a Sept antitrust outcome that steered toward behavioral fixes (no breakup) and fresh Gemini traction (hit #1 on the App Store). Setup looks durable: Alphabet flagged heavier 2025 capex to build AI infra and Cloud capacity. $AVGO $VRT $EQIX (power & interconnect) $MU"  
[X Link](https://x.com/Next100Baggers/status/1977777349455221182) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-13T16:44Z 13.5K followers, XXX engagements


"7) $MELI - Marcos Galperin (since 1999) FCF: $0.39B $7.06B (162%). Commerce + fintech float-like economics. Watch: Brazil/Argentina credit & regulation. Galperin compounds because he keeps the flywheel intact: commerce trust = fintech float = more commerce. Credit is the only real banana peel; if loss ratios stay rational the mix shift alone can keep FCF outrunning GDP by miles"  
[X Link](https://x.com/Next100Baggers/status/1978456672323420278) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.5K followers, XXX engagements


"2) $POWL (Powell Industries) - medium voltage switchgear Orders $362M in FQ3; backlog $1.4B with XX% XX mo conversion target = real revenue visibility into mid XX. MV gear is the gating item for new capacity"  
[X Link](https://x.com/Next100Baggers/status/1963227649456611796) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-03T13:08Z 13.6K followers, 3912 engagements


"2) $BBW Build A Bear (experiential retail) Q2 GM: XXXX% +340 bps YoY. Why up Reduced promos improved merch margin fixed cost leverage on higher sales. When the experience sells the product pricing sticks. Verdict: Real"  
[X Link](https://x.com/Next100Baggers/status/1968718737567019040) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-18T16:48Z 13.6K followers, XXX engagements


"AI isnt a classic bubble its a circular front loaded build out. Hyperscalers are shoveling capex now monetization later: $AMZN $100B $MSFT $80B $GOOGL $85B $META $66B AI infra $2.8T by XX. The choke point is power not hype. $NVDA $AMD $TSM $MU $VRT $ETN $PWR $VST"  
[X Link](https://x.com/Next100Baggers/status/1976665020441534941) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-10T15:04Z 13.5K followers, 5559 engagements


"Totally get the heat on $JD but the numbers dont back the doom: Q225 revenue +22.4% YoY to RMB 327.6B core JD Retail margin XXX% and cash RMB 223.4B so they can fund price wars and still invest. Plus $8B in buybacks since XX is real support. Meanwhile Temu/SHEIN face deminimis curbs & added duties in the U.S. and $PDD just printed a rare revenue miss both ease the lowest-price pressure"  
[X Link](https://x.com/Next100Baggers/status/1977802713527202080) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-13T18:24Z 13.5K followers, 4106 engagements


"1) $NVT (nVent) - busway PDUs enclosures racks Q2: +30% sales FY25 guide lifted to +2426% reported; backlog up 4X YoY. Mgmt called out XX% organic growth in DC on AI builds. Watch busway attach rates per MW"  
[X Link](https://x.com/Next100Baggers/status/1963227645623099643) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-03T13:08Z 13.6K followers, 3463 engagements


"7/ $DLO dLocal What they do: local payments rails for global merchants in EM (LatAm/Africa/Asia). Thesis: mix shift to pay-ins + scale economies; opex discipline = EBITDA margin creep while TPV explodes. The print: TPV $9.2B (+53% y/y); revenue $256.5M (+50%); operating profit $55.8M (+85%) with opex up just 9%; guide raised. That is textbook operating leverage at scale"  
[X Link](https://x.com/Next100Baggers/status/1965814363446456372) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-10T16:27Z 13.6K followers, 2023 engagements


"5) $IEX IDEX Mission critical pumps flow meters & components; lots of small defensible niches. Why theyre MVPs: Just boosted buyback authorization to $1B (Sept 25) and keep doing smart bolt ons (e.g. Micro-LAM laser-assisted machining). Mgmt explicitly targets XX% of FCF back to owners (divs + buybacks)"  
[X Link](https://x.com/Next100Baggers/status/1970891508099277007) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 1520 engagements


"3) $TMDX TransMedics What they do: Organ transplant logistics/tech. OCS (Organ Care System) + NOP logistics network. Q2 FY25 blowout (rev $157.4M +38% y/y) EPS +100%+ surprise and raised FY25 revenue guide to $585$605M. Team keeps guides sane while adoption ramps then resets higher as volume compounding shows up"  
[X Link](https://x.com/Next100Baggers/status/1973396064091689225) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-01T14:34Z 13.6K followers, 1430 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) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-01T14:34Z 13.6K followers, XXX engagements


"Ken Griffin: investors are saying I now view gold as a safe harbor in a way the dollar used to be viewed. Thats whats really concerning to me. Thats a credibility crack in the worlds reserve currency. Dollar debasement trade hasnt left the chat. $GLD $BTC $ETH"  
[X Link](https://x.com/Next100Baggers/status/1975592052847935525) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-07T16:00Z 13.6K followers, 5114 engagements


"4) Whats bad: - FX is a real swing-factor (every X% NT$ move XX bps GM). - Overseas fab ramps still a multi-year GM drag (23% early = XX% later). - Customer geo concentration: North America XX% policy/tariff exposure is non-trivial"  
[X Link](https://x.com/Next100Baggers/status/1978787309811007493) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-16T11:37Z 13.6K followers, XX engagements


"6) Opportunities with teeth: - AI megatrend still accelerating (signals from customers and their customers) - N2 starts volume later this quarter; faster 2026 ramp (smartphone + HPC/AI). That extends leading-edge share and ASP power"  
[X Link](https://x.com/Next100Baggers/status/1978787315704091090) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-16T11:37Z 13.6K followers, XX engagements


"8) Beat & raise odds next XX qtrs (my base rates): - Small GM beat (+100 bps vs guide): XX% needs steady N3/N5 loads and neutral-to-favorable FX - Wide GM beat (+100 bps): 2025% requires X of 3: weaker NT$ vs XXXX tighter leading-edge utilization packaging throughput/yields improving faster. - Miss (59% GM): 2025% stronger NT$ or ramp/dilution surprises"  
[X Link](https://x.com/Next100Baggers/status/1978787322222014930) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-16T11:37Z 13.6K followers, XX engagements


"9) Who benefits (first-order): - Design winners tied to $TSM leading-edge & packaging: $NVDA $AMD $AAPL. - Semicap / inspection / etch / deposition: $ASML $AMAT $KLAC $LRCX $TEL. - OSAT / advanced packaging: $ASX Tailwind logic: $TSM is funneling capex to the exact constraints (advanced nodes + advanced packaging)"  
[X Link](https://x.com/Next100Baggers/status/1978787324684054926) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-16T11:37Z 13.6K followers, XXX engagements