[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MMMTwealth Oliver | MMMT Wealth (CPA) Oliver | MMMT Wealth (CPA) is bullish on several stocks, including $PYPL, $UPST, $ZETA, and $LMND, citing their growth potential and undervaluation. He also mentions other stocks, such as $GOOGL, $AMZN, and $NU, as having strong growth prospects. Overall, Oliver is optimistic about the market and sees opportunities for significant gains in various sectors. ### Engagements: XXXXXXX [#](/creator/twitter::1630283681284669445/interactions)  - X Week XXXXXXXXX +207% - X Month XXXXXXXXX +67% - X Months XXXXXXXXXX +3% - X Year XXXXXXXXXX +667% ### Mentions: XX [#](/creator/twitter::1630283681284669445/posts_active)  - X Week XXX +3.30% - X Month XXX +75% - X Months XXXXX +3.70% - X Year XXXXX +82% ### Followers: XXXXXX [#](/creator/twitter::1630283681284669445/followers)  - X Week XXXXXX +3.90% - X Month XXXXXX +7% - X Months XXXXXX +40% - X Year XXXXXX +424% ### CreatorRank: XXXXXX [#](/creator/twitter::1630283681284669445/influencer_rank)  ### Social Influence [#](/creator/twitter::1630283681284669445/influence) --- **Social category influence** [stocks](/list/stocks) #1289 [finance](/list/finance) #955 [technology brands](/list/technology-brands) #5635 [cryptocurrencies](/list/cryptocurrencies) #1843 [automotive brands](/list/automotive-brands) XXXX% [exchanges](/list/exchanges) #504 [countries](/list/countries) XXXX% [social networks](/list/social-networks) XXXX% [luxury brands](/list/luxury-brands) XXXX% **Social topic influence** [$lmnd](/topic/$lmnd) #46, [oscr](/topic/oscr) #22, [$oscr](/topic/$oscr) #21, [hims](/topic/hims) #24, [$hims](/topic/$hims) #20, [nvda](/topic/nvda) #1, [$nvda](/topic/$nvda) #12, [$nu](/topic/$nu) #51, [$googl](/topic/$googl) #2503, [pltr](/topic/pltr) #1 **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@julian_trades1](/creator/undefined) [@grok](/creator/undefined) [@cronosbro](/creator/undefined) [@sergeycyw](/creator/undefined) [@007ofwallst](/creator/undefined) [@mikekuczborski](/creator/undefined) [@tacticzh](/creator/undefined) [@poconokid18](/creator/undefined) [@danielisdizzy](/creator/undefined) [@jjsfinclub](/creator/undefined) [@michael34146343](/creator/undefined) [@putprofit](/creator/undefined) [@brae_rolando](/creator/undefined) [@fischernick23](/creator/undefined) [@aarondeluce21](/creator/undefined) [@tree75769](/creator/undefined) [@craftedp_](/creator/undefined) [@alphamonk10](/creator/undefined) [@ivelini](/creator/undefined) **Top assets mentioned** [Lemonade, Inc. (LMND)](/topic/$lmnd) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [NVIDIA Corp. (NVDA)](/topic/$nvda) [NuCypher (NU)](/topic/$nu) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Palantir (PLTR)](/topic/$pltr) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [ZetaChain (ZETA)](/topic/$zeta) [RAI Finance (SOFI)](/topic/$sofi) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alien Base (ALB)](/topic/$alb) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [UnitedHealth Group (UNH)](/topic/$unh) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Micron Technology, Inc. (MU)](/topic/$mu) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Alibaba Group (BABA)](/topic/$baba) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Enphase Energy Inc (ENPH)](/topic/$enph) [First Solar, Inc. (FSLR)](/topic/$fslr) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [NuScale Power Corporation (SMR)](/topic/$smr) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [The Root Network (ROOT)](/topic/$root) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Applovin Corporation (APP)](/topic/$app) [Snap, Inc. (SNAP)](/topic/$snap) [Mario Coin (COIN)](/topic/$coin) [Oklo Inc. (OKLO)](/topic/$oklo) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Constellation Energy Corp (CEG)](/topic/$ceg) [Stryker Corporation (SYK)](/topic/$syk) [TeraWulf Inc. (WULF)](/topic/$wulf) [Carvana Co. (CVNA)](/topic/$cvna) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Metadium (META)](/topic/$meta) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [Ethereum (ETH)](/topic/$eth) [Novo-Nordisk (NVO)](/topic/$nvo) [MercadoLibre Inc (MELI)](/topic/$meli) [Goosehead Insurance, Inc. Class A Common Stock (GSHD)](/topic/$gshd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Newmont Corporation (NEM)](/topic/$nem) ### Top Social Posts [#](/creator/twitter::1630283681284669445/posts) --- Top posts by engagements in the last XX hours "$LYFT are $SNAP are two businesses I don't love. But they're two businesses where money can be made. $LYFT P/S: 0.9x $SNAP P/S: 2.6x"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945500169023246642) 2025-07-16 15:06:00 UTC 53K followers, 3489 engagements "THE FUTURE DECADE 👇 Quantum: $IONQ $GOOGL Nuclear: $OKLO $SMR Space: $ASTS $RKLB eVTOL: $ACHR $JOBY Biotech: $ABCL $BNTX Battery Tech: $ALB $SLDP Robotaxis: $UBER $TSLA $GOOGL Web3: $CRCL $COIN"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1944774067954864190) 2025-07-14 15:00:44 UTC 53K followers, 33.6K engagements "2. Vistra Corp $VST Revenue Growth: XXXX% EV/Sales: 2.5x PEG: 0.67x"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1908842566407037258) 2025-04-06 11:21:47 UTC 52.9K followers, 4649 engagements "That's X months of the year done: +42% YTD. I'm only in the red on one stock and that's $DLO (down XXX% overall) +125% on $SOFI +56% on $TMDX +63% on $CEG +46% on $UBER +250% on $PLTR And massively in the green on XX other stocks. I share all my buys sells adds and trims to paid subs for just $XX a month which is a bargain for the value I add. I spend 3+ hours a day on the spreadsheet and share all my valuation models deep dives watchlists exact buys/sells exact monetary position sizes and % allocation to each stock. I use XX% fundamentals and XX% technicals. It's an educational group as I"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1940075255185154137) 2025-07-01 15:49:20 UTC 51.3K followers, 19.3K engagements "Weekly reminder - You have: $DLO - Fastest growth fintech at 18x Fwd PE. $OSCR - Trading at 3.2x estimated 2027 FCF. $LMND - Dropped XX% following very positive reinsurance news. $GOOGL - Cheapest Mag X by far. $UNH - Generating $5B in FCF per quarter with record insider buying. $UPST - Set to outperform as fed rate cuts come. $ALB - Lithium prices won't stay low forever"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1944378570622611757) 2025-07-13 12:49:10 UTC 53K followers, 44.2K engagements "If $OSCR hits $XX this year they'll be trading at 0.1x NTM sales. They're set to grow revenues 23%. Name me another company growing at XX% for 0.1x sales. Insane"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945141755847852276) 2025-07-15 15:21:48 UTC 53K followers, 28.9K engagements "5. Opendoor $OPEN From a potential NASDAQ delisting to XXX% in X days - $OPEN is trying to operate in the iBuying market after $Z and $RDFN abandoned it. Very speculative play. A potential disruptor.(but I'm not interested)"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945900641638818038) 2025-07-17 17:37:20 UTC 53K followers, 72.7K engagements "Robotics is the next multi-trillion dollar industry. I think there's X clear leaders to invest into. Here they are👇🧵 X. Intuitive Surgical $ISRG Revenue growth: XXXX% EV/Sales: 19.0x Robotics assisted surgery is becoming much more commonplace and $ISRG leads the market. It trades much higher than competitors like $SYK and $MDT so there's a big valuation risk meaning I likely wouldn't buy the company today. It's one that I hope will pullback soon to a reasonable valuation"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1904566768112148528) 2025-03-25 16:11:17 UTC 51.4K followers, 111.6K engagements "Small cap companies with estimated growth rates more than XX% for the next X years: X. $ENVX - XXX% X. $SMR - XXX% X. $WULF - XX% X. $SOUN - XX% X. $LMND - XX% FWIW $LMND's P/S is BY FAR the lowest here. They're also the only one with stable and growing margins"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1942581746689605786) 2025-07-08 13:49:14 UTC 53K followers, 13.2K engagements "$PLTR is now a larger company than $HD despite making $14.67B less in net income"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945871176464576539) 2025-07-17 15:40:15 UTC 53K followers, 5218 engagements "Clifford Sosin - Carvana $CVNA - Hilton Grand Vacations $HGV - Capital One Financial $COF - Cardlytics $CDLX - World Acceptance Corporation $WRLD"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1874820391782510902) 2025-01-02 14:09:48 UTC 51.3K followers, 4010 engagements "The first wave of AI ( $NVDA $PLTR $AMD $SNOW) is not where you make big money moving forward. It's the second wave of AI where the money is made: Here's XX stocks to ride the second wave of AI 👇"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945900634676265346) 2025-07-17 17:37:19 UTC 53K followers, 882.8K engagements "$OSCR $UPST $LMND $HIMS $NU Medium To Low Risk. High to Very High Reward"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945252033298358605) 2025-07-15 22:40:00 UTC 53K followers, 14.3K engagements "I'll keep talking about the same stocks because they're the best opportunities in the market today. $LMND $DLO $NU $HIMS $OSCR $UPST $GOOGL $AMZN $UNH $ZETA $ALB Buy those and relax"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1943685754263093577) 2025-07-11 14:56:10 UTC 52.7K followers, 22.4K engagements "10. Circle Internet Group $CRCL $CRCL has every chance of becoming the pivotal node in digital finance because of stablecoins. I don't invest around the times of IPOs so I'm in wait and see here but this could be a huge company in the future"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1942266406264877545) 2025-07-07 16:56:11 UTC 52.5K followers, 6706 engagements "2. Zeta Global Holdings $ZETA $ZETA is a MarTech firm with huge operational efficiency. They're an AI driven marketing cloud firm posting these numbers: - XX% revenue growth. - XX% EBITDA growth. - XX% ARPU growth (scaled customers) - XX% ARPU growth (super scaled customers) And look at this FCF per share growth vs share price 👇"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945900636777730123) 2025-07-17 17:37:19 UTC 53K followers, 84.5K engagements "Sure. And fair point for a business like insurance where margins are slim. But for $OSCR's high growth it's definitely a valid way to at least compare to peers for now. But they're still in growth stage so you've got to look at growth relative to cost structure. On any Fwd basis you've got $OSCR at a huge discount to any peers looking at PE and PS. They've still got huge growth and huge operating leverage to take advantage of ahead. So yes PS isn't the only metric to look at. But it sure is a great point to gauge how the market is pricing $OSCR's growth even before any profitability and"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1946204504770441365) 2025-07-18 13:44:47 UTC 53K followers, 1912 engagements "These are the fastest growing companies trading below a 10x sales multiple 👇 X. Micron Technology $MU X. Root $ROOT X. EVgo $EVGO X. Tempus AI $TEM X. Upstart Holdings $UPST X. Marvell Technology $MRVL X. DoorDash $DASH X. Lam Research Corp $LRCX X. Diamondback Energy $FANG XX. Nexttracker $NXT"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1936043644093341796) 2025-06-20 12:49:09 UTC 51.4K followers, 36.1K engagements "For $NU to be only just beating the market YTD is ridiculous. This is a company with perhaps the best fintech fundamentals globally. They have a CAC $X and a cost to serve below $X and a LTV per customer 20-30x above that. There's no fintech that comes remotely close to those unit economics. $NU is trading at 22x PE which for a company growing at XX% CAGR for the next couple years is on the cheaper side. By 2030 we should have EPS at least above $XXX (CAGR 20%) meaning with a 20x multiple you're looking at $XX stock (100% from today). That's being conservative. Very conservative"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1940014831572066667) 2025-07-01 11:49:14 UTC 52.9K followers, 22K engagements "You know what's hilarious The market is currently giving SharkNinja $SN an appliance company a higher multiple than $GOOGL"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1942639591082864662) 2025-07-08 17:39:05 UTC 51.2K followers, 7206 engagements "Monday screen 👇 Est revenue growth XX% Net income margin -X% Results: $NVDA $CRWD $ADSK $WDAY $MRVL $PSTG $MDB $OKTA $OLLI $DY $FIVE $ANF $NCNO $AGX How many of these do you own"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1944754761527414838) 2025-07-14 13:44:01 UTC 53K followers, 5050 engagements "8 disruptors 👇8 market beating stock👇 $LMND An AI-native insurer using machine learning to underwrite and settle claims faster and cheaper than legacy insurance companies like $PGR. Ready to benefit from nice operating leverage. $UPST Disrupting consumer lending by replacing outdated FICO-based models with AI-driven credit decisioning that expands access while lowering default risk. $NU Digital-first neobank using AI to deliver personalized low-cost financial services to hundreds of millions across Latin America. $HIMS Healthcare platform using AI to personalize treatment plans automate"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945113764061172136) 2025-07-15 13:30:34 UTC 53K followers, 10K engagements "5. $LMND dropping XX% since reinsurance changes and car expansion in Indiana. The reinsurance ceding reduction down to XX% is incredible news for $LMND. It shows their confidence in their models and will allow them to take home a much larger portion of revenue. EBITDA profitability by 2026 is almost guaranteed now according to my models. The time to load up on $LMND is likely getting quite small. Outside of my DCA's my next $LMND add will be at $XX and then again at $XX if we reach there. Paid subs will be updated of course the second I make any changes to my portfolio"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1944034184147657113) 2025-07-12 14:00:42 UTC 52.3K followers, 6788 engagements "10 COMPANIES BELOW $10B YOU HAVE TO KNOW: X. $LMND - Automating and streamlining insurance with AI. X. $ACHR - eVTOL replacing short haul air travel. X. $CWAN - Cloud software for automated investment accounting. X. $NBIS - Building an independent alternative to Big Tech cloud. X. $SYM - AI powered robotics automating warehouse logistics. X. $TEM - Revolutionizing diagnostic testing with AI. X. $JOBY - eVTOL air taxis for fast urban transport. X. $HIMS - Redefining primary care and prescriptions through D2c digital health platforms. X. $IONQ - The big quantum computing bet. XX. $OSCR -"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1944366347791499330) 2025-07-13 12:00:36 UTC 53K followers, 78.9K engagements "I have a smaller portfolio outside of my core portfolio currently just with $ARBK and $SPIR. $ARBK now up XX% in X days. $SPIR up 15%. Most of my money goes into my core positions but I am adding research to smaller lesser-known plays too. More value. $XX a month"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1946233713789919601) 2025-07-18 15:40:51 UTC 53K followers, XX engagements "@JJsFinclub $SOFI - fair argument. $CELH - Less so"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1943327603751899435) 2025-07-10 15:13:00 UTC 52.7K followers, XXX engagements "4. Constellation Energy $CEG Industry: Nuclear Revenue Growth: XXXX% EV/Sales: 4.4x Net Income Margin: XXX% There's no $NVDA $AMD $GOOGL $AMZN or $META without the nuclear plays like $OKLO and $CEG. With $OKLO trading at a ridiculous valuation I think $CEG is the best play today. They're partnered with $META and $MSFT they're got a good M&A pipeline and they're one of the key leaders in an industry with extremely high barriers to entry. Here's Jensen Huang of $NVDA saying "every single data center will be power limited". This is incredibly bullish for $CEG"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1933867109542477843) 2025-06-14 12:40:23 UTC 52.9K followers, 20.4K engagements "PREMARKET 👀 $BABA +6% Who forgot about $BABA Not us"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945046301701189638) 2025-07-15 09:02:30 UTC 52.9K followers, 8353 engagements "3/ Multiples 👇 If $LMND are set to hit $900M in revenue over the next XX months we're looking at XX% revenue increase and a NTM sales multiple of 3.56x. Note: - This does not mean $LMND is any cheaper than it is today. - The risk is going up. - Profitability is still not too clear. - Capital requirements go up. So yes multiple is down revenue is up but the stock is not necessarily better value. It's just a reclassification. If you want to see my $LMND Deep Dive check here (wrote in June. I also have one in March)"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1940402814087299468) 2025-07-02 13:30:56 UTC 53K followers, 1049 engagements "1/ $LMND reduced the amount they will cede to reinsurance companies from XX% to 20%. That's a massive shift and it's come way earlier than many expected. Essentially this means the $1B in IFP they have they'll be counting an additional $300M as revenue meaning $1B in revenue by FY2026 is entirely possible"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1940402810845004212) 2025-07-02 13:30:55 UTC 53K followers, 1479 engagements "10. Tempus AI $TEM If you want exposure to the AI healthcare trend $TEM is perfect - they're disrupting the medicine with AI-driven precision care analyzing over 40M patient records to power faster diagnostics with much more precision. They're redefining how we detect treat and prevent disease and trade for just 8.0x sales"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945900648593010774) 2025-07-17 17:37:22 UTC 53K followers, 65.1K engagements "I have a watchlist of 20+ stocks. All quality. Just waiting for the right time. Here's XX for you 👇🧵 X. Iren $IREN ✅Zero debt ✅Scaling high-performance AI infrastructure using $NVDA H100s ✅Record revenue month. ✅ BTC miner and AI compute"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1942266393287651571) 2025-07-07 16:56:08 UTC 53K followers, 80.5K engagements "Posted X weeks ago for $ZETA (to free subscribers). $ZETA +8% today and well on the way to $XX. $ZETA Deep Dive also coming in the next day. XX% fundamentals. XX% technicals"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945867931184767221) 2025-07-17 15:27:21 UTC 53K followers, 5341 engagements "3. Upstart $UPST Up XXX% over the past year but just XX% all time showing their big AI bets are only just starting to pay off - $UPST now have XX% of their loans approved completely autonomously. With $1.01B guidance for FY25 this means $UPST are trading at just 7x sales for XX% growth rates and a solid XX% EBITDA margin. Not many companies fit these criteria"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945900639059374172) 2025-07-17 17:37:20 UTC 53K followers, 78.7K engagements "3. TransMedics $TMDX Industry: Medtech Revenue Growth: XXXX% EV/Sales: 8.3x Net Income Margin: XXXX% $TMDX possess almost a monopoly in the US in the warm perfusion organ transplant market. When you combine this monopoly with their ability to operate their own logistics network unlike any competitor the opportunities ahead become very significant. With kidney launch upcoming international markets to be won and further improvements to the aviation fleet $TMDX still trade well below most of their medtech peers despite having considerably better fundamentals"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1933867107860480274) 2025-06-14 12:40:22 UTC 53K followers, 17.2K engagements "5 companies with +90% FCF growth estimates over the NTM. X. $HIMS - XXX% X. $NVDA - XXX% X. $COIN - XXX% X. $DUOL - XXX% X. $CWAN - XX% Take that as you will"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1943626824434757866) 2025-07-11 11:02:00 UTC 53K followers, 19.6K engagements "People don't realize that a company like $OSCR will not trade at 3.2x 2027 FCF for much longer"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1943690376214163851) 2025-07-11 15:14:32 UTC 53K followers, 140K engagements "Five situations where the market is wrong 👇 (In other words X opportunities) X. $PLTR having a higher market cap than $UNH. $PLTR market cap: $335B $PLTR FCF per share: $XXXX $UNH market cap: $275B $UNH FCF per share: $XXXX Opportunity: $UNH"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1944034178179137809) 2025-07-12 14:00:41 UTC 52.9K followers, 14.9K engagements "Here's some levels I'm quite interested in seeing this week post earnings👇 X. Tesla $TSLA - $XXX X. Intuitive Surgical $ISRG - $XXX X. ServiceNow $NOW - $XXX X. Lam Research $LRCX - $XX X. Google $GOOGL - $XXX X. Kinsale Capital $KNSL - $450"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1914003944604328139) 2025-04-20 17:11:15 UTC 53K followers, 9467 engagements "Here's XX high growth stocks with: X. An EV/Sales below 4x X. A PEG below 0.9x 🧵 X. Uber $UBER Revenue Growth: XXXX% EV/Sales: 2.7x PEG: 0.55x"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1908842562611196328) 2025-04-06 11:21:46 UTC 52.9K followers, 50.3K engagements "High growth stocks are all over X today but don't ignore these quality stocks down more than XX% in the last year: X. Novo Nordisk $NVO X. Evolution AB $EVO X. Snap $SNAP X. Enphase Energy $ENPH I own none of these but I think a couple have nice potential"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1921903432891519415) 2025-05-12 12:21:00 UTC 52.6K followers, 7442 engagements "Stock screener 👀 Criteria: X. EPS Estimated 3Y CAGR XX% (FY25 FY26 FY27) X. Revenue Estimated 3Y CAGR XX% (FY25 FY26 FY27) X. Fwd EV/EBITDA 40x Results👇 $NVDA $LLY $MELI $MU $APP $CVNA $EQT $SMCI $TKO $OWL $CELH $HIMS $BROS $CORT $JBTM $CDE $TMDX $KRYS $PAY $DLO $GSHD $LC $SEI $ROIV"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1940061971312787835) 2025-07-01 14:56:33 UTC 53K followers, 8330 engagements "$OSCR is fundamentally and technically very undervalued. X. Freelancing adds $1.3T to the US economy annually. X. XX million Americans freelance per year. X. Forecasts suggest XX% of the US workforce will be freelancers by 2027. X. SME's drove XX% of new jobs between 2021 and 2024. The numbers are backing up what $OSCR CEO is saying"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1944704134822682633) 2025-07-14 10:22:51 UTC 53K followers, 18K engagements "1. Lemonade $LMND The applications built on top of the infrastructure - $LMND is disrupting the biggest market of them all: Insurance. During Q2 earnings $LMND will massively increase their revenue guidance for the next year meaning they'll likely trade 3.5x sales with 40-50% revenue growth rates whilst disrupting a multi trillion-dollar industry"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945900635641037279) 2025-07-17 17:37:19 UTC 53K followers, 92K engagements "3. Regeneron Pharmaceuticals $REGN I'm not normally a biotech investor but $REGN has some drugs in their pipeline which offer great potential plus they're in a nice position from a technical viewpoint. The pipeline drugs are: - Lynozyfic - Ordspono X oncology drugs with huge potential to compete with $ABBV $GMAB and $JNJ"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1942266396840226950) 2025-07-07 16:56:09 UTC 51.6K followers, 8275 engagements "Technicals matter. Fundamentals matter more. Here's XX companies set to grow EPS at more than a XX% CAGR for the next X years: X. $CRCL: XXX% X. $MU: XXX% X. $OSCR: XXX% X. $LYFT: XXX% X. $AMD: XX% X. $DUOL: XX% X. $APP: XX% X. $TMDX: XX% X. $SPOT: XX% XX. $ARM: 41%"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1940454461626806631) 2025-07-02 16:56:10 UTC 51.8K followers, 27.5K engagements "Hyper Growth $ZETA $SMR $RBRK $HIMS Growth $ALAB $LMND $MU $UPST $TMDX $ROOT $OSCR $TMDX $AMD $HOOD $NU $FSLR $NBIS Inflection Points $LMND $SYM $UPST $OSCR $NET $ZETA Core $AMZN $ASML $GOOGL $NVDA $SOFI Value Plays $PYPL $NVO $ENPH Dividend $UPS $TROW $CVX"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1934594090517123266) 2025-06-16 12:49:08 UTC 53K followers, 32.7K engagements "Almost guaranteed ways to beat the market over 3-5 years: Buy $UNH $GOOGL & $AMZN Less certain but ways to DESTROY the market over 3-5 years: Buy $LMND $HIMS $OSCR $NU $ETH $UPST $DLO $IREN"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1943267708163736039) 2025-07-10 11:15:00 UTC 53K followers, 20K engagements "$122k $BTC $XX $SOFI $XXX $PLTR $XX $LMND $XX $OSCR $XXX $GOOGL Perfect mix of highs and still opportunities"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1944651768446456013) 2025-07-14 06:54:46 UTC 52.9K followers, 14.8K engagements "Zeta ($ZETA) is extremely undervalued at 2.5x NTM sales. There's at least XXX% upside available. Here's my quick thesis 👇🧵"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1937130828661686570) 2025-06-23 12:49:14 UTC 53K followers, 86.8K engagements "You don't have to time the market. You just need to know your levels and DCA. $LMND: $25-$50 is a buy. $NU: $10-$16 is a buy. $HIMS: $20-$70 is a buy. $UPST: $40-$70 is a buy. $OSCR: $11-$17 is a buy. I get more aggressive on certain dips but these are zones where I'd DCA"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945449585012511153) 2025-07-16 11:45:00 UTC 53K followers, 43.7K engagements "2/ Here's the math on that 👇 GEP in Q1 was $186.7M * X = $747M annualized GEP for the year. Based on XX% growth over the course of the next XX months you're looking at $821M in GEP. Previously $LMND retained XX% (55% to reinsurance) so revenue could've been $370M. Now they'll be retaining XX% (20% to reinsurance) so revenue could sit at $660M. That's almost another $300M in revenue over the next XX months. Add on commission income investment income and other income and $900M to $1B in possible"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1940402812556361905) 2025-07-02 13:30:56 UTC 51.3K followers, 1070 engagements "Small caps have the potential to be life changing. Heres XX of the best 👇 X. TransMedics $TMDX X. Lemonade $LMND X. Rocket Lab $RKLB X. Aehr Test Systems $AEHR X. Newmont Corporation $NEM X. Lantheus Holdings $LNTH X. High Tide $HTI X. Indie Semiconductors $INDI X. Redwire $RDW XX. Cleanspark $CLSK"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1881087294410551662) 2025-01-19 21:12:14 UTC 53K followers, 64.6K engagements "9. Lyft Technologies $LYFT $LYFT doesn't deserve an $UBER multiple because the moat isn't as strong. However they are: - Growing Adj. EBITDA by XX% YoY. - Grown to $920M in FCF just a year after FCF breakeven. - Trade at an FCF multiple 1/3rd of $UBER. - Been consolidating for X years"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1942266404800987329) 2025-07-07 16:56:11 UTC 52.5K followers, 7496 engagements "$LMND is giving people the opportunity to get in. It's becoming more popular here on X. I hope people are loading as much as they possibly can. This will be a triple digit stock sooner than some think"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1943324498339467659) 2025-07-10 15:00:40 UTC 52.4K followers, 15.3K engagements "3. $OSCR trading for 0.3x sales with these numbers: - Estimated $1.2B in FCF by 2027 (current market cap is $3.6B) - XX% revenue CAGR (last X years) - $4.5T TAM they're disrupting"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1944034181052318191) 2025-07-12 14:00:41 UTC 52.7K followers, 1503 engagements "Extremely confident in saying that $LMND will outperform $PLTR & $NVDA over the next X years from here"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945822542721335513) 2025-07-17 12:27:00 UTC 53K followers, 13.1K engagements "Let's make it real simple: $PLTR revenue growth: XX% $PLTR P/S: 114x $OSCR revenue growth: XXXX% $OSCR P/S: 0.4x $ZETA revenue growth: XX% $ZETA P/S: 3.3x $HIMS revenue growth: XXX% $HIMS P/S: 6.5x"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945804172911329478) 2025-07-17 11:14:00 UTC 53K followers, 23.6K engagements "Here are the contrarian bets I'm bullish on right now: X. $ALB X. $ASPN X. $RIVN X $FSLR X. $BABA"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1941149103544480076) 2025-07-04 14:56:25 UTC 53K followers, 25.1K engagements "Invest in dominance. Historic examples: X. $NVDA became the backbone of AI revolution. X. $AMZN took over cloud e-commerce and digital ads. X. $PLTR became the AI control layer. Future examples: X. $LMND will automate the insurance stack. X. $NU will be the fintech for the next XXX million people in LatAm. X. $HIMS will become the front door to digital health"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1942551558903710178) 2025-07-08 11:49:17 UTC 52.4K followers, 22.7K engagements "TOKENIZATION IS "THE BIGGEST INNOVATION IN CAPITAL MARKETS IN A DECADE". - $HOOD CEO Public markets are transparent liquid and widely accessible. Private markets are restricted to the ultra-wealthy who just get wealthier. $HOOD is changing this. $HOOD is a $100B company soon"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1942522662590312883) 2025-07-08 09:54:27 UTC 53K followers, 12K engagements "Here's X quality companies that have dropped more than XX% over the last year👇🧵 X. Celsius Holdings $CELH EV/Sales: 4.4x Revenue Growth: XXXXX% FCF Margin: XXXXX% Commentary: Perhaps I've been wrong with $CELH but the fact that they're now trading at a lower multiple than $MNST is beyond me when the revenue growth is over XX% higher. I'd kick myself for missing this opportunity over the next 3-5 years. I'm buying more"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1843969730501116127) 2024-10-09 11:00:17 UTC 51.3K followers, 203.7K engagements "$SPIR up XX% today 😏 Come join us. Link in first comment 👇"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945851019897831878) 2025-07-17 14:20:09 UTC 53K followers, XX engagements "Here's how I CONSERVATIVELY value $TSLA by 2030: Optimus 👇 Potential TAM by 2030 = $18B (per forecasts) though I anticipate this will be much higher. Some estimates suggest $5T by 2030 for example. So XX% of the market is $1.8B in revenue. Given $TSLA want to produce XX million robots per annum by 2030 $1.8B in revenue by 2030 is only 90000 sales (at $20000) so I suspect this is too low. If we conservatively assume $TSLA sells X million robots per year by 2030-2032 (1/15th of planned production) they'll hit $20B in annual Optimus revenue. $NVDA trades at 19x sales as does $ISRG. Private"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1944093424887517292) 2025-07-12 17:56:06 UTC 53K followers, 6337 engagements "Here's why $LMND is my biggest position👇 GEP in Q1 was $186.7M * X = $747M annualized GEP for the year. Based on XX% growth over the course of the next XX months you're looking at $821M in GEP. Previously $LMND retained XX% (55% to reinsurance) so revenue could've been $370M. Now they'll be retaining XX% (20% to reinsurance) so revenue could sit at $660M. That's almost another $300M in revenue over the next XX months. Add on commission income investment income and other income and $900M to $1B in possible. $LMND EV is $2.7B meaning the stock is trading at 2026 sales multiple of 2.7x. Not"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945479178414936377) 2025-07-16 13:42:36 UTC 53K followers, 10.8K engagements "4. Root Insurance $ROOT $ROOT are expected to hit $143M in EBITDA by 2027 and they're expected to grow EPS at more than XX% CAGR for the next X years. They're executing incredibly well. A 20x multiple on this gives them a $2.86B business which is a XX% upside in X years. That's extremely conservative"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1942266398685700531) 2025-07-07 16:56:09 UTC 51.9K followers, 7763 engagements "Let's touch in with what the superinvestors are holding right now in 2025👇 X. Mohnish Pabrai - Alpha Metallurgical Resources $AMR - Consol Energy $CEIX - Warrior Met Coal $HCC - Arch Resources $ARCH - Danaos Corporation $DAC"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1874820358228074666) 2025-01-02 14:09:40 UTC 53K followers, 69.6K engagements "1. Estimated Revenue CAGR (2Y) XX% X. Estimated EBITDA CAGR (2Y) XX% X. EV/Sales 10x Results 👇 X. Aspen Aerogels $ASPN X. Reddit $RDDT X. Micron Technology $MU X. Fluence Energy $FLNC X. Symbiotic $SYM X. Rocket Companies $RKT X. AeroVironment $AVAV X. TeraWulf $WULF"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1930255207067271203) 2025-06-04 13:27:58 UTC 53K followers, 12.5K engagements "If Trump fires Powell: - Legal and constitutional turmoil. - Dangerous precedent over independence moving forward. - Bond yields would soar. - Weak dollar. - Stock volatility. - Future Fed chairs would be seen as political appointees. It wouldn't be good"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945510891044151450) 2025-07-16 15:48:36 UTC 53K followers, 7277 engagements "Remember $TMDX still trades below many medtechs"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1943994438004461620) 2025-07-12 11:22:46 UTC 52.9K followers, 8131 engagements "7. Rivian $RIVN Has a very similar chart to $ABCL post IPO. $RIVN is an EV stock that has had a pretty terrible time but the margin of safety above is substantial. It's a company I wouldn't touch today but it's definitely one to keep on the watchlist because any recovery could be a very quick 100%"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1942266402758361504) 2025-07-07 16:56:10 UTC 53K followers, 7751 engagements "Companies with a wide moat massively outperform the S&P XXX 📈 Here's XX wide moat companies you probably haven't heard of: X. Rollins $ROL X. WD-40 $WDFC X. MSC Industrial Direct $MSM X. Copart $CPRT X. Moody's $MCO X. IDEXX Laboratories $IDXX X. Stryker Corporation $SYK X. LVMH $MC X. Old Dominion Freight Line $ODFL XX. VeriSign $VRSN"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1771194002718507277) 2024-03-22 15:15:32 UTC 51.4K followers, 1591 engagements "2. Zeta Global Holdings $ZETA $ZETA caught some attention yesterday with a XX% run up but I spoke about it to paid subs quite a bit over the last X weeks. $ZETA is currently growing at XX% YoY yet only trades for 2.5x sales whilst the wider marketing tech market is growing at a XX% CAGR for the next XX years. $ZETA leads this niche and has very good upside"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1936412913192812823) 2025-06-21 13:16:29 UTC 53K followers, 7961 engagements "With the US market back at all times it's never a bad time to look outside the US for some exposure: My favorite international stocks are: X. $DLO X. $NU X. $GRAB X. $ASML X. $BABA Those not traded on US markets include: X. $RACE X. $III X. $DNP"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1930563747942420718) 2025-06-05 09:54:00 UTC 53K followers, 17.5K engagements "8. Duolingo $DUOL $DUOL is leveraging GPT-4 to leverage its Max subscription tier automate course creation and replace contractors to ultimately drive personalized and scalable learning. They currently trade at 55x FCF but only 1.07x PEG which is still very cheap. There's a gap to fill down to $XXX level which is where I'd be interested in buying"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945900645854187589) 2025-07-17 17:37:21 UTC 53K followers, 64.7K engagements "$HIMS $LMND $OSCR $UNH $ZETA $NU If you buy at these levels youll beat the market over 3-5 years"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1941566316512674107) 2025-07-05 18:34:17 UTC 51.2K followers, 31.4K engagements "Need I remind you that if $OSCR hits $XX (as per some analyst PT's) the stock will trade at 0.1x sales. Insiders are buying. SME & freelancers are growing. The TAM is ginormous. They're disrupting"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945517785318142283) 2025-07-16 16:16:00 UTC 53K followers, 8715 engagements "Here's an updated PEG of some of my favorite high growth names 👇 X. First Solar $FSLR 0.22x X. Micron Technology $MU 0.30x X. Enphase Energy $ENPH 0.42x X. Toast $TOST 0.44x X. Advanced Micro Devices $AMD 0.48x X. Marvell Technology $MRVL 0.50x X. Shift4Payments $FOUR 0.63x X. SentinelOne $S 0.64x X. AppLovin $APP 0.70x XX. Nvidia $NVDA 0.74x XX. Duolingo $DUOL 1.05x XX. Celsius Holdings $CELH 1.15x XX. Astera Labs $ALAB 1.26x XX. The Trade Desk $TTD 1.31x XX. ServiceNow $NOW 1.51x Disclosure: I only own X of these stocks"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1899493331291263477) 2025-03-11 16:11:15 UTC 52.6K followers, 10K engagements "6. Chewy $CHWY $CHWY is disrupting pet care with a digital first data driven model to power personalized product recommendations auto-ship subscriptions 24/7 virtual care and predictive inventory for fast delivery. The $HIMS of pet care"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945900643001995307) 2025-07-17 17:37:21 UTC 53K followers, 69.1K engagements "Howard Marks - Torm $TRMD - Chesapeake Energy $CHK - Garrett Motion $GTK - State Street $STT - Anglogold Ashanti $AU - Star Bulk Carriers $SBLK - Sunopta $STKL - Liberty Global $LI - Vistra Energy $VIST"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1874820371628876068) 2025-01-02 14:09:43 UTC 53K followers, 4706 engagements "$LMND is down XX% since IPO. $LMND analysts rate the stock as a "Sell" $LMND is also my highest conviction stock and biggest position in my portfolio. Here's why 👇 Investment thesis 🧵"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1941873850611822724) 2025-07-06 14:56:18 UTC 53K followers, 101.5K engagements "8. Clear Secure $YOU I wrote about $YOU to my subscribers yesterday as a chart to watch out for. Read it here 👇"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1942266403890884926) 2025-07-07 16:56:10 UTC 53K followers, 6689 engagements "If you want X high growth smaller caps then look here (1-5) 👇 If you want X compounding giants then look here (6-10) 👇 HIGH GROWTH 🧵 X. Hims & Hers $HIMS An obvious one to start but let me show you why $HIMS is still a bargain despite it's XXX% over the last year. With 10M subscribers revenue likely hits much closer to $8B rather than the publicly stated management goal of $6.5B. With a simple $XXXX% FCF margin they're hitting $1B in FCF per year which with a 30x FCF multiple gives you $30B market cap which is gives you another 2x from here based on VERY conservative estimations"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1936412911863210334) 2025-06-21 13:16:29 UTC 53K followers, 85.3K engagements "4. $TMDX trading well below other MedTechs $TMDX trades at 6.2x sales whilst growing revenues XX% $ISRG trades at 18.4x sales whilst growing revenues XX% $PRCT trades at 9.1x sales with negative XX% net income margins $LMAT trades at XXX sales whilst growing revenues at 12%"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1944034182759330048) 2025-07-12 14:00:42 UTC 53K followers, 4657 engagements "$NVDA CEO on $TSLA👇 "His self-driving car his Optimus robot every single one of them world class and revolutionary.""  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1944016203724345731) 2025-07-12 12:49:15 UTC 52.9K followers, 9252 engagements "10 companies with huge moats👇 Nvida $NVDA Amazon $AMZN Palantir $PLTR TransMedics $TMDX NuBank $NU Meta $META Tesla $TSLA Taiwan Semiconductor Manufacturing $TSM Shopify $SHOP MercadoLibre $MELI What else🧐"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1824864770333589918) 2024-08-17 17:44:00 UTC 52.9K followers, 80.8K engagements "My XX watchlist stocks currently are: X. Aspen Aerogels $ASPN X. Albermarle Corporation $ALB X. Tempus AI $TEM X. Advanced Micro Devices $AMD X. Google $GOOGL X. Rocket Lab $RKLB X. Nebous $NBIS X. Robinhood $HOOD X. First Solar $FSLR XX. Enphase Energy $ENPH"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1914683937244295636) 2025-04-22 14:13:18 UTC 52.8K followers, 18.6K engagements "Chuck Akre - Mastercard $MA - Moody's $MCO - KKR & Co $KKR - American Tower Corp $AMT - Oreilly Automotive $ORLY - Brookfield Corp $BN - Visa $V - Roper Technologies $ROP - Costar Group $CSGP - Danaher Corporation $DHR - Aribnb $ABNB - CCC Intelligent Solutions $CCCS - Carmax $KMX - Goosehead $GSHD"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1874820396219855346) 2025-01-02 14:09:49 UTC 52.9K followers, 6417 engagements "9. Uber $UBER To see my $UBER Deep Dive 👇"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945900647590580236) 2025-07-17 17:37:22 UTC 53K followers, 60.8K engagements "$SOFI bears in 2024 👇 "Delinquency rates are increasing" "SOFI aren't innovating" "SOFI is just a bank" "The valuation is too high" $SOFI in last XX months: +193% $TMDX bears in 2024 👇 "TMDX valuation is sky high" "Growth is stalling" "They have no moat" $TMDX YTD: +83% $LMND bears in 2025 👇 "Insurance is just a commodity" "LMND isn't profitable" "LMND valuation relative to legacy is too high" $LMND in 2026: 👀"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1946201588655149450) 2025-07-18 13:33:12 UTC 53K followers, 4909 engagements "4/ Multiples 👇 But anyway here's a list of US companies trading below 3.5x with +50% revenue growth with a market cap above $1B: $GOGO $GLXY $QXO $AAOI X of those are incredibly loss making and one has never generated a single dollar of FCF"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1940402815320355267) 2025-07-02 13:30:56 UTC 53K followers, 2417 engagements "Bullish on the space economy You've got: 👇👀 $ASTS - 145x sales $RKLB - 34x sales $GSAT - 13.8x sales $PL - 6.1x sales $IRDM - 5.8x sales $SPIR - 4.7x sales $SPCE - 3.1x sales"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945236547705381000) 2025-07-15 21:38:28 UTC 53K followers, 6109 engagements "2. Albermarle Corporation $ALB Lithium demand is set to 5x by 2030 driven by clean energy mandates and $ALB are the global leader. $ALB are prepping themselves to take full advantage of this as they've slashed CapEx by XX% which is saving $400M per year. Margins should explode when lithium prices return"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1942266394579468727) 2025-07-07 16:56:08 UTC 51.5K followers, 9561 engagements "$ZETA +3% pre market and now XX% on the month. Real disruption"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945794389063676395) 2025-07-17 10:35:08 UTC 53K followers, 8424 engagements "4. SoFi $SOFI $SOFI is disrupting the traditional banking system as we know it by bundling lending checking saving investing crypto and insurance into one digital platform. $SOFI's crypto offerings will also close the gap between them and $HOOD. $HOOD generated $XXX million in crypto revenue in Q4 XX. What will $SOFI do"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945900640669942063) 2025-07-17 17:37:20 UTC 53K followers, 75.7K engagements "7. Oscar Health $OSCR $OSCR remains below IPO price despite increasing revenues from 1880%. What is even more crazy is that $OSCR's current revenue growth is XX% and P/S is 0.4x. Not many companies in the entire market have these fundamentals. Also a pretty interesting post from @BourbonCap 👇"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945900644675502549) 2025-07-17 17:37:21 UTC 53K followers, 67.1K engagements "The risk to reward is in your favour with $OSCR. $OSCR Upside Potential: - Stock trades at 0.3x sales and could 3x purely based on multiple expansion. - XX% growth rates for 0.3x sales multiple. - Trades right at multi-year support level. - AI-native business with strong (but capped) margin expansion ahead. - FCF is expected to grow XXX% in FY2026. $OSCR Downside Potential: - If ACA disappears for $OSCR they'll lose revenues but still meet longer term guidance. - Next support level is at $XXXXX meaning XX% downside to 2022/2023 levels. I'm not saying $OSCR isn't a higher risk investment. But"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1946176630898217320) 2025-07-18 11:54:01 UTC 53K followers, 53.2K engagements "$PLTR net income: $214M $BAC net income: $7.4B"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1945484682138673295) 2025-07-16 14:04:28 UTC 53K followers, 5992 engagements "The best risk to reward investments in the market today are: X. Alibaba $BABA X. PayPal $PYPL X. SoFi $SOFI X. Bitcoin X. Indian index fund X. Nu Bank $NU X. Tesla $TSLA X. Celsius $CELH X. Mining (I own $SVM and $NEM) XX. SentinelOne $S"  [@MMMTwealth](/creator/x/MMMTwealth) on [X](/post/tweet/1831412917964853526) 2024-09-04 19:24:00 UTC 52.7K followers, 78.1K engagements
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@MMMTwealth Oliver | MMMT Wealth (CPA)
Oliver | MMMT Wealth (CPA) is bullish on several stocks, including $PYPL, $UPST, $ZETA, and $LMND, citing their growth potential and undervaluation. He also mentions other stocks, such as $GOOGL, $AMZN, and $NU, as having strong growth prospects. Overall, Oliver is optimistic about the market and sees opportunities for significant gains in various sectors.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +207%
- X Month XXXXXXXXX +67%
- X Months XXXXXXXXXX +3%
- X Year XXXXXXXXXX +667%
Mentions: XX #
- X Week XXX +3.30%
- X Month XXX +75%
- X Months XXXXX +3.70%
- X Year XXXXX +82%
Followers: XXXXXX #
- X Week XXXXXX +3.90%
- X Month XXXXXX +7%
- X Months XXXXXX +40%
- X Year XXXXXX +424%
CreatorRank: XXXXXX #
Social Influence #
Social category influence stocks #1289 finance #955 technology brands #5635 cryptocurrencies #1843 automotive brands XXXX% exchanges #504 countries XXXX% social networks XXXX% luxury brands XXXX%
Social topic influence $lmnd #46, oscr #22, $oscr #21, hims #24, $hims #20, nvda #1, $nvda #12, $nu #51, $googl #2503, pltr #1
Top accounts mentioned or mentioned by @joinyellowbrick @julian_trades1 @grok @cronosbro @sergeycyw @007ofwallst @mikekuczborski @tacticzh @poconokid18 @danielisdizzy @jjsfinclub @michael34146343 @putprofit @brae_rolando @fischernick23 @aarondeluce21 @tree75769 @craftedp_ @alphamonk10 @ivelini
Top assets mentioned Lemonade, Inc. (LMND) Oscar Health, Inc. (OSCR) Hims & Hers Health, Inc. (HIMS) NVIDIA Corp. (NVDA) NuCypher (NU) Alphabet Inc Class A (GOOGL) TransMedics Group, Inc. Common Stock (TMDX) Palantir (PLTR) Upstart Holdings, Inc. Common stock (UPST) ZetaChain (ZETA) RAI Finance (SOFI) Tesla, Inc. (TSLA) Alien Base (ALB) DLocal Limited Class A Common Shares (DLO) UnitedHealth Group (UNH) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Micron Technology, Inc. (MU) Uber Technologies, Inc. (UBER) Robinhood Markets, Inc. (HOOD) Rocket Lab USA, Inc. Common Stock (RKLB) Tempus AI, Inc. Class A Common Stock (TEM) Celsius Holdings, Inc. Common Stock (CELH) Alibaba Group (BABA) Duolingo, Inc. Class A Common Stock (DUOL) Enphase Energy Inc (ENPH) First Solar, Inc. (FSLR) Lyft, Inc. Class A Common Stock (LYFT) Circle Internet Group, Inc. (CRCL) NuScale Power Corporation (SMR) Intuitive Surgical, Inc. (ISRG) Marvell Technology Inc (MRVL) The Root Network (ROOT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Symbotic Inc. Class A Common Stock (SYM) Applovin Corporation (APP) Snap, Inc. (SNAP) Mario Coin (COIN) Oklo Inc. (OKLO) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Archer Aviation Inc. (ACHR) Constellation Energy Corp (CEG) Stryker Corporation (SYK) TeraWulf Inc. (WULF) Carvana Co. (CVNA) Lam Research Corporation (LRCX) Clearwater Analytics Holdings, Inc. (CWAN) Metadium (META) Iris Energy Limited Ordinary Shares (IREN) Ethereum (ETH) Novo-Nordisk (NVO) MercadoLibre Inc (MELI) Goosehead Insurance, Inc. Class A Common Stock (GSHD) PayPal Holdings Inc (PYPL) Newmont Corporation (NEM)
Top Social Posts #
Top posts by engagements in the last XX hours
"$LYFT are $SNAP are two businesses I don't love. But they're two businesses where money can be made. $LYFT P/S: 0.9x $SNAP P/S: 2.6x"
@MMMTwealth on X 2025-07-16 15:06:00 UTC 53K followers, 3489 engagements
"THE FUTURE DECADE 👇 Quantum: $IONQ $GOOGL Nuclear: $OKLO $SMR Space: $ASTS $RKLB eVTOL: $ACHR $JOBY Biotech: $ABCL $BNTX Battery Tech: $ALB $SLDP Robotaxis: $UBER $TSLA $GOOGL Web3: $CRCL $COIN" @MMMTwealth on X 2025-07-14 15:00:44 UTC 53K followers, 33.6K engagements
"2. Vistra Corp $VST Revenue Growth: XXXX% EV/Sales: 2.5x PEG: 0.67x" @MMMTwealth on X 2025-04-06 11:21:47 UTC 52.9K followers, 4649 engagements
"That's X months of the year done: +42% YTD. I'm only in the red on one stock and that's $DLO (down XXX% overall) +125% on $SOFI +56% on $TMDX +63% on $CEG +46% on $UBER +250% on $PLTR And massively in the green on XX other stocks. I share all my buys sells adds and trims to paid subs for just $XX a month which is a bargain for the value I add. I spend 3+ hours a day on the spreadsheet and share all my valuation models deep dives watchlists exact buys/sells exact monetary position sizes and % allocation to each stock. I use XX% fundamentals and XX% technicals. It's an educational group as I" @MMMTwealth on X 2025-07-01 15:49:20 UTC 51.3K followers, 19.3K engagements
"Weekly reminder - You have: $DLO - Fastest growth fintech at 18x Fwd PE. $OSCR - Trading at 3.2x estimated 2027 FCF. $LMND - Dropped XX% following very positive reinsurance news. $GOOGL - Cheapest Mag X by far. $UNH - Generating $5B in FCF per quarter with record insider buying. $UPST - Set to outperform as fed rate cuts come. $ALB - Lithium prices won't stay low forever" @MMMTwealth on X 2025-07-13 12:49:10 UTC 53K followers, 44.2K engagements
"If $OSCR hits $XX this year they'll be trading at 0.1x NTM sales. They're set to grow revenues 23%. Name me another company growing at XX% for 0.1x sales. Insane" @MMMTwealth on X 2025-07-15 15:21:48 UTC 53K followers, 28.9K engagements
"5. Opendoor $OPEN From a potential NASDAQ delisting to XXX% in X days - $OPEN is trying to operate in the iBuying market after $Z and $RDFN abandoned it. Very speculative play. A potential disruptor.(but I'm not interested)" @MMMTwealth on X 2025-07-17 17:37:20 UTC 53K followers, 72.7K engagements
"Robotics is the next multi-trillion dollar industry. I think there's X clear leaders to invest into. Here they are👇🧵 X. Intuitive Surgical $ISRG Revenue growth: XXXX% EV/Sales: 19.0x Robotics assisted surgery is becoming much more commonplace and $ISRG leads the market. It trades much higher than competitors like $SYK and $MDT so there's a big valuation risk meaning I likely wouldn't buy the company today. It's one that I hope will pullback soon to a reasonable valuation" @MMMTwealth on X 2025-03-25 16:11:17 UTC 51.4K followers, 111.6K engagements
"Small cap companies with estimated growth rates more than XX% for the next X years: X. $ENVX - XXX% X. $SMR - XXX% X. $WULF - XX% X. $SOUN - XX% X. $LMND - XX% FWIW $LMND's P/S is BY FAR the lowest here. They're also the only one with stable and growing margins" @MMMTwealth on X 2025-07-08 13:49:14 UTC 53K followers, 13.2K engagements
"$PLTR is now a larger company than $HD despite making $14.67B less in net income" @MMMTwealth on X 2025-07-17 15:40:15 UTC 53K followers, 5218 engagements
"Clifford Sosin - Carvana $CVNA - Hilton Grand Vacations $HGV - Capital One Financial $COF - Cardlytics $CDLX - World Acceptance Corporation $WRLD" @MMMTwealth on X 2025-01-02 14:09:48 UTC 51.3K followers, 4010 engagements
"The first wave of AI ( $NVDA $PLTR $AMD $SNOW) is not where you make big money moving forward. It's the second wave of AI where the money is made: Here's XX stocks to ride the second wave of AI 👇" @MMMTwealth on X 2025-07-17 17:37:19 UTC 53K followers, 882.8K engagements
"$OSCR $UPST $LMND $HIMS $NU Medium To Low Risk. High to Very High Reward" @MMMTwealth on X 2025-07-15 22:40:00 UTC 53K followers, 14.3K engagements
"I'll keep talking about the same stocks because they're the best opportunities in the market today. $LMND $DLO $NU $HIMS $OSCR $UPST $GOOGL $AMZN $UNH $ZETA $ALB Buy those and relax" @MMMTwealth on X 2025-07-11 14:56:10 UTC 52.7K followers, 22.4K engagements
"10. Circle Internet Group $CRCL $CRCL has every chance of becoming the pivotal node in digital finance because of stablecoins. I don't invest around the times of IPOs so I'm in wait and see here but this could be a huge company in the future" @MMMTwealth on X 2025-07-07 16:56:11 UTC 52.5K followers, 6706 engagements
"2. Zeta Global Holdings $ZETA $ZETA is a MarTech firm with huge operational efficiency. They're an AI driven marketing cloud firm posting these numbers: - XX% revenue growth. - XX% EBITDA growth. - XX% ARPU growth (scaled customers) - XX% ARPU growth (super scaled customers) And look at this FCF per share growth vs share price 👇" @MMMTwealth on X 2025-07-17 17:37:19 UTC 53K followers, 84.5K engagements
"Sure. And fair point for a business like insurance where margins are slim. But for $OSCR's high growth it's definitely a valid way to at least compare to peers for now. But they're still in growth stage so you've got to look at growth relative to cost structure. On any Fwd basis you've got $OSCR at a huge discount to any peers looking at PE and PS. They've still got huge growth and huge operating leverage to take advantage of ahead. So yes PS isn't the only metric to look at. But it sure is a great point to gauge how the market is pricing $OSCR's growth even before any profitability and" @MMMTwealth on X 2025-07-18 13:44:47 UTC 53K followers, 1912 engagements
"These are the fastest growing companies trading below a 10x sales multiple 👇 X. Micron Technology $MU X. Root $ROOT X. EVgo $EVGO X. Tempus AI $TEM X. Upstart Holdings $UPST X. Marvell Technology $MRVL X. DoorDash $DASH X. Lam Research Corp $LRCX X. Diamondback Energy $FANG XX. Nexttracker $NXT" @MMMTwealth on X 2025-06-20 12:49:09 UTC 51.4K followers, 36.1K engagements
"For $NU to be only just beating the market YTD is ridiculous. This is a company with perhaps the best fintech fundamentals globally. They have a CAC $X and a cost to serve below $X and a LTV per customer 20-30x above that. There's no fintech that comes remotely close to those unit economics. $NU is trading at 22x PE which for a company growing at XX% CAGR for the next couple years is on the cheaper side. By 2030 we should have EPS at least above $XXX (CAGR 20%) meaning with a 20x multiple you're looking at $XX stock (100% from today). That's being conservative. Very conservative" @MMMTwealth on X 2025-07-01 11:49:14 UTC 52.9K followers, 22K engagements
"You know what's hilarious The market is currently giving SharkNinja $SN an appliance company a higher multiple than $GOOGL" @MMMTwealth on X 2025-07-08 17:39:05 UTC 51.2K followers, 7206 engagements
"Monday screen 👇 Est revenue growth XX% Net income margin -X% Results: $NVDA $CRWD $ADSK $WDAY $MRVL $PSTG $MDB $OKTA $OLLI $DY $FIVE $ANF $NCNO $AGX How many of these do you own" @MMMTwealth on X 2025-07-14 13:44:01 UTC 53K followers, 5050 engagements
"8 disruptors 👇8 market beating stock👇 $LMND An AI-native insurer using machine learning to underwrite and settle claims faster and cheaper than legacy insurance companies like $PGR. Ready to benefit from nice operating leverage. $UPST Disrupting consumer lending by replacing outdated FICO-based models with AI-driven credit decisioning that expands access while lowering default risk. $NU Digital-first neobank using AI to deliver personalized low-cost financial services to hundreds of millions across Latin America. $HIMS Healthcare platform using AI to personalize treatment plans automate" @MMMTwealth on X 2025-07-15 13:30:34 UTC 53K followers, 10K engagements
"5. $LMND dropping XX% since reinsurance changes and car expansion in Indiana. The reinsurance ceding reduction down to XX% is incredible news for $LMND. It shows their confidence in their models and will allow them to take home a much larger portion of revenue. EBITDA profitability by 2026 is almost guaranteed now according to my models. The time to load up on $LMND is likely getting quite small. Outside of my DCA's my next $LMND add will be at $XX and then again at $XX if we reach there. Paid subs will be updated of course the second I make any changes to my portfolio" @MMMTwealth on X 2025-07-12 14:00:42 UTC 52.3K followers, 6788 engagements
"10 COMPANIES BELOW $10B YOU HAVE TO KNOW: X. $LMND - Automating and streamlining insurance with AI. X. $ACHR - eVTOL replacing short haul air travel. X. $CWAN - Cloud software for automated investment accounting. X. $NBIS - Building an independent alternative to Big Tech cloud. X. $SYM - AI powered robotics automating warehouse logistics. X. $TEM - Revolutionizing diagnostic testing with AI. X. $JOBY - eVTOL air taxis for fast urban transport. X. $HIMS - Redefining primary care and prescriptions through D2c digital health platforms. X. $IONQ - The big quantum computing bet. XX. $OSCR -" @MMMTwealth on X 2025-07-13 12:00:36 UTC 53K followers, 78.9K engagements
"I have a smaller portfolio outside of my core portfolio currently just with $ARBK and $SPIR. $ARBK now up XX% in X days. $SPIR up 15%. Most of my money goes into my core positions but I am adding research to smaller lesser-known plays too. More value. $XX a month" @MMMTwealth on X 2025-07-18 15:40:51 UTC 53K followers, XX engagements
"@JJsFinclub $SOFI - fair argument. $CELH - Less so" @MMMTwealth on X 2025-07-10 15:13:00 UTC 52.7K followers, XXX engagements
"4. Constellation Energy $CEG Industry: Nuclear Revenue Growth: XXXX% EV/Sales: 4.4x Net Income Margin: XXX% There's no $NVDA $AMD $GOOGL $AMZN or $META without the nuclear plays like $OKLO and $CEG. With $OKLO trading at a ridiculous valuation I think $CEG is the best play today. They're partnered with $META and $MSFT they're got a good M&A pipeline and they're one of the key leaders in an industry with extremely high barriers to entry. Here's Jensen Huang of $NVDA saying "every single data center will be power limited". This is incredibly bullish for $CEG" @MMMTwealth on X 2025-06-14 12:40:23 UTC 52.9K followers, 20.4K engagements
"PREMARKET 👀 $BABA +6% Who forgot about $BABA Not us" @MMMTwealth on X 2025-07-15 09:02:30 UTC 52.9K followers, 8353 engagements
"3/ Multiples 👇 If $LMND are set to hit $900M in revenue over the next XX months we're looking at XX% revenue increase and a NTM sales multiple of 3.56x. Note: - This does not mean $LMND is any cheaper than it is today. - The risk is going up. - Profitability is still not too clear. - Capital requirements go up. So yes multiple is down revenue is up but the stock is not necessarily better value. It's just a reclassification. If you want to see my $LMND Deep Dive check here (wrote in June. I also have one in March)" @MMMTwealth on X 2025-07-02 13:30:56 UTC 53K followers, 1049 engagements
"1/ $LMND reduced the amount they will cede to reinsurance companies from XX% to 20%. That's a massive shift and it's come way earlier than many expected. Essentially this means the $1B in IFP they have they'll be counting an additional $300M as revenue meaning $1B in revenue by FY2026 is entirely possible" @MMMTwealth on X 2025-07-02 13:30:55 UTC 53K followers, 1479 engagements
"10. Tempus AI $TEM If you want exposure to the AI healthcare trend $TEM is perfect - they're disrupting the medicine with AI-driven precision care analyzing over 40M patient records to power faster diagnostics with much more precision. They're redefining how we detect treat and prevent disease and trade for just 8.0x sales" @MMMTwealth on X 2025-07-17 17:37:22 UTC 53K followers, 65.1K engagements
"I have a watchlist of 20+ stocks. All quality. Just waiting for the right time. Here's XX for you 👇🧵 X. Iren $IREN ✅Zero debt ✅Scaling high-performance AI infrastructure using $NVDA H100s ✅Record revenue month. ✅ BTC miner and AI compute" @MMMTwealth on X 2025-07-07 16:56:08 UTC 53K followers, 80.5K engagements
"Posted X weeks ago for $ZETA (to free subscribers). $ZETA +8% today and well on the way to $XX. $ZETA Deep Dive also coming in the next day. XX% fundamentals. XX% technicals" @MMMTwealth on X 2025-07-17 15:27:21 UTC 53K followers, 5341 engagements
"3. Upstart $UPST Up XXX% over the past year but just XX% all time showing their big AI bets are only just starting to pay off - $UPST now have XX% of their loans approved completely autonomously. With $1.01B guidance for FY25 this means $UPST are trading at just 7x sales for XX% growth rates and a solid XX% EBITDA margin. Not many companies fit these criteria" @MMMTwealth on X 2025-07-17 17:37:20 UTC 53K followers, 78.7K engagements
"3. TransMedics $TMDX Industry: Medtech Revenue Growth: XXXX% EV/Sales: 8.3x Net Income Margin: XXXX% $TMDX possess almost a monopoly in the US in the warm perfusion organ transplant market. When you combine this monopoly with their ability to operate their own logistics network unlike any competitor the opportunities ahead become very significant. With kidney launch upcoming international markets to be won and further improvements to the aviation fleet $TMDX still trade well below most of their medtech peers despite having considerably better fundamentals" @MMMTwealth on X 2025-06-14 12:40:22 UTC 53K followers, 17.2K engagements
"5 companies with +90% FCF growth estimates over the NTM. X. $HIMS - XXX% X. $NVDA - XXX% X. $COIN - XXX% X. $DUOL - XXX% X. $CWAN - XX% Take that as you will" @MMMTwealth on X 2025-07-11 11:02:00 UTC 53K followers, 19.6K engagements
"People don't realize that a company like $OSCR will not trade at 3.2x 2027 FCF for much longer" @MMMTwealth on X 2025-07-11 15:14:32 UTC 53K followers, 140K engagements
"Five situations where the market is wrong 👇 (In other words X opportunities) X. $PLTR having a higher market cap than $UNH. $PLTR market cap: $335B $PLTR FCF per share: $XXXX $UNH market cap: $275B $UNH FCF per share: $XXXX Opportunity: $UNH" @MMMTwealth on X 2025-07-12 14:00:41 UTC 52.9K followers, 14.9K engagements
"Here's some levels I'm quite interested in seeing this week post earnings👇 X. Tesla $TSLA - $XXX X. Intuitive Surgical $ISRG - $XXX X. ServiceNow $NOW - $XXX X. Lam Research $LRCX - $XX X. Google $GOOGL - $XXX X. Kinsale Capital $KNSL - $450" @MMMTwealth on X 2025-04-20 17:11:15 UTC 53K followers, 9467 engagements
"Here's XX high growth stocks with: X. An EV/Sales below 4x X. A PEG below 0.9x 🧵 X. Uber $UBER Revenue Growth: XXXX% EV/Sales: 2.7x PEG: 0.55x" @MMMTwealth on X 2025-04-06 11:21:46 UTC 52.9K followers, 50.3K engagements
"High growth stocks are all over X today but don't ignore these quality stocks down more than XX% in the last year: X. Novo Nordisk $NVO X. Evolution AB $EVO X. Snap $SNAP X. Enphase Energy $ENPH I own none of these but I think a couple have nice potential" @MMMTwealth on X 2025-05-12 12:21:00 UTC 52.6K followers, 7442 engagements
"Stock screener 👀 Criteria: X. EPS Estimated 3Y CAGR XX% (FY25 FY26 FY27) X. Revenue Estimated 3Y CAGR XX% (FY25 FY26 FY27) X. Fwd EV/EBITDA 40x Results👇 $NVDA $LLY $MELI $MU $APP $CVNA $EQT $SMCI $TKO $OWL $CELH $HIMS $BROS $CORT $JBTM $CDE $TMDX $KRYS $PAY $DLO $GSHD $LC $SEI $ROIV" @MMMTwealth on X 2025-07-01 14:56:33 UTC 53K followers, 8330 engagements
"$OSCR is fundamentally and technically very undervalued. X. Freelancing adds $1.3T to the US economy annually. X. XX million Americans freelance per year. X. Forecasts suggest XX% of the US workforce will be freelancers by 2027. X. SME's drove XX% of new jobs between 2021 and 2024. The numbers are backing up what $OSCR CEO is saying" @MMMTwealth on X 2025-07-14 10:22:51 UTC 53K followers, 18K engagements
"1. Lemonade $LMND The applications built on top of the infrastructure - $LMND is disrupting the biggest market of them all: Insurance. During Q2 earnings $LMND will massively increase their revenue guidance for the next year meaning they'll likely trade 3.5x sales with 40-50% revenue growth rates whilst disrupting a multi trillion-dollar industry" @MMMTwealth on X 2025-07-17 17:37:19 UTC 53K followers, 92K engagements
"3. Regeneron Pharmaceuticals $REGN I'm not normally a biotech investor but $REGN has some drugs in their pipeline which offer great potential plus they're in a nice position from a technical viewpoint. The pipeline drugs are: - Lynozyfic - Ordspono X oncology drugs with huge potential to compete with $ABBV $GMAB and $JNJ" @MMMTwealth on X 2025-07-07 16:56:09 UTC 51.6K followers, 8275 engagements
"Technicals matter. Fundamentals matter more. Here's XX companies set to grow EPS at more than a XX% CAGR for the next X years: X. $CRCL: XXX% X. $MU: XXX% X. $OSCR: XXX% X. $LYFT: XXX% X. $AMD: XX% X. $DUOL: XX% X. $APP: XX% X. $TMDX: XX% X. $SPOT: XX% XX. $ARM: 41%" @MMMTwealth on X 2025-07-02 16:56:10 UTC 51.8K followers, 27.5K engagements
"Hyper Growth $ZETA $SMR $RBRK $HIMS Growth $ALAB $LMND $MU $UPST $TMDX $ROOT $OSCR $TMDX $AMD $HOOD $NU $FSLR $NBIS Inflection Points $LMND $SYM $UPST $OSCR $NET $ZETA Core $AMZN $ASML $GOOGL $NVDA $SOFI Value Plays $PYPL $NVO $ENPH Dividend $UPS $TROW $CVX" @MMMTwealth on X 2025-06-16 12:49:08 UTC 53K followers, 32.7K engagements
"Almost guaranteed ways to beat the market over 3-5 years: Buy $UNH $GOOGL & $AMZN Less certain but ways to DESTROY the market over 3-5 years: Buy $LMND $HIMS $OSCR $NU $ETH $UPST $DLO $IREN" @MMMTwealth on X 2025-07-10 11:15:00 UTC 53K followers, 20K engagements
"$122k $BTC $XX $SOFI $XXX $PLTR $XX $LMND $XX $OSCR $XXX $GOOGL Perfect mix of highs and still opportunities" @MMMTwealth on X 2025-07-14 06:54:46 UTC 52.9K followers, 14.8K engagements
"Zeta ($ZETA) is extremely undervalued at 2.5x NTM sales. There's at least XXX% upside available. Here's my quick thesis 👇🧵" @MMMTwealth on X 2025-06-23 12:49:14 UTC 53K followers, 86.8K engagements
"You don't have to time the market. You just need to know your levels and DCA. $LMND: $25-$50 is a buy. $NU: $10-$16 is a buy. $HIMS: $20-$70 is a buy. $UPST: $40-$70 is a buy. $OSCR: $11-$17 is a buy. I get more aggressive on certain dips but these are zones where I'd DCA" @MMMTwealth on X 2025-07-16 11:45:00 UTC 53K followers, 43.7K engagements
"2/ Here's the math on that 👇 GEP in Q1 was $186.7M * X = $747M annualized GEP for the year. Based on XX% growth over the course of the next XX months you're looking at $821M in GEP. Previously $LMND retained XX% (55% to reinsurance) so revenue could've been $370M. Now they'll be retaining XX% (20% to reinsurance) so revenue could sit at $660M. That's almost another $300M in revenue over the next XX months. Add on commission income investment income and other income and $900M to $1B in possible" @MMMTwealth on X 2025-07-02 13:30:56 UTC 51.3K followers, 1070 engagements
"Small caps have the potential to be life changing. Heres XX of the best 👇 X. TransMedics $TMDX X. Lemonade $LMND X. Rocket Lab $RKLB X. Aehr Test Systems $AEHR X. Newmont Corporation $NEM X. Lantheus Holdings $LNTH X. High Tide $HTI X. Indie Semiconductors $INDI X. Redwire $RDW XX. Cleanspark $CLSK" @MMMTwealth on X 2025-01-19 21:12:14 UTC 53K followers, 64.6K engagements
"9. Lyft Technologies $LYFT $LYFT doesn't deserve an $UBER multiple because the moat isn't as strong. However they are: - Growing Adj. EBITDA by XX% YoY. - Grown to $920M in FCF just a year after FCF breakeven. - Trade at an FCF multiple 1/3rd of $UBER. - Been consolidating for X years" @MMMTwealth on X 2025-07-07 16:56:11 UTC 52.5K followers, 7496 engagements
"$LMND is giving people the opportunity to get in. It's becoming more popular here on X. I hope people are loading as much as they possibly can. This will be a triple digit stock sooner than some think" @MMMTwealth on X 2025-07-10 15:00:40 UTC 52.4K followers, 15.3K engagements
"3. $OSCR trading for 0.3x sales with these numbers: - Estimated $1.2B in FCF by 2027 (current market cap is $3.6B) - XX% revenue CAGR (last X years) - $4.5T TAM they're disrupting" @MMMTwealth on X 2025-07-12 14:00:41 UTC 52.7K followers, 1503 engagements
"Extremely confident in saying that $LMND will outperform $PLTR & $NVDA over the next X years from here" @MMMTwealth on X 2025-07-17 12:27:00 UTC 53K followers, 13.1K engagements
"Let's make it real simple: $PLTR revenue growth: XX% $PLTR P/S: 114x $OSCR revenue growth: XXXX% $OSCR P/S: 0.4x $ZETA revenue growth: XX% $ZETA P/S: 3.3x $HIMS revenue growth: XXX% $HIMS P/S: 6.5x" @MMMTwealth on X 2025-07-17 11:14:00 UTC 53K followers, 23.6K engagements
"Here are the contrarian bets I'm bullish on right now: X. $ALB X. $ASPN X. $RIVN X $FSLR X. $BABA" @MMMTwealth on X 2025-07-04 14:56:25 UTC 53K followers, 25.1K engagements
"Invest in dominance. Historic examples: X. $NVDA became the backbone of AI revolution. X. $AMZN took over cloud e-commerce and digital ads. X. $PLTR became the AI control layer. Future examples: X. $LMND will automate the insurance stack. X. $NU will be the fintech for the next XXX million people in LatAm. X. $HIMS will become the front door to digital health" @MMMTwealth on X 2025-07-08 11:49:17 UTC 52.4K followers, 22.7K engagements
"TOKENIZATION IS "THE BIGGEST INNOVATION IN CAPITAL MARKETS IN A DECADE". - $HOOD CEO Public markets are transparent liquid and widely accessible. Private markets are restricted to the ultra-wealthy who just get wealthier. $HOOD is changing this. $HOOD is a $100B company soon" @MMMTwealth on X 2025-07-08 09:54:27 UTC 53K followers, 12K engagements
"Here's X quality companies that have dropped more than XX% over the last year👇🧵 X. Celsius Holdings $CELH EV/Sales: 4.4x Revenue Growth: XXXXX% FCF Margin: XXXXX% Commentary: Perhaps I've been wrong with $CELH but the fact that they're now trading at a lower multiple than $MNST is beyond me when the revenue growth is over XX% higher. I'd kick myself for missing this opportunity over the next 3-5 years. I'm buying more" @MMMTwealth on X 2024-10-09 11:00:17 UTC 51.3K followers, 203.7K engagements
"$SPIR up XX% today 😏 Come join us. Link in first comment 👇" @MMMTwealth on X 2025-07-17 14:20:09 UTC 53K followers, XX engagements
"Here's how I CONSERVATIVELY value $TSLA by 2030: Optimus 👇 Potential TAM by 2030 = $18B (per forecasts) though I anticipate this will be much higher. Some estimates suggest $5T by 2030 for example. So XX% of the market is $1.8B in revenue. Given $TSLA want to produce XX million robots per annum by 2030 $1.8B in revenue by 2030 is only 90000 sales (at $20000) so I suspect this is too low. If we conservatively assume $TSLA sells X million robots per year by 2030-2032 (1/15th of planned production) they'll hit $20B in annual Optimus revenue. $NVDA trades at 19x sales as does $ISRG. Private" @MMMTwealth on X 2025-07-12 17:56:06 UTC 53K followers, 6337 engagements
"Here's why $LMND is my biggest position👇 GEP in Q1 was $186.7M * X = $747M annualized GEP for the year. Based on XX% growth over the course of the next XX months you're looking at $821M in GEP. Previously $LMND retained XX% (55% to reinsurance) so revenue could've been $370M. Now they'll be retaining XX% (20% to reinsurance) so revenue could sit at $660M. That's almost another $300M in revenue over the next XX months. Add on commission income investment income and other income and $900M to $1B in possible. $LMND EV is $2.7B meaning the stock is trading at 2026 sales multiple of 2.7x. Not" @MMMTwealth on X 2025-07-16 13:42:36 UTC 53K followers, 10.8K engagements
"4. Root Insurance $ROOT $ROOT are expected to hit $143M in EBITDA by 2027 and they're expected to grow EPS at more than XX% CAGR for the next X years. They're executing incredibly well. A 20x multiple on this gives them a $2.86B business which is a XX% upside in X years. That's extremely conservative" @MMMTwealth on X 2025-07-07 16:56:09 UTC 51.9K followers, 7763 engagements
"Let's touch in with what the superinvestors are holding right now in 2025👇 X. Mohnish Pabrai - Alpha Metallurgical Resources $AMR - Consol Energy $CEIX - Warrior Met Coal $HCC - Arch Resources $ARCH - Danaos Corporation $DAC" @MMMTwealth on X 2025-01-02 14:09:40 UTC 53K followers, 69.6K engagements
"1. Estimated Revenue CAGR (2Y) XX% X. Estimated EBITDA CAGR (2Y) XX% X. EV/Sales 10x Results 👇 X. Aspen Aerogels $ASPN X. Reddit $RDDT X. Micron Technology $MU X. Fluence Energy $FLNC X. Symbiotic $SYM X. Rocket Companies $RKT X. AeroVironment $AVAV X. TeraWulf $WULF" @MMMTwealth on X 2025-06-04 13:27:58 UTC 53K followers, 12.5K engagements
"If Trump fires Powell: - Legal and constitutional turmoil. - Dangerous precedent over independence moving forward. - Bond yields would soar. - Weak dollar. - Stock volatility. - Future Fed chairs would be seen as political appointees. It wouldn't be good" @MMMTwealth on X 2025-07-16 15:48:36 UTC 53K followers, 7277 engagements
"Remember $TMDX still trades below many medtechs" @MMMTwealth on X 2025-07-12 11:22:46 UTC 52.9K followers, 8131 engagements
"7. Rivian $RIVN Has a very similar chart to $ABCL post IPO. $RIVN is an EV stock that has had a pretty terrible time but the margin of safety above is substantial. It's a company I wouldn't touch today but it's definitely one to keep on the watchlist because any recovery could be a very quick 100%" @MMMTwealth on X 2025-07-07 16:56:10 UTC 53K followers, 7751 engagements
"Companies with a wide moat massively outperform the S&P XXX 📈 Here's XX wide moat companies you probably haven't heard of: X. Rollins $ROL X. WD-40 $WDFC X. MSC Industrial Direct $MSM X. Copart $CPRT X. Moody's $MCO X. IDEXX Laboratories $IDXX X. Stryker Corporation $SYK X. LVMH $MC X. Old Dominion Freight Line $ODFL XX. VeriSign $VRSN" @MMMTwealth on X 2024-03-22 15:15:32 UTC 51.4K followers, 1591 engagements
"2. Zeta Global Holdings $ZETA $ZETA caught some attention yesterday with a XX% run up but I spoke about it to paid subs quite a bit over the last X weeks. $ZETA is currently growing at XX% YoY yet only trades for 2.5x sales whilst the wider marketing tech market is growing at a XX% CAGR for the next XX years. $ZETA leads this niche and has very good upside" @MMMTwealth on X 2025-06-21 13:16:29 UTC 53K followers, 7961 engagements
"With the US market back at all times it's never a bad time to look outside the US for some exposure: My favorite international stocks are: X. $DLO X. $NU X. $GRAB X. $ASML X. $BABA Those not traded on US markets include: X. $RACE X. $III X. $DNP" @MMMTwealth on X 2025-06-05 09:54:00 UTC 53K followers, 17.5K engagements
"8. Duolingo $DUOL $DUOL is leveraging GPT-4 to leverage its Max subscription tier automate course creation and replace contractors to ultimately drive personalized and scalable learning. They currently trade at 55x FCF but only 1.07x PEG which is still very cheap. There's a gap to fill down to $XXX level which is where I'd be interested in buying" @MMMTwealth on X 2025-07-17 17:37:21 UTC 53K followers, 64.7K engagements
"$HIMS $LMND $OSCR $UNH $ZETA $NU If you buy at these levels youll beat the market over 3-5 years" @MMMTwealth on X 2025-07-05 18:34:17 UTC 51.2K followers, 31.4K engagements
"Need I remind you that if $OSCR hits $XX (as per some analyst PT's) the stock will trade at 0.1x sales. Insiders are buying. SME & freelancers are growing. The TAM is ginormous. They're disrupting" @MMMTwealth on X 2025-07-16 16:16:00 UTC 53K followers, 8715 engagements
"Here's an updated PEG of some of my favorite high growth names 👇 X. First Solar $FSLR 0.22x X. Micron Technology $MU 0.30x X. Enphase Energy $ENPH 0.42x X. Toast $TOST 0.44x X. Advanced Micro Devices $AMD 0.48x X. Marvell Technology $MRVL 0.50x X. Shift4Payments $FOUR 0.63x X. SentinelOne $S 0.64x X. AppLovin $APP 0.70x XX. Nvidia $NVDA 0.74x XX. Duolingo $DUOL 1.05x XX. Celsius Holdings $CELH 1.15x XX. Astera Labs $ALAB 1.26x XX. The Trade Desk $TTD 1.31x XX. ServiceNow $NOW 1.51x Disclosure: I only own X of these stocks" @MMMTwealth on X 2025-03-11 16:11:15 UTC 52.6K followers, 10K engagements
"6. Chewy $CHWY $CHWY is disrupting pet care with a digital first data driven model to power personalized product recommendations auto-ship subscriptions 24/7 virtual care and predictive inventory for fast delivery. The $HIMS of pet care" @MMMTwealth on X 2025-07-17 17:37:21 UTC 53K followers, 69.1K engagements
"Howard Marks - Torm $TRMD - Chesapeake Energy $CHK - Garrett Motion $GTK - State Street $STT - Anglogold Ashanti $AU - Star Bulk Carriers $SBLK - Sunopta $STKL - Liberty Global $LI - Vistra Energy $VIST" @MMMTwealth on X 2025-01-02 14:09:43 UTC 53K followers, 4706 engagements
"$LMND is down XX% since IPO. $LMND analysts rate the stock as a "Sell" $LMND is also my highest conviction stock and biggest position in my portfolio. Here's why 👇 Investment thesis 🧵" @MMMTwealth on X 2025-07-06 14:56:18 UTC 53K followers, 101.5K engagements
"8. Clear Secure $YOU I wrote about $YOU to my subscribers yesterday as a chart to watch out for. Read it here 👇" @MMMTwealth on X 2025-07-07 16:56:10 UTC 53K followers, 6689 engagements
"If you want X high growth smaller caps then look here (1-5) 👇 If you want X compounding giants then look here (6-10) 👇 HIGH GROWTH 🧵 X. Hims & Hers $HIMS An obvious one to start but let me show you why $HIMS is still a bargain despite it's XXX% over the last year. With 10M subscribers revenue likely hits much closer to $8B rather than the publicly stated management goal of $6.5B. With a simple $XXXX% FCF margin they're hitting $1B in FCF per year which with a 30x FCF multiple gives you $30B market cap which is gives you another 2x from here based on VERY conservative estimations" @MMMTwealth on X 2025-06-21 13:16:29 UTC 53K followers, 85.3K engagements
"4. $TMDX trading well below other MedTechs $TMDX trades at 6.2x sales whilst growing revenues XX% $ISRG trades at 18.4x sales whilst growing revenues XX% $PRCT trades at 9.1x sales with negative XX% net income margins $LMAT trades at XXX sales whilst growing revenues at 12%" @MMMTwealth on X 2025-07-12 14:00:42 UTC 53K followers, 4657 engagements
"$NVDA CEO on $TSLA👇 "His self-driving car his Optimus robot every single one of them world class and revolutionary."" @MMMTwealth on X 2025-07-12 12:49:15 UTC 52.9K followers, 9252 engagements
"10 companies with huge moats👇 Nvida $NVDA Amazon $AMZN Palantir $PLTR TransMedics $TMDX NuBank $NU Meta $META Tesla $TSLA Taiwan Semiconductor Manufacturing $TSM Shopify $SHOP MercadoLibre $MELI What else🧐" @MMMTwealth on X 2024-08-17 17:44:00 UTC 52.9K followers, 80.8K engagements
"My XX watchlist stocks currently are: X. Aspen Aerogels $ASPN X. Albermarle Corporation $ALB X. Tempus AI $TEM X. Advanced Micro Devices $AMD X. Google $GOOGL X. Rocket Lab $RKLB X. Nebous $NBIS X. Robinhood $HOOD X. First Solar $FSLR XX. Enphase Energy $ENPH" @MMMTwealth on X 2025-04-22 14:13:18 UTC 52.8K followers, 18.6K engagements
"Chuck Akre - Mastercard $MA - Moody's $MCO - KKR & Co $KKR - American Tower Corp $AMT - Oreilly Automotive $ORLY - Brookfield Corp $BN - Visa $V - Roper Technologies $ROP - Costar Group $CSGP - Danaher Corporation $DHR - Aribnb $ABNB - CCC Intelligent Solutions $CCCS - Carmax $KMX - Goosehead $GSHD" @MMMTwealth on X 2025-01-02 14:09:49 UTC 52.9K followers, 6417 engagements
"9. Uber $UBER To see my $UBER Deep Dive 👇" @MMMTwealth on X 2025-07-17 17:37:22 UTC 53K followers, 60.8K engagements
"$SOFI bears in 2024 👇 "Delinquency rates are increasing" "SOFI aren't innovating" "SOFI is just a bank" "The valuation is too high" $SOFI in last XX months: +193% $TMDX bears in 2024 👇 "TMDX valuation is sky high" "Growth is stalling" "They have no moat" $TMDX YTD: +83% $LMND bears in 2025 👇 "Insurance is just a commodity" "LMND isn't profitable" "LMND valuation relative to legacy is too high" $LMND in 2026: 👀" @MMMTwealth on X 2025-07-18 13:33:12 UTC 53K followers, 4909 engagements
"4/ Multiples 👇 But anyway here's a list of US companies trading below 3.5x with +50% revenue growth with a market cap above $1B: $GOGO $GLXY $QXO $AAOI X of those are incredibly loss making and one has never generated a single dollar of FCF" @MMMTwealth on X 2025-07-02 13:30:56 UTC 53K followers, 2417 engagements
"Bullish on the space economy You've got: 👇👀 $ASTS - 145x sales $RKLB - 34x sales $GSAT - 13.8x sales $PL - 6.1x sales $IRDM - 5.8x sales $SPIR - 4.7x sales $SPCE - 3.1x sales" @MMMTwealth on X 2025-07-15 21:38:28 UTC 53K followers, 6109 engagements
"2. Albermarle Corporation $ALB Lithium demand is set to 5x by 2030 driven by clean energy mandates and $ALB are the global leader. $ALB are prepping themselves to take full advantage of this as they've slashed CapEx by XX% which is saving $400M per year. Margins should explode when lithium prices return" @MMMTwealth on X 2025-07-07 16:56:08 UTC 51.5K followers, 9561 engagements
"$ZETA +3% pre market and now XX% on the month. Real disruption" @MMMTwealth on X 2025-07-17 10:35:08 UTC 53K followers, 8424 engagements
"4. SoFi $SOFI $SOFI is disrupting the traditional banking system as we know it by bundling lending checking saving investing crypto and insurance into one digital platform. $SOFI's crypto offerings will also close the gap between them and $HOOD. $HOOD generated $XXX million in crypto revenue in Q4 XX. What will $SOFI do" @MMMTwealth on X 2025-07-17 17:37:20 UTC 53K followers, 75.7K engagements
"7. Oscar Health $OSCR $OSCR remains below IPO price despite increasing revenues from 1880%. What is even more crazy is that $OSCR's current revenue growth is XX% and P/S is 0.4x. Not many companies in the entire market have these fundamentals. Also a pretty interesting post from @BourbonCap 👇" @MMMTwealth on X 2025-07-17 17:37:21 UTC 53K followers, 67.1K engagements
"The risk to reward is in your favour with $OSCR. $OSCR Upside Potential: - Stock trades at 0.3x sales and could 3x purely based on multiple expansion. - XX% growth rates for 0.3x sales multiple. - Trades right at multi-year support level. - AI-native business with strong (but capped) margin expansion ahead. - FCF is expected to grow XXX% in FY2026. $OSCR Downside Potential: - If ACA disappears for $OSCR they'll lose revenues but still meet longer term guidance. - Next support level is at $XXXXX meaning XX% downside to 2022/2023 levels. I'm not saying $OSCR isn't a higher risk investment. But" @MMMTwealth on X 2025-07-18 11:54:01 UTC 53K followers, 53.2K engagements
"$PLTR net income: $214M $BAC net income: $7.4B" @MMMTwealth on X 2025-07-16 14:04:28 UTC 53K followers, 5992 engagements
"The best risk to reward investments in the market today are: X. Alibaba $BABA X. PayPal $PYPL X. SoFi $SOFI X. Bitcoin X. Indian index fund X. Nu Bank $NU X. Tesla $TSLA X. Celsius $CELH X. Mining (I own $SVM and $NEM) XX. SentinelOne $S" @MMMTwealth on X 2024-09-04 19:24:00 UTC 52.7K followers, 78.1K engagements