#  @MMMTwealth Oliver | MMMT Wealth (CPA) Several investors are bullish on Lemonade ($lmnd), citing its increasing growth rate, improving loss ratio, and potential for international expansion. One investor considers $lmnd their largest position and believes it will continue to outperform. The company's CEO and investors are optimistic about its prospects, including a potential revenue boost from reduced reinsurance and cross-selling opportunities. ### Engagements: [------] [#](/creator/twitter::1630283681284669445/interactions)  - [--] Week [-------] -7.30% - [--] Month [---------] +17% - [--] Months [----------] -34% - [--] Year [----------] -20% ### Mentions: [--] [#](/creator/twitter::1630283681284669445/posts_active)  - [--] Week [---] +3.30% - [--] Month [---] +9.80% - [--] Months [-----] +15% - [--] Year [-----] -20% ### Followers: [------] [#](/creator/twitter::1630283681284669445/followers)  - [--] Week [------] +0.05% - [--] Month [------] +1.20% - [--] Months [------] +17% - [--] Year [------] +55% ### CreatorRank: [-------] [#](/creator/twitter::1630283681284669445/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #5362 [finance](/list/finance) 46.5% [technology brands](/list/technology-brands) 31.85% [cryptocurrencies](/list/cryptocurrencies) #3861 [automotive brands](/list/automotive-brands) 7.01% [countries](/list/countries) 3.18% [exchanges](/list/exchanges) #3327 [social networks](/list/social-networks) 1.27% [financial services](/list/financial-services) 0.64% [fashion brands](/list/fashion-brands) 0.64% **Social topic influence** [$amzn](/topic/$amzn) #98, [stocks](/topic/stocks) 15.92%, [ai](/topic/ai) 12.74%, [growth](/topic/growth) #758, [$lmnd](/topic/$lmnd) #94, [$hims](/topic/$hims) 7.64%, [in the](/topic/in-the) 7.64%, [$zeta](/topic/$zeta) #30, [$nvda](/topic/$nvda) #1806, [market](/topic/market) #1090 **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@crnainvestor](/creator/undefined) [@grok](/creator/undefined) [@william_r2rclub](/creator/undefined) [@thexerxers](/creator/undefined) [@realvikashmehra](/creator/undefined) [@hut1459875](/creator/undefined) [@khazaddumm](/creator/undefined) [@oldsaltworks](/creator/undefined) [@stockstormx](/creator/undefined) [@arny_trezzi](/creator/undefined) [@1springthunder](/creator/undefined) [@england_michael](/creator/undefined) [@thetikr](/creator/undefined) [@wealthmatica](/creator/undefined) [@iamfabian](/creator/undefined) [@hypertechinvest](/creator/undefined) [@oracleearnings](/creator/undefined) [@arnytrezzi](/creator/undefined) [@kevrgordon](/creator/undefined) **Top assets mentioned** [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [ZetaChain (ZETA)](/topic/$zeta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [NuCypher (NU)](/topic/$nu) [RAI Finance (SOFI)](/topic/$sofi) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [DLocal Limited (DLO)](/topic/$dlo) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Sei (SEI)](/topic/$sei) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [UnitedHealth Group (UNH)](/topic/$unh) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Centrus Energy Corp. (LEU)](/topic/$leu) [Snowflake Inc. (SNOW)](/topic/$snow) [Tempus AI, Inc. (TEM)](/topic/$tem) [NuScale Power Corporation (SMR)](/topic/$smr) [Teradyne, Inc. (TER)](/topic/$ter) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Metadium (META)](/topic/$meta) [Bloom Energy Corporation (BE)](/topic/$be) [Cloudflare, Inc. (NET)](/topic/$net) [MercadoLibre Inc (MELI)](/topic/$meli) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Micron Technology, Inc. (MU)](/topic/$mu) [The Root Network (ROOT)](/topic/$root) [Textron Inc. (TXT)](/topic/$txt) [Allegro Microsystems Inc (ALGM)](/topic/$algm) [Omnicell Inc (OMCL)](/topic/$omcl) [Silicon Laboratories Inc (SLAB)](/topic/$slab) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Mario Coin (COIN)](/topic/$coin) [Microsoft Corp. (MSFT)](/topic/$msft) [Helium IOT (IOT)](/topic/$iot) [Duolingo, Inc. (DUOL)](/topic/$duol) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [IonQ, Inc. (IONQ)](/topic/$ionq) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Constellation Energy Corp (CEG)](/topic/$ceg) [Novo-Nordisk (NVO)](/topic/$nvo) ### Top Social Posts Top posts by engagements in the last [--] hours "The [--] best robotics plays when you look at revenue growth relative to valuation are: [--]. Accuray $ARAY [--]. Synopsys $SNPS [--]. Teradyne $TER [--]. Allegro Microsystems $ALGM $ARAY 👇" [X Link](https://x.com/MMMTwealth/status/1967616500946325719) 2025-09-15T15:48Z 64.3K followers, 46.5K engagements "Here's everything you need to know about PayPal $PYPL. Investment case innovations valuations risks competition. Everything. 🧵" [X Link](https://x.com/MMMTwealth/status/1798760724271124863) 2024-06-06T16:55Z 64.3K followers, 290.8K engagements "9. Olaplex Holdings $OPLX Revenue Growth: -4.85% EV/Sales: 3.9x Commentary: $OPLX is a haircare brand focusing on damaged hair using patented technology. The stock has suffered years of decline and weak outlook but recently management have outlined some key initiatives to return the company to growth. For me there's not enough data to show signs of a turnaround.but I don't think this company should be completely overlooked. https://twitter.com/i/web/status/1841525499685740933 https://twitter.com/i/web/status/1841525499685740933" [X Link](https://x.com/MMMTwealth/status/1841525499685740933) 2024-10-02T17:07Z 64.3K followers, 29.6K engagements "THE ENTIRE ROBOTICS ECOSYSTEM. Here's all you need to know. $SYM $OMCL $NVDA $SLAB $IRDM $RBC https://open.substack.com/pub/makemoneymaketime/p/the-entire-robotics-ecosystemutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/makemoneymaketime/p/the-entire-robotics-ecosystemutm_campaign=post-expanded-share&utm_medium=web" [X Link](https://x.com/MMMTwealth/status/2004567164725109117) 2025-12-26T14:57Z 64.3K followers, 41.9K engagements "HERE'S MY HIGH GROWTH WATCHLIST RIGHT NOW: [--]. $AVAV: high-tech military drones and missiles. [--]. $ABAT: Battery recycling and mineral recovery [--]. $PSIX: Custom engines and power generators that help AI data centers run 24/7. [--]. $PGY: AI-powered middleman helping banks approve loans more accurately. [--]. $SEZL: BNPL payment app. [--]. $RCAT: Tactical drones used by soldiers and police for aerial surveillance. [--]. $ASTH: AI native healthcare platform helping doctors manage patient care. [--]. $NRGV: Large scale energy batteries that store power for the grid. [--]. $ONTO: Precise inspection tools used to" [X Link](https://x.com/MMMTwealth/status/2015421652176191508) 2026-01-25T13:49Z 64.3K followers, 25.1K engagements "$AMZN continues to operate like a small cap with an infinite budget. That's not bearish. Just recently we were in a market where huge CapEx budget led to optimism. Now it's being punished and scrutinized as we enter a slight risk off market. Yet we're still in the very early stages of this decade long AI buildout. The $AMZN narrative right now is all about this +$55B in CapEx (to $200B) relative to estimates. It makes sense on the face of it when you've got $GOOGL spending $180B for 48% growth and $MSFT spending $105B for 39% growth. But markets react quickly to headlines and then recalibrate" [X Link](https://x.com/MMMTwealth/status/2019786404398600647) 2026-02-06T14:52Z 64.3K followers, 78.4K engagements "I hate to say this.but this $QQQ chart is not that nice" [X Link](https://x.com/MMMTwealth/status/2021322852759216173) 2026-02-10T20:38Z 64.3K followers, 14.1K engagements "$AMZN 👇 A decade PE low. $AMZN continues to operate like a small cap with an infinite budget. That's not bearish. Just recently we were in a market where huge CapEx budget led to optimism. Now it's being punished and scrutinized as we enter a slight risk off market. Yet we're still in the very early https://t.co/qH6R8zVCxa $AMZN continues to operate like a small cap with an infinite budget. That's not bearish. Just recently we were in a market where huge CapEx budget led to optimism. Now it's being punished and scrutinized as we enter a slight risk off market. Yet we're still in the very" [X Link](https://x.com/MMMTwealth/status/2021609169321632123) 2026-02-11T15:36Z 64.3K followers, 11.7K engagements "$LEU has now broken the [---] daily. suspect we drop below $200 price. - They remain the ONLY uranium enricher in the US. - They've been awarded a $900M award to revamp the US nuclear supply chain. - Total backlog is $3.8B If you're bullish Uranium I'd watch this one closely. A list of stocks I don't currently own that I'm interested in (if the market holds up). Larger Cap [--]. $LEU: Dropped 9% post earnings yesterday and currently the only company in the US that can enrich uranium into HALEU. [--]. $COIN: Sitting at a [--] year key support level and https://t.co/dGoX6fVm5o A list of stocks I don't" [X Link](https://x.com/MMMTwealth/status/2021916354861732159) 2026-02-12T11:56Z 64.3K followers, 12.5K engagements "- $COIN DOUBLE MISS. - First net income loss since [----] Stock after hours: +3.3% You can't make this up anymore. COINBASE $COIN EARNINGS: Double miss first Net Income LOSS since [----] 🚨 EPS [--] vs [--] Est 🔴 Rev $1.78B vs $1.81B Est 🔴 https://t.co/ho2fqNqdjW COINBASE $COIN EARNINGS: Double miss first Net Income LOSS since [----] 🚨 EPS [--] vs [--] Est 🔴 Rev $1.78B vs $1.81B Est 🔴 https://t.co/ho2fqNqdjW" [X Link](https://x.com/MMMTwealth/status/2022062532870255089) 2026-02-12T21:37Z 64.3K followers, 11.1K engagements "More on $AMZN 👇 Everyone knows this AI innovation cycle is a 10+ year timeframe. But people are forgetting this recently. Too many people are comparing: $GOOGL guidance of $175B in CapEx to 48% Cloud growth vs $META $125B in CapEx to 24% growth vs $MSFT $120B in CapEx for 39% growth vs $AMZN $200B in CapEx to 24%. On the face of it $AMZN seems the loser here. But since when did a CapEx budget get compared to current year growth rates It makes zero sense. If $AMZN is set to spend $200B in CapEx it's because they see a tidal wave of demand coming. Cash flows will be hindered in the near term" [X Link](https://x.com/MMMTwealth/status/2022066385346605549) 2026-02-12T21:52Z 64.3K followers, 44.1K engagements "$SEI +15.50% in the pre-market. Signs major AI data center deal to supply over [---] megawatts starting in [----]. Average cost is $37. Likely to open at $59. High Revenue Growth (for the next [--] years) + High EBITDA Growth (for the next [--] years) [--]. $SYM [--]. $BE [--]. $SEI [--]. $DUOL [--]. $IREN [--]. $SEZL [--]. $DLO [--]. $ONON [--]. $IOT [--]. $NET High Revenue Growth (for the next [--] years) + High EBITDA Growth (for the next [--] years) [--]. $SYM [--]. $BE [--]. $SEI [--]. $DUOL [--]. $IREN [--]. $SEZL [--]. $DLO [--]. $ONON [--]. $IOT [--]. $NET" [X Link](https://x.com/MMMTwealth/status/2022255505486287315) 2026-02-13T10:24Z 64.3K followers, 12.3K engagements "P/E ratios are for beginners and tell you nothing about the value of the business. Here's what you need to look for: +Revenue growth 6% +Earnings growth 8% +Inside ownership + 10% +ROIC 15% +Gearing [----] +FCF Margin 10% Here's [--] quality stocks that fit this:🧵" [X Link](https://x.com/MMMTwealth/status/1747974697197748681) 2024-01-18T13:30Z 64.3K followers, [----] engagements "I did a quick screen on stocks with a high ROIC low PE and low PEG. Here's [--] US stocks that fit this criteria: [--] Daktronics $DAKT [--] Virco MFG Corporation $VIRC [--] Enerplus Corp $ERF [--] Siga Technologies $SIGA [--] Build-a-bear workshop $BBW [--] Quantasing Group $QSG [--] Composecure $CMPO [--] Finvolution Group $FINV [--] Geopark $GPRK 🔟Hudson Technologies $HDSN https://twitter.com/i/web/status/1775261915184595189 https://twitter.com/i/web/status/1775261915184595189" [X Link](https://x.com/MMMTwealth/status/1775261915184595189) 2024-04-02T20:39Z 64.3K followers, [----] engagements "6. Humble Group $HUMBLE Description: Humble Group is a company focused on eco-friendly consumer staples such as healthy candy protein bars fitness drinks etc. Investment Case: - Humble has built the leading company in Europe for their niche by acquiring and building a very strong portfolio of brands. - They have strong vertical integration from product R&D all the way through to manufacturing and distribution. - Very well valued right now after a 70% drop from [----] peak. https://twitter.com/i/web/status/1804184048396271698 https://twitter.com/i/web/status/1804184048396271698" [X Link](https://x.com/MMMTwealth/status/1804184048396271698) 2024-06-21T16:06Z 64.3K followers, [----] engagements "$PYPL is a hated stock. It's down 80% in [--] years.📉 But the fundamentals are stronger than ever. Let me outline why $PYPL is a STRONG BUY. 🧵" [X Link](https://x.com/MMMTwealth/status/1810715105740345571) 2024-07-09T16:38Z 64.3K followers, 199.4K engagements "10 companies with huge moats👇 Nvida $NVDA Amazon $AMZN Palantir $PLTR TransMedics $TMDX NuBank $NU Meta $META Tesla $TSLA Taiwan Semiconductor Manufacturing $TSM Shopify $SHOP MercadoLibre $MELI What else🧐" [X Link](https://x.com/MMMTwealth/status/1824864770333589918) 2024-08-17T17:44Z 64.3K followers, 80.8K engagements "Michael Burry has had a sensational [----] so far. His fund is up 39%. Over the last [--] years he has also managed to provide returns of 345% compared to 110% for the S&P [---]. He only holds [--] companies. Want to see them 🧵👇" [X Link](https://x.com/MMMTwealth/status/1841525459114176565) 2024-10-02T17:07Z 64.3K followers, 398.9K engagements "High growth stocks I would NOT buy today: [--]. $PLTR [--]. $TSLA [--]. $SNOW High growth stocks I WOULD buy today: [--]. $HIMS [--]. $SOFI [--]. $TMDX [--]. $RKLB [--]. $ASML" [X Link](https://x.com/MMMTwealth/status/1857044561841029595) 2024-11-14T12:55Z 64.3K followers, 463.7K engagements "The most undervalued Mag [--] stock is $AMZN The most undervalued fintechs are $FOUR $NU and $PYPL The most undervalued cybersecurity stocks are $S and $ZS The most undervalued semiconductor stocks are $ASML and $TSM. Other undervalued companies are $ABNB $CELH and $HIMS" [X Link](https://x.com/MMMTwealth/status/1865753269458399741) 2024-12-08T13:40Z 64.3K followers, 226.3K engagements "Here's [--] stocks with the best fundamentals👇 🧵 [--]. Hims & Hers $HIMS - No debt - 77% growth - 79% gross margin - 20% FCF margin - $67 monthly online revenue per customer" [X Link](https://x.com/MMMTwealth/status/1866165021023322531) 2024-12-09T16:56Z 64.3K followers, 296.1K engagements "This man knows the market: He has predicted: [--]. The Dot-Com Bubble (2000) [--]. The Global Financial Crisis (2008) [--]. Japan's Asset Bubble (1989) [--]. The COVID Bubble (2021-2022) Here is Jeremy Grantham's latest warning 🧵" [X Link](https://x.com/MMMTwealth/status/1869371866894451054) 2024-12-18T13:19Z 64.3K followers, 3.5M engagements "There's not many quality companies out there expected to grow at 30% YoY for the next [--] years. But here's [--] for you👇 [--]. Lemonade $LMND [--]. Lucid Group $LCID [--]. Rocket Lab $RKLB [--]. Astera Labs $ALAB [--]. IonQ $IQNQ [--]. AST Space Mobile $ASTS [--]. Joby Aviation $JOBY [--]. Rivian Automotive $RIVN [--]. Lotus Technology $LOT [--]. Plug Power $PLUG https://twitter.com/i/web/status/1871496386136428670 https://twitter.com/i/web/status/1871496386136428670" [X Link](https://x.com/MMMTwealth/status/1871496386136428670) 2024-12-24T10:01Z 64.3K followers, 79.3K engagements "Here's my $NU one-page investment thesis. This is a stock to own in 2025" [X Link](https://x.com/anyuser/status/1872244866484408354) 2024-12-26T11:35Z 64.3K followers, 200.5K engagements "I just ran an interesting screener looking for high growth companies on the verge of profitability. There were [--] results. Here's the best 5👇 [--]. ACV Auctions $ACVA [--]. Monday. com $MNDY [--]. Hut [--] Corp $HUT [--]. Global E-Online $GLBE [--]. Cloudfare $NET" [X Link](https://x.com/MMMTwealth/status/1872734949864030628) 2024-12-27T20:03Z 64.3K followers, 15.5K engagements "Here's some of my favorite stocks and best prices to invest in them: $TMDX - NOW $SOFI - Below $13 $PYPL - Below $80 $BABA - Below $80 $ASML - NOW $MELI - NOW $NU - NOW $HIMS - Below $24 $LMND - NOW $GRAB - NOW $UBER - NOW" [X Link](https://x.com/MMMTwealth/status/1873388505877111170) 2024-12-29T15:20Z 64.3K followers, 154.6K engagements "5 core stocks for 2025: - ASML $ASML - Amazon $AMZN - MercadoLibre $MELI - Kinsale Capital $KNSL - Google $GOOG [--] high growth stocks for 2025: - NuBank $NU - SoFi Technologies $SOFI - TransMedics $TMDX - Hims & Hers $HIMS - Lemonade $LMND [--] higher risk bets for 2025: - Rocket Lab $RKLB - Cleanspark $CLSK - Enphase Energy $ENPH - Grab $GRAB - Silvercorp Metals $SVM [--] turnaround stocks for 2025: - PayPal $PYPL - Alibaba $BABA - DLocal $DLO - Celsius Holdings $CELH - Occidental Petroleum $OXY [--] stocks to avoid in 2025: - Microstrategy $MSTR - SuperMicro Computers $SMCI - Boeing $BA - Beyond" [X Link](https://x.com/MMMTwealth/status/1873803903030223235) 2024-12-30T18:50Z 64.3K followers, 153.8K engagements "As a way to end [----] on a high.here's a big thread with [--] of the highest quality stocks in the market. And my investment thesis for each one🧵 [--]. NuBank $NU - $NU is my highest conviction investment over the next 3-5 years and quickly becoming a top position of mine. - An EPS of $0.80 is the forecast for [----]. At a PE of 25x (below the lows of today) you have a $20 stock. At a 30x PE you have a $24 stock. - Geographically they've acquired a big portion of Brazil but almost nothing in Mexico and Colombia. - They have one of the lowest cost operations out of all fintechs which has allowed them" [X Link](https://x.com/MMMTwealth/status/1874070368899453190) 2024-12-31T12:29Z 64.3K followers, 202.1K 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" [X Link](https://x.com/MMMTwealth/status/1874820371628876068) 2025-01-02T14:09Z 64.3K followers, [----] engagements "Here's a list of quality stocks that should be AT LEAST on your watchlist👇 [--]. NuBank $NU [--]. MercadoLibre $MELI [--]. Uber $UBER [--]. SoFi $SOFI [--]. ASML $ASML [--]. Hims & Hers $HIMS [--]. TransMedics $TMDX [--]. Amazon $AMZN [--]. Evolution AB $EVO [--]. United Health Group $UNH [--]. Lemonade $LMND [--]. Kinsale Capital $KNSL [--]. Alibaba $BABA [--]. Tesla $TSLA [--]. Advanced Micro Devices $AMD [--]. Google $GOOG [--]. Grab $GRAB [--]. Deckers Outdoor Corporation $DECK [--]. PayPal $PYPL [--]. SentinelOne $S" [X Link](https://x.com/anyuser/status/1876016994715120015) 2025-01-05T21:24Z 64.3K followers, 111.7K engagements "This is a 5nm chip. They can now make 2nm. Technology is crazy. $ASML" [X Link](https://x.com/MMMTwealth/status/1886921465959731458) 2025-02-04T23:35Z 64.3K followers, 1.3M engagements "Here's why Bill Ackman is correct in purchasing $2.5B worth of $UBER 👇" [X Link](https://x.com/MMMTwealth/status/1888228581538480372) 2025-02-08T14:09Z 64.3K followers, 227.1K engagements "$NU isn't just an ordinary fintech - it's a LatAm banking revolution. And it's backed by no other than Warren Buffett. Here's my $NU investment thesis🧵" [X Link](https://x.com/MMMTwealth/status/1900882580284563768) 2025-03-15T12:11Z 64.3K followers, 207.7K engagements "This next period is going to be ugly but likely a huge opportunity: Here's some levels I'm excited to see👀 CORE [--]. Nvidia $NVDA $90 [--]. Google $GOOGL $140 [--]. Amazon $AMZN $160 [--]. SoFi $SOFI $10 [--]. Paypal $PYPL $60 GROWTH [--]. Hims & Hers $HIMS $27 [--]. Lemonade $LMND $27 [--]. Transmedics $TMDX $60 [--]. NuBank $NU $9 [--]. Grab $GRAB $4" [X Link](https://x.com/MMMTwealth/status/1907743652014637393) 2025-04-03T10:35Z 64.3K followers, 99.2K engagements "$AMZN is now trading at a Fwd PE similar to [----]. Today: - They have the largest Cloud business and e-commerce business in the world - They've deployed [------] robots - They're building their own chips - They have the 3rd largest digital ads business The clearest buy - $AMZN" [X Link](https://x.com/MMMTwealth/status/1908117091552497990) 2025-04-04T11:19Z 64.3K followers, 164.1K engagements "$AMZN is now trading at a Fwd PE similar to [----]. It's an incredible opportunity. Here's a one-page investment thesis👇" [X Link](https://x.com/MMMTwealth/status/1909628028163891592) 2025-04-08T15:22Z 64.3K followers, 181.2K engagements "Here's [--] high quality stocks expected to increase revenues at more than 20% YoY for the next [--] years 👇 [--]. $JOBY - 888% [--]. $ASTS - 462% [--]. $ACHR - 405% [--]. $RGTI - 139% [--]. $IONQ - 99% [--]. $RKLB - 54% [--]. $SYM - 33% [--]. $LMND - 32% [--]. $ALAB - 31% [--]. $PLTR - 28% [--]. $RDDT - 28% [--]. $NET - 26% [--]. $MU - 26% [--]. $DUOL - 25% [--]. $RBRK - 25% [--]. $TEM - 25% [--]. $NVDA - 24% [--]. $SNOW - 23% [--]. $S - 23% [--]. $TMDX - 20%" [X Link](https://x.com/MMMTwealth/status/1918616129120911796) 2025-05-03T10:38Z 64.3K followers, 117.8K engagements "Choose [--] to hold for the next [--] years. What gives the most returns: A. $PLTR 214x PE B. $TSLA 163x PE C. $SOFI 43x PE D. $NVDA at 28x PE E. $LMND at negative PE Nobody in their right mind chooses $PLTR from here" [X Link](https://x.com/MMMTwealth/status/1928818498798502092) 2025-05-31T14:19Z 64.3K followers, 245.6K engagements "Congrats to all $HIMS shareholders 👏 Im nowhere near selling. This is a $200+ stock" [X Link](https://x.com/MMMTwealth/status/1929898947893469688) 2025-06-03T13:52Z 64.3K followers, 199.2K engagements "There's lots of opportunities still out there. Here's my [--] favorite stocks at today's prices in [--] different industries🧵 [--]. SoFi $SOFI Industry: Fintech Revenue Growth: 20.1% EV/Sales: 4.5x Net Income Margin: 9.3% $SOFI is not just a lender. They're a one-stop shop for all financial services and are rapidly expanding their $SOFI Invest product. In fact lending makes up less than 50% of $SOFI revenues today meaning the business is becoming more capital light. I'm most excited about $SOFI's crypto offerings. $HOOD generated $330 million in crypto revenue in Q4 [--]. This is a huge opportunity" [X Link](https://x.com/MMMTwealth/status/1933867104937168914) 2025-06-14T12:40Z 64.3K followers, 303.5K engagements "The first wave of AI ( $NVDA $PLTR $AMD $SNOW) is not where you make big money moving forward. It's the second wave of AI where the money is made: Here's [--] stocks to ride the second wave of AI 👇" [X Link](https://x.com/MMMTwealth/status/1945900634676265346) 2025-07-17T17:37Z 64.3K followers, 941.8K engagements "$OSCR PT lowered to $8 by Jeffries 🤯 With FY25 sales outlook at $12.1B that would mean $OSCR would trade at 0.17x sales" [X Link](https://x.com/MMMTwealth/status/1947970333052424307) 2025-07-23T10:41Z 64.3K followers, 221.1K engagements "Here's some small caps I'm interested in: [--]. Spire Global $SPIR [--]. SES AI $SES [--]. Root $ROOT [--]. Lemonade $LMND [--]. AbCellera Biologics $ABCL [--]. TransMedics $TMDX [--]. Tidewater $TDW [--]. Zeta Global Holdings $ZETA [--]. DLocal $DLO [--]. Lantheus Holdings $LNTH" [X Link](https://x.com/MMMTwealth/status/1954927730652569681) 2025-08-11T15:27Z 64.3K followers, 51.7K engagements "This week was filled with superinvestor portfolios (Buffett Druckenmiller Ackman Burry and many more). Let's analyze the biggest buys sells additions and trims per investor 🧵 [--]. Top [--] buys last quarter by % (all investors)👇 United Health Group $UNH Amazon $AMZN Pinduoduo $PDD Lululemon Athletica $LULU Bruker Corp $BRKR Crocs $CROX PayPal $PYPL Brookfield Asset Management $BAM Regeneron Pharmaceuticals $REGN MercadoLibre $MELI" [X Link](https://x.com/MMMTwealth/status/1956684623011889554) 2025-08-16T11:49Z 64.3K followers, 145.7K engagements "2. Warren Buffett Berkshire Hathaway Notable Buys: $UNH (5M shares) $LAMR $ALLE Notable Adds: $LEN $POOL $NUE Notable Trims: $AAPL $BAC $CHTR Notable Sells: Nothing" [X Link](https://x.com/MMMTwealth/status/1956684624194572507) 2025-08-16T11:49Z 64.3K followers, [----] engagements "Here's [--] stocks that are NOT overvalued today 👇🧵 [--]. Shift4 Payments $FOUR Revenue Growth: 16.9% EV/EBITDA: 6.9x Expected EBITDA growth: 44% $FOUR are set to grow EBITDA by 44% this year yet trade at just 7.0x NTM EBITDA which is far too cheap. They're currently below the [---] and [---] daily MA's but valuation over a 3-year time frame seems too cheap to ignore. https://twitter.com/i/web/status/1958542527327310079 https://twitter.com/i/web/status/1958542527327310079" [X Link](https://x.com/MMMTwealth/status/1958542527327310079) 2025-08-21T14:51Z 64.3K followers, 62.1K engagements "If you're stuck on ideas for investments here's the industries of the future👇 [--]. Robotics $AMZN $TSLA $SYM [--]. FinTech $SOFI $HOOD $DLO [--]. Emerging Markets $NU $GRAB $DLO [--]. Quantum Computing $IONQ $GOOGL $IBM [--]. Nuclear Energy $OKLO $CEG $SMR [--]. Space Economy $SPIR $RKLB $RTX [--]. Biotech and gene therapy $KRYS $NTLA $IONS [--]. Batteries $TSLA $QS $ALB [--]. Healthcare tech $TEM $ABCL $IQV [--]. Supply chain automation $HON $AMZN $SYM" [X Link](https://x.com/MMMTwealth/status/1959248737014059058) 2025-08-23T13:37Z 64.3K followers, 144.5K engagements "2. Novo Nordisk $NVO $NVO has had a difficult year but they have a very strong presence in the diabetes and weight loss industries. They're also investing heavily into growth in Denmark France and NC to ride the growing obesity market wave. Currently trading at 14.6x PE whilst historically trading around double that. $113 would be a 100% move" [X Link](https://x.com/MMMTwealth/status/1963175963631505919) 2025-09-03T09:43Z 64.3K followers, [----] engagements "2. Root $ROOT Industry: InsureTech Revenue Growth: 25% NTM Sales Multiple: 0.9x Commentary: I bought $ROOT fairly recently as part of my swing trade portfolio as the technicals and fundamentals lined up pretty perfectly. Currently they're trading 7.5x [----] EBITDA with a CAGR around 20% EBITDA for the next 2-3 years being likely. That's too undervalued" [X Link](https://x.com/MMMTwealth/status/1967709427454099693) 2025-09-15T21:57Z 64.3K followers, 11.9K engagements "3. AbCellera Biologics $ABCL Industry: Biotech Revenue Growth: 20% NTM Sales Multiple: 13.3x Commentary: This is a higher risk play but the upside could be very high if they execute to become the hardware biophysics and AI of biotech. The high-risk nature (cash burn and long runway to revenue recognition) has provided a lot of opportunities for investors to buy into $ABCL. https://twitter.com/i/web/status/1967709428779516102 https://twitter.com/i/web/status/1967709428779516102" [X Link](https://x.com/MMMTwealth/status/1967709428779516102) 2025-09-15T21:57Z 64.3K followers, 18.9K engagements "Over the next decade these [--] themes will matter the most: 🧵 Here's the fastest growing themes & a basket of stocks to research in each. [--]. Space Economy Forecasts: Bullish forecasts suggest 9.3% CAGR from 2025-2030 with a market size above $1T by then. Stocks: $SPIR $RKLB $ASTS $BKSY $PL My favorite: $SPIR - A space data analytics satellite hybrid trading for just 4.6x NTM sales" [X Link](https://x.com/MMMTwealth/status/1969383300457189673) 2025-09-20T12:49Z 64.3K followers, 104.8K engagements "Monday Screener 👇 Estimated Revenue Growth for the next [--] years: ABOVE 25% Estimated EBITDA Growth for the next [--] years: ABOVE 30% Results: [--]. Alignment Healthcare $ALHC [--]. Solaris Energy Infrastructure $SEI (portfolio) [--]. Reddit $RDDT [--]. Palantir $PLTR [--]. Sezzle $SEZL @theTIKR https://twitter.com/i/web/status/1970201063283204266 https://twitter.com/i/web/status/1970201063283204266" [X Link](https://x.com/MMMTwealth/status/1970201063283204266) 2025-09-22T18:58Z 64.3K followers, 11.2K engagements "Top [--] robotics names to follow: [--]. Teradyne $TER: Growing 40% for a 8.6x sales multiple. Designs automation and testing equipment. [--]. Tesla $TSLA: Of course. [--]. Amazon $AMZN: Of course. The whole logistics part of the business is being completely automated. [--]. Symbiotic $SYM: Warehouse automation set to grow 25% CGAR for [--] years trading at just 2x NTM sales. [--]. Allegro Microsystems $ALGM: Fabless semiconductor company in the automation/robotics niche. [--]. Globus Medical $GMED: Trades at just 2.4x NTM sales $GMED are a medical device company focusing on musculoskeletal disorders. [--]. GXO" [X Link](https://x.com/MMMTwealth/status/1972280131004600762) 2025-09-28T12:40Z 64.3K followers, 75.1K engagements "Robotics is ultimately the next multi-trillion dollar industry. Here's [--] underrated robotics plays in the niches 👇🧵 [--]. Teradyne $TER EV/Sales: 7.1x FY26 growth estimates: 19.4% TERs main legacy business is automatic test equipment (ATE) and industrial automation solutions. They originally built their business by supplying semiconductor test systems to chipmakers but theyve managed to strategically diversify their business into robotics and industrial automation over the last decade meaning theyre now extremely well positioned to benefit from: [--]. The ongoing semiconductor cycle. [--]. The" [X Link](https://x.com/MMMTwealth/status/1975181503806968305) 2025-10-06T12:49Z 64.3K followers, 72.8K engagements "Here's some lesser known stocks that are: [--]. Growing revenue ABOVE 20% CAGR for the next [--] years. [--]. Growing EBITDA ABOVE 25% CAGR for the next [--] years. $SITM $SYM $ALHC $SEI $GLBE $FIP $DLO Worthy of deeper looks" [X Link](https://x.com/MMMTwealth/status/1978820806734995571) 2025-10-16T13:50Z 64.3K followers, [----] engagements "The power grid needs an upgrade. It's one multi-year theme to watch very closely. [--]. MYR $MYR [--]. Quanta Services $PWR [--]. Eaton Corporation $ETN [--]. EnerSys $ENS [--]. Valmont $VMI [--]. Powell Industries $POWL [--]. Arcosa $ACA [--]. Preformed Line $PLPC" [X Link](https://x.com/MMMTwealth/status/1991483161134657656) 2025-11-20T12:26Z 64.3K followers, 11.9K engagements "Be logical with $OSCR. Before when ACA subsidies were getting extended we jumped to $22 back in early October. We're only at $16 now and still only trade at 0.2x NTM sales. The risk to reward on this one still remains very nice" [X Link](https://x.com/MMMTwealth/status/1992975147423146272) 2025-11-24T15:14Z 64.3K followers, 29.3K engagements "You know those stocks that you just don't ever worry about For me one of them is $NU - my second largest position behind $LMND. Happy ATH's to all investors. Quality company. Quality management" [X Link](https://x.com/MMMTwealth/status/1993702936711753959) 2025-11-26T15:26Z 64.3K followers, 12.2K engagements "TRUMP ADMIN: "We are committed to robotics and advanced manufacturing because they are central to bringing critical production back to the United States." HUANG: Robotics will be a "multi-trillion dollar opportunity" $TSLA $ALGM $NVDA $ARAY $SNPS $HLX $SYM $CGNX" [X Link](https://x.com/MMMTwealth/status/1996208299180691797) 2025-12-03T13:22Z 64.3K followers, [----] engagements "ROBOTICS IS GEARING UP FOR A BIG [----] Here's a breakdown of the ecosystem: MEDICAL ROBOTICS: [--]. $MDT [--]. $OMCL [--]. $ISRG [--]. $SYK LOGISTICS ROBOTICS: [--]. $AMZN [--]. $SYM [--]. $ATS [--]. $GXO [--]. $AUTO DEFENSE ROBOTICS: [--]. $AVAV [--]. $LMT [--]. $RTX [--]. $ESLT [--]. $TXT [--]. $NOC [--]. $KTOS [--]. $ONDS PROFESSIONAL ROBOTICS: [--]. $OII [--]. $FARO HUMANOID ROBOTICS: [--]. $TSLA [--]. $RR SOFTWARE: [--]. $NVDA [--]. $PDYN [--]. $QCOM [--]. $PTC [--]. $GOOGL https://twitter.com/i/web/status/2003460826192048149 https://twitter.com/i/web/status/2003460826192048149" [X Link](https://x.com/MMMTwealth/status/2003460826192048149) 2025-12-23T13:40Z 64.3K followers, 116.8K engagements "4. Ouster $OUST Expected FY26 revenue growth: 36% NTM revenue multiple: 5.9x If you're bullish on robotics I think $OUST is one of the best opportunities here to ride the LiDAR wave. It's sitting right now at the [---] daily. If we don't hold this level I suspect we drop to the $16.50 support which is where I will add very heavily. https://twitter.com/i/web/status/2006782399380668743 https://twitter.com/i/web/status/2006782399380668743" [X Link](https://x.com/MMMTwealth/status/2006782399380668743) 2026-01-01T17:39Z 64.3K followers, 23.1K engagements "5. NuScale Power $SMR $SMR is the riskiest bet in this thread but I think if they can win revenue in the TVA region this will be very solid validation that the $SMR technology works. From there this makes $SMR a 5x opportunity in my opinion given the huge demand for nuclear. https://twitter.com/i/web/status/2006782402899665009 https://twitter.com/i/web/status/2006782402899665009" [X Link](https://x.com/MMMTwealth/status/2006782402899665009) 2026-01-01T17:39Z 64.3K followers, 24.8K engagements "Here are [--] stocks I'm watching closely: [--]. $PSIX: Trading for 14x NTM EBITDA for 30% estimated EBITDA growth in FY26 $PSIX are developing the low-emission backbone that data centers are relying on. [--]. $PRCT: A key play on the future medical robotics megatheme for just 3.8x sales for 30% growth. [--]. $AMPX: Growing 193% in FY25 and 75% in FY26 and trading for just 15x sales. [--]. $CRCL: A play on the $33T stablecoin volume and future growth now trading around IPO levels. https://twitter.com/i/web/status/2011935811923481009 https://twitter.com/i/web/status/2011935811923481009" [X Link](https://x.com/MMMTwealth/status/2011935811923481009) 2026-01-15T22:57Z 64.3K followers, 18.3K engagements "Start with the big theme then dial in your search. Robotics is one of the most obvious multi-decade themes to watch at the moment. Here's just some overlooked gems in the robotics niche: Regal Rexnord $RRX Actuation & Bearings Ouster $OUST LiDAR Aeva Technologies $AEVA LiDAR Amphenol $APH Tactile & Force Sensing Novanta $NOVT Balance Ambarella $AMBA Compute Iridium Communications $IRDM Communication Silicon Labs $SLAB Communication Procept BioRobotics $PRCT Medical Robotics Omnicell $OMCL Pharmacy automation Kratos Defense $KTOS Drones GXO Logistics $GXO Warehouse automation" [X Link](https://x.com/MMMTwealth/status/2012175322901369087) 2026-01-16T14:49Z 64.3K followers, 14.9K engagements "5 SOFTWARE STOCKS AT SOME NICE LEVELS: [--]. $ZETA: Identity based AI marketing. [--]. $PATH: Transitioning from basic automation to an agentic orchestration model. [--]. $RBRK: Data security and instant cyber recovery. [--]. $UPST: Transforming the $1T+ credit market. [--]. $TEM: Precision medicine for global oncology and drug discovery. https://twitter.com/i/web/status/2012833266252812710 https://twitter.com/i/web/status/2012833266252812710" [X Link](https://x.com/MMMTwealth/status/2012833266252812710) 2026-01-18T10:23Z 64.3K followers, 40.8K engagements "THE AI APPLICATION DISRUPTORS: Biomedical Drug Discovery & Healthcare Data $TEM $SDGR $RXRX Insurance & Underwriting $LMND $ROOT Consumer Lending & Credit Underwriting $UPST $PGY Real Estate Transactions $OPEN Marketing Technology $ZETA Enterprise Automation $PATH Customer Service $FRSH Industrial IoT & Fleet Management $IOT https://twitter.com/i/web/status/2013274906914398693 https://twitter.com/i/web/status/2013274906914398693" [X Link](https://x.com/MMMTwealth/status/2013274906914398693) 2026-01-19T15:38Z 64.3K followers, 11.5K engagements "3. Root $ROOT [----] expected revenue growth: 6% [----] expected EBITDA growth: -0.7% The other big InsureTech disruptor - $ROOT's growth is fairly slow now but at 0.48x NTM sales 6.7x NTM EBITDA and 7x P/FCF the multiples are already very compressed" [X Link](https://x.com/MMMTwealth/status/2013972110536745363) 2026-01-21T13:49Z 64.3K followers, [----] engagements "4. Tempus AI $TEM [----] expected revenue growth: 24% [----] expected EBITDA growth: 20000% $TEM's numbers so far even at today's early stages are incredible. They boast an expected 25% CAGR for the next [--] years 126% NRR a powerful data flywheel and serve over [--] data licensing clients. My current model puts $TEM as 52% undervalued which I think is an absolute base case. https://twitter.com/i/web/status/2013972112172560830 https://twitter.com/i/web/status/2013972112172560830" [X Link](https://x.com/MMMTwealth/status/2013972112172560830) 2026-01-21T13:49Z 64.3K followers, 10.5K engagements "5. Schrodinger $SDGR [----] expected revenue growth: 20% [----] expected EBITDA growth: 22% I tend to stay away from the biotech niche in most cases but $SDGR down at historic lows whilst growing revenues at 20% is definitely something to consider further" [X Link](https://x.com/MMMTwealth/status/2013972113309184245) 2026-01-21T13:49Z 64.3K followers, [----] engagements "7. Opendoor $OPEN [----] expected revenue growth: 13% [----] expected EBITDA growth: 33% There's a lot going for $OPEN with a new CEO cost reduction efforts and a play on the housing market but there's also a lot to dislike. At an EV/Gross Profit of 19x for 30% growth it's fairly attractive but none of the of the better opportunities out there. https://twitter.com/i/web/status/2013972116207522209 https://twitter.com/i/web/status/2013972116207522209" [X Link](https://x.com/MMMTwealth/status/2013972116207522209) 2026-01-21T13:49Z 64.3K followers, [----] engagements "8. Recursion Pharmaceuticals $RXRX [----] expected revenue growth: 34% [----] expected EBITDA growth: 22% A solid play but I think purely from a multiple point of view $SDGR make a lot more sense given $RXRX trade at 23x NTM revenue growth for 34% expected growth" [X Link](https://x.com/MMMTwealth/status/2013972117721596237) 2026-01-21T13:49Z 64.3K followers, [----] engagements "9. Freshworks $FRSH [----] expected revenue growth: 13% [----] expected EBITDA growth: 8% $FRSH is a nice disruptor of customer service and potentially one to have on your watchlist but at 13x EBITDA for only 8% EBITDA growth in [----] it's one I would not personally invest in" [X Link](https://x.com/MMMTwealth/status/2013972119470661735) 2026-01-21T13:49Z 64.3K followers, [----] engagements "10. Zeta Global Holdings $ZETA [----] expected revenue growth: 34% [----] expected EBITDA growth: 39% I think we hit 38-40% revenue growth in FY26 with Marigold which analysts are not factoring in. This puts FY26 revenue at $1.8B meaning $ZETA will be trading below 3x sales for 40% growth. https://twitter.com/i/web/status/2013972121144246735 https://twitter.com/i/web/status/2013972121144246735" [X Link](https://x.com/MMMTwealth/status/2013972121144246735) 2026-01-21T13:49Z 64.3K followers, [----] engagements "TRUMP: THE US WON'T BECOME A NATION OF RENTERS Clearest buys here: $WHR: Home appliances $DHI: Largest US homebuilder $LEN: Home construction $NVR: Homebuilder and mortgage provider $GRBK: Homebuilder and land development" [X Link](https://x.com/MMMTwealth/status/2013983865388290416) 2026-01-21T14:35Z 64.3K followers, [----] engagements "Here's some small cap plays I'm researching a lot this weekend: [--]. Photronics $PLAB - [--]. POET Technologies $POET [--]. Delcath Systems $DCTH [--]. Procept Biorobotics $PRCT [--]. American Battery Technology $ABAT The only one flashing up on my spreadsheet right now is $PRCT which is down at [----] levels. On first impressions $POET valuation seems a little stretched for where the company is right now. $ABAT I've been tracking for a long time but never in enough depth and $DCTH multiple to revenue growth looks incredible but its high risk. https://twitter.com/i/web/status/2015166976662897118" [X Link](https://x.com/MMMTwealth/status/2015166976662897118) 2026-01-24T20:57Z 64.3K followers, 19.4K engagements "$UNH Q425 EARNINGS Revenue: $113.22B (Est. $113.87B) ❌ Adj. EPS: $2.11 (Est. $2.10) ✅ Medical Care Ratio: 92.4% (Est. 92.1%) ❌ Operating Margin: 0.3% (Est. 2.9%)❌ FY Guided Revenue: $439.0B (Est. $455.45B)❌ Adj. EPS: $17.75 (Est. $17.69)✅ DOWN 12% Pre-Market back to $307 🔴 https://twitter.com/i/web/status/2016106023971381450 https://twitter.com/i/web/status/2016106023971381450" [X Link](https://x.com/MMMTwealth/status/2016106023971381450) 2026-01-27T11:08Z 64.3K followers, 136.6K engagements "Let me show you the numbers with $UNH right now: If EPS CAGR's as expected at 14% over the next 3-5 years to $32 and we reward it with a conservative 20x multiple you're looking at a $640 stock which is 124% from today at $286. Let's say $UNH CAGR's at only 10%. it hits $24 in EPS. 20x on that is $480 and that's being very very conservative. This miss and revenue guide decrease is mostly due to one-time items we sit at $28M in cash we trade at 17x P/E for an expected 14-16% EPS CAGR over the next few years. Yes there's headwinds. We knew that would be the case in 2026.but I don't see how this" [X Link](https://x.com/MMMTwealth/status/2016188405487382774) 2026-01-27T16:35Z 64.3K followers, [----] engagements "Let me show you the numbers with $UNH right now: If EPS CAGR's as expected at 14% over the next 3-5 years to $32 and we reward it with a conservative 20x multiple you're looking at a $640 stock which is 124% from today at $286. Let's say $UNH CAGR's at only 10%. it hits $24 in EPS. 20x on that is $480 and that's being very very conservative. This miss and revenue guide decrease is mostly due to one-time items we sit at $28B in cash we trade at 17x P/E for an expected 14-16% EPS CAGR over the next few years. Yes there's headwinds. We knew that would be the case in 2026.but I don't see how this" [X Link](https://x.com/MMMTwealth/status/2016202066855616965) 2026-01-27T17:30Z 64.3K followers, 80K engagements "Here's some very key levels I'm watching closely into tomorrow: [--]. $SMR continuing to consolidate at this level. High risk high reward play on Small Modular Reactors. [--]. $SANM dropped 17% post earnings but has rebounded quite nicely at this level so far. [--]. $CRDO clinging on to this $130 support level. [--]. $SES continuing to ride the [---] daily higher. All companies with strong fundamentals.especially $SANM and $CRDO. $SMR and $SES are of course slightly riskier plays but the charts look really nice and they're in big themes I'm confident on long term." [X Link](https://x.com/MMMTwealth/status/2017021087196795118) 2026-01-29T23:44Z 64.3K followers, 11K engagements "HERE'S MY SUB $3B MARKET CAP WATCHLIST RIGHT NOW: [--]. $ABAT: Domestic lithium extraction and battery metal recycling to secure US supply. [--]. $PSIX: Low emission engines providing reliable backup power for data centers 24/7. [--]. $PGY: AI driven network that helps financial institutions automate credit underwriting. [--]. $SEZL: BNPL payment app. [--]. $RCAT: Autonomous drones designed for military situation awareness. [--]. $ASTH: Tech enabled healthcare network focused on value-based care delivery. [--]. $NRGV: Utility scale energy storage solutions using gravity and hydrogen technology. [--]. $AIRO: Drone" [X Link](https://x.com/MMMTwealth/status/2017595980649038007) 2026-01-31T13:49Z 64.3K followers, 15.6K engagements "Note: My prices are going up from $16 a month to $24 a month from Monday night. If you lock in prices before that you'll secure that price forever. All paid subscribers now will not get charged more. What you get: [--]. Access to my spreadsheet (theme tracker watchlist portfolio valuation models) [--]. Daily notes (5-20 a day) [--]. Real time buy/sell/add/trim alerts. I cover a lot of themes. I own [--] stocks. I show you my conviction with my portfolio weighting. I don't buy [---] stocks at 1% weighting and brag when one of them hits. I'm fully transparent. And most of all $16 is a bargain for what you" [X Link](https://x.com/MMMTwealth/status/2017658136463606000) 2026-01-31T17:56Z 64.3K followers, [----] engagements "$ZETA's key level is right at the $17.40 level. If we get there which I suspect we will $ZETA will be trading at an EV of $3.94B. That means FY26 EV/Revs multiple will be 2.27x for a company growth revenue at (a minimum) 34%. It also means FY26 EV/EBITDA multiple will be 10.2x for a company growing EBITDA at 40%. If I run a screen for +$2B companies with these characteristics (or better) in FY26.the results are: [--]. $VISN [--]. $SANM (portfolio) [--]. $AMCR (watchlist) [--]. $SW https://twitter.com/i/web/status/2017703690472136936 https://twitter.com/i/web/status/2017703690472136936" [X Link](https://x.com/MMMTwealth/status/2017703690472136936) 2026-01-31T20:57Z 64.3K followers, 64.9K engagements "The AI revolution has some clear bottlenecks. You've got: [--]. Memory $MU [--]. Power $BE $VST $CEG $SMR [--]. Packaging $AMKR $ASX [--]. Interconnect $CRDO $MRVL $ANET [--]. Thermal Management $VRT [--]. Grid Upgrade $PWR $ETN [--]. Data Quality $PLTR $SNOW [--]. Cybersecurity $CRWD $S $PANW https://twitter.com/i/web/status/2018020524799017357 https://twitter.com/i/web/status/2018020524799017357" [X Link](https://x.com/MMMTwealth/status/2018020524799017357) 2026-02-01T17:56Z 64.3K followers, 45.5K engagements "Here's [--] absolutely beat down stocks I'm watching closely: [--]. $MBLY [--]. $CRCL I'm diving into these a lot more this week with my subs. Both could be huge opportunities" [X Link](https://x.com/MMMTwealth/status/2018725882219659637) 2026-02-03T16:38Z 64.3K followers, [----] engagements "$CRDO down 7% today whilst pure optics plays like $LITE and $CIEN finished +3%. - Huge leader (75% market share) in AEC's - Also an optics play - 303% expected EBITDA growth in FY26 - 29x EBITDA (lower than $LITE with double the growth) The market does weird things. The AI revolution has some clear bottlenecks. You've got: [--]. Memory $MU [--]. Power $BE $VST $CEG $SMR [--]. Packaging $AMKR $ASX [--]. Interconnect $CRDO $MRVL $ANET [--]. Thermal Management $VRT [--]. Grid Upgrade $PWR $ETN [--]. Data Quality $PLTR $SNOW [--]. Cybersecurity The AI revolution has some clear bottlenecks. You've got: [--]. Memory $MU 2." [X Link](https://x.com/MMMTwealth/status/2018805693072212410) 2026-02-03T21:55Z 64.3K followers, 18.3K engagements "I rest my case. $ZETA is now below this key level and there's only [--] stocks in the entire market with growth to multiple characteristics like them. $ZETA's key level is right at the $17.40 level. If we get there which I suspect we will $ZETA will be trading at an EV of $3.94B. That means FY26 EV/Revs multiple will be 2.27x for a company growth revenue at (a minimum) 34%. It also means FY26 EV/EBITDA multiple will be https://t.co/NOudxRwTYX $ZETA's key level is right at the $17.40 level. If we get there which I suspect we will $ZETA will be trading at an EV of $3.94B. That means FY26 EV/Revs" [X Link](https://x.com/MMMTwealth/status/2018834402713944566) 2026-02-03T23:50Z 64.3K followers, 40.1K engagements "Well done to shareholders of $ENPH. I feel like you deserve it. +20% AH. A shocking [--] years for the stock. Is this the start of a turnaround When does $ENPH become too cheap Btw the CEO has bought $950k worth of stock in the last [--] months. https://t.co/zkflix2LMi When does $ENPH become too cheap Btw the CEO has bought $950k worth of stock in the last [--] months. https://t.co/zkflix2LMi" [X Link](https://x.com/MMMTwealth/status/2018837067892166672) 2026-02-04T00:00Z 64.3K followers, 10.5K engagements "$MBLY - a very underrated company. $TER - a very underrated company. One is a 3x opportunity and one is a steady compounder for years to come" [X Link](https://x.com/MMMTwealth/status/2018974833737171450) 2026-02-04T09:08Z 64.3K followers, [----] engagements "$CRCL has been in a constant downtrend since July when the stock hit $262 post IPO frenzy. We're now at $56 and nobody cares about it. I've not bought in yet but it's very high on my watchlist. Here's why: - USDC circulation has grown 100% YoY (and is now 29% of the total stablecoin market share). - Stablecoin transaction volume is up 130% YoY - Building out Circle Payments Network $CRCL now trades at 4.1x NTM sales and 23x NTM EBITDA for 53% estimated FY27 EBITDA growth. We're down on wider crypto weakness and the likelihood of a lower interest rate environment but if you're bullish on" [X Link](https://x.com/MMMTwealth/status/2019045536511283567) 2026-02-04T13:49Z 64.3K followers, [----] engagements "@wealthmatica Dont think its down on this news. Every high growth play is down. $LMND is down 8% for example $SOFI down 2.5%. Its the market" [X Link](https://x.com/MMMTwealth/status/2019062683002187858) 2026-02-04T14:57Z 64.3K followers, [---] engagements "$LMND has now erased all of the gains from its run to $98 two weeks ago. Still up over the last month and I'm still up +100% overall. My plan: Hold (and keep DCAing)" [X Link](https://x.com/MMMTwealth/status/2019064890606923869) 2026-02-04T15:05Z 64.3K followers, 10.7K engagements "I suspect I'll talk a lot about $ZETA here below the [---] daily just like I did with $LMND back in March [----]. $ZETA now trades at 2.7x FY26 revenue whilst growing at 34%. They also trade at 11.2x EBITDA whilst growing EBITDA at +40%. That flashes up as Very Bullish on my spreadsheet. Other companies that compete with these growth to multiple ratios are: [--]. $VISN [--]. $SANM [--]. $AMCR [--]. $SW https://twitter.com/i/web/status/2019107693558980865 https://twitter.com/i/web/status/2019107693558980865" [X Link](https://x.com/MMMTwealth/status/2019107693558980865) 2026-02-04T17:56Z 64.3K followers, 15.7K engagements "I dropped 4.16% today - one of the worst days I've ever had. A slight rebalancing may come soon but until that happens my bias remains bullish and I'm prepared to stay patient through earnings season. especially if companies like $GOOGL report prints like that. How $GOOGL is down 1.5% on that report is crazy.but that's the market doing its thing. Staying nimble. Staying active. Letting the market dictate my decisions. https://twitter.com/i/web/status/2019196289703989424 https://twitter.com/i/web/status/2019196289703989424" [X Link](https://x.com/MMMTwealth/status/2019196289703989424) 2026-02-04T23:48Z 64.3K followers, 16.6K engagements "Just putting it out there that $NVDA is trading at a PEG of 0.6x. Just a little reminder for you all" [X Link](https://x.com/MMMTwealth/status/2019335294294847650) 2026-02-05T09:00Z 64.3K followers, [----] engagements "I rest my case. $HIMS now at $24. It's all good thinking the stock was undervalued at $35 (I did as well) but the market was telling us something else. hence why I never added. Don't ignore the charts. $HIMS -4% This is why fundamentals matter a lot but understanding price action also matters. I put 80-90% of my analysis towards valuation and fundamentals but if the price action isn't aligning with what I'm thinking I'll wait. $HIMS -4% This is why fundamentals matter a lot but understanding price action also matters. I put 80-90% of my analysis towards valuation and fundamentals but if the" [X Link](https://x.com/MMMTwealth/status/2019388033594728748) 2026-02-05T12:30Z 64.3K followers, 51.5K engagements "Pre-market is looking just like the last [--] days if not worse. Earnings continue to be very strong though but the market isn't rewarding that at all. $GOOGL crushed it. $AMZN hopefully crushes it later. The best thing you can do here is act on what the market is telling us. It doesn't care if stocks like $ZETA & $LMND are widely undervalued right now. It doesn't even care about most earnings & FCF growth for the time being. I'm likely to rebalance my portfolio slightly this week to weather the storm a little. I'll likely do that on a $SPY [---] daily break. The $QQQ broke the [---] daily yesterday" [X Link](https://x.com/MMMTwealth/status/2019405552107782226) 2026-02-05T13:39Z 64.3K followers, 13.9K engagements "$HIMS IS NOW OFFERING A COPY OF $NVO WEGOVY PILL AT $49 A MONTH. Truly don't know how to take this one even though the market is +15% PM. [--]. My two cents tells me from a litigation point of view $HIMS can't be doing much wrong They're a $5.5B company with litigation experts and they wouldn't do this unless they were confident it was absolutely fine. I doubt the market takes it this way though. This just brings back the clear litigation bear case that depressed the $HIMS stock for months before they actually partnered with $NVO last year. Anyhow whether it's a litigation risk or not. it's" [X Link](https://x.com/MMMTwealth/status/2019414622609006879) 2026-02-05T14:15Z 64.3K followers, 60.4K engagements "$AMZN AWS revenue growth rate is on the up - now the highest since Q4 [----]. $AMZN Digital Ads: The most underrated and under discussed part of the $AMZN business. FY25 revenue is $70B with operating margins 50%. This is elite. We have approximately $25B in operating income. I think this rate of growth and margins here warrant a 25x EBIT multiple https://t.co/Qti0curnBC $AMZN Digital Ads: The most underrated and under discussed part of the $AMZN business. FY25 revenue is $70B with operating margins 50%. This is elite. We have approximately $25B in operating income. I think this rate of growth" [X Link](https://x.com/MMMTwealth/status/2019541736075477089) 2026-02-05T22:40Z 64.3K followers, [----] engagements "The silver lining to this pullback is that we're in a VERY different environment to [----]. Remember in 2022: - Pre AI - Rates were going up Today: - Still near the start of the AI build out - Rates are going down. - $AMZN is spending $200B on CapEx - $GOOGL is spending $180B on CapEx - $META is spending $125B on CapEx - $MSFT is spending $105B on CapEx https://twitter.com/i/web/status/2019542751197511988 https://twitter.com/i/web/status/2019542751197511988" [X Link](https://x.com/MMMTwealth/status/2019542751197511988) 2026-02-05T22:44Z 64.3K followers, [----] engagements "$HIMS is now down 13% AH on FDA news. This has to be one of the most historical swings in the space of [--] hours Ive seen. From +13% at market open to down -13% AH. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs" [X Link](https://x.com/MMMTwealth/status/2019569814898086172) 2026-02-06T00:32Z 64.3K followers, 21.1K engagements "@thexerxers I do. Fairly small nowhere near the size of my bigger positions but also not one of my small ones" [X Link](https://x.com/MMMTwealth/status/2019571374579241400) 2026-02-06T00:38Z 64.3K followers, [---] engagements "They're playing aggressively. I've heard a few negative comments about the internal culture and innovation and that's obviously a bit of worry. But I still stand by the fact they're probably the most diverse company out there and am happy for them to reinvest.especially when the backlog is growing 40% YoY. https://twitter.com/i/web/status/2019798192016040056 https://twitter.com/i/web/status/2019798192016040056" [X Link](https://x.com/MMMTwealth/status/2019798192016040056) 2026-02-06T15:39Z 64.3K followers, [---] engagements ""another overpromoted middle-manger". Andy Jassy founded $AMZN AWS: - The biggest Cloud business in the world. - The profit engine of $AMZN. - Graviton / Trainium now exceed $10B run rate. bean-counting bureaucrat who lucked into the CEO chair after brown-nosing Bezos for decades inherited the greatest e-commerce machine ever built and immediately started breaking it oversaw the biggest layoffs in Amazon history 27000+ heads chopped in waves while he https://t.co/4SqbvjuCfQ bean-counting bureaucrat who lucked into the CEO chair after brown-nosing Bezos for decades inherited the greatest" [X Link](https://x.com/MMMTwealth/status/2019800420428771761) 2026-02-06T15:48Z 64.3K followers, 11.7K engagements "More on $AMZN: Pretty much all of the narrative around $AMZN is AWS which is fair considering predominantly all of the CapEx is going there. But $AMZN Ads is such an underrated segment. Ads has a run rate of $85B growing 23% YoY with 30-40% EBITDA margins. I'll go conservative with 30% so $25.5B in EBITDA. $TTD (far smaller) is growing far less at 15% YoY and trades at 9x EBITDA. That has to be the absolute base which would value at $230B right now. A more realistic valuation is probably around $NFLX EBITDA multiple. $NFLX is growing at 18% for 20.5x EBITDA and again is smaller than Ads in" [X Link](https://x.com/MMMTwealth/status/2019807543183229390) 2026-02-06T16:16Z 64.3K followers, 12.5K engagements "$AMZN is screwed. $AMZN continues to operate like a small cap with an infinite budget. That's not bearish. Just recently we were in a market where huge CapEx budget led to optimism. Now it's being punished and scrutinized as we enter a slight risk off market. Yet we're still in the very early https://t.co/qH6R8zVCxa $AMZN continues to operate like a small cap with an infinite budget. That's not bearish. Just recently we were in a market where huge CapEx budget led to optimism. Now it's being punished and scrutinized as we enter a slight risk off market. Yet we're still in the very early" [X Link](https://x.com/MMMTwealth/status/2019817389505016198) 2026-02-06T16:56Z 64.3K followers, 24.1K engagements "Some quite clean levels I'm watching as long as the $SPY holds. [--]. $UPST at $36 [--]. $LEU at $263 [--]. $NBIS at $80 [--]. $DLO at $13" [X Link](https://x.com/MMMTwealth/status/2019848441917235584) 2026-02-06T18:59Z 64.3K followers, [----] engagements ""Nobody develops the technology more advanced than ours at a pace higher than ours and at a scale as large as ours. We have the largest supply chain of any computing company in history" And $NVDA trades at 0.70x PEG" [X Link](https://x.com/MMMTwealth/status/2020117254172442871) 2026-02-07T12:47Z 64.3K followers, [----] engagements "A big rule I try to follow for most of my portfolio (outside top 5-6 positions) is.no matter how much I love the fundamentals of a stock I'm willing to trim or keep a position size very small if price goes against me. $CRDO is a prime example. Fundamentals look incredible to me.EPS is expected to be $6.31 by FY29. That's 31% CAGR over the next [--] years. That puts $CRDO 1x PEG based on [--] year CAGR. Yet price doesn't agree.hence why I trimmed below the [---] daily. High exposure to a stock below the [---] daily is risky business. https://twitter.com/i/web/status/2020132698593931264" [X Link](https://x.com/MMMTwealth/status/2020132698593931264) 2026-02-07T13:49Z 64.3K followers, 22.3K engagements "$AMZN: 26.8x NTM PE $WMT: 45.9x NTM PE [--] yrs ago: Walmart revenue 47x larger than Amazon [--] yrs ago: Walmart revenue 25x larger than Amazon [--] yrs ago: Walmart revenue 8x larger than Amazon [--] yrs ago: Walmart revenue 3x larger than Amazon Today: Amazon revenue Walmart revenue $AMZN $WMT https://t.co/5ksEjEXbsd [--] yrs ago: Walmart revenue 47x larger than Amazon [--] yrs ago: Walmart revenue 25x larger than Amazon [--] yrs ago: Walmart revenue 8x larger than Amazon [--] yrs ago: Walmart revenue 3x larger than Amazon Today: Amazon revenue Walmart revenue $AMZN $WMT https://t.co/5ksEjEXbsd" [X Link](https://x.com/MMMTwealth/status/2020214732179825075) 2026-02-07T19:15Z 64.3K followers, [----] engagements "$HIMS just said it will stop selling its compounded weight-loss pill. Maybe the most ridiculous [--] hours for a company ever $HIMS IS NOW OFFERING A COPY OF $NVO WEGOVY PILL AT $49 A MONTH. Truly don't know how to take this one even though the market is +15% PM. [--]. My two cents tells me from a litigation point of view $HIMS can't be doing much wrong They're a $5.5B company with litigation experts https://t.co/EcQRozs1jY $HIMS IS NOW OFFERING A COPY OF $NVO WEGOVY PILL AT $49 A MONTH. Truly don't know how to take this one even though the market is +15% PM. [--]. My two cents tells me from a" [X Link](https://x.com/MMMTwealth/status/2020228662524559658) 2026-02-07T20:10Z 64.3K followers, 28.9K engagements "@RealVikashMehra Wouldnt call it publicity to be honest" [X Link](https://x.com/MMMTwealth/status/2020240491493880253) 2026-02-07T20:57Z 64.3K followers, [---] engagements "$PGY down 24% in the pre-market. Ouch. Sure there will be a little spillover into the $UPST price today (currently down 1.5% pre market) but $UPST's more conservative approach last Q could be a paying huge dividends here. $PGY reports Q4 [----] earnings $335M revenue (+20.1% YoY) $0.80EPS (BEAT) 🟢 - Network Volume: $2.7 billion (+3% YoY) - FRLPC: $131M (+12% YoY) Great quarter for Pagaya Technologies watch-out for more partnerships with large banks. https://t.co/r8ZDdkGhiG $PGY reports Q4 [----] earnings $335M revenue (+20.1% YoY) $0.80EPS (BEAT) 🟢 - Network Volume: $2.7 billion (+3% YoY) -" [X Link](https://x.com/MMMTwealth/status/2020856785653952537) 2026-02-09T13:46Z 64.3K followers, 15.3K engagements "$CRDO UP 15.7% AH Announced FY2026 Q3 revenues up 201% and 51.5% QoQ. 51% QoQ trading at 16x NTM sales" [X Link](https://x.com/MMMTwealth/status/2020976702139056219) 2026-02-09T21:42Z 64.3K followers, [----] engagements "Bad timing of my trim but still holding 55% of the position. We'll be opening tomorrow $142 as of right now. Back in a nice zone. $CRDO A big rule I try to follow for most of my portfolio (outside top 5-6 positions) is.no matter how much I love the fundamentals of a stock I'm willing to trim or keep a position size very small if price goes against me. $CRDO is a prime example. Fundamentals look incredible https://t.co/fYYfJmK2gt A big rule I try to follow for most of my portfolio (outside top 5-6 positions) is.no matter how much I love the fundamentals of a stock I'm willing to trim or keep a" [X Link](https://x.com/MMMTwealth/status/2020977321617117387) 2026-02-09T21:45Z 64.3K followers, 10.4K engagements "@hut1459875 I didn't really. I still held 55% of my position. Don't regret it at all. We fell below the [---] daily. $SPY & $QQQ were looking weak. I made a decision to derisk. that's all. Hindsight is a funny thing" [X Link](https://x.com/MMMTwealth/status/2020979032075141311) 2026-02-09T21:52Z 64.3K followers, [---] engagements "@iamfabian $CRDO 🐐" [X Link](https://x.com/MMMTwealth/status/2020979545990685179) 2026-02-09T21:54Z 64.3K followers, [---] engagements "h/t to @HyperTechInvest for finding this one" [X Link](https://x.com/MMMTwealth/status/2020983955500273989) 2026-02-09T22:11Z 64.3K followers, [----] engagements "RT @MMMTwealth: You can't have a robotics revolution without a rare earth magnet revolution. And Morgan Stanley is predicting a 477x grow" [X Link](https://x.com/MMMTwealth/status/2021239943872364932) 2026-02-10T15:08Z 64.3K followers, [--] engagements "$OSCR FY26 revenue guide of $18.7B-$19.0B is 50% higher than current analyst estimates. The stock trades at 0.15x NTM sales. Being up only 6% is a little eery though I'd say. ACA extension remains the big catalyst. Be logical with $OSCR. Before when ACA subsidies were getting extended we jumped to $22 back in early October. We're only at $16 now and still only trade at 0.2x NTM sales. The risk to reward on this one still remains very nice. https://t.co/AK2vWwAd5u Be logical with $OSCR. Before when ACA subsidies were getting extended we jumped to $22 back in early October. We're only at $16" [X Link](https://x.com/MMMTwealth/status/2021241198602604686) 2026-02-10T15:13Z 64.3K followers, [----] engagements "RT @MMMTwealth: "America will once again build a dominant copper industry." It's one of the safer bets for the next 10+ years. Here's your" [X Link](https://x.com/MMMTwealth/status/2021260753378881846) 2026-02-10T16:31Z 64.3K followers, [--] engagements "RT @OracleEarnings: $MEDP 🔴-15% 🎯✅ $SSD 🟢+4.3% 🎯✅ $SPOT 🟢+17% ❌ $DDOG 🟢+15% ❌ $CVS 🔴-4% 🎯✅ $MAR 🟢+10% 🎯✅ $SAIA 🔴-5% ❌ $ZBH 🟢+6% 🎯✅ Total" [X Link](https://x.com/anyuser/status/2021269775259689429) 2026-02-10T17:07Z 64.3K followers, [--] engagements "$UPST has an implied move of +- 17.9% post earnings. Expected EPS: $0.46 Expected revenue: $288.56M A very key level to hold here at $35" [X Link](https://x.com/MMMTwealth/status/2021317833263559038) 2026-02-10T20:18Z 64.3K followers, 13.1K engagements "$UPST Q4 EARNINGS ✅ Revenue $296M vs Est. $289M EPS $0.18 vs Est. $0.47 Origination Volume $3.2B (up 52% YoY) Adjusted EBITDA $63.7M (up 64% YoY) FY [----] Guidance Revenue $1.4B vs Est. $1.27B Adjusted EBITDA Margin 21% $UPST has an implied move of +- 17.9% post earnings. Expected EPS: $0.46 Expected revenue: $288.56M A very key level to hold here at $35. https://t.co/4JHxAIXll7 $UPST has an implied move of +- 17.9% post earnings. Expected EPS: $0.46 Expected revenue: $288.56M A very key level to hold here at $35. https://t.co/4JHxAIXll7" [X Link](https://x.com/MMMTwealth/status/2021334451649978621) 2026-02-10T21:24Z 64.3K followers, 16.4K engagements "$ZETA 👀 LG 🚀🚀🚀 LG 🚀🚀🚀" [X Link](https://x.com/anyuser/status/2021358598237130825) 2026-02-10T23:00Z 64.3K followers, 16.4K engagements "I find it hard to give a bull case on $HOOD here looking purely at valuation. Q4 revenue growth was 27% and FY26 expected growth is 23.5%. 14x sales for that is ok but nothing to scream home about. A Fwd PE of 33x for 14% EPS CAGR for the next 3-4 years is also pricey. I get $HOOD deserves premium multiples and I think technicals look ok but I don't see the bull case here. I'd personally wait till $65 level to get very interested. $SOFI purely looking at the numbers makes far more sense. https://twitter.com/i/web/status/2021524288294060207 https://twitter.com/i/web/status/2021524288294060207" [X Link](https://x.com/MMMTwealth/status/2021524288294060207) 2026-02-11T09:58Z 64.3K followers, 13.3K engagements "@Khazaddumm Except $UPST" [X Link](https://x.com/MMMTwealth/status/2021524352022548523) 2026-02-11T09:58Z 64.3K followers, [---] engagements "$UPST 👇 $UPST Q4 EARNINGS ✅ Revenue $296M vs Est. $289M EPS $0.18 vs Est. $0.47 Origination Volume $3.2B (up 52% YoY) Adjusted EBITDA $63.7M (up 64% YoY) FY [----] Guidance Revenue $1.4B vs Est. $1.27B Adjusted EBITDA Margin 21% $UPST Q4 EARNINGS ✅ Revenue $296M vs Est. $289M EPS $0.18 vs Est. $0.47 Origination Volume $3.2B (up 52% YoY) Adjusted EBITDA $63.7M (up 64% YoY) FY [----] Guidance Revenue $1.4B vs Est. $1.27B Adjusted EBITDA Margin 21%" [X Link](https://x.com/MMMTwealth/status/2021525036893721059) 2026-02-11T10:01Z 64.3K followers, [----] engagements "For sure. @arny_trezzi no doubt knows HOOD far better than most and I appreciate his input here. I personally dont own HOOD as well so my knowledge on it wont be anywhere near his. Im just applying a simple check that I like to make on stocks to HOOD and it doesnt come out great. Appreciate thats not the full story at all 👍 https://twitter.com/i/web/status/2021658270939623723 https://twitter.com/i/web/status/2021658270939623723" [X Link](https://x.com/MMMTwealth/status/2021658270939623723) 2026-02-11T18:51Z 64.3K followers, [--] engagements "This $APP selloff has been incredible. On the face of it very solid earnings and the stock is down another 5% after a 39% decline. This is what is happening to companies that trade in the high multiples now though. APPLOVIN $APP JUST REPORTED Q4 EARNINGS Topline Performance Revenue: $1.66B vs $1.60B est 🟢 Profitability EPS: $3.24 vs $2.93 est 🟢 Adj EBITDA: $1.40B vs $1.32B est 🟢 Outlook Q1 Revenue: $1.75B-$1.78B https://t.co/nMIFJO2SQw APPLOVIN $APP JUST REPORTED Q4 EARNINGS Topline Performance Revenue: $1.66B vs $1.60B est 🟢 Profitability EPS: $3.24 vs $2.93 est 🟢 Adj EBITDA: $1.40B vs" [X Link](https://x.com/anyuser/status/2021695976272953737) 2026-02-11T21:20Z 64.3K followers, 16.4K engagements "RT @MMMTwealth: A list of stocks I don't currently own that I'm interested in (if the market holds up). Larger Cap [--]. $LEU: Dropped 9% p" [X Link](https://x.com/MMMTwealth/status/2021700031103778838) 2026-02-11T21:37Z 64.3K followers, [--] engagements "Summary of the current market: Yesterday $AEHR goes up 30% Today $AEHR goes down 17%" [X Link](https://x.com/MMMTwealth/status/2021983017091440658) 2026-02-12T16:21Z 64.3K followers, [----] engagements "RT @MMMTwealth: $LEU has now broken the [---] daily. suspect we drop below $200 price. - They remain the ONLY uranium enricher in the US" [X Link](https://x.com/MMMTwealth/status/2022042695305441522) 2026-02-12T20:18Z 64.3K followers, [--] engagements "@OldSaltWorks @KevRGordon $ZETA for me is by far the best option" [X Link](https://x.com/MMMTwealth/status/2022254159790067783) 2026-02-13T10:18Z 64.3K followers, [---] engagements "RT @MMMTwealth: $AMZN AWS CEO: "Even with all of this investment my best estimate is that we will be capacity constrained for the next co" [X Link](https://x.com/MMMTwealth/status/2022405690283954266) 2026-02-13T20:21Z 64.3K followers, [--] engagements "RT @MMMTwealth: $SEI +15.50% in the pre-market. Signs major AI data center deal to supply over [---] megawatts starting in [----]. Average" [X Link](https://x.com/MMMTwealth/status/2022619035280764981) 2026-02-14T10:28Z 64.3K followers, [--] engagements "RT @MMMTwealth: More on $AMZN 👇 Everyone knows this AI innovation cycle is a 10+ year timeframe. But people are forgetting this recently" [X Link](https://x.com/MMMTwealth/status/2022619858647814183) 2026-02-14T10:32Z 64.3K followers, [--] engagements "8. American Coastal $AM Revenue Growth: -6.64% EV/Sales: 1.7x Commentary: $AM provides property and casualty insurance focused on condominium and homeowner association properties in Florida particularly in hurricane-prone areas. $AM provide a ROE of 69.7% as well as some pretty unbelievable profitable metrics when you look at the numbers. This is definitely a company worth researching more. Newsletter article sometime👀" [X Link](https://x.com/MMMTwealth/status/1841525495017455907) 2024-10-02T17:07Z 64.3K followers, 30.2K engagements "TRUMP SET TO SPEND $1T ON US MILITARY BY [----]. Here's where to look: Drones $DPRO $TXT $ZENA $JOBY $ACHR $RCAT $OUST $KULR $AVAV $KTOS Cyber & AI $PLTR $CACI $BAH Defense $LMT $RTX $NOC Space & Satellite $NOC $BA $LHX $SPIR Naval $HII $GD President Trump just said he has committed to spending more than $1 Trillion on the US Military in [----] https://t.co/IlNgCmf29n President Trump just said he has committed to spending more than $1 Trillion on the US Military in [----] https://t.co/IlNgCmf29n" [X Link](https://x.com/MMMTwealth/status/1973032621950341477) 2025-09-30T14:30Z 64.3K followers, 250.1K engagements "High Revenue Growth (for the next [--] years) + High EBITDA Growth (for the next [--] years) [--]. $SYM [--]. $BE [--]. $SEI [--]. $DUOL [--]. $IREN [--]. $SEZL [--]. $DLO [--]. $ONON [--]. $IOT [--]. $NET" [X Link](https://x.com/MMMTwealth/status/1985352482260914500) 2025-11-03T14:24Z 64.3K followers, 23.4K engagements "Demand for optics is going "nuts" according to $AVGO. "It's just very very strong. And by extension demand for the optical components like lasers PIN diodes just going nuts." Here's your plays 👇 Foundries [--]. Fabrinet $FN [--]. GlobalFoundries $FS Optical Components [--]. Lumentum $LITE [--]. Coherent $COHR [--]. Applied Optoelectronics $AAOI [--]. Ciena $CIEN [--]. Commscope $COMM Silicon Photonics & CPO [--]. Broadcom $AVGO [--]. Marvell $MRVL [--]. MACOM Technology $MTSI [--]. Credo Technology $CRDO Other [--]. AXT $AXTI [--]. POET Technologies $POET [--]. Lightwave Logic $LWLG [--]. Aeluma $ALMU" [X Link](https://x.com/MMMTwealth/status/1999901130822668761) 2025-12-13T17:56Z 64.3K followers, 50K engagements "Robotics is set to become a multi-year theme. Here's the "picks & shovels" plays powering this huge trend: BEARINGS & ACTUATORS: $RRX $RBC $AME SENSORS: $ST $TEL $ALGM $CGNX MOTION CONTROL: $ROK $PH $ALNT POWER: $NVTS $VSH CONNECTIVITY: $CSCO $IRDM $SLAB" [X Link](https://x.com/MMMTwealth/status/2001396289766871229) 2025-12-17T20:57Z 64.3K followers, 99.4K engagements "The robotics ecosystem is huge. Here's a nice list of names to follow: Medical Robotics $GMED $PRCT $ARAY $MYO $OMCL $SYK $ISRG $MYO Defense Robotics $HII $AIRO $RCAT $ESLT $ONDS $DPRO $BA $LMT $TXT $KTOS Logistics Robotics $SYM $AUTO $ATS $GXO $AMZN $UPS Humanoid Robotics $RR $TSLA Professional Robotics $OII $HLX $TNC $KSCP https://twitter.com/i/web/status/2006043071482384571 https://twitter.com/i/web/status/2006043071482384571" [X Link](https://x.com/MMMTwealth/status/2006043071482384571) 2025-12-30T16:41Z 64.3K followers, 24.8K engagements "Here's my top [--] picks for [----] 👇 High conviction. High concentration. [--]. UiPath $PATH Expected FY26 EBITDA growth: 45% EBITDA multiple: 18.2x The year of agentic AI $PATH is now hitting a nice inflection point. I think $PATH is following the $PLTR playbook - currently proving the platform achieving GAAP profitability and set to grow revenue upwards of 20% YoY. https://twitter.com/i/web/status/2006782387611381888 https://twitter.com/i/web/status/2006782387611381888" [X Link](https://x.com/MMMTwealth/status/2006782387611381888) 2026-01-01T17:39Z 64.3K followers, 201.5K engagements "The Robotics Ecosystem: Actuation & Bearings: Flowserve Corp $FLS Ducommun $DCO Woodward $WWD Sensory & Perception Ouster $OUST TE Connectivity $TEL Amphenol $APH Software Mobileye $MBLY Aptiv $APTV Nvidia $NVDA Compute Nvidia $NVDA AMD $AMD Ambarella $AMBA Communication Digi International $DGIO Semtech $SMTC Silicon Laboratories $SLAB Medical Robotics ProCept Biorobotics $PRCT Omnicell $OMCL Defense Robotics AIRO Group Holdings $AIRO Textron $TXT AeroVironment $AVAV Logistics Robotics GXO Logistics $GXO ATS Corp $ATS Amazon $AMZN Professional Robots Oceaneering International $OII" [X Link](https://x.com/MMMTwealth/status/2010710613987602539) 2026-01-12T13:49Z 64.3K followers, 12.9K engagements "SOME ROBOTICS PLAYS FLASHING UP AS VERY BULLISH ON MY SPREADSHEET: [--]. Flowserve $FLS [--]. Amphenol $APH [--]. Textron $TXT [--]. AeroVironment $AVAV [--]. Oceaneering International $OII" [X Link](https://x.com/MMMTwealth/status/2015483811983728681) 2026-01-25T17:56Z 64.3K followers, 10.6K engagements "$HROW has been a slow burner so far but remember: Management guidance is a $250M quarter in FY27. Let's say that gives them $1B in revenue in FY28. $HROW did $72M in Q3 [----] which gives an annualized revenue of $288M in FY25. To get from $288M in FY25 to $1B in FY28 implies a 52% CAGR (for 5.3x NTM sales). Even more importantly if we assume 36% EBITDA margins in FY28 that means EBITDA is about to CAGR at 72%. For that you have a 17x EBITDA multiple. $HROW won't get held down forever. https://twitter.com/i/web/status/2015529364457136168 https://twitter.com/i/web/status/2015529364457136168" [X Link](https://x.com/MMMTwealth/status/2015529364457136168) 2026-01-25T20:57Z 64.3K followers, 22K engagements "Copper was all over X last week - we still have a 70% supply shortage. Here's some of the best copper plays from small caps to mega caps: [--]. Arizona Sonoran Copper $ASCUF [--]. Trilogy Metals $TMQ [--]. Solaris Resources $SLSR [--]. Invahoe Electric $IE [--]. Teck Resources $TECK [--]. First Quantum Minerals $FQVLF [--]. Anglo American $NGLO [--]. Glencore $GLNCY [--]. Freeport McMoran $FCX [--]. Southern Copper $SCCO [--]. Rio Tinto $RIO https://twitter.com/i/web/status/2017958370607546831 https://twitter.com/i/web/status/2017958370607546831" [X Link](https://x.com/MMMTwealth/status/2017958370607546831) 2026-02-01T13:49Z 64.3K followers, 62K engagements "@energy_tech_inv Me No chance" [X Link](https://x.com/MMMTwealth/status/2019678369881944134) 2026-02-06T07:43Z 64.3K followers, [---] engagements "I spent some time going through charts of some nice screens I run. Here's what I think. Fundamentally showing strength (these appear on almost every screen I do). [--]. $SNDK [--]. $ZETA [--]. $SEZL [--]. $SEI [--]. $DLO [--]. $SE [--]. $VIAV [--]. $SANM [--]. $AROC [--]. $OSS [--]. $ULBI [--]. $MU [--]. $PGY Charts that look nice of those above: [--]. $ZETA [--]. $SEZL [--]. $DLO [--]. $SEI [--]. $OSS [--]. $ULBI [--]. $PGY https://twitter.com/i/web/status/2020194855289233558 https://twitter.com/i/web/status/2020194855289233558" [X Link](https://x.com/MMMTwealth/status/2020194855289233558) 2026-02-07T17:56Z 64.3K followers, [----] engagements "In Q1 our revenue growth is 35% . I would be incredibly disappointed if our first quarter was the fastest quarter of the year $SOFI trades at 5.77x NTM sales for 35% growth (for reference $HOOD trades at 13.55x NTM sales). [--] years in the making. The $SOFI interview is here. We sat down with CEO @anthonynoto to ask the questions retail investors have been asking for. We didn't hold back: Capital Raises & SoFi's Valuation "Sandbagging" Guidance The Future of Loans (Home & Personal) https://t.co/EgKoQheiuh [--] years in the making. The $SOFI interview is here. We sat down with CEO @anthonynoto to" [X Link](https://x.com/MMMTwealth/status/2020428352226463946) 2026-02-08T09:23Z 64.3K followers, 18.8K engagements ""America will once again build a dominant copper industry." It's one of the safer bets for the next 10+ years. Here's your ideas: SAFER: $FCX $COPX $SCCO $NGLO $TECK HIGHER RISK: $TMQ $SLSR $IE $ERO" [X Link](https://x.com/MMMTwealth/status/2020495082319708457) 2026-02-08T13:49Z 64.3K followers, 14.7K engagements "$AMZN AWS CEO: "Even with all of this investment my best estimate is that we will be capacity constrained for the next couple of years. We will sell every single server and every single bit and we will wish that we had more $AMZN now trades below July [----] price. More on $AMZN 👇 Everyone knows this AI innovation cycle is a 10+ year timeframe. But people are forgetting this recently. Too many people are comparing: $GOOGL guidance of $175B in CapEx to 48% Cloud growth vs $META $125B in CapEx to 24% growth vs $MSFT $120B in CapEx for 39% More on $AMZN 👇 Everyone knows this AI innovation cycle" [X Link](https://x.com/MMMTwealth/status/2022333192880128076) 2026-02-13T15:33Z 64.3K followers, 25.9K engagements "Just a friendly reminder for $DLO here at the [---] daily: [--]. Nice exposure to the EM's. [--]. 16x P/E and 2.4x sales. [--]. $38 PT (see quoted post). Let's assume some basic numbers with $DLO: TPV: Grows 25% CAGR (previously grown 40%) to reach $100B TPV by [----]. Take Rate: Previously 4% but now consistently 3%. Conservatively let's say it stabilizes at 2.5%. Revenue: $2.5B by [----]. FCF Margin: Guidance gives us https://t.co/mH85B01G7X Let's assume some basic numbers with $DLO: TPV: Grows 25% CAGR (previously grown 40%) to reach $100B TPV by [----]. Take Rate: Previously 4% but now consistently 3%." [X Link](https://x.com/MMMTwealth/status/2019823905503101389) 2026-02-06T17:22Z 64.3K followers, 10.3K engagements "You can't have a robotics revolution without a rare earth magnet revolution. And Morgan Stanley is predicting a 477x growth in demand. $MP $LYSCF $UUUU" [X Link](https://x.com/MMMTwealth/status/2020983952748708281) 2026-02-09T22:11Z 64.3K followers, 34.6K engagements "A list of stocks I don't currently own that I'm interested in (if the market holds up). Larger Cap [--]. $LEU: Dropped 9% post earnings yesterday and currently the only company in the US that can enrich uranium into HALEU. [--]. $COIN: Sitting at a [--] year key support level and betting on a rebound in the crypto market. Smaller Cap: [--]. $S: A sub $5B cybersecurity company. Not the safest cyber play out there (probably $PANW or $CRWD) but valuation looks very compelling if they can execute in line with estimates. [--]. $SYNA: Edge AI leader trading at 2.7x sales. [--]. $FEIM: A nice indirect play on space." [X Link](https://x.com/MMMTwealth/status/2021582249221619884) 2026-02-11T13:49Z 64.3K followers, 26K engagements "Software relative to the $SPY has basically wiped out all gains over the last [--] years. As Jensen Huang said: "the software selloff is the most illogical thing in the world." $ZETA CEO also touched on it: "The future is not AI vs enterprise software. It is AI operating with enterprise software." Some of these pullbacks are going to be huge opportunities. Cooperation. Not replacement. https://twitter.com/i/web/status/2022249474819551567 https://twitter.com/i/web/status/2022249474819551567" [X Link](https://x.com/MMMTwealth/status/2022249474819551567) 2026-02-13T10:00Z 64.3K followers, 22.1K engagements "$SOFI: [--]. Trading at its lowest Fwd PE since April [----]. [--]. Guided for $0.60 EPS in FY26 (62% growth from FY25). [--]. Estimated [--] million members by [----]. [--]. S&P [---] inclusion incoming. [--]. First insider purchases since [----]. [--]. Huge bull case if Trump's 10% credit card cap is enacted. [--]. Global expansion hasn't really started yet. All in all a high growth business with durable profitability. Stock: Down 25% YTD. https://twitter.com/i/web/status/2022744764374749557 https://twitter.com/i/web/status/2022744764374749557" [X Link](https://x.com/MMMTwealth/status/2022744764374749557) 2026-02-14T18:48Z 64.3K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MMMTwealth Oliver | MMMT Wealth (CPA)
Several investors are bullish on Lemonade ($lmnd), citing its increasing growth rate, improving loss ratio, and potential for international expansion. One investor considers $lmnd their largest position and believes it will continue to outperform. The company's CEO and investors are optimistic about its prospects, including a potential revenue boost from reduced reinsurance and cross-selling opportunities.
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Social Influence
Social category influence stocks #5362 finance 46.5% technology brands 31.85% cryptocurrencies #3861 automotive brands 7.01% countries 3.18% exchanges #3327 social networks 1.27% financial services 0.64% fashion brands 0.64%
Social topic influence $amzn #98, stocks 15.92%, ai 12.74%, growth #758, $lmnd #94, $hims 7.64%, in the 7.64%, $zeta #30, $nvda #1806, market #1090
Top accounts mentioned or mentioned by @joinyellowbrick @crnainvestor @grok @william_r2rclub @thexerxers @realvikashmehra @hut1459875 @khazaddumm @oldsaltworks @stockstormx @arny_trezzi @1springthunder @england_michael @thetikr @wealthmatica @iamfabian @hypertechinvest @oracleearnings @arnytrezzi @kevrgordon
Top assets mentioned Amazon.com, Inc. (AMZN) Lemonade, Inc. (LMND) Hims & Hers Health, Inc. (HIMS) ZetaChain (ZETA) NVIDIA Corp. (NVDA) NuCypher (NU) RAI Finance (SOFI) Symbotic Inc. Class A Common Stock (SYM) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) DLocal Limited (DLO) Upstart Holdings, Inc. (UPST) TransMedics Group, Inc. Common Stock (TMDX) Credo Technology Group Holding Ltd (CRDO) PayPal Holdings Inc (PYPL) Sezzle Inc. Common Stock (SEZL) Sei (SEI) Rocket Lab USA, Inc. Common Stock (RKLB) UnitedHealth Group (UNH) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Centrus Energy Corp. (LEU) Snowflake Inc. (SNOW) Tempus AI, Inc. (TEM) NuScale Power Corporation (SMR) Teradyne, Inc. (TER) AeroVironment, Inc. (AVAV) Metadium (META) Bloom Energy Corporation (BE) Cloudflare, Inc. (NET) MercadoLibre Inc (MELI) Grab Holdings Limited Class A Ordinary Shares (GRAB) Micron Technology, Inc. (MU) The Root Network (ROOT) Textron Inc. (TXT) Allegro Microsystems Inc (ALGM) Omnicell Inc (OMCL) Silicon Laboratories Inc (SLAB) Iridium Communications Inc. (IRDM) Mario Coin (COIN) Microsoft Corp. (MSFT) Helium IOT (IOT) Duolingo, Inc. (DUOL) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Joby Aviation, Inc. (JOBY) IonQ, Inc. (IONQ) Uber Technologies, Inc. (UBER) Oscar Health, Inc. (OSCR) Robinhood Markets, Inc. (HOOD) Raytheon Technologies Corp (RTX) Constellation Energy Corp (CEG) Novo-Nordisk (NVO)
Top Social Posts
Top posts by engagements in the last [--] hours
"The [--] best robotics plays when you look at revenue growth relative to valuation are: [--]. Accuray $ARAY [--]. Synopsys $SNPS [--]. Teradyne $TER [--]. Allegro Microsystems $ALGM $ARAY 👇"
X Link 2025-09-15T15:48Z 64.3K followers, 46.5K engagements
"Here's everything you need to know about PayPal $PYPL. Investment case innovations valuations risks competition. Everything. 🧵"
X Link 2024-06-06T16:55Z 64.3K followers, 290.8K engagements
"9. Olaplex Holdings $OPLX Revenue Growth: -4.85% EV/Sales: 3.9x Commentary: $OPLX is a haircare brand focusing on damaged hair using patented technology. The stock has suffered years of decline and weak outlook but recently management have outlined some key initiatives to return the company to growth. For me there's not enough data to show signs of a turnaround.but I don't think this company should be completely overlooked. https://twitter.com/i/web/status/1841525499685740933 https://twitter.com/i/web/status/1841525499685740933"
X Link 2024-10-02T17:07Z 64.3K followers, 29.6K engagements
"THE ENTIRE ROBOTICS ECOSYSTEM. Here's all you need to know. $SYM $OMCL $NVDA $SLAB $IRDM $RBC https://open.substack.com/pub/makemoneymaketime/p/the-entire-robotics-ecosystemutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/makemoneymaketime/p/the-entire-robotics-ecosystemutm_campaign=post-expanded-share&utm_medium=web"
X Link 2025-12-26T14:57Z 64.3K followers, 41.9K engagements
"HERE'S MY HIGH GROWTH WATCHLIST RIGHT NOW: [--]. $AVAV: high-tech military drones and missiles. [--]. $ABAT: Battery recycling and mineral recovery [--]. $PSIX: Custom engines and power generators that help AI data centers run 24/7. [--]. $PGY: AI-powered middleman helping banks approve loans more accurately. [--]. $SEZL: BNPL payment app. [--]. $RCAT: Tactical drones used by soldiers and police for aerial surveillance. [--]. $ASTH: AI native healthcare platform helping doctors manage patient care. [--]. $NRGV: Large scale energy batteries that store power for the grid. [--]. $ONTO: Precise inspection tools used to"
X Link 2026-01-25T13:49Z 64.3K followers, 25.1K engagements
"$AMZN continues to operate like a small cap with an infinite budget. That's not bearish. Just recently we were in a market where huge CapEx budget led to optimism. Now it's being punished and scrutinized as we enter a slight risk off market. Yet we're still in the very early stages of this decade long AI buildout. The $AMZN narrative right now is all about this +$55B in CapEx (to $200B) relative to estimates. It makes sense on the face of it when you've got $GOOGL spending $180B for 48% growth and $MSFT spending $105B for 39% growth. But markets react quickly to headlines and then recalibrate"
X Link 2026-02-06T14:52Z 64.3K followers, 78.4K engagements
"I hate to say this.but this $QQQ chart is not that nice"
X Link 2026-02-10T20:38Z 64.3K followers, 14.1K engagements
"$AMZN 👇 A decade PE low. $AMZN continues to operate like a small cap with an infinite budget. That's not bearish. Just recently we were in a market where huge CapEx budget led to optimism. Now it's being punished and scrutinized as we enter a slight risk off market. Yet we're still in the very early https://t.co/qH6R8zVCxa $AMZN continues to operate like a small cap with an infinite budget. That's not bearish. Just recently we were in a market where huge CapEx budget led to optimism. Now it's being punished and scrutinized as we enter a slight risk off market. Yet we're still in the very"
X Link 2026-02-11T15:36Z 64.3K followers, 11.7K engagements
"$LEU has now broken the [---] daily. suspect we drop below $200 price. - They remain the ONLY uranium enricher in the US. - They've been awarded a $900M award to revamp the US nuclear supply chain. - Total backlog is $3.8B If you're bullish Uranium I'd watch this one closely. A list of stocks I don't currently own that I'm interested in (if the market holds up). Larger Cap [--]. $LEU: Dropped 9% post earnings yesterday and currently the only company in the US that can enrich uranium into HALEU. [--]. $COIN: Sitting at a [--] year key support level and https://t.co/dGoX6fVm5o A list of stocks I don't"
X Link 2026-02-12T11:56Z 64.3K followers, 12.5K engagements
"- $COIN DOUBLE MISS. - First net income loss since [----] Stock after hours: +3.3% You can't make this up anymore. COINBASE $COIN EARNINGS: Double miss first Net Income LOSS since [----] 🚨 EPS [--] vs [--] Est 🔴 Rev $1.78B vs $1.81B Est 🔴 https://t.co/ho2fqNqdjW COINBASE $COIN EARNINGS: Double miss first Net Income LOSS since [----] 🚨 EPS [--] vs [--] Est 🔴 Rev $1.78B vs $1.81B Est 🔴 https://t.co/ho2fqNqdjW"
X Link 2026-02-12T21:37Z 64.3K followers, 11.1K engagements
"More on $AMZN 👇 Everyone knows this AI innovation cycle is a 10+ year timeframe. But people are forgetting this recently. Too many people are comparing: $GOOGL guidance of $175B in CapEx to 48% Cloud growth vs $META $125B in CapEx to 24% growth vs $MSFT $120B in CapEx for 39% growth vs $AMZN $200B in CapEx to 24%. On the face of it $AMZN seems the loser here. But since when did a CapEx budget get compared to current year growth rates It makes zero sense. If $AMZN is set to spend $200B in CapEx it's because they see a tidal wave of demand coming. Cash flows will be hindered in the near term"
X Link 2026-02-12T21:52Z 64.3K followers, 44.1K engagements
"$SEI +15.50% in the pre-market. Signs major AI data center deal to supply over [---] megawatts starting in [----]. Average cost is $37. Likely to open at $59. High Revenue Growth (for the next [--] years) + High EBITDA Growth (for the next [--] years) [--]. $SYM [--]. $BE [--]. $SEI [--]. $DUOL [--]. $IREN [--]. $SEZL [--]. $DLO [--]. $ONON [--]. $IOT [--]. $NET High Revenue Growth (for the next [--] years) + High EBITDA Growth (for the next [--] years) [--]. $SYM [--]. $BE [--]. $SEI [--]. $DUOL [--]. $IREN [--]. $SEZL [--]. $DLO [--]. $ONON [--]. $IOT [--]. $NET"
X Link 2026-02-13T10:24Z 64.3K followers, 12.3K engagements
"P/E ratios are for beginners and tell you nothing about the value of the business. Here's what you need to look for: +Revenue growth 6% +Earnings growth 8% +Inside ownership + 10% +ROIC 15% +Gearing [----] +FCF Margin 10% Here's [--] quality stocks that fit this:🧵"
X Link 2024-01-18T13:30Z 64.3K followers, [----] engagements
"I did a quick screen on stocks with a high ROIC low PE and low PEG. Here's [--] US stocks that fit this criteria: [--] Daktronics $DAKT [--] Virco MFG Corporation $VIRC [--] Enerplus Corp $ERF [--] Siga Technologies $SIGA [--] Build-a-bear workshop $BBW [--] Quantasing Group $QSG [--] Composecure $CMPO [--] Finvolution Group $FINV [--] Geopark $GPRK 🔟Hudson Technologies $HDSN https://twitter.com/i/web/status/1775261915184595189 https://twitter.com/i/web/status/1775261915184595189"
X Link 2024-04-02T20:39Z 64.3K followers, [----] engagements
"6. Humble Group $HUMBLE Description: Humble Group is a company focused on eco-friendly consumer staples such as healthy candy protein bars fitness drinks etc. Investment Case: - Humble has built the leading company in Europe for their niche by acquiring and building a very strong portfolio of brands. - They have strong vertical integration from product R&D all the way through to manufacturing and distribution. - Very well valued right now after a 70% drop from [----] peak. https://twitter.com/i/web/status/1804184048396271698 https://twitter.com/i/web/status/1804184048396271698"
X Link 2024-06-21T16:06Z 64.3K followers, [----] engagements
"$PYPL is a hated stock. It's down 80% in [--] years.📉 But the fundamentals are stronger than ever. Let me outline why $PYPL is a STRONG BUY. 🧵"
X Link 2024-07-09T16:38Z 64.3K followers, 199.4K engagements
"10 companies with huge moats👇 Nvida $NVDA Amazon $AMZN Palantir $PLTR TransMedics $TMDX NuBank $NU Meta $META Tesla $TSLA Taiwan Semiconductor Manufacturing $TSM Shopify $SHOP MercadoLibre $MELI What else🧐"
X Link 2024-08-17T17:44Z 64.3K followers, 80.8K engagements
"Michael Burry has had a sensational [----] so far. His fund is up 39%. Over the last [--] years he has also managed to provide returns of 345% compared to 110% for the S&P [---]. He only holds [--] companies. Want to see them 🧵👇"
X Link 2024-10-02T17:07Z 64.3K followers, 398.9K engagements
"High growth stocks I would NOT buy today: [--]. $PLTR [--]. $TSLA [--]. $SNOW High growth stocks I WOULD buy today: [--]. $HIMS [--]. $SOFI [--]. $TMDX [--]. $RKLB [--]. $ASML"
X Link 2024-11-14T12:55Z 64.3K followers, 463.7K engagements
"The most undervalued Mag [--] stock is $AMZN The most undervalued fintechs are $FOUR $NU and $PYPL The most undervalued cybersecurity stocks are $S and $ZS The most undervalued semiconductor stocks are $ASML and $TSM. Other undervalued companies are $ABNB $CELH and $HIMS"
X Link 2024-12-08T13:40Z 64.3K followers, 226.3K engagements
"Here's [--] stocks with the best fundamentals👇 🧵 [--]. Hims & Hers $HIMS - No debt - 77% growth - 79% gross margin - 20% FCF margin - $67 monthly online revenue per customer"
X Link 2024-12-09T16:56Z 64.3K followers, 296.1K engagements
"This man knows the market: He has predicted: [--]. The Dot-Com Bubble (2000) [--]. The Global Financial Crisis (2008) [--]. Japan's Asset Bubble (1989) [--]. The COVID Bubble (2021-2022) Here is Jeremy Grantham's latest warning 🧵"
X Link 2024-12-18T13:19Z 64.3K followers, 3.5M engagements
"There's not many quality companies out there expected to grow at 30% YoY for the next [--] years. But here's [--] for you👇 [--]. Lemonade $LMND [--]. Lucid Group $LCID [--]. Rocket Lab $RKLB [--]. Astera Labs $ALAB [--]. IonQ $IQNQ [--]. AST Space Mobile $ASTS [--]. Joby Aviation $JOBY [--]. Rivian Automotive $RIVN [--]. Lotus Technology $LOT [--]. Plug Power $PLUG https://twitter.com/i/web/status/1871496386136428670 https://twitter.com/i/web/status/1871496386136428670"
X Link 2024-12-24T10:01Z 64.3K followers, 79.3K engagements
"Here's my $NU one-page investment thesis. This is a stock to own in 2025"
X Link 2024-12-26T11:35Z 64.3K followers, 200.5K engagements
"I just ran an interesting screener looking for high growth companies on the verge of profitability. There were [--] results. Here's the best 5👇 [--]. ACV Auctions $ACVA [--]. Monday. com $MNDY [--]. Hut [--] Corp $HUT [--]. Global E-Online $GLBE [--]. Cloudfare $NET"
X Link 2024-12-27T20:03Z 64.3K followers, 15.5K engagements
"Here's some of my favorite stocks and best prices to invest in them: $TMDX - NOW $SOFI - Below $13 $PYPL - Below $80 $BABA - Below $80 $ASML - NOW $MELI - NOW $NU - NOW $HIMS - Below $24 $LMND - NOW $GRAB - NOW $UBER - NOW"
X Link 2024-12-29T15:20Z 64.3K followers, 154.6K engagements
"5 core stocks for 2025: - ASML $ASML - Amazon $AMZN - MercadoLibre $MELI - Kinsale Capital $KNSL - Google $GOOG [--] high growth stocks for 2025: - NuBank $NU - SoFi Technologies $SOFI - TransMedics $TMDX - Hims & Hers $HIMS - Lemonade $LMND [--] higher risk bets for 2025: - Rocket Lab $RKLB - Cleanspark $CLSK - Enphase Energy $ENPH - Grab $GRAB - Silvercorp Metals $SVM [--] turnaround stocks for 2025: - PayPal $PYPL - Alibaba $BABA - DLocal $DLO - Celsius Holdings $CELH - Occidental Petroleum $OXY [--] stocks to avoid in 2025: - Microstrategy $MSTR - SuperMicro Computers $SMCI - Boeing $BA - Beyond"
X Link 2024-12-30T18:50Z 64.3K followers, 153.8K engagements
"As a way to end [----] on a high.here's a big thread with [--] of the highest quality stocks in the market. And my investment thesis for each one🧵 [--]. NuBank $NU - $NU is my highest conviction investment over the next 3-5 years and quickly becoming a top position of mine. - An EPS of $0.80 is the forecast for [----]. At a PE of 25x (below the lows of today) you have a $20 stock. At a 30x PE you have a $24 stock. - Geographically they've acquired a big portion of Brazil but almost nothing in Mexico and Colombia. - They have one of the lowest cost operations out of all fintechs which has allowed them"
X Link 2024-12-31T12:29Z 64.3K followers, 202.1K 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"
X Link 2025-01-02T14:09Z 64.3K followers, [----] engagements
"Here's a list of quality stocks that should be AT LEAST on your watchlist👇 [--]. NuBank $NU [--]. MercadoLibre $MELI [--]. Uber $UBER [--]. SoFi $SOFI [--]. ASML $ASML [--]. Hims & Hers $HIMS [--]. TransMedics $TMDX [--]. Amazon $AMZN [--]. Evolution AB $EVO [--]. United Health Group $UNH [--]. Lemonade $LMND [--]. Kinsale Capital $KNSL [--]. Alibaba $BABA [--]. Tesla $TSLA [--]. Advanced Micro Devices $AMD [--]. Google $GOOG [--]. Grab $GRAB [--]. Deckers Outdoor Corporation $DECK [--]. PayPal $PYPL [--]. SentinelOne $S"
X Link 2025-01-05T21:24Z 64.3K followers, 111.7K engagements
"This is a 5nm chip. They can now make 2nm. Technology is crazy. $ASML"
X Link 2025-02-04T23:35Z 64.3K followers, 1.3M engagements
"Here's why Bill Ackman is correct in purchasing $2.5B worth of $UBER 👇"
X Link 2025-02-08T14:09Z 64.3K followers, 227.1K engagements
"$NU isn't just an ordinary fintech - it's a LatAm banking revolution. And it's backed by no other than Warren Buffett. Here's my $NU investment thesis🧵"
X Link 2025-03-15T12:11Z 64.3K followers, 207.7K engagements
"This next period is going to be ugly but likely a huge opportunity: Here's some levels I'm excited to see👀 CORE [--]. Nvidia $NVDA $90 [--]. Google $GOOGL $140 [--]. Amazon $AMZN $160 [--]. SoFi $SOFI $10 [--]. Paypal $PYPL $60 GROWTH [--]. Hims & Hers $HIMS $27 [--]. Lemonade $LMND $27 [--]. Transmedics $TMDX $60 [--]. NuBank $NU $9 [--]. Grab $GRAB $4"
X Link 2025-04-03T10:35Z 64.3K followers, 99.2K engagements
"$AMZN is now trading at a Fwd PE similar to [----]. Today: - They have the largest Cloud business and e-commerce business in the world - They've deployed [------] robots - They're building their own chips - They have the 3rd largest digital ads business The clearest buy - $AMZN"
X Link 2025-04-04T11:19Z 64.3K followers, 164.1K engagements
"$AMZN is now trading at a Fwd PE similar to [----]. It's an incredible opportunity. Here's a one-page investment thesis👇"
X Link 2025-04-08T15:22Z 64.3K followers, 181.2K engagements
"Here's [--] high quality stocks expected to increase revenues at more than 20% YoY for the next [--] years 👇 [--]. $JOBY - 888% [--]. $ASTS - 462% [--]. $ACHR - 405% [--]. $RGTI - 139% [--]. $IONQ - 99% [--]. $RKLB - 54% [--]. $SYM - 33% [--]. $LMND - 32% [--]. $ALAB - 31% [--]. $PLTR - 28% [--]. $RDDT - 28% [--]. $NET - 26% [--]. $MU - 26% [--]. $DUOL - 25% [--]. $RBRK - 25% [--]. $TEM - 25% [--]. $NVDA - 24% [--]. $SNOW - 23% [--]. $S - 23% [--]. $TMDX - 20%"
X Link 2025-05-03T10:38Z 64.3K followers, 117.8K engagements
"Choose [--] to hold for the next [--] years. What gives the most returns: A. $PLTR 214x PE B. $TSLA 163x PE C. $SOFI 43x PE D. $NVDA at 28x PE E. $LMND at negative PE Nobody in their right mind chooses $PLTR from here"
X Link 2025-05-31T14:19Z 64.3K followers, 245.6K engagements
"Congrats to all $HIMS shareholders 👏 Im nowhere near selling. This is a $200+ stock"
X Link 2025-06-03T13:52Z 64.3K followers, 199.2K engagements
"There's lots of opportunities still out there. Here's my [--] favorite stocks at today's prices in [--] different industries🧵 [--]. SoFi $SOFI Industry: Fintech Revenue Growth: 20.1% EV/Sales: 4.5x Net Income Margin: 9.3% $SOFI is not just a lender. They're a one-stop shop for all financial services and are rapidly expanding their $SOFI Invest product. In fact lending makes up less than 50% of $SOFI revenues today meaning the business is becoming more capital light. I'm most excited about $SOFI's crypto offerings. $HOOD generated $330 million in crypto revenue in Q4 [--]. This is a huge opportunity"
X Link 2025-06-14T12:40Z 64.3K followers, 303.5K engagements
"The first wave of AI ( $NVDA $PLTR $AMD $SNOW) is not where you make big money moving forward. It's the second wave of AI where the money is made: Here's [--] stocks to ride the second wave of AI 👇"
X Link 2025-07-17T17:37Z 64.3K followers, 941.8K engagements
"$OSCR PT lowered to $8 by Jeffries 🤯 With FY25 sales outlook at $12.1B that would mean $OSCR would trade at 0.17x sales"
X Link 2025-07-23T10:41Z 64.3K followers, 221.1K engagements
"Here's some small caps I'm interested in: [--]. Spire Global $SPIR [--]. SES AI $SES [--]. Root $ROOT [--]. Lemonade $LMND [--]. AbCellera Biologics $ABCL [--]. TransMedics $TMDX [--]. Tidewater $TDW [--]. Zeta Global Holdings $ZETA [--]. DLocal $DLO [--]. Lantheus Holdings $LNTH"
X Link 2025-08-11T15:27Z 64.3K followers, 51.7K engagements
"This week was filled with superinvestor portfolios (Buffett Druckenmiller Ackman Burry and many more). Let's analyze the biggest buys sells additions and trims per investor 🧵 [--]. Top [--] buys last quarter by % (all investors)👇 United Health Group $UNH Amazon $AMZN Pinduoduo $PDD Lululemon Athletica $LULU Bruker Corp $BRKR Crocs $CROX PayPal $PYPL Brookfield Asset Management $BAM Regeneron Pharmaceuticals $REGN MercadoLibre $MELI"
X Link 2025-08-16T11:49Z 64.3K followers, 145.7K engagements
"2. Warren Buffett Berkshire Hathaway Notable Buys: $UNH (5M shares) $LAMR $ALLE Notable Adds: $LEN $POOL $NUE Notable Trims: $AAPL $BAC $CHTR Notable Sells: Nothing"
X Link 2025-08-16T11:49Z 64.3K followers, [----] engagements
"Here's [--] stocks that are NOT overvalued today 👇🧵 [--]. Shift4 Payments $FOUR Revenue Growth: 16.9% EV/EBITDA: 6.9x Expected EBITDA growth: 44% $FOUR are set to grow EBITDA by 44% this year yet trade at just 7.0x NTM EBITDA which is far too cheap. They're currently below the [---] and [---] daily MA's but valuation over a 3-year time frame seems too cheap to ignore. https://twitter.com/i/web/status/1958542527327310079 https://twitter.com/i/web/status/1958542527327310079"
X Link 2025-08-21T14:51Z 64.3K followers, 62.1K engagements
"If you're stuck on ideas for investments here's the industries of the future👇 [--]. Robotics $AMZN $TSLA $SYM [--]. FinTech $SOFI $HOOD $DLO [--]. Emerging Markets $NU $GRAB $DLO [--]. Quantum Computing $IONQ $GOOGL $IBM [--]. Nuclear Energy $OKLO $CEG $SMR [--]. Space Economy $SPIR $RKLB $RTX [--]. Biotech and gene therapy $KRYS $NTLA $IONS [--]. Batteries $TSLA $QS $ALB [--]. Healthcare tech $TEM $ABCL $IQV [--]. Supply chain automation $HON $AMZN $SYM"
X Link 2025-08-23T13:37Z 64.3K followers, 144.5K engagements
"2. Novo Nordisk $NVO $NVO has had a difficult year but they have a very strong presence in the diabetes and weight loss industries. They're also investing heavily into growth in Denmark France and NC to ride the growing obesity market wave. Currently trading at 14.6x PE whilst historically trading around double that. $113 would be a 100% move"
X Link 2025-09-03T09:43Z 64.3K followers, [----] engagements
"2. Root $ROOT Industry: InsureTech Revenue Growth: 25% NTM Sales Multiple: 0.9x Commentary: I bought $ROOT fairly recently as part of my swing trade portfolio as the technicals and fundamentals lined up pretty perfectly. Currently they're trading 7.5x [----] EBITDA with a CAGR around 20% EBITDA for the next 2-3 years being likely. That's too undervalued"
X Link 2025-09-15T21:57Z 64.3K followers, 11.9K engagements
"3. AbCellera Biologics $ABCL Industry: Biotech Revenue Growth: 20% NTM Sales Multiple: 13.3x Commentary: This is a higher risk play but the upside could be very high if they execute to become the hardware biophysics and AI of biotech. The high-risk nature (cash burn and long runway to revenue recognition) has provided a lot of opportunities for investors to buy into $ABCL. https://twitter.com/i/web/status/1967709428779516102 https://twitter.com/i/web/status/1967709428779516102"
X Link 2025-09-15T21:57Z 64.3K followers, 18.9K engagements
"Over the next decade these [--] themes will matter the most: 🧵 Here's the fastest growing themes & a basket of stocks to research in each. [--]. Space Economy Forecasts: Bullish forecasts suggest 9.3% CAGR from 2025-2030 with a market size above $1T by then. Stocks: $SPIR $RKLB $ASTS $BKSY $PL My favorite: $SPIR - A space data analytics satellite hybrid trading for just 4.6x NTM sales"
X Link 2025-09-20T12:49Z 64.3K followers, 104.8K engagements
"Monday Screener 👇 Estimated Revenue Growth for the next [--] years: ABOVE 25% Estimated EBITDA Growth for the next [--] years: ABOVE 30% Results: [--]. Alignment Healthcare $ALHC [--]. Solaris Energy Infrastructure $SEI (portfolio) [--]. Reddit $RDDT [--]. Palantir $PLTR [--]. Sezzle $SEZL @theTIKR https://twitter.com/i/web/status/1970201063283204266 https://twitter.com/i/web/status/1970201063283204266"
X Link 2025-09-22T18:58Z 64.3K followers, 11.2K engagements
"Top [--] robotics names to follow: [--]. Teradyne $TER: Growing 40% for a 8.6x sales multiple. Designs automation and testing equipment. [--]. Tesla $TSLA: Of course. [--]. Amazon $AMZN: Of course. The whole logistics part of the business is being completely automated. [--]. Symbiotic $SYM: Warehouse automation set to grow 25% CGAR for [--] years trading at just 2x NTM sales. [--]. Allegro Microsystems $ALGM: Fabless semiconductor company in the automation/robotics niche. [--]. Globus Medical $GMED: Trades at just 2.4x NTM sales $GMED are a medical device company focusing on musculoskeletal disorders. [--]. GXO"
X Link 2025-09-28T12:40Z 64.3K followers, 75.1K engagements
"Robotics is ultimately the next multi-trillion dollar industry. Here's [--] underrated robotics plays in the niches 👇🧵 [--]. Teradyne $TER EV/Sales: 7.1x FY26 growth estimates: 19.4% TERs main legacy business is automatic test equipment (ATE) and industrial automation solutions. They originally built their business by supplying semiconductor test systems to chipmakers but theyve managed to strategically diversify their business into robotics and industrial automation over the last decade meaning theyre now extremely well positioned to benefit from: [--]. The ongoing semiconductor cycle. [--]. The"
X Link 2025-10-06T12:49Z 64.3K followers, 72.8K engagements
"Here's some lesser known stocks that are: [--]. Growing revenue ABOVE 20% CAGR for the next [--] years. [--]. Growing EBITDA ABOVE 25% CAGR for the next [--] years. $SITM $SYM $ALHC $SEI $GLBE $FIP $DLO Worthy of deeper looks"
X Link 2025-10-16T13:50Z 64.3K followers, [----] engagements
"The power grid needs an upgrade. It's one multi-year theme to watch very closely. [--]. MYR $MYR [--]. Quanta Services $PWR [--]. Eaton Corporation $ETN [--]. EnerSys $ENS [--]. Valmont $VMI [--]. Powell Industries $POWL [--]. Arcosa $ACA [--]. Preformed Line $PLPC"
X Link 2025-11-20T12:26Z 64.3K followers, 11.9K engagements
"Be logical with $OSCR. Before when ACA subsidies were getting extended we jumped to $22 back in early October. We're only at $16 now and still only trade at 0.2x NTM sales. The risk to reward on this one still remains very nice"
X Link 2025-11-24T15:14Z 64.3K followers, 29.3K engagements
"You know those stocks that you just don't ever worry about For me one of them is $NU - my second largest position behind $LMND. Happy ATH's to all investors. Quality company. Quality management"
X Link 2025-11-26T15:26Z 64.3K followers, 12.2K engagements
"TRUMP ADMIN: "We are committed to robotics and advanced manufacturing because they are central to bringing critical production back to the United States." HUANG: Robotics will be a "multi-trillion dollar opportunity" $TSLA $ALGM $NVDA $ARAY $SNPS $HLX $SYM $CGNX"
X Link 2025-12-03T13:22Z 64.3K followers, [----] engagements
"ROBOTICS IS GEARING UP FOR A BIG [----] Here's a breakdown of the ecosystem: MEDICAL ROBOTICS: [--]. $MDT [--]. $OMCL [--]. $ISRG [--]. $SYK LOGISTICS ROBOTICS: [--]. $AMZN [--]. $SYM [--]. $ATS [--]. $GXO [--]. $AUTO DEFENSE ROBOTICS: [--]. $AVAV [--]. $LMT [--]. $RTX [--]. $ESLT [--]. $TXT [--]. $NOC [--]. $KTOS [--]. $ONDS PROFESSIONAL ROBOTICS: [--]. $OII [--]. $FARO HUMANOID ROBOTICS: [--]. $TSLA [--]. $RR SOFTWARE: [--]. $NVDA [--]. $PDYN [--]. $QCOM [--]. $PTC [--]. $GOOGL https://twitter.com/i/web/status/2003460826192048149 https://twitter.com/i/web/status/2003460826192048149"
X Link 2025-12-23T13:40Z 64.3K followers, 116.8K engagements
"4. Ouster $OUST Expected FY26 revenue growth: 36% NTM revenue multiple: 5.9x If you're bullish on robotics I think $OUST is one of the best opportunities here to ride the LiDAR wave. It's sitting right now at the [---] daily. If we don't hold this level I suspect we drop to the $16.50 support which is where I will add very heavily. https://twitter.com/i/web/status/2006782399380668743 https://twitter.com/i/web/status/2006782399380668743"
X Link 2026-01-01T17:39Z 64.3K followers, 23.1K engagements
"5. NuScale Power $SMR $SMR is the riskiest bet in this thread but I think if they can win revenue in the TVA region this will be very solid validation that the $SMR technology works. From there this makes $SMR a 5x opportunity in my opinion given the huge demand for nuclear. https://twitter.com/i/web/status/2006782402899665009 https://twitter.com/i/web/status/2006782402899665009"
X Link 2026-01-01T17:39Z 64.3K followers, 24.8K engagements
"Here are [--] stocks I'm watching closely: [--]. $PSIX: Trading for 14x NTM EBITDA for 30% estimated EBITDA growth in FY26 $PSIX are developing the low-emission backbone that data centers are relying on. [--]. $PRCT: A key play on the future medical robotics megatheme for just 3.8x sales for 30% growth. [--]. $AMPX: Growing 193% in FY25 and 75% in FY26 and trading for just 15x sales. [--]. $CRCL: A play on the $33T stablecoin volume and future growth now trading around IPO levels. https://twitter.com/i/web/status/2011935811923481009 https://twitter.com/i/web/status/2011935811923481009"
X Link 2026-01-15T22:57Z 64.3K followers, 18.3K engagements
"Start with the big theme then dial in your search. Robotics is one of the most obvious multi-decade themes to watch at the moment. Here's just some overlooked gems in the robotics niche: Regal Rexnord $RRX Actuation & Bearings Ouster $OUST LiDAR Aeva Technologies $AEVA LiDAR Amphenol $APH Tactile & Force Sensing Novanta $NOVT Balance Ambarella $AMBA Compute Iridium Communications $IRDM Communication Silicon Labs $SLAB Communication Procept BioRobotics $PRCT Medical Robotics Omnicell $OMCL Pharmacy automation Kratos Defense $KTOS Drones GXO Logistics $GXO Warehouse automation"
X Link 2026-01-16T14:49Z 64.3K followers, 14.9K engagements
"5 SOFTWARE STOCKS AT SOME NICE LEVELS: [--]. $ZETA: Identity based AI marketing. [--]. $PATH: Transitioning from basic automation to an agentic orchestration model. [--]. $RBRK: Data security and instant cyber recovery. [--]. $UPST: Transforming the $1T+ credit market. [--]. $TEM: Precision medicine for global oncology and drug discovery. https://twitter.com/i/web/status/2012833266252812710 https://twitter.com/i/web/status/2012833266252812710"
X Link 2026-01-18T10:23Z 64.3K followers, 40.8K engagements
"THE AI APPLICATION DISRUPTORS: Biomedical Drug Discovery & Healthcare Data $TEM $SDGR $RXRX Insurance & Underwriting $LMND $ROOT Consumer Lending & Credit Underwriting $UPST $PGY Real Estate Transactions $OPEN Marketing Technology $ZETA Enterprise Automation $PATH Customer Service $FRSH Industrial IoT & Fleet Management $IOT https://twitter.com/i/web/status/2013274906914398693 https://twitter.com/i/web/status/2013274906914398693"
X Link 2026-01-19T15:38Z 64.3K followers, 11.5K engagements
"3. Root $ROOT [----] expected revenue growth: 6% [----] expected EBITDA growth: -0.7% The other big InsureTech disruptor - $ROOT's growth is fairly slow now but at 0.48x NTM sales 6.7x NTM EBITDA and 7x P/FCF the multiples are already very compressed"
X Link 2026-01-21T13:49Z 64.3K followers, [----] engagements
"4. Tempus AI $TEM [----] expected revenue growth: 24% [----] expected EBITDA growth: 20000% $TEM's numbers so far even at today's early stages are incredible. They boast an expected 25% CAGR for the next [--] years 126% NRR a powerful data flywheel and serve over [--] data licensing clients. My current model puts $TEM as 52% undervalued which I think is an absolute base case. https://twitter.com/i/web/status/2013972112172560830 https://twitter.com/i/web/status/2013972112172560830"
X Link 2026-01-21T13:49Z 64.3K followers, 10.5K engagements
"5. Schrodinger $SDGR [----] expected revenue growth: 20% [----] expected EBITDA growth: 22% I tend to stay away from the biotech niche in most cases but $SDGR down at historic lows whilst growing revenues at 20% is definitely something to consider further"
X Link 2026-01-21T13:49Z 64.3K followers, [----] engagements
"7. Opendoor $OPEN [----] expected revenue growth: 13% [----] expected EBITDA growth: 33% There's a lot going for $OPEN with a new CEO cost reduction efforts and a play on the housing market but there's also a lot to dislike. At an EV/Gross Profit of 19x for 30% growth it's fairly attractive but none of the of the better opportunities out there. https://twitter.com/i/web/status/2013972116207522209 https://twitter.com/i/web/status/2013972116207522209"
X Link 2026-01-21T13:49Z 64.3K followers, [----] engagements
"8. Recursion Pharmaceuticals $RXRX [----] expected revenue growth: 34% [----] expected EBITDA growth: 22% A solid play but I think purely from a multiple point of view $SDGR make a lot more sense given $RXRX trade at 23x NTM revenue growth for 34% expected growth"
X Link 2026-01-21T13:49Z 64.3K followers, [----] engagements
"9. Freshworks $FRSH [----] expected revenue growth: 13% [----] expected EBITDA growth: 8% $FRSH is a nice disruptor of customer service and potentially one to have on your watchlist but at 13x EBITDA for only 8% EBITDA growth in [----] it's one I would not personally invest in"
X Link 2026-01-21T13:49Z 64.3K followers, [----] engagements
"10. Zeta Global Holdings $ZETA [----] expected revenue growth: 34% [----] expected EBITDA growth: 39% I think we hit 38-40% revenue growth in FY26 with Marigold which analysts are not factoring in. This puts FY26 revenue at $1.8B meaning $ZETA will be trading below 3x sales for 40% growth. https://twitter.com/i/web/status/2013972121144246735 https://twitter.com/i/web/status/2013972121144246735"
X Link 2026-01-21T13:49Z 64.3K followers, [----] engagements
"TRUMP: THE US WON'T BECOME A NATION OF RENTERS Clearest buys here: $WHR: Home appliances $DHI: Largest US homebuilder $LEN: Home construction $NVR: Homebuilder and mortgage provider $GRBK: Homebuilder and land development"
X Link 2026-01-21T14:35Z 64.3K followers, [----] engagements
"Here's some small cap plays I'm researching a lot this weekend: [--]. Photronics $PLAB - [--]. POET Technologies $POET [--]. Delcath Systems $DCTH [--]. Procept Biorobotics $PRCT [--]. American Battery Technology $ABAT The only one flashing up on my spreadsheet right now is $PRCT which is down at [----] levels. On first impressions $POET valuation seems a little stretched for where the company is right now. $ABAT I've been tracking for a long time but never in enough depth and $DCTH multiple to revenue growth looks incredible but its high risk. https://twitter.com/i/web/status/2015166976662897118"
X Link 2026-01-24T20:57Z 64.3K followers, 19.4K engagements
"$UNH Q425 EARNINGS Revenue: $113.22B (Est. $113.87B) ❌ Adj. EPS: $2.11 (Est. $2.10) ✅ Medical Care Ratio: 92.4% (Est. 92.1%) ❌ Operating Margin: 0.3% (Est. 2.9%)❌ FY Guided Revenue: $439.0B (Est. $455.45B)❌ Adj. EPS: $17.75 (Est. $17.69)✅ DOWN 12% Pre-Market back to $307 🔴 https://twitter.com/i/web/status/2016106023971381450 https://twitter.com/i/web/status/2016106023971381450"
X Link 2026-01-27T11:08Z 64.3K followers, 136.6K engagements
"Let me show you the numbers with $UNH right now: If EPS CAGR's as expected at 14% over the next 3-5 years to $32 and we reward it with a conservative 20x multiple you're looking at a $640 stock which is 124% from today at $286. Let's say $UNH CAGR's at only 10%. it hits $24 in EPS. 20x on that is $480 and that's being very very conservative. This miss and revenue guide decrease is mostly due to one-time items we sit at $28M in cash we trade at 17x P/E for an expected 14-16% EPS CAGR over the next few years. Yes there's headwinds. We knew that would be the case in 2026.but I don't see how this"
X Link 2026-01-27T16:35Z 64.3K followers, [----] engagements
"Let me show you the numbers with $UNH right now: If EPS CAGR's as expected at 14% over the next 3-5 years to $32 and we reward it with a conservative 20x multiple you're looking at a $640 stock which is 124% from today at $286. Let's say $UNH CAGR's at only 10%. it hits $24 in EPS. 20x on that is $480 and that's being very very conservative. This miss and revenue guide decrease is mostly due to one-time items we sit at $28B in cash we trade at 17x P/E for an expected 14-16% EPS CAGR over the next few years. Yes there's headwinds. We knew that would be the case in 2026.but I don't see how this"
X Link 2026-01-27T17:30Z 64.3K followers, 80K engagements
"Here's some very key levels I'm watching closely into tomorrow: [--]. $SMR continuing to consolidate at this level. High risk high reward play on Small Modular Reactors. [--]. $SANM dropped 17% post earnings but has rebounded quite nicely at this level so far. [--]. $CRDO clinging on to this $130 support level. [--]. $SES continuing to ride the [---] daily higher. All companies with strong fundamentals.especially $SANM and $CRDO. $SMR and $SES are of course slightly riskier plays but the charts look really nice and they're in big themes I'm confident on long term."
X Link 2026-01-29T23:44Z 64.3K followers, 11K engagements
"HERE'S MY SUB $3B MARKET CAP WATCHLIST RIGHT NOW: [--]. $ABAT: Domestic lithium extraction and battery metal recycling to secure US supply. [--]. $PSIX: Low emission engines providing reliable backup power for data centers 24/7. [--]. $PGY: AI driven network that helps financial institutions automate credit underwriting. [--]. $SEZL: BNPL payment app. [--]. $RCAT: Autonomous drones designed for military situation awareness. [--]. $ASTH: Tech enabled healthcare network focused on value-based care delivery. [--]. $NRGV: Utility scale energy storage solutions using gravity and hydrogen technology. [--]. $AIRO: Drone"
X Link 2026-01-31T13:49Z 64.3K followers, 15.6K engagements
"Note: My prices are going up from $16 a month to $24 a month from Monday night. If you lock in prices before that you'll secure that price forever. All paid subscribers now will not get charged more. What you get: [--]. Access to my spreadsheet (theme tracker watchlist portfolio valuation models) [--]. Daily notes (5-20 a day) [--]. Real time buy/sell/add/trim alerts. I cover a lot of themes. I own [--] stocks. I show you my conviction with my portfolio weighting. I don't buy [---] stocks at 1% weighting and brag when one of them hits. I'm fully transparent. And most of all $16 is a bargain for what you"
X Link 2026-01-31T17:56Z 64.3K followers, [----] engagements
"$ZETA's key level is right at the $17.40 level. If we get there which I suspect we will $ZETA will be trading at an EV of $3.94B. That means FY26 EV/Revs multiple will be 2.27x for a company growth revenue at (a minimum) 34%. It also means FY26 EV/EBITDA multiple will be 10.2x for a company growing EBITDA at 40%. If I run a screen for +$2B companies with these characteristics (or better) in FY26.the results are: [--]. $VISN [--]. $SANM (portfolio) [--]. $AMCR (watchlist) [--]. $SW https://twitter.com/i/web/status/2017703690472136936 https://twitter.com/i/web/status/2017703690472136936"
X Link 2026-01-31T20:57Z 64.3K followers, 64.9K engagements
"The AI revolution has some clear bottlenecks. You've got: [--]. Memory $MU [--]. Power $BE $VST $CEG $SMR [--]. Packaging $AMKR $ASX [--]. Interconnect $CRDO $MRVL $ANET [--]. Thermal Management $VRT [--]. Grid Upgrade $PWR $ETN [--]. Data Quality $PLTR $SNOW [--]. Cybersecurity $CRWD $S $PANW https://twitter.com/i/web/status/2018020524799017357 https://twitter.com/i/web/status/2018020524799017357"
X Link 2026-02-01T17:56Z 64.3K followers, 45.5K engagements
"Here's [--] absolutely beat down stocks I'm watching closely: [--]. $MBLY [--]. $CRCL I'm diving into these a lot more this week with my subs. Both could be huge opportunities"
X Link 2026-02-03T16:38Z 64.3K followers, [----] engagements
"$CRDO down 7% today whilst pure optics plays like $LITE and $CIEN finished +3%. - Huge leader (75% market share) in AEC's - Also an optics play - 303% expected EBITDA growth in FY26 - 29x EBITDA (lower than $LITE with double the growth) The market does weird things. The AI revolution has some clear bottlenecks. You've got: [--]. Memory $MU [--]. Power $BE $VST $CEG $SMR [--]. Packaging $AMKR $ASX [--]. Interconnect $CRDO $MRVL $ANET [--]. Thermal Management $VRT [--]. Grid Upgrade $PWR $ETN [--]. Data Quality $PLTR $SNOW [--]. Cybersecurity The AI revolution has some clear bottlenecks. You've got: [--]. Memory $MU 2."
X Link 2026-02-03T21:55Z 64.3K followers, 18.3K engagements
"I rest my case. $ZETA is now below this key level and there's only [--] stocks in the entire market with growth to multiple characteristics like them. $ZETA's key level is right at the $17.40 level. If we get there which I suspect we will $ZETA will be trading at an EV of $3.94B. That means FY26 EV/Revs multiple will be 2.27x for a company growth revenue at (a minimum) 34%. It also means FY26 EV/EBITDA multiple will be https://t.co/NOudxRwTYX $ZETA's key level is right at the $17.40 level. If we get there which I suspect we will $ZETA will be trading at an EV of $3.94B. That means FY26 EV/Revs"
X Link 2026-02-03T23:50Z 64.3K followers, 40.1K engagements
"Well done to shareholders of $ENPH. I feel like you deserve it. +20% AH. A shocking [--] years for the stock. Is this the start of a turnaround When does $ENPH become too cheap Btw the CEO has bought $950k worth of stock in the last [--] months. https://t.co/zkflix2LMi When does $ENPH become too cheap Btw the CEO has bought $950k worth of stock in the last [--] months. https://t.co/zkflix2LMi"
X Link 2026-02-04T00:00Z 64.3K followers, 10.5K engagements
"$MBLY - a very underrated company. $TER - a very underrated company. One is a 3x opportunity and one is a steady compounder for years to come"
X Link 2026-02-04T09:08Z 64.3K followers, [----] engagements
"$CRCL has been in a constant downtrend since July when the stock hit $262 post IPO frenzy. We're now at $56 and nobody cares about it. I've not bought in yet but it's very high on my watchlist. Here's why: - USDC circulation has grown 100% YoY (and is now 29% of the total stablecoin market share). - Stablecoin transaction volume is up 130% YoY - Building out Circle Payments Network $CRCL now trades at 4.1x NTM sales and 23x NTM EBITDA for 53% estimated FY27 EBITDA growth. We're down on wider crypto weakness and the likelihood of a lower interest rate environment but if you're bullish on"
X Link 2026-02-04T13:49Z 64.3K followers, [----] engagements
"@wealthmatica Dont think its down on this news. Every high growth play is down. $LMND is down 8% for example $SOFI down 2.5%. Its the market"
X Link 2026-02-04T14:57Z 64.3K followers, [---] engagements
"$LMND has now erased all of the gains from its run to $98 two weeks ago. Still up over the last month and I'm still up +100% overall. My plan: Hold (and keep DCAing)"
X Link 2026-02-04T15:05Z 64.3K followers, 10.7K engagements
"I suspect I'll talk a lot about $ZETA here below the [---] daily just like I did with $LMND back in March [----]. $ZETA now trades at 2.7x FY26 revenue whilst growing at 34%. They also trade at 11.2x EBITDA whilst growing EBITDA at +40%. That flashes up as Very Bullish on my spreadsheet. Other companies that compete with these growth to multiple ratios are: [--]. $VISN [--]. $SANM [--]. $AMCR [--]. $SW https://twitter.com/i/web/status/2019107693558980865 https://twitter.com/i/web/status/2019107693558980865"
X Link 2026-02-04T17:56Z 64.3K followers, 15.7K engagements
"I dropped 4.16% today - one of the worst days I've ever had. A slight rebalancing may come soon but until that happens my bias remains bullish and I'm prepared to stay patient through earnings season. especially if companies like $GOOGL report prints like that. How $GOOGL is down 1.5% on that report is crazy.but that's the market doing its thing. Staying nimble. Staying active. Letting the market dictate my decisions. https://twitter.com/i/web/status/2019196289703989424 https://twitter.com/i/web/status/2019196289703989424"
X Link 2026-02-04T23:48Z 64.3K followers, 16.6K engagements
"Just putting it out there that $NVDA is trading at a PEG of 0.6x. Just a little reminder for you all"
X Link 2026-02-05T09:00Z 64.3K followers, [----] engagements
"I rest my case. $HIMS now at $24. It's all good thinking the stock was undervalued at $35 (I did as well) but the market was telling us something else. hence why I never added. Don't ignore the charts. $HIMS -4% This is why fundamentals matter a lot but understanding price action also matters. I put 80-90% of my analysis towards valuation and fundamentals but if the price action isn't aligning with what I'm thinking I'll wait. $HIMS -4% This is why fundamentals matter a lot but understanding price action also matters. I put 80-90% of my analysis towards valuation and fundamentals but if the"
X Link 2026-02-05T12:30Z 64.3K followers, 51.5K engagements
"Pre-market is looking just like the last [--] days if not worse. Earnings continue to be very strong though but the market isn't rewarding that at all. $GOOGL crushed it. $AMZN hopefully crushes it later. The best thing you can do here is act on what the market is telling us. It doesn't care if stocks like $ZETA & $LMND are widely undervalued right now. It doesn't even care about most earnings & FCF growth for the time being. I'm likely to rebalance my portfolio slightly this week to weather the storm a little. I'll likely do that on a $SPY [---] daily break. The $QQQ broke the [---] daily yesterday"
X Link 2026-02-05T13:39Z 64.3K followers, 13.9K engagements
"$HIMS IS NOW OFFERING A COPY OF $NVO WEGOVY PILL AT $49 A MONTH. Truly don't know how to take this one even though the market is +15% PM. [--]. My two cents tells me from a litigation point of view $HIMS can't be doing much wrong They're a $5.5B company with litigation experts and they wouldn't do this unless they were confident it was absolutely fine. I doubt the market takes it this way though. This just brings back the clear litigation bear case that depressed the $HIMS stock for months before they actually partnered with $NVO last year. Anyhow whether it's a litigation risk or not. it's"
X Link 2026-02-05T14:15Z 64.3K followers, 60.4K engagements
"$AMZN AWS revenue growth rate is on the up - now the highest since Q4 [----]. $AMZN Digital Ads: The most underrated and under discussed part of the $AMZN business. FY25 revenue is $70B with operating margins 50%. This is elite. We have approximately $25B in operating income. I think this rate of growth and margins here warrant a 25x EBIT multiple https://t.co/Qti0curnBC $AMZN Digital Ads: The most underrated and under discussed part of the $AMZN business. FY25 revenue is $70B with operating margins 50%. This is elite. We have approximately $25B in operating income. I think this rate of growth"
X Link 2026-02-05T22:40Z 64.3K followers, [----] engagements
"The silver lining to this pullback is that we're in a VERY different environment to [----]. Remember in 2022: - Pre AI - Rates were going up Today: - Still near the start of the AI build out - Rates are going down. - $AMZN is spending $200B on CapEx - $GOOGL is spending $180B on CapEx - $META is spending $125B on CapEx - $MSFT is spending $105B on CapEx https://twitter.com/i/web/status/2019542751197511988 https://twitter.com/i/web/status/2019542751197511988"
X Link 2026-02-05T22:44Z 64.3K followers, [----] engagements
"$HIMS is now down 13% AH on FDA news. This has to be one of the most historical swings in the space of [--] hours Ive seen. From +13% at market open to down -13% AH. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"
X Link 2026-02-06T00:32Z 64.3K followers, 21.1K engagements
"@thexerxers I do. Fairly small nowhere near the size of my bigger positions but also not one of my small ones"
X Link 2026-02-06T00:38Z 64.3K followers, [---] engagements
"They're playing aggressively. I've heard a few negative comments about the internal culture and innovation and that's obviously a bit of worry. But I still stand by the fact they're probably the most diverse company out there and am happy for them to reinvest.especially when the backlog is growing 40% YoY. https://twitter.com/i/web/status/2019798192016040056 https://twitter.com/i/web/status/2019798192016040056"
X Link 2026-02-06T15:39Z 64.3K followers, [---] engagements
""another overpromoted middle-manger". Andy Jassy founded $AMZN AWS: - The biggest Cloud business in the world. - The profit engine of $AMZN. - Graviton / Trainium now exceed $10B run rate. bean-counting bureaucrat who lucked into the CEO chair after brown-nosing Bezos for decades inherited the greatest e-commerce machine ever built and immediately started breaking it oversaw the biggest layoffs in Amazon history 27000+ heads chopped in waves while he https://t.co/4SqbvjuCfQ bean-counting bureaucrat who lucked into the CEO chair after brown-nosing Bezos for decades inherited the greatest"
X Link 2026-02-06T15:48Z 64.3K followers, 11.7K engagements
"More on $AMZN: Pretty much all of the narrative around $AMZN is AWS which is fair considering predominantly all of the CapEx is going there. But $AMZN Ads is such an underrated segment. Ads has a run rate of $85B growing 23% YoY with 30-40% EBITDA margins. I'll go conservative with 30% so $25.5B in EBITDA. $TTD (far smaller) is growing far less at 15% YoY and trades at 9x EBITDA. That has to be the absolute base which would value at $230B right now. A more realistic valuation is probably around $NFLX EBITDA multiple. $NFLX is growing at 18% for 20.5x EBITDA and again is smaller than Ads in"
X Link 2026-02-06T16:16Z 64.3K followers, 12.5K engagements
"$AMZN is screwed. $AMZN continues to operate like a small cap with an infinite budget. That's not bearish. Just recently we were in a market where huge CapEx budget led to optimism. Now it's being punished and scrutinized as we enter a slight risk off market. Yet we're still in the very early https://t.co/qH6R8zVCxa $AMZN continues to operate like a small cap with an infinite budget. That's not bearish. Just recently we were in a market where huge CapEx budget led to optimism. Now it's being punished and scrutinized as we enter a slight risk off market. Yet we're still in the very early"
X Link 2026-02-06T16:56Z 64.3K followers, 24.1K engagements
"Some quite clean levels I'm watching as long as the $SPY holds. [--]. $UPST at $36 [--]. $LEU at $263 [--]. $NBIS at $80 [--]. $DLO at $13"
X Link 2026-02-06T18:59Z 64.3K followers, [----] engagements
""Nobody develops the technology more advanced than ours at a pace higher than ours and at a scale as large as ours. We have the largest supply chain of any computing company in history" And $NVDA trades at 0.70x PEG"
X Link 2026-02-07T12:47Z 64.3K followers, [----] engagements
"A big rule I try to follow for most of my portfolio (outside top 5-6 positions) is.no matter how much I love the fundamentals of a stock I'm willing to trim or keep a position size very small if price goes against me. $CRDO is a prime example. Fundamentals look incredible to me.EPS is expected to be $6.31 by FY29. That's 31% CAGR over the next [--] years. That puts $CRDO 1x PEG based on [--] year CAGR. Yet price doesn't agree.hence why I trimmed below the [---] daily. High exposure to a stock below the [---] daily is risky business. https://twitter.com/i/web/status/2020132698593931264"
X Link 2026-02-07T13:49Z 64.3K followers, 22.3K engagements
"$AMZN: 26.8x NTM PE $WMT: 45.9x NTM PE [--] yrs ago: Walmart revenue 47x larger than Amazon [--] yrs ago: Walmart revenue 25x larger than Amazon [--] yrs ago: Walmart revenue 8x larger than Amazon [--] yrs ago: Walmart revenue 3x larger than Amazon Today: Amazon revenue Walmart revenue $AMZN $WMT https://t.co/5ksEjEXbsd [--] yrs ago: Walmart revenue 47x larger than Amazon [--] yrs ago: Walmart revenue 25x larger than Amazon [--] yrs ago: Walmart revenue 8x larger than Amazon [--] yrs ago: Walmart revenue 3x larger than Amazon Today: Amazon revenue Walmart revenue $AMZN $WMT https://t.co/5ksEjEXbsd"
X Link 2026-02-07T19:15Z 64.3K followers, [----] engagements
"$HIMS just said it will stop selling its compounded weight-loss pill. Maybe the most ridiculous [--] hours for a company ever $HIMS IS NOW OFFERING A COPY OF $NVO WEGOVY PILL AT $49 A MONTH. Truly don't know how to take this one even though the market is +15% PM. [--]. My two cents tells me from a litigation point of view $HIMS can't be doing much wrong They're a $5.5B company with litigation experts https://t.co/EcQRozs1jY $HIMS IS NOW OFFERING A COPY OF $NVO WEGOVY PILL AT $49 A MONTH. Truly don't know how to take this one even though the market is +15% PM. [--]. My two cents tells me from a"
X Link 2026-02-07T20:10Z 64.3K followers, 28.9K engagements
"@RealVikashMehra Wouldnt call it publicity to be honest"
X Link 2026-02-07T20:57Z 64.3K followers, [---] engagements
"$PGY down 24% in the pre-market. Ouch. Sure there will be a little spillover into the $UPST price today (currently down 1.5% pre market) but $UPST's more conservative approach last Q could be a paying huge dividends here. $PGY reports Q4 [----] earnings $335M revenue (+20.1% YoY) $0.80EPS (BEAT) 🟢 - Network Volume: $2.7 billion (+3% YoY) - FRLPC: $131M (+12% YoY) Great quarter for Pagaya Technologies watch-out for more partnerships with large banks. https://t.co/r8ZDdkGhiG $PGY reports Q4 [----] earnings $335M revenue (+20.1% YoY) $0.80EPS (BEAT) 🟢 - Network Volume: $2.7 billion (+3% YoY) -"
X Link 2026-02-09T13:46Z 64.3K followers, 15.3K engagements
"$CRDO UP 15.7% AH Announced FY2026 Q3 revenues up 201% and 51.5% QoQ. 51% QoQ trading at 16x NTM sales"
X Link 2026-02-09T21:42Z 64.3K followers, [----] engagements
"Bad timing of my trim but still holding 55% of the position. We'll be opening tomorrow $142 as of right now. Back in a nice zone. $CRDO A big rule I try to follow for most of my portfolio (outside top 5-6 positions) is.no matter how much I love the fundamentals of a stock I'm willing to trim or keep a position size very small if price goes against me. $CRDO is a prime example. Fundamentals look incredible https://t.co/fYYfJmK2gt A big rule I try to follow for most of my portfolio (outside top 5-6 positions) is.no matter how much I love the fundamentals of a stock I'm willing to trim or keep a"
X Link 2026-02-09T21:45Z 64.3K followers, 10.4K engagements
"@hut1459875 I didn't really. I still held 55% of my position. Don't regret it at all. We fell below the [---] daily. $SPY & $QQQ were looking weak. I made a decision to derisk. that's all. Hindsight is a funny thing"
X Link 2026-02-09T21:52Z 64.3K followers, [---] engagements
"@iamfabian $CRDO 🐐"
X Link 2026-02-09T21:54Z 64.3K followers, [---] engagements
"h/t to @HyperTechInvest for finding this one"
X Link 2026-02-09T22:11Z 64.3K followers, [----] engagements
"RT @MMMTwealth: You can't have a robotics revolution without a rare earth magnet revolution. And Morgan Stanley is predicting a 477x grow"
X Link 2026-02-10T15:08Z 64.3K followers, [--] engagements
"$OSCR FY26 revenue guide of $18.7B-$19.0B is 50% higher than current analyst estimates. The stock trades at 0.15x NTM sales. Being up only 6% is a little eery though I'd say. ACA extension remains the big catalyst. Be logical with $OSCR. Before when ACA subsidies were getting extended we jumped to $22 back in early October. We're only at $16 now and still only trade at 0.2x NTM sales. The risk to reward on this one still remains very nice. https://t.co/AK2vWwAd5u Be logical with $OSCR. Before when ACA subsidies were getting extended we jumped to $22 back in early October. We're only at $16"
X Link 2026-02-10T15:13Z 64.3K followers, [----] engagements
"RT @MMMTwealth: "America will once again build a dominant copper industry." It's one of the safer bets for the next 10+ years. Here's your"
X Link 2026-02-10T16:31Z 64.3K followers, [--] engagements
"RT @OracleEarnings: $MEDP 🔴-15% 🎯✅ $SSD 🟢+4.3% 🎯✅ $SPOT 🟢+17% ❌ $DDOG 🟢+15% ❌ $CVS 🔴-4% 🎯✅ $MAR 🟢+10% 🎯✅ $SAIA 🔴-5% ❌ $ZBH 🟢+6% 🎯✅ Total"
X Link 2026-02-10T17:07Z 64.3K followers, [--] engagements
"$UPST has an implied move of +- 17.9% post earnings. Expected EPS: $0.46 Expected revenue: $288.56M A very key level to hold here at $35"
X Link 2026-02-10T20:18Z 64.3K followers, 13.1K engagements
"$UPST Q4 EARNINGS ✅ Revenue $296M vs Est. $289M EPS $0.18 vs Est. $0.47 Origination Volume $3.2B (up 52% YoY) Adjusted EBITDA $63.7M (up 64% YoY) FY [----] Guidance Revenue $1.4B vs Est. $1.27B Adjusted EBITDA Margin 21% $UPST has an implied move of +- 17.9% post earnings. Expected EPS: $0.46 Expected revenue: $288.56M A very key level to hold here at $35. https://t.co/4JHxAIXll7 $UPST has an implied move of +- 17.9% post earnings. Expected EPS: $0.46 Expected revenue: $288.56M A very key level to hold here at $35. https://t.co/4JHxAIXll7"
X Link 2026-02-10T21:24Z 64.3K followers, 16.4K engagements
"$ZETA 👀 LG 🚀🚀🚀 LG 🚀🚀🚀"
X Link 2026-02-10T23:00Z 64.3K followers, 16.4K engagements
"I find it hard to give a bull case on $HOOD here looking purely at valuation. Q4 revenue growth was 27% and FY26 expected growth is 23.5%. 14x sales for that is ok but nothing to scream home about. A Fwd PE of 33x for 14% EPS CAGR for the next 3-4 years is also pricey. I get $HOOD deserves premium multiples and I think technicals look ok but I don't see the bull case here. I'd personally wait till $65 level to get very interested. $SOFI purely looking at the numbers makes far more sense. https://twitter.com/i/web/status/2021524288294060207 https://twitter.com/i/web/status/2021524288294060207"
X Link 2026-02-11T09:58Z 64.3K followers, 13.3K engagements
"@Khazaddumm Except $UPST"
X Link 2026-02-11T09:58Z 64.3K followers, [---] engagements
"$UPST 👇 $UPST Q4 EARNINGS ✅ Revenue $296M vs Est. $289M EPS $0.18 vs Est. $0.47 Origination Volume $3.2B (up 52% YoY) Adjusted EBITDA $63.7M (up 64% YoY) FY [----] Guidance Revenue $1.4B vs Est. $1.27B Adjusted EBITDA Margin 21% $UPST Q4 EARNINGS ✅ Revenue $296M vs Est. $289M EPS $0.18 vs Est. $0.47 Origination Volume $3.2B (up 52% YoY) Adjusted EBITDA $63.7M (up 64% YoY) FY [----] Guidance Revenue $1.4B vs Est. $1.27B Adjusted EBITDA Margin 21%"
X Link 2026-02-11T10:01Z 64.3K followers, [----] engagements
"For sure. @arny_trezzi no doubt knows HOOD far better than most and I appreciate his input here. I personally dont own HOOD as well so my knowledge on it wont be anywhere near his. Im just applying a simple check that I like to make on stocks to HOOD and it doesnt come out great. Appreciate thats not the full story at all 👍 https://twitter.com/i/web/status/2021658270939623723 https://twitter.com/i/web/status/2021658270939623723"
X Link 2026-02-11T18:51Z 64.3K followers, [--] engagements
"This $APP selloff has been incredible. On the face of it very solid earnings and the stock is down another 5% after a 39% decline. This is what is happening to companies that trade in the high multiples now though. APPLOVIN $APP JUST REPORTED Q4 EARNINGS Topline Performance Revenue: $1.66B vs $1.60B est 🟢 Profitability EPS: $3.24 vs $2.93 est 🟢 Adj EBITDA: $1.40B vs $1.32B est 🟢 Outlook Q1 Revenue: $1.75B-$1.78B https://t.co/nMIFJO2SQw APPLOVIN $APP JUST REPORTED Q4 EARNINGS Topline Performance Revenue: $1.66B vs $1.60B est 🟢 Profitability EPS: $3.24 vs $2.93 est 🟢 Adj EBITDA: $1.40B vs"
X Link 2026-02-11T21:20Z 64.3K followers, 16.4K engagements
"RT @MMMTwealth: A list of stocks I don't currently own that I'm interested in (if the market holds up). Larger Cap [--]. $LEU: Dropped 9% p"
X Link 2026-02-11T21:37Z 64.3K followers, [--] engagements
"Summary of the current market: Yesterday $AEHR goes up 30% Today $AEHR goes down 17%"
X Link 2026-02-12T16:21Z 64.3K followers, [----] engagements
"RT @MMMTwealth: $LEU has now broken the [---] daily. suspect we drop below $200 price. - They remain the ONLY uranium enricher in the US"
X Link 2026-02-12T20:18Z 64.3K followers, [--] engagements
"@OldSaltWorks @KevRGordon $ZETA for me is by far the best option"
X Link 2026-02-13T10:18Z 64.3K followers, [---] engagements
"RT @MMMTwealth: $AMZN AWS CEO: "Even with all of this investment my best estimate is that we will be capacity constrained for the next co"
X Link 2026-02-13T20:21Z 64.3K followers, [--] engagements
"RT @MMMTwealth: $SEI +15.50% in the pre-market. Signs major AI data center deal to supply over [---] megawatts starting in [----]. Average"
X Link 2026-02-14T10:28Z 64.3K followers, [--] engagements
"RT @MMMTwealth: More on $AMZN 👇 Everyone knows this AI innovation cycle is a 10+ year timeframe. But people are forgetting this recently"
X Link 2026-02-14T10:32Z 64.3K followers, [--] engagements
"8. American Coastal $AM Revenue Growth: -6.64% EV/Sales: 1.7x Commentary: $AM provides property and casualty insurance focused on condominium and homeowner association properties in Florida particularly in hurricane-prone areas. $AM provide a ROE of 69.7% as well as some pretty unbelievable profitable metrics when you look at the numbers. This is definitely a company worth researching more. Newsletter article sometime👀"
X Link 2024-10-02T17:07Z 64.3K followers, 30.2K engagements
"TRUMP SET TO SPEND $1T ON US MILITARY BY [----]. Here's where to look: Drones $DPRO $TXT $ZENA $JOBY $ACHR $RCAT $OUST $KULR $AVAV $KTOS Cyber & AI $PLTR $CACI $BAH Defense $LMT $RTX $NOC Space & Satellite $NOC $BA $LHX $SPIR Naval $HII $GD President Trump just said he has committed to spending more than $1 Trillion on the US Military in [----] https://t.co/IlNgCmf29n President Trump just said he has committed to spending more than $1 Trillion on the US Military in [----] https://t.co/IlNgCmf29n"
X Link 2025-09-30T14:30Z 64.3K followers, 250.1K engagements
"High Revenue Growth (for the next [--] years) + High EBITDA Growth (for the next [--] years) [--]. $SYM [--]. $BE [--]. $SEI [--]. $DUOL [--]. $IREN [--]. $SEZL [--]. $DLO [--]. $ONON [--]. $IOT [--]. $NET"
X Link 2025-11-03T14:24Z 64.3K followers, 23.4K engagements
"Demand for optics is going "nuts" according to $AVGO. "It's just very very strong. And by extension demand for the optical components like lasers PIN diodes just going nuts." Here's your plays 👇 Foundries [--]. Fabrinet $FN [--]. GlobalFoundries $FS Optical Components [--]. Lumentum $LITE [--]. Coherent $COHR [--]. Applied Optoelectronics $AAOI [--]. Ciena $CIEN [--]. Commscope $COMM Silicon Photonics & CPO [--]. Broadcom $AVGO [--]. Marvell $MRVL [--]. MACOM Technology $MTSI [--]. Credo Technology $CRDO Other [--]. AXT $AXTI [--]. POET Technologies $POET [--]. Lightwave Logic $LWLG [--]. Aeluma $ALMU"
X Link 2025-12-13T17:56Z 64.3K followers, 50K engagements
"Robotics is set to become a multi-year theme. Here's the "picks & shovels" plays powering this huge trend: BEARINGS & ACTUATORS: $RRX $RBC $AME SENSORS: $ST $TEL $ALGM $CGNX MOTION CONTROL: $ROK $PH $ALNT POWER: $NVTS $VSH CONNECTIVITY: $CSCO $IRDM $SLAB"
X Link 2025-12-17T20:57Z 64.3K followers, 99.4K engagements
"The robotics ecosystem is huge. Here's a nice list of names to follow: Medical Robotics $GMED $PRCT $ARAY $MYO $OMCL $SYK $ISRG $MYO Defense Robotics $HII $AIRO $RCAT $ESLT $ONDS $DPRO $BA $LMT $TXT $KTOS Logistics Robotics $SYM $AUTO $ATS $GXO $AMZN $UPS Humanoid Robotics $RR $TSLA Professional Robotics $OII $HLX $TNC $KSCP https://twitter.com/i/web/status/2006043071482384571 https://twitter.com/i/web/status/2006043071482384571"
X Link 2025-12-30T16:41Z 64.3K followers, 24.8K engagements
"Here's my top [--] picks for [----] 👇 High conviction. High concentration. [--]. UiPath $PATH Expected FY26 EBITDA growth: 45% EBITDA multiple: 18.2x The year of agentic AI $PATH is now hitting a nice inflection point. I think $PATH is following the $PLTR playbook - currently proving the platform achieving GAAP profitability and set to grow revenue upwards of 20% YoY. https://twitter.com/i/web/status/2006782387611381888 https://twitter.com/i/web/status/2006782387611381888"
X Link 2026-01-01T17:39Z 64.3K followers, 201.5K engagements
"The Robotics Ecosystem: Actuation & Bearings: Flowserve Corp $FLS Ducommun $DCO Woodward $WWD Sensory & Perception Ouster $OUST TE Connectivity $TEL Amphenol $APH Software Mobileye $MBLY Aptiv $APTV Nvidia $NVDA Compute Nvidia $NVDA AMD $AMD Ambarella $AMBA Communication Digi International $DGIO Semtech $SMTC Silicon Laboratories $SLAB Medical Robotics ProCept Biorobotics $PRCT Omnicell $OMCL Defense Robotics AIRO Group Holdings $AIRO Textron $TXT AeroVironment $AVAV Logistics Robotics GXO Logistics $GXO ATS Corp $ATS Amazon $AMZN Professional Robots Oceaneering International $OII"
X Link 2026-01-12T13:49Z 64.3K followers, 12.9K engagements
"SOME ROBOTICS PLAYS FLASHING UP AS VERY BULLISH ON MY SPREADSHEET: [--]. Flowserve $FLS [--]. Amphenol $APH [--]. Textron $TXT [--]. AeroVironment $AVAV [--]. Oceaneering International $OII"
X Link 2026-01-25T17:56Z 64.3K followers, 10.6K engagements
"$HROW has been a slow burner so far but remember: Management guidance is a $250M quarter in FY27. Let's say that gives them $1B in revenue in FY28. $HROW did $72M in Q3 [----] which gives an annualized revenue of $288M in FY25. To get from $288M in FY25 to $1B in FY28 implies a 52% CAGR (for 5.3x NTM sales). Even more importantly if we assume 36% EBITDA margins in FY28 that means EBITDA is about to CAGR at 72%. For that you have a 17x EBITDA multiple. $HROW won't get held down forever. https://twitter.com/i/web/status/2015529364457136168 https://twitter.com/i/web/status/2015529364457136168"
X Link 2026-01-25T20:57Z 64.3K followers, 22K engagements
"Copper was all over X last week - we still have a 70% supply shortage. Here's some of the best copper plays from small caps to mega caps: [--]. Arizona Sonoran Copper $ASCUF [--]. Trilogy Metals $TMQ [--]. Solaris Resources $SLSR [--]. Invahoe Electric $IE [--]. Teck Resources $TECK [--]. First Quantum Minerals $FQVLF [--]. Anglo American $NGLO [--]. Glencore $GLNCY [--]. Freeport McMoran $FCX [--]. Southern Copper $SCCO [--]. Rio Tinto $RIO https://twitter.com/i/web/status/2017958370607546831 https://twitter.com/i/web/status/2017958370607546831"
X Link 2026-02-01T13:49Z 64.3K followers, 62K engagements
"@energy_tech_inv Me No chance"
X Link 2026-02-06T07:43Z 64.3K followers, [---] engagements
"I spent some time going through charts of some nice screens I run. Here's what I think. Fundamentally showing strength (these appear on almost every screen I do). [--]. $SNDK [--]. $ZETA [--]. $SEZL [--]. $SEI [--]. $DLO [--]. $SE [--]. $VIAV [--]. $SANM [--]. $AROC [--]. $OSS [--]. $ULBI [--]. $MU [--]. $PGY Charts that look nice of those above: [--]. $ZETA [--]. $SEZL [--]. $DLO [--]. $SEI [--]. $OSS [--]. $ULBI [--]. $PGY https://twitter.com/i/web/status/2020194855289233558 https://twitter.com/i/web/status/2020194855289233558"
X Link 2026-02-07T17:56Z 64.3K followers, [----] engagements
"In Q1 our revenue growth is 35% . I would be incredibly disappointed if our first quarter was the fastest quarter of the year $SOFI trades at 5.77x NTM sales for 35% growth (for reference $HOOD trades at 13.55x NTM sales). [--] years in the making. The $SOFI interview is here. We sat down with CEO @anthonynoto to ask the questions retail investors have been asking for. We didn't hold back: Capital Raises & SoFi's Valuation "Sandbagging" Guidance The Future of Loans (Home & Personal) https://t.co/EgKoQheiuh [--] years in the making. The $SOFI interview is here. We sat down with CEO @anthonynoto to"
X Link 2026-02-08T09:23Z 64.3K followers, 18.8K engagements
""America will once again build a dominant copper industry." It's one of the safer bets for the next 10+ years. Here's your ideas: SAFER: $FCX $COPX $SCCO $NGLO $TECK HIGHER RISK: $TMQ $SLSR $IE $ERO"
X Link 2026-02-08T13:49Z 64.3K followers, 14.7K engagements
"$AMZN AWS CEO: "Even with all of this investment my best estimate is that we will be capacity constrained for the next couple of years. We will sell every single server and every single bit and we will wish that we had more $AMZN now trades below July [----] price. More on $AMZN 👇 Everyone knows this AI innovation cycle is a 10+ year timeframe. But people are forgetting this recently. Too many people are comparing: $GOOGL guidance of $175B in CapEx to 48% Cloud growth vs $META $125B in CapEx to 24% growth vs $MSFT $120B in CapEx for 39% More on $AMZN 👇 Everyone knows this AI innovation cycle"
X Link 2026-02-13T15:33Z 64.3K followers, 25.9K engagements
"Just a friendly reminder for $DLO here at the [---] daily: [--]. Nice exposure to the EM's. [--]. 16x P/E and 2.4x sales. [--]. $38 PT (see quoted post). Let's assume some basic numbers with $DLO: TPV: Grows 25% CAGR (previously grown 40%) to reach $100B TPV by [----]. Take Rate: Previously 4% but now consistently 3%. Conservatively let's say it stabilizes at 2.5%. Revenue: $2.5B by [----]. FCF Margin: Guidance gives us https://t.co/mH85B01G7X Let's assume some basic numbers with $DLO: TPV: Grows 25% CAGR (previously grown 40%) to reach $100B TPV by [----]. Take Rate: Previously 4% but now consistently 3%."
X Link 2026-02-06T17:22Z 64.3K followers, 10.3K engagements
"You can't have a robotics revolution without a rare earth magnet revolution. And Morgan Stanley is predicting a 477x growth in demand. $MP $LYSCF $UUUU"
X Link 2026-02-09T22:11Z 64.3K followers, 34.6K engagements
"A list of stocks I don't currently own that I'm interested in (if the market holds up). Larger Cap [--]. $LEU: Dropped 9% post earnings yesterday and currently the only company in the US that can enrich uranium into HALEU. [--]. $COIN: Sitting at a [--] year key support level and betting on a rebound in the crypto market. Smaller Cap: [--]. $S: A sub $5B cybersecurity company. Not the safest cyber play out there (probably $PANW or $CRWD) but valuation looks very compelling if they can execute in line with estimates. [--]. $SYNA: Edge AI leader trading at 2.7x sales. [--]. $FEIM: A nice indirect play on space."
X Link 2026-02-11T13:49Z 64.3K followers, 26K engagements
"Software relative to the $SPY has basically wiped out all gains over the last [--] years. As Jensen Huang said: "the software selloff is the most illogical thing in the world." $ZETA CEO also touched on it: "The future is not AI vs enterprise software. It is AI operating with enterprise software." Some of these pullbacks are going to be huge opportunities. Cooperation. Not replacement. https://twitter.com/i/web/status/2022249474819551567 https://twitter.com/i/web/status/2022249474819551567"
X Link 2026-02-13T10:00Z 64.3K followers, 22.1K engagements
"$SOFI: [--]. Trading at its lowest Fwd PE since April [----]. [--]. Guided for $0.60 EPS in FY26 (62% growth from FY25). [--]. Estimated [--] million members by [----]. [--]. S&P [---] inclusion incoming. [--]. First insider purchases since [----]. [--]. Huge bull case if Trump's 10% credit card cap is enacted. [--]. Global expansion hasn't really started yet. All in all a high growth business with durable profitability. Stock: Down 25% YTD. https://twitter.com/i/web/status/2022744764374749557 https://twitter.com/i/web/status/2022744764374749557"
X Link 2026-02-14T18:48Z 64.3K followers, [----] engagements
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