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

Next XXX Baggers posts on X about $nvda, nvda, $vst, $pwr the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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

- X Week XXXXXX -XX%
- X Month XXXXXXX +197%
- X Months XXXXXXXXX +1,997%
- X Year XXXXXXXXX +648%

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

- X Week XX +9.20%
- X Month XXX -XX%
- X Months XXXXX +777%
- X Year XXXXX +446%

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

- X Week XXXXXX +0.61%
- X Month XXXXXX +6.50%
- X Months XXXXXX +474%
- X Year XXXXXX +598%

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

### Social Influence [#](/creator/twitter::1760732748925263872/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [gaming](/list/gaming)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #1203, [nvda](/topic/nvda) #370, [$vst](/topic/$vst) #16, [$pwr](/topic/$pwr) #5, [$powl](/topic/$powl) #2, [$etn](/topic/$etn) #5, [$tsm](/topic/$tsm) #137, [$ceg](/topic/$ceg) #18, [$meta](/topic/$meta) #160, [$amd](/topic/$amd) #504

**Top accounts mentioned or mentioned by**
[@number1invest_](/creator/undefined) [@wallstengine](/creator/undefined) [@aielectrician](/creator/undefined) [@bobrobotti](/creator/undefined) [@jonlitt](/creator/undefined) [@carlcicahn](/creator/undefined) [@billackman](/creator/undefined) [@elpistollero_](/creator/undefined) [@ai_electrician](/creator/undefined) [@benmartin661251](/creator/undefined) [@hedgedwolf](/creator/undefined) [@aaronjhoddinott](/creator/undefined) [@gmaninsf1](/creator/undefined) [@cantstopstupid1](/creator/undefined) [@cphcapital](/creator/undefined) [@_commodore_](/creator/undefined) [@gussfringggg](/creator/undefined) [@grok](/creator/undefined) [@stillathin13991](/creator/undefined) [@carly0262](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Vistra, Corp. (VST)](/topic/$vst) [PWR Coin (PWR)](/topic/$pwr) [Powell Industries Inc (POWL)](/topic/$powl) [Electroneum (ETN)](/topic/$etn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Constellation Energy Corp (CEG)](/topic/$ceg) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Micron Technology, Inc. (MU)](/topic/$mu) [Microsoft Corp. (MSFT)](/topic/$msft) [Msci Inc (MSCI)](/topic/$msci) [GE Vernova Inc. (GEV)](/topic/$gev) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Dillards Inc. (DDS)](/topic/$dds) [Hubbell, Inc. (HUBB)](/topic/$hubb) [ThunderCore (TT)](/topic/$tt) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NerveNetwork (NVT)](/topic/$nvt) [Itron Inc (ITRI)](/topic/$itri) [Cream (CRM)](/topic/$crm) [MercadoLibre Inc (MELI)](/topic/$meli) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Oklo Inc. (OKLO)](/topic/$oklo) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Liberty Global, plc. Class A (LBTYA)](/topic/$lbtya) [Blackstone, Inc. (BX)](/topic/$bx) [GammaSwap (GS)](/topic/$gs) [CatCoin (CAT)](/topic/$cat) [NRG Energy Inc (NRG)](/topic/$nrg) [Arista Networks Inc (ANET)](/topic/$anet) [Dell Technologies, Inc. (DELL)](/topic/dell) [HP Inc (HPQ)](/topic/$hpq) [ARK Innovation ETF (ARKK)](/topic/$arkk) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [TE Connectivity Ltd (TEL)](/topic/te-connectivity) [Telcoin (TEL)](/topic/$tel) [Urban Outfitters Inc (URBN)](/topic/$urbn) [Parachute (PAR)](/topic/$par) [Q2 Holdings Inc (QTWO)](/topic/$qtwo) [Heima (HEI)](/topic/$hei) [IDEX Corporation (IEX)](/topic/$iex) [Moody's Corporation (MCO)](/topic/$mco) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx)
### Top Social Posts [#](/creator/twitter::1760732748925263872/posts)
---
Top posts by engagements in the last XX hours

"'Big Short' investor Steve Eisman : AI is still the trade and the power part of the story is interesting. Scarcity rents accrue to whoever can deliver electrons not just GPUs. GS models +165% data center power demand by 2030. Nuclear + grid names already signing 1020yr deals ( $CEG $META). Beneficiaries: $CEG $OKLO $BWXT $GEV $VST $PWR (+ $NVDA $AMD $SMCI still ride)"  
[X Link](https://x.com/Next100Baggers/status/1969127552993411186) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-19T19:52Z 13.6K followers, 480.9K engagements


"We all chase hyper-growth. But the easiest mispricing in public markets is right in front of us: cash-rich cannibals shrinking their share count while profits rise. The best kind of cannibal retires shares and grows cash earnings. Case in point: department-store outlier $DDS nearly a XX bagger over the last X years. They've outperformed $NVDA over that time. When management buys $X for $XXXX with real FCF and keeps doing it EPS compounds even if revenue is flat. Here are X buyback machines actually returning cash to owners with current facts and the investor edge👇🧵"  
[X Link](https://x.com/Next100Baggers/status/1980245295771291800) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-20T12:10Z 13.6K followers, 3872 engagements


"5) Cable math $LBTYA / $LILAK trade at steep NAV discounts while shrinking float with buybacks. Marks is betting patient capital + capital return = gap closing"  
[X Link](https://x.com/Next100Baggers/status/1957127717356229063) [@Next100Baggers](/creator/x/Next100Baggers) 2025-08-17T17:09Z 13.6K followers, 1057 engagements


"2) $POWL (Powell Industries) - medium voltage switchgear Orders $362M in FQ3; backlog $1.4B with XX% XX mo conversion target = real revenue visibility into mid XX. MV gear is the gating item for new capacity"  
[X Link](https://x.com/Next100Baggers/status/1963227649456611796) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-03T13:08Z 13.6K followers, 3930 engagements


"Another heavyweight says it out loud: "AI is the main thing and the bottleneck is power." $BX Blackstone is committing $25B to PA digital + energy infra. $GS sees DC load XX GW by 2027 (+50%) and +165% vs XX by 2030. US transformer shortfall 30%. IRR flows to grid gear / cooling / flexible gen. Beneficiaries: $NRG $POWL $ETN $HUBB $TT $CAT $VST. Near-term FCF drag before monetization for colo REITs: $EQIX $DLR. Not advice just my view"  
[X Link](https://x.com/Next100Baggers/status/1971218249682387329) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-25T14:20Z 13.6K followers, 5642 engagements


"AI capex is shifting from chips to plumbing. Data to XXX ZB by XX (197X vs 10). Hyperscalers DC capex $386B in XX (4X 21). Returns accrue to power cooling racks optics whoever controls MWs wins. $VRT $ETN $HUBB $TT $PWR $CEG $VST $ANET"  
[X Link](https://x.com/Next100Baggers/status/1972684962592632901) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-29T15:28Z 13.6K followers, 3948 engagements


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


"RAM prices are ripping. DDR5 spot just hit $XXXXX up XX% since early July as factories shift capacity to AI memory leaving less for PCs/servers. Oct contracts +1015%. The memory upcycle still has juice. Helps: $MU Samsung SK hynix Hurts: $DELL $HPQ $SMCI; higher build costs for $AMZN $MSFT $META"  
[X Link](https://x.com/Next100Baggers/status/1980591549223174327) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-21T11:06Z 13.6K followers, 2538 engagements


"Portfolio down just -XXXX% this week. Meanwhile: $QQQ -XXXX% $ARKK -XXXX% $FFTY -XXXX% $SPY -XXXX% Holding high-beta stocks without proper hedging is asking for trouble"  
[X Link](https://x.com/Next100Baggers/status/1906375196870668649) [@Next100Baggers](/creator/x/Next100Baggers) 2025-03-30T15:57Z 13.6K followers, XXX engagements


"$FPH just went from land bank to stealth capital allocator. Acquiring XX% of Hearthstone a $2.6B AUM housing financier. This JV adds fee-based income GP economics and aligns with builders land-light shift. Add that it trades at XX% of NAV 😀 Youve got the setup for a monster re-rate"  
[X Link](https://x.com/Next100Baggers/status/1936063236010615192) [@Next100Baggers](/creator/x/Next100Baggers) 2025-06-20T14:07Z 13.6K followers, 5208 engagements


"$NVDA is a $4T giant. $POWL is $4B. Yet no hyperscale MW connects to the grid without $POWL 's switchgear. AI isnt just GPUs. The bottlenecks are power cooling fiber racks. Hyperscalers will spend $7.9T on datacenters by 2030 and every dollar flows through gear from companies almost no ones watching 🧵👇"  
[X Link](https://x.com/Next100Baggers/status/1963227641068064972) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-03T13:08Z 13.6K followers, 64.2K engagements


"1) $NVT (nVent) - busway PDUs enclosures racks Q2: +30% sales FY25 guide lifted to +2426% reported; backlog up 4X YoY. Mgmt called out XX% organic growth in DC on AI builds. Watch busway attach rates per MW"  
[X Link](https://x.com/Next100Baggers/status/1963227645623099643) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-03T13:08Z 13.6K followers, 3472 engagements


"6) $TEL (TE Connectivity) - high speed interconnects (DAC/AOC connectors) FQ3: sales $4.5B (+14% y/y). Data center business +84%; AI revenue $800M in FY25 (3X y/y). Acquiring Richards Mfg to push deeper into medium voltage/grid for DCs"  
[X Link](https://x.com/Next100Baggers/status/1963227665382490515) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-03T13:08Z 13.6K followers, 2445 engagements


"5/ $URBN Urban Outfitters What they do: Anthropologie Free People Urban Outfitters + Nuuly rental. Thesis: brand family quietly compounding DTC strength Nuuly scale and measured inventory = margin tailwind The print: Record sales $1.50B (+11.3% y/y); net income $143.9M (+22% y/y); operating margin up XX bps to 11.6%; all brands positive comps. Multiple expansion case is intact because the margin line is doing the talking"  
[X Link](https://x.com/Next100Baggers/status/1965814354231570579) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-10T16:27Z 13.6K followers, 1277 engagements


"Gross margin expansion is where pricing power shows up first long before EPS. Among these structural drivers (brands/DTC SaaS mix spec-in utilities) are the ones worth tracking: $PAR $ITRI $QTWO $BBW Its hard to fake margin expansion. The market usually rewards the real thing"  
[X Link](https://x.com/Next100Baggers/status/1968718752343801951) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-18T16:48Z 13.6K followers, 2731 engagements


"2) $HEI HEICO FAA-approved aftermarket aircraft parts + specialty electronics; the definition of serial tuck-ins. Why theyre MVPs: Keep consolidating niche aero/defense electronics (e.g. Gables Engineering). Repurchases are opportunistic; compounding comes mainly from dozens of small high ROIC buys"  
[X Link](https://x.com/Next100Baggers/status/1970891495847698508) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 1843 engagements


"5) $IEX IDEX Mission critical pumps flow meters & components; lots of small defensible niches. Why theyre MVPs: Just boosted buyback authorization to $1B (Sept 25) and keep doing smart bolt ons (e.g. Micro-LAM laser-assisted machining). Mgmt explicitly targets XX% of FCF back to owners (divs + buybacks)"  
[X Link](https://x.com/Next100Baggers/status/1970891508099277007) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 1524 engagements


"8) $MCO Moodys Credit ratings + analytics data that gets embedded into capital markets. Why theyre MVPs: Capital return remains aggressive: $0.9B repurchase capacity left mid-year and plans to repurchase $1.3B in 2025 per guidance commentary. When issuance normalizes operating leverage + buybacks do heavy lifting"  
[X Link](https://x.com/Next100Baggers/status/1970891520019452379) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 1310 engagements


"3) $TMDX TransMedics What they do: Organ transplant logistics/tech. OCS (Organ Care System) + NOP logistics network. Q2 FY25 blowout (rev $157.4M +38% y/y) EPS +100%+ surprise and raised FY25 revenue guide to $585$605M. Team keeps guides sane while adoption ramps then resets higher as volume compounding shows up"  
[X Link](https://x.com/Next100Baggers/status/1973396064091689225) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-01T14:34Z 13.6K followers, 1434 engagements


"4) $KVYO Klaviyo What they do: Marketing automation + customer data for consumer brands (email/SMS/personalization). Klaviyo CDP + Messaging (email + SMS AI features). Q2 FY25 revenue $293.1M (+32% y/y); non GAAP op margin 14%; raised FY25 revenue guide to $1.195$1.203B (+2728% y/y). Thats textbook under-promise = raise. The Street still hair splits margins; meanwhile net new product attach (SMS AI-driven journeys) lifts ARPU and lets management keep a conservative guide that they can step up again if holiday cohorts land. Youre getting revision momentum without needing blue sky assumptions"  
[X Link](https://x.com/Next100Baggers/status/1973396067744899341) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-01T14:34Z 13.6K followers, XXX engagements


"$HIMS Customers say care through Hims & Hers matches or beats the Doctors Office. $HIMS data: XX% rate care in-person; just XXXX% of 418k GLP-1 users reported side effects. This points to stickier subs + lower support load = margin tailwind"  
[X Link](https://x.com/Next100Baggers/status/1976276868711297185) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-09T13:21Z 13.6K followers, 3530 engagements


"@ai_electrician 💯 $NVT is everywhere on real jobs"  
[X Link](https://x.com/Next100Baggers/status/1976620661784355060) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-10T12:07Z 13.6K followers, XXX engagements


"AI isnt a classic bubble its a circular front loaded build out. Hyperscalers are shoveling capex now monetization later: $AMZN $100B $MSFT $80B $GOOGL $85B $META $66B AI infra $2.8T by XX. The choke point is power not hype. $NVDA $AMD $TSM $MU $VRT $ETN $PWR $VST"  
[X Link](https://x.com/Next100Baggers/status/1976665020441534941) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-10T15:04Z 13.6K followers, 5641 engagements


"OpenAIs rumored trillion-token club tracks public rollouts: $DUOL (GPT-4o in Max) $CRM (Einstein) $SHOP (Shop AI) $HUBS (ChatSpot) $TMUS (CX deal) $MELI (Verdi+GPT-4o) Usage tied workflows = sticky API spend; picks & shovels still win: $MSFT $NVDA $AMD $TSM $MU"  
[X Link](https://x.com/Next100Baggers/status/1976722650366980341) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-10T18:53Z 13.6K followers, 3648 engagements


"Quarter chasers get headlines. Founder-operators get rich. 🧵 I screened for founder CEOs in the seat X years who compounded FCF XX% over the last X years. Ten names. One pattern: process quarter 🧵👇 1) $NVDA - Jensen Huang (since 1993) FCF: $3.5B = $37.0B (119% 3yr CAGR). Scale-driven pricing power + capex-light model = FCF machine. Huang plays 10-year games: build the platform (CUDA+ecosystem) let everyone else fight for margins on top. The only real governor is power and supply if he solves those bottlenecks faster than peers the FCF flywheel gets another gear"  
[X Link](https://x.com/Next100Baggers/status/1978456648655008236) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.6K followers, 4351 engagements


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


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


"Checks out. Citi just lifted AI infra spend +22% to $2.8T through XX real number not hype. But the bind isnt GPUs its power and grid. Citi pegs +55 GW new capacity needed by 2030 while the IEA sees data-centre electricity use doubling to XXX TWh by 2030. Lead times on large power transformers are 80210 weeks so build-outs are gated by hardware and interconnects; hyperscaler capex is already ripping (+72% YoY in Q2). My take: picks and shovels around power/thermal earn the scarcity premium. GPUs/accelerators: $NVDA $AMD; HBM memory: $MU Foundry & tools: $TSM $ASML $AMAT $LRCX; Power/thermal &"  
[X Link](https://x.com/Next100Baggers/status/1979579917047058725) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-18T16:06Z 13.6K followers, 1138 engagements


"Fun map but heres the sober math + bottlenecks: To replace 4100 TWh/yr of U.S. power with PV youd need roughly XXX TW of solar at XX% CF = about 13M acres (20k sq mi) of panels 0.50.6% of the lower-48. Not impossible just not a tiny square in the desert. You cant park it all in one spot: interconnection waits now X years and long haul transmission is the real choke. Storage boom is real (U.S. adding XXXX GW in 2025; outlook XX GW by 2026) but thats still a fraction of what a solar dominant grid would require for nights/seasons. Scaled PV + developers + grid picks & shovels: $FSLR $NEE $AES"  
[X Link](https://x.com/Next100Baggers/status/1980009315881930917) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-19T20:33Z 13.6K followers, XXX engagements


"2) $RL - Ralph Lauren Brand elevation + mix upgrade = higher ROIC. FY25: $425M repurchased; new plan capacity still on. Edge: as DTC rises gross margin/working capital improve repurchases amplify that per share math"  
[X Link](https://x.com/Next100Baggers/status/1980245302754906287) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-20T12:10Z 13.6K followers, XXX engagements


"3) $EXPE - Expedia Turnaround is funding the cannibal again. $5B authorization and ongoing buybacks with improving B2B/Ads mix. Edge: when Vrbo/B2B operating leverage shows up repurchases magnify it track quarterly net shares and remaining authorization"  
[X Link](https://x.com/Next100Baggers/status/1980245306366124517) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-20T12:10Z 13.6K followers, XXX engagements


"4) $MCK - McKesson Non-sexy moat (contracts scale data) + authorization lifted to $9.9B and FY25 buyback target raised to $3.2B. Edge: screens miss that a low-margin distributor can be a high return cannibal. Underwrite on FCF/Share and normalized litigation outflows buybacks should remain self-funded"  
[X Link](https://x.com/Next100Baggers/status/1980245311395164493) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-20T12:10Z 13.6K followers, XXX engagements


"9) $SPGI S&P Global Indices ratings and data another critical market toll road. Why theyre MVPs: Committing to return XX% of adjusted FCF this year and lining up an ASR up to $1.3B post Q2. Asset-light compounding with consistent capital return cadence"  
[X Link](https://x.com/Next100Baggers/status/1970891523815506394) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 1903 engagements


"10) $POOL Pool Corp The worlds biggest distributor of pool/outdoor products steady fragmented end market. Why theyre MVPs: Buyback authorization lifted to $600M (Apr 25); $156.4M repurchased 1H25; still tucking in regional distributors (e.g. Great Plains Supply Aug 25). Classic roll up flywheel with per share focus"  
[X Link](https://x.com/Next100Baggers/status/1970891528144027833) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 2799 engagements


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


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


"6) $AME AMETEK Precision instruments & automation; high margin measurement gear. Why theyre MVPs: New $1.25B buyback authorization (Feb 25) and a classic AMETEK-style tuck-in with FARO Technologies ($920M EV; closed July 25). Theyve run this playbook for decades"  
[X Link](https://x.com/Next100Baggers/status/1970891511891100098) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 1333 engagements


"7) $MSCI MSCI Indexes and portfolio analytics the toll road for asset allocation. Why theyre MVPs: Buybacks on with $131M repurchased in Q2 and $1.2B authorization still available; the Fabric deal extended their wealth tech rails. Durable asset light cash thats easy to return"  
[X Link](https://x.com/Next100Baggers/status/1970891516080959794) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-24T16:42Z 13.6K followers, 1325 engagements


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


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


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


"Shutdown fight: DC is debating whether to keep Obamacare subsidies and delay hospital funding cuts. My base case: they get extended but late. If so winners: $OSCR (plus $CNC $MOH) and big hospitals ( $HCA $THC)"  
[X Link](https://x.com/Next100Baggers/status/1974088104316375122) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-03T12:24Z 13.6K followers, 7322 engagements


"Back of the envelope on $IREN Mining: XX EH/s XXX% of network = 7.4k $BTC/yr. At $120k $BTC & XX% EBITDA = $0.44B EBITDA. Slap a mid-cycle 7X EV/EBITDA = $3.1B EV. With 272M sh and $0.4B net debt thats $10/sh for mining. AI/Cloud (assume 180k GPUs by 27): $4.5B rev XX% EBITDA = $2.7B EBITDA. At 15X = $40.5B EV. With 272M sh and $12.6B more debt needed for 180k GPUs thats $102/sh. Sum: $110115/sh on generous inputs. With haircuts (50% EBITDA 12-15X $22k/GPU) = $5173 $IREN"  
[X Link](https://x.com/Next100Baggers/status/1977727203749109878) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-13T13:24Z 13.6K followers, 4329 engagements


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


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


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


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


"10) $ABNB - Brian Chesky (since 2008) FCF: $2.2B = $4.52B (27%). Asset-light model throws off cash; take-rate & nights mix matter more than bookings noise. Cheskys moat is network trust + brand not real estate. When he tightens product and policy supply quality improves and take-rate durability follows. Bookings can wobble; if nights + experiences raise cash conversion the FCF story is intact"  
[X Link](https://x.com/Next100Baggers/status/1978456684834984326) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.6K followers, 1600 engagements


"1) $BKNG - Booking Holdings Asset-light OTA = variable cost base + gushes of FCF. Q2 25: $1.3B repurchased with $24.6B authorization left buybacks here are structural not episodic. Edge: when macro jitters hit travel $BKNG s authorization lets them lean into weakness and lift long-run EPS"  
[X Link](https://x.com/Next100Baggers/status/1980245299256869346) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-20T12:10Z 13.6K followers, XXX engagements


"5) $DDS - Dillards Old-school retailer new-school compounding. $DDS has trounced glamor tech over X years by relentlessly retiring stock and running lean stores. This wasnt multiple magic; it was disciplined capital return from real cash. Edge: model downside FCF and assume they keep buying through a mild recession share count still goes down"  
[X Link](https://x.com/Next100Baggers/status/1980245314947727762) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-20T12:10Z 13.6K followers, 1378 engagements


"After yesterdays $FPH Q2 call - Land sales at $XX M/acre - NAV now $20+ yet the stock trades near $X I called this a 3X setup X months ago; its +50% but still deeply mispriced. Can 3X in XX y if capitals returned to shareholders. Debt covenants block buybacks refinance NOW. $FPH is #1 activist target for 3X upside. @BobRobotti @JonLitt @Carl_C_Icahn @BillAckman"  
[X Link](https://x.com/Next100Baggers/status/1948724934424891533) [@Next100Baggers](/creator/x/Next100Baggers) 2025-07-25T12:40Z 13.6K followers, 11.7K engagements


"$FPH launching $450M 2030 notes to retire XXXXX% 25s & retire XXXX% 28s pushes maturities lowers interest. This refi should ease covenant overhang and set the table for real capital returns & a rerate 🔥"  
[X Link](https://x.com/Next100Baggers/status/1967585505253667263) [@Next100Baggers](/creator/x/Next100Baggers) 2025-09-15T13:45Z 13.6K followers, 4178 engagements


"Play the market is not what you do you buy good companies you understand. Made my day hearing Lynch again. Own only what you can explain in 60s. Dont wait for the crash Pay sane prices for real growers. Sell on thesis break not noise. Still true in 2025"  
[X Link](https://x.com/Next100Baggers/status/1974856096620871803) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-05T15:15Z 13.6K followers, 86.9K engagements


"Trump: Our grid is old & tired If AI is the boom wires & watts are the trade Grid basket: Transformers $ETN $POWL HVDC & grid systems $GEV $ENR Builders $PWR $MTZ Cables/poles $PRYMY $VMI Storage/efficiency $FLNC $ENS Power & supply $VST $CEG Apps wait capacity first"  
[X Link](https://x.com/Next100Baggers/status/1976266897214800372) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-09T12:42Z 13.6K followers, 52.4K engagements


"7) $MELI - Marcos Galperin (since 1999) FCF: $0.39B $7.06B (162%). Commerce + fintech float-like economics. Watch: Brazil/Argentina credit & regulation. Galperin compounds because he keeps the flywheel intact: commerce trust = fintech float = more commerce. Credit is the only real banana peel; if loss ratios stay rational the mix shift alone can keep FCF outrunning GDP by miles"  
[X Link](https://x.com/Next100Baggers/status/1978456672323420278) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-15T13:43Z 13.6K followers, XXX engagements


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


"🚨 $TSM just printed a quality beat Rev $33.1B (+40.8% YoY +10.1% QoQ) GM XXXX% OM XXXX% EPS $XXXX. Advanced nodes (7nm) = XX% of wafer rev; N3 XX% N5 37%. Platforms: HPC XX% Smartphone 30%"  
[X Link](https://x.com/Next100Baggers/status/1978787296129253570) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-16T11:37Z 13.6K followers, 1847 engagements


"$FLNC FY24 revenue was $2.7B (not $2.45B). Backlog $4.9B as of 6/30/25 with another $1.1B signed in JulAug. Gross margin 1213% well below Tesla Energys XXXX% in 2024. The story works only if backlog converts and margins lift. Demand is real: EIA expects XXXX GW U.S. utility-scale storage additions in 2025; IEA sizes the global battery market at $330$500B by 2030 (policy-path dependent). At $3.3B market cap youre paying roughly 1.21.3X FY24 sales valuation is fine; execution is the gating factor. My view. $FLNC (if margins rise) $TSLA (Megapack scale/margins) grid EPC & power gear $PWR $ETN"  
[X Link](https://x.com/Next100Baggers/status/1979594826635969011) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-18T17:06Z 13.6K followers, 2449 engagements


"$PYPL - broken company or broken stock"  
[X Link](https://x.com/Next100Baggers/status/1980633419638849977) [@Next100Baggers](/creator/x/Next100Baggers) 2025-10-21T13:53Z 13.6K followers, 2277 engagements