[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Next100Baggers Next XXX Baggers Next XXX Baggers posts on X about nvda, eps, $amd, $nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1760732748925263872/interactions)  - X Week XXXXXXX +40% - X Month XXXXXXX +271% - X Months XXXXXXX +939% - X Year XXXXXXX +214% ### Mentions: XX [#](/creator/twitter::1760732748925263872/posts_active)  - X Month XX -XX% - X Months XXX +1,067% - X Year XXX +238% ### Followers: XXXXX [#](/creator/twitter::1760732748925263872/followers)  - X Week XXXXX +14% - X Month XXXXX +62% - X Months XXXXX +189% - X Year XXXXX +225% ### CreatorRank: XXXXXXX [#](/creator/twitter::1760732748925263872/influencer_rank)  ### Social Influence [#](/creator/twitter::1760732748925263872/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) #7096 [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) [countries](/list/countries) **Social topic influence** [nvda](/topic/nvda) #205, [eps](/topic/eps) #215, [$amd](/topic/$amd) #110, [$nvda](/topic/$nvda) #476, [$oscr](/topic/$oscr) #67, [rev](/topic/rev) #57, [$unh](/topic/$unh) #78, [discount](/topic/discount) #536, [Sentiment](/topic/sentiment), [goog](/topic/goog) **Top assets mentioned** [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [UnitedHealth Group (UNH)](/topic/$unh) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Tesla, Inc. (TSLA)](/topic/$tsla) [Elevance Health Inc (ELV)](/topic/$elv) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Microsoft Corp. (MSFT)](/topic/$msft) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Oracle Corporation (ORCL)](/topic/$orcl) [Ethereum (ETH)](/topic/$eth) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Cigna Corp (CI)](/topic/$ci) [Bitcoin (BTC)](/topic/$btc) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Coca-Cola Co (KO)](/topic/$ko) [Alibaba Group (BABA)](/topic/$baba) [Metadium (META)](/topic/$meta) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [RAI Finance (SOFI)](/topic/$sofi) [PepsiCo, Inc. (PEP)](/topic/$pep) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Netflix Inc (NFLX)](/topic/$nflx) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Target Corporation (TGT)](/topic/$tgt) [AES, Corp. (AES)](/topic/$aes) [ZetaChain (ZETA)](/topic/$zeta) [Nucor, Corp. (NUE)](/topic/$nue) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) ### Top Social Posts [#](/creator/twitter::1760732748925263872/posts) --- Top posts by engagements in the last XX hours "Similarwebs chart is a vanity metric raw pageviews miss the real story: - Gemini web traffic +70 % vs. Jan ChatGPT site visits +45 % = mind the denominator ( $GOOG search integration inflates Geminis numbers) - ChatGPT API calls are up XX % QoQ powering enterprise apps (this isnt tracked on similarweb) - Conversion ARPU is the key: X % of Googles X B DAUs = Gemini Pro @ $12/mo = $XXXX B ARR; ChatGPTs X M paid subs @ $20/mo = $XXXX B ARR Investor edge screens: - Paid conversion rate X % within XX days of launch - API revenue growth YoY XX % (enterprise traction) - Search share lift (Google vs."  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947228894039330882) 2025-07-21 09:35:20 UTC 5623 followers, XXX engagements "@TheLongInvest Exactly no Medicaid means - no redetermination cliff - no state-budget squeeze - no margin caps. $OSCR stays a pure play ACA/tech stack with MLR trending and EV/S 2X. Todays shake-out just separated underwriters from tourists"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1940427576759193969) 2025-07-02 15:09:20 UTC 5695 followers, 35.2K engagements "Absolutely getting stuck on what ifs can cost you returns. Heres a quick screen to turn conviction into action: 1) Growth XX% YoY 2) Expanding margins (AI leaders like $AMD sit at XX% GP up from XX% a year ago) 3) Insider buys (e.g. $TSLA execs scooping stock above XXX day MA) 4) Valuation 30X forward EPS (think $MSFT at 25X with XX% cloud growth) Pick XX names that fit DCA in and let the trend work for you"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946647987293126989) 2025-07-19 19:07:01 UTC 5553 followers, 2569 engagements "Love the move: $UBER is stitching together regional AV suppliers Waymo in the U.S. $BIDU Apollo in Asia/ME to stay asset-light and diversify tech risk. Key things to track from here: 1) Reg approvals & geo fenced ODDs cities must green light curbside pickup before scale. 2) Unit economics robotaxi fleets need XX % utilization and sub-$1 / mi all in cost to beat traditional drivers. 3) Take rate headroom every basis point that stays with Uber drops almost dollar for dollar to margin. If Apollo Gos Beijing pilot proves cash flow positive and subsidies fade $UBERs platform not OEM strategy could"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946303368575729966) 2025-07-18 20:17:38 UTC 5553 followers, XXX engagements "Mind blowing scale here. 230K GB200s up now + 550K GB200/GB300s coming means 780K of NVs top tier GPUs just for xAIs training clusters. Thats more raw compute than most hyperscalers combined and it locks in $NVDA s data center lead for years. At this pace Data Center rev (already up 200%+ YoY) is on track to eclipse $XX B next FY. No one else has the fabs or ecosystem to match that"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947715163861213505) 2025-07-22 17:47:36 UTC 5697 followers, XXX engagements "Custom silicon is Broadcoms wheelhouse: big NRE + multiyear production tail if the rumored OpenAI & Arm wins convert from tape out to volume. Key watch items: 1) backlog/NRE disclosures vs prior hyperscaler ASIC deals (2) foundry capacity reservations at leading nodes (3) whether $AVGO can bundle high margin software/networking. Hype revenue Production ramps 1824 mos after tape out but even a few points of AI accelerator share would diversify $AVGO s growth beyond VMware + networking"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945515978151837942) 2025-07-16 16:08:49 UTC 5696 followers, XXX engagements "Actionable focus list: Mon: $NXPI read through for auto/IoT chips = watch $TSM commentary Tues: $KO pricing vs volumes; $TXN demand signal for semi cycle Wed: $TSLA margins + FSD color; $NOW AI seat uptake Thu: $INTC turnaround proof point; jobless claims =rate-cut odds Fri: $HCA labor costs Plan entries/exits before the tape moves volatility ramps mid week"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946536238917521444) 2025-07-19 11:42:58 UTC 5572 followers, XXX engagements "If youre already heavy $UNH (broad commercial + Medicare + Optum) you can round out the health-services stack without wandering into moon-shot territory: - Medicare MCO: $ELV or $HUM pure play MA scale 13-15X XX EPS demographic tail-wind and CMS rate clarity XX % of revenue. - Pharmacy / Specialty Care: $CI PBM + Evernorth assets at 10X FCF; offsets $UNHs Optum concentration and captures the drug-pricing deflation debate from the other side. - Value-Based Primary: $OSCR is the risk-on ticket (2 M lives MLR XX %). 5-6X XX rev = high torque but remember RA shocks & exchange re-pricing in Oct. -"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1943935595228934361) 2025-07-12 07:28:57 UTC 5578 followers, 1172 engagements "$AMD isnt just chart noise fundamentals back it up. Q1 sales jumped XXXX% YoY to $XXXX B with XX% gross margins. Analysts forecast Q2 rev +27% to $XXXX B and Q3 +21% to$8.3 B. At 36X forward P/E (vs XXX TTM) the AI/datacenter upswing is still underpriced. Wave X looks ready to roll"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947661010828956056) 2025-07-22 14:12:25 UTC 5697 followers, 1200 engagements "@TheLongInvest $BABA at XXX% rev growth XX = XXX% XX XX% gross margins & XX% EBITDA margins. Yet its trading at 8.8X EV/EBITDA & 13.6X fwd P/E a XX% discount to HSI ecommerce peers. $XXX target = 19X XX P/E still below avg. Cloud + ad recovery = catalyst"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947733640491717072) 2025-07-22 19:01:01 UTC 5697 followers, 2354 engagements "@thexcapitalist Fundamentals still trending up - Membership +46 % Y/Y - MLR down to XX % (was XX %) - Guiding for first full year GAAP profit in XX But that doesnt mean $OSCR cant trade lower from here. Good companies get cheaper all the time"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946216013185355862) 2025-07-18 14:30:31 UTC 5527 followers, 3537 engagements "100X $OPEN 🤔 Fun thought but the reality check is in the numbers. Opendoors still burning cash on inventory & financing costs think under X% takerate vs. XX% peers and needs better unit economics before any 1000% rally. Id look for consistent positive FCF & normalized spreads before calling a XXX bagger"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947680403864649782) 2025-07-22 15:29:29 UTC 5696 followers, XXX engagements "$DPZ s comp trends signal both upside and warning flags: Decoupling US vs. Intl growth Intl SSS now running X % vs. US X % =share gains overseas remain the fastest lever. Model a X ppt Intl comp lift = +$40 M EBITDA ( $XXXX EPS). Pricing vs. input cost pass through US menu price +2 %/yr has to absorb XX % inflation on cheese labor & fuel. Track pass through ratio: each XX bp underpass = X ppt margin drag. Digital penetration & ARPU Digital orders = XX % of sales; every X ppt mix shift = +25 bp operating margin. Watch Average Ticket ($) + basket size: X % uptick = $XXXX EPS Cash flow &"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947299685766418833) 2025-07-21 14:16:38 UTC 5640 followers, XXX engagements "🧵 the GOAT Stanley Druckenmiller One of my favorite investors just made major moves in Q1 '25. He does trade often. But when he sizes up like this it's not noise it's signal. Here are X names he just loaded up on and what that tells us about where the puck is going👇"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1923360424411451398) 2025-05-16 12:50:34 UTC 5675 followers, 2265 engagements "2/3 of US adults already prefer $GOOGL s AI Mode over traditional Search and even ChatGPT If XX% want it as the default experience $GOOG s got a clear runway to monetize: higher RPMs on AI driven ads and premium AI subscriptions. The real catalyst will be seamless UX + strong ad load watch for margin lift in upcoming quarters"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947661731251065227) 2025-07-22 14:15:17 UTC 5697 followers, 1052 engagements "@TheLongInvest Id rotate into 23yr compounders with 15%+ FCF yields & durable moats ( $MSFT $AMD) plus secular growth in AI & healthcare. Buy the dips hold tight and ride the rate cut/tech cycle inflection. Do that and your portfolio should be miles higher"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947702296399274096) 2025-07-22 16:56:28 UTC 5697 followers, XXX engagements "Smart play by Zuck snatching gold medal DeepMind talent isnt just a PR win its a signal Meta is moving from feature hacks to true foundational AI. - R&D intensity: $META plowed nearly XX% of revenue ($35 B) into R&D last year vs. $GOOGs XX% so they have the budget to back it up. - Closing the gap: These hires should accelerate parity on large scale pre training and inference efficiency two areas where Meta still trails Google. - Strategic pivot: Watch for tighter integration of these new models into Instagram/WhatsApp and Horizon Worlds. If Meta can bundle cutting edge AI with its X B+ user"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947753357881577981) 2025-07-22 20:19:22 UTC 5696 followers, XXX engagements "@DeepSailCapital There really are no guarantees in shorting unlike a long position your downside is effectively unlimited if the stock keeps running. Even if your bear thesis ultimately plays out a ferocious rally or squeeze can swamp you before it does"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947734914780303413) 2025-07-22 19:06:05 UTC 5696 followers, XXX engagements "XLV/S&P = XXXX = XX pp discount vs XXX median. Historically thats screened +8 % X yr alpha. Playbook 1) $UNH EV/EBITDA 16X FCF yield XXX % 2) $ELV P/E XX dividend XXX % 3) $OSCR: EV/Sales 0.2X vs 1X peers FCF breakeven XX Allocation: XX % large caps XX % high-beta small caps. Risk check every quarter. Discipline bravado"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947039311104471198) 2025-07-20 21:02:00 UTC 5697 followers, 4388 engagements "Short squeeze season is here 💥 These names all have XX% short interest and catalysts coming: $RKT XX% $KSS XX% $WOLF XX% $INMB XX% $ALT XX% and $EOSE $ANAB $HIMS $BYND Tight float + big shorts + upcoming earnings/data = recipe for wild moves. Fasten your seatbelts"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947655268357030072) 2025-07-22 13:49:36 UTC 5697 followers, 2445 engagements "Google: XXX k devs $XXX k loaded cost = $XX B = XX % AI = $XX B productivity freed Microsoft: XXX k devs $XXX k = $XX B = XX % AI = $XXX B freed $XX B/year redeployable into R&D GTM margin expansion Thats roughly X % of their combined $XXX B revenue base translating to $XX B+ in incremental FCF at XX % margin. AI coding isnt buzz its a multi billion comp lever. Edge screen: 1) Companies publicly disclosing XX % dev hours via AI 2) R&D / SG&A redeployment rate XX % of freed comp 3) Tie to infra winners: $NVDA (inference) $MSFT / $GH (Copilot) $DBX (ML platform) Focus on the comp savings"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946948683355795524) 2025-07-20 15:01:53 UTC 5632 followers, XXX engagements "@TheLongInvest Key items to watch: $GOOG: Cloud growth vs guidance ad CPMs AI capex ramp & margin impact YouTube subs & Search trends $TSLA: Q3 deliveries vs outlook FSD revenue mix robotaxi rollout update gross margin trajectory Also keep an eye on EV incentives and broader AI spend"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946892986811601158) 2025-07-20 11:20:34 UTC 5688 followers, 1534 engagements "Important reminder that time horizon matters. 0-12 mths: flows sentiment & macro dominate valuation signal =noise. XX yrs: starting Fwd P/E explains XX % of the R2000-R1000 spread (BofA). Cheap gets paid but only if youre funded to wait position size & staying power decide whether you capture the edge"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946573426757439638) 2025-07-19 14:10:45 UTC 5535 followers, XXX engagements "3 Broken but Growing Stocks Where Insiders Just Plunked $10M+ of Their Own Cash Forget stock based comp. Forget 10b5-1 plans. This is real open market buying from the people with the most to lose and the best information. All X stocks are bruised . (Ok maybe $SOFI isnt lately lets call it momentum bruised. 😅). But theyre still compounding. Heres the list: 👇"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944751649307738423) 2025-07-14 13:31:39 UTC 5696 followers, 5150 engagements "@The_AI_Investor Mind blowing scale: another XXX GW from $ORCL pushes OpenAI past XX GW of Stargate capacity over X million GPUs online. This is the infrastructure moat $NVDA built for: chip supply x hyperscale data centers"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947684491691999564) 2025-07-22 15:45:43 UTC 5696 followers, XXX engagements "@fiscal_ai $KO s X% price/mix vs flat unit volumes (-1% in Q225) is wild. That XX quarter streak has driven +300 bp gross margin since XX and a X% FCF CAGR. By contrast $PEP has run only X% mix over the same span. True pricing moat in action"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947658880378376309) 2025-07-22 14:03:57 UTC 5696 followers, XXX engagements "4/ Cash position RMB 364B ($50B USD). Plenty of firepower to extend the price war. This is not a liquidity crisis its a strategic burn"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1927346552307073285) 2025-05-27 12:50:01 UTC 5688 followers, XXX engagements "A XX yr share count cut is sexy but its only half the story. Real edge comes from digging into the quality and economics of those buybacks: X. Buyback Yield (Buybacks FCF) AutoZone: XXXX % cut = X % annual buyback yield on average FCF = +7 % EPS CAGR from buybacks alone. OReilly: XXXX % cut but only X % FCF yield = less bang for your buck. X. Incremental ROIC on Repurchases $AAPL: XXXX % cut at sub cost of capital levels Danger zone if ROIC WACC. $MSCI/ $NVO: moderate share cuts but high ROIC ( XX %) = every $X bought back returns $1.25+. X. Balance Sheet Cushion (Net Debt FCF) $LOW & $ORLY"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947291605397835915) 2025-07-21 13:44:32 UTC 5697 followers, XXX engagements "Healthcare at 16X forward P/E vs 22X S&P median a XX pp discount vs history. Bottomdecile sector valuations have delivered X pp excess returns over X yrs. Playbook $UNH: EV/EBITDA 8.4X FCF yield XX% $OSCR: EV/Sales 0.2X XX %+ revenue CAGR 2427 $CI: FCF yield XX% dividend X% $ELV: P/E 11.8X Execution: allocate XX % large caps / XX % high beta names; rebalance quarterly; monitor policy & pipeline catalysts. Discipline bravado"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947202460864709111) 2025-07-21 07:50:18 UTC 5696 followers, 3761 engagements "3/ $UNH UnitedHealth Group Insider buy: CEO Stephen Hemsley & multiple directors collectively bought $25M+ of stock in May-June 2025 during peak regulatory panic. Growth snapshot: Q1 2025 revenue: $109.6B (+9.8% YoY) EBITDA: $10.18B (+14.0% YoY) EPS still compounding XX% long-term Gross profit: $23.7B (+3.34% YoY) Forward P/E: 13.8X after -XX% X month drawdown Why its broken: DOJ probe tech-driven care fears market overreaction. Shares off XX% from highs. Why insiders are piling in: Theyve seen this movie before. $UNH prints predictable EPS growth and dominates payer + provider rails. Panic ="  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944751660468727868) 2025-07-14 13:31:42 UTC 5697 followers, 4141 engagements "@MikeZaccardi @WisdomTreeFunds ERP XXXX% vs median XXXX% = X% gap. Historically low ERP XX% S&P CAGR next X yrs. Action: 1) IRR hurdle 1215% 2) Target X% FCF yield: $ABBV $XOM $IBM 3) Seek small caps ERP X% & insider buys"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946949172608848021) 2025-07-20 15:03:49 UTC 5669 followers, 1387 engagements "$AMD s run isnt just momentum its baked into the fundamentals and tech cycle. X. Tech cycle tailwind vs valuation risk X month rally +79 % X M +23 % on datacenter GPU and AI wins Forward P/E 37.9X vs historical 2025X range = market is pricing in sustained XX %+ revenue growth (FY25 = FY27 CAGR = XX %) EV/Sales 9.1X & EV/EBITDA 37.5X signal a premium; compare NVDA at 58X P/E but XX % EPS CAGR vs AMDs XX % X. 200WMA as risk filter XXX week MA sits near $130; its held since 2016 as a reliable support If AMD retests $130140 thats a lowerrisk entry belt for fresh buyers Above $XXX momentum is"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947267401290055791) 2025-07-21 12:08:21 UTC 5672 followers, XXX engagements "Impressive beat Q3 EPS $XXXX vs $XXXX est & revs $9.23B vs $8.8B but YoY headwinds persist: homes closed X% backlog XX% cancellations still 17%. Rental ops down X% offset by Forestar lot sales +23%. $1.2B of buybacks XXXX% gross margin & disciplined cap allocation shine. Watching Q4 sales incentives vs rates"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947600687979798964) 2025-07-22 10:12:43 UTC 5678 followers, XXX engagements "Cheap for a reason $ELV isnt just mispriced its being punished for three big headwinds: Medicare Advantage rate cuts CMS penciled in a XXX % reimbursement drop for XX vs XX meaning $XXX M hit to EBITDA. Medical cost inflation providers are pushing XX % unit-cost growth eating XXX bp of margin per point above X % trend ($1 B EBIT drag). State Medicaid churn redeterminations could lop XX M lives in XX shrinking premium base and FCF. At 11X forward P/E the market prices in nearly all of these risks. The flip side Each catalyst inflects value: CMS publishes final MA rates (Aug): +50 bp above"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947288004239712730) 2025-07-21 13:30:13 UTC 5696 followers, 1420 engagements "@CitronResearch Enormous TAM investable return. $RKT is still a rate beta story: orig volumes & gain on sale swing w/ mtg rates; servicing/MSR marks cushion but add duration risk. Key to upside = cost/loan discipline + crosssell attach. ValueAct signal good; size position ignore $35T hype"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945851946348253552) 2025-07-17 14:23:50 UTC 5696 followers, 2809 engagements "3/ The Street expected better.📉 Consensus was looking for XX% growth and stable EPS. Instead $PDD torched earnings by choosing to lean in: Heaviest marketing spend ever Deeper Temu discounts Global expansion at full burn This wasnt a miss. It was a bet"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1927346547814957263) 2025-05-27 12:50:00 UTC 5670 followers, XXX engagements "Congrats on catching the April puke. Now the work: after a +100% reflex risk/reward resets. Key swing factors from here: MI300/Instinct revenue ramps vs NVDA Genoa/Bergamo server share + Xilinx attach margin trajectory and $XXX resistance/position sizing. Celebrate but reunderwrite. $AMD"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945948792034824253) 2025-07-17 20:48:40 UTC 5696 followers, XXX engagements "1/ $FLUT Flutter Entertainment 📈 +1985% more shares 💰 $83.6M position Druck doesnt tiptoe. He went all-in on Flutter likely front-running a FanDuel spinout + the U.S. sports betting boom. If sentiment turns this rerates fast"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1923360428245049451) 2025-05-16 12:50:35 UTC 5675 followers, XXX engagements "Reg overhang finally cracks: FDA okd JUULs original device + tobacco/menthol pods after a 5yr review. Existential risk down but no fruit/candy SKUs growth hinges on adult smoker conversion in a market led by $BTI s Vuse; $MO s NJOY up next. Also watch clampdown on illicit disposables"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945858187741253715) 2025-07-17 14:48:38 UTC 5577 followers, XXX engagements "Total altcap is sitting at $XXXX T just cleared the 2024 high of $XXXX T but still XX% shy of the all time $XXXX T peak. On chain tells: - Stablecoin inflows into exchanges are +$3 B last week - $ETH DeFi TVL is up +4% (breadth pickup) Technicals flashing caution: - RSI (14) XX on the total cap chart short term exhaustion risk - Key support to watch: $1.451.50 T retest zone Finally keep an eye on $BTC dominance around XX% a sustained drop below XX% tends to kick off a broader altseason"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947371072363630948) 2025-07-21 19:00:18 UTC 5666 followers, XXX engagements "$ELV s -XX% drop looks scary on the chart but heres the reality: - P/E fell from 18X to 12X 25E on cost trend fears not a business breakdown - FCF yield X% EV/EBITDA 8X (vs $UNH s 11X) - MA lives +3% YoY admin ratio guided down to XX% Youre buying marketleading margins & a XX% cash yield at a XX% discount to peers. Watch Q2 MA retention MLR trends & August MA rate updates fundamentals should reassert before the next leg up"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947361767438303719) 2025-07-21 18:23:20 UTC 5697 followers, XXX engagements "Peer comps ($KKR $BX ) fetch 18-20X fee related earnings; Brookfield sits near 12X with inflation linked real asset cash flows perpetual capital carry + promote upside still ignored. $BAM spin proved the SOP gap is real next catalysts: more perpetual capital raises recycling into higher yield infra & data and possible simplification of BEP/BBU structures. Cheap equity for a capital compounding machine"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944391579277689340) 2025-07-13 13:40:52 UTC 5560 followers, 1102 engagements "Back tests wont steer tomorrows market. Focus on real time forward signals instead: - Q2 Guide Ratio (raises/downgrades): target 1.2X for a genuine tide lift. - Composite PMI: keep an eye on the Services + Manufacturing index XXXX for demand resilience. - Fed Speak & Dots: any hawkish tweak in September = another softness test for stocks. - EPS Revision Momentum: when upgrades outpace cuts by 2:1 multiples tend to expand regardless of season. Drive with your eyes up not in the rear view"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947358252884209919) 2025-07-21 18:09:22 UTC 5697 followers, 2558 engagements "Nice to see healthcare bucking the red tide today. $HIMS +4.5% and $OSCR +4.6% are ripping off oversold levels led by short covering (HIMSs XX% SI) and a relief rally in Oscar after guidance reset. Keep an eye on $HIMSs digital membership growth and $OSCRs improving MLR trajectory as we head into Q3"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947728710356156495) 2025-07-22 18:41:26 UTC 5697 followers, 1714 engagements "High inst. ownership = confidence and crowding risk. Before PLTR @ $X analogies check: - Medical loss ratio trend & pricing discipline into 2026 exchanges. - Admin expense scale vs member growth. - Capital adequacy / reg rate approvals. Cheap can stay cheap if underwriting slips. $OSCR"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945953101984190762) 2025-07-17 21:05:48 UTC 5640 followers, 8492 engagements "$IBKR s operating model is in a league of its own: - $XXX B rev (+20 % YoY) = $XXX B EBITDA (73.6 % margin) - XX % quarterly op margin vs. 2030 % at Schwab/ETFC - $XXX B mkt cap $XXX B EBITDA = 8.4X EV/EBITDA - Net cash position lifts FCF yield north of X % - Adj. EPS growth XX % this year XX %+ CAGR 2426E - ROIC XX % means every $X reinvested returns $1.30+ Few financials deliver double-digit top-line growth mid-70s margins sub 10X valuation and XX % ROIC. That combo is a compounding engine you just sit back and let the math work"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947039999934992752) 2025-07-20 21:04:44 UTC 5696 followers, XXX engagements "Building out the AI/data center backbone comes at a cost XX% CapEx/R means $META is front loading its next growth phase. Short term FCF will feel the pinch but this level of spend cements its scale advantage in AI and the metaverse. Keep an eye on: - FCF yield vs. peers ( $GOOG $AMZN ) - AI server partners ( $NVDA $AMD ) - Reels/Shop monetization inflection to absorb higher D&A A peak CAPEX ratio today could be the catalyst for 2026+ margin expansion"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946631861897183478) 2025-07-19 18:02:57 UTC 5556 followers, XXX engagements "$NVO is trading at 11X FY 26E P/E vs $LLY s 18X yet it generates a XXX % FCF yield (vs XXX %) and XX % ROIC (vs XX %). At XX % of Lillys market cap NVOs XX % GLP1 revenue share still has runway into obesity and rare disease catalysts. RSI sits XX and its XX % below the XXX day MA oversold territory. Real edge comes from modeling $NVO s pipeline driven rev lift vs multiple rerating not just chart gaps"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947266334015803779) 2025-07-21 12:04:07 UTC 5693 followers, XXX engagements "$MSCI s Index arm is pure SaaSstyle cash flow: XX% EBITDA margins 95%+ client retention and XX% revenue CAGR. It turns almost all of its $XXX M quarterly revenue into free cash for buybacks and dividends. At 16X EV/EBITDA for a regulated monopoly youre paying for defensible recurring growth"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947676478092513301) 2025-07-22 15:13:53 UTC 5697 followers, XXX engagements "HSBCs +128% YoY ASIC rev call to $XXXX B is eye watering but two things to watch: 1) ASP stickiness once Googles TPU ramp peaks vs. post-hype destocking 2) Broadcoms end-market mix (networking enterprise auto) beyond hyperscale AI 70%+ gross margins & sub 18X EV/EBITDA still look attractive. $AVGO"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946602349746594215) 2025-07-19 16:05:40 UTC 5696 followers, 1328 engagements "Forget ETF dollars look at the full market caps: Gold: $XX T aboveground = $GLD s $XXX B is just XXX% of the total. $BTC: $XXX T cap = $IBIT s $XX B is 3.7%. Bitcoin sits at XX% of golds size. If you think $BTC can eventually capture say half of golds market cap ($11 T) youre talking 5X upside from here regardless of ETF AUM"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947353809916727451) 2025-07-21 17:51:43 UTC 5678 followers, XXX engagements "Not as wild as it looks: - Yesterdays $NVDA add = XXXX% of $ARKX AUM; todays clip similar. Thats flow / drift mgmt not back up the truck at ATH. - Actives must plug underweights as winners rip or they end up closet short. - I track $ARKX s cumulative $NVDA % vs daily fund flows as a sentiment tell: when Cathie chases green & weight gaps benchmark I trim beta (NDX) / rotate into what shes funding the buy with (e.g. RKLB sale). Repeatable edge outrage. Receipts over rants"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945793370837721583) 2025-07-17 10:31:05 UTC 5615 followers, XXX engagements "Not just a fluke this streak is pricing in real growth: - Analysts peg FY25 revs at $XXX B (+11 %) - EBITDA rising XX % and net income +17 % - All at a reasonable 20.X forward P/E (down from 21.4X LTM) That structural Cloud & Ads tailwind is whats driven the X month +25 % pop and sets you up nicely into earnings"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947755642309251187) 2025-07-22 20:28:27 UTC 5696 followers, XXX engagements "Worth flagging the actual heavy hitters this week: Mon XX $FAST Tue XX $JPM $BK $C $BLK the money center banks set the tone for NIM & loan-growth commentary. Wed XX $ASML $JNJ $GS lithography + drugs + capital markets in one morning. Thu XX TSMC $TSM before the bell the worlds #1 foundry (and 9th largest company) guides the entire AI hardware supply chain. $PEP and $NFLX (after) round out the day. Fri XX $AXP $SCHW $3M card spend brokerage flows and an old economy bellwether. If you care about semis skipping TSMs July XX call is like ignoring the Fed at Jackson Hole. Guidance on X nm ramp &"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944385015749705971) 2025-07-13 13:14:47 UTC 5586 followers, 1258 engagements "$XLV/ $SPY just set a 25yr low yet the math isnt apocalyptic: $UNH 13.8X XX PE X % FCF yield; every XX bp in med cost trend = + $XXXX EPS $ELV 11.4X $CNC 10.6X already discount a XX bp cost gap that usually reverts in X qtrs $OSCR 0.3X XX EV/Sales with net cash pure operating leverage option Sector EPS moves X % for each XX bp swing in trend costs. Keep an eye on July claims data and CMS final MA rates in Aug those are the real pivot points not the tape"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947331090584154551) 2025-07-21 16:21:26 UTC 5697 followers, XXX engagements "Controlled strength beats reckless runs 100%. Under the hood $ETH s setup is bullet proof: - Post Merge issuance down XX% (net deflationary) - 18M ETH staked (4%+ yield) locking up supply - L2 TVL surging XXX% YoY (optimism for scaling) Wave X could carry us to $57K but a healthy 5061.8% retrace ($2.53.5K) first would clear weak hands. Use pullbacks to scale in and lock your core for the 2027 cycle"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946656672241402284) 2025-07-19 19:41:32 UTC 5535 followers, 3534 engagements "At a $XXXX T market cap $XX B in cash flow next year implies a XXX % FCF yield vs. peers at 2%. That gives Google plenty of firepower to fund AI R&D and share buybacks. Watch Waymos Tokyo L4 rollout it could add $XX B of revs by XX and how capex/FCF conversion holds up under heavier robotaxi spending. $GOOG"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946603807313739904) 2025-07-19 16:11:28 UTC 5575 followers, XXX engagements "Is it finally time for the Advanced Money Destroyer $AMD to strike Everyones watching $NVDA dominate AI training But the real war is just starting in inference. And thats where $AMD might surprise everyone. Heres the $250B battleground no ones pricing in 🧵"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1938233907951935561) 2025-06-26 13:52:28 UTC 5696 followers, 4226 engagements "2/ $OSCR Oscar Health Insider buy: Cofounder Josh Kushner & CEO Mark Bertolini dropped $23M into stock in late 2024. All openmarket buys. Growth snapshot : Q1 2025 revenue: $3.05B (+42% YoY) Membership growth: +37% YoY First profitable quarter ever: $329M adj. EBITDA Claims SaaS platform now licensing to external insurers Gross margin rebounded to XXXXX% Why its broken: Legacy insurtech junk pile label. Trading at 0.2X forward sales despite hypergrowth and profitability. Why insiders are backing up the truck: Oscar isnt just a health insurer anymore its quietly becoming a software platform"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944751656526033315) 2025-07-14 13:31:41 UTC 5695 followers, 1595 engagements "@Beth_Kindig $AMD is set to lead here. The MI300Xs copackaged CPU+GPU design + growing Epyc footprint gives them a unique inference edge. Hyperscalers are already certifying MI300 for large scale LLMs so dont be surprised if $AMD claws XX% of cloud inference by 27"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946640047169495265) 2025-07-19 18:35:28 UTC 5588 followers, XXX engagements "Flow puke fundamentals. 2020s flush doubled because the street forgot how sticky premiums are when elective volumes snap back. Same setup now youre getting XX era multiples on carriers that just printed record underwriting margins and have GLP-1 upside baked in for free. Ill scoop what the tourists are dumping"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947559066215047312) 2025-07-22 07:27:19 UTC 5696 followers, XXX engagements "@MikeZaccardi @KoyfinCharts Gap math check: $BRKB $1.07T vs $NFLX $0.53T ($540B short). If BRK compounds 8%/yr = $1.57T in 5y. For $NFLX to catch it must grow mkt cap 24%/yr to $1.57T. Thatd need ads scale paidsharing stickiness global ARPU lift & opex leverage. Tall ask not impossible"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945820218044883445) 2025-07-17 12:17:46 UTC 5697 followers, XXX engagements "Seeing a lot of confusion around the $CRWV $CORZ deal. Yes XXXXXX $CRWV = $XXXXX. Yes $CORZ trades at $XXXXX. No its not free money. You cant short $CRWV borrow is gone. Synthetic short (sell call + buy put) costs $XX implies a short entry around $XXX. That puts $CORZ s fair value near $XXXXX The spread exists because hedging is brutally expensive"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1942240253428777268) 2025-07-07 15:12:16 UTC 5696 followers, 6361 engagements "$AXON s XX %+ CAGR is the flywheel at work: - Hardware = SaaS every TASER/BodyCam sold drags high-margin cloud seats Axon Cloud Records) = XX % ARR growth XX % gross margin. - Regulatory moat DOJ listed sole source 5yr enterprise contracts training IP & data lock-in keep churn X %. - Runway only XX % of global LEOs carry body worn video; Axon just pushed into Fed agencies EMS & private security + domestic drones & automated license plate readers. Worth tracking: funding cycles of municipalities litigation exposure and share based comp (8 % of rev). But if they keep converting hardware"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944459554508738958) 2025-07-13 18:10:58 UTC 5689 followers, XXX engagements "1/ $SOFI SoFi Technologies Insider buy: CEO Anthony Noto has bought $18M of stock since 2021. No sales. No games. Just pure conviction buys. Growth snapshot: Q1 2025 revenue: $771M (+32.7% YoY) Financial Services segment growth: +100% YoY X straight GAAP-profitable quarters Adj. EBITDA margin: XX% Gross margins expanding: XXXX% = XXXX% Why its broken: SPAC baggage dilution fears skeptics still stuck in 2022. Why insiders are loading up: SoFis bank charter allows them to lend at X% funding cost while competitors pay closer to 7%. That spread prints money at scale and Noto knows it"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944751652721885369) 2025-07-14 13:31:40 UTC 5696 followers, 1120 engagements "Dont sleep on YouTube. - TTM ad rev $35-36 B - Premium + YouTube TV run rate $XX B - 30-35 % op margin = $12-15 B implicit FCF Thats already ahead of $NFLXs $XXX B Alphabet just redeploys the cash inside the wider $GOOGL machine so it never shows up as a standalone streamer headline"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946678210210430980) 2025-07-19 21:07:07 UTC 5577 followers, XXX engagements "@TheLongInvest $TGT s FY25 rev at $XXXXX B (0.8% YoY) but gross profit up XXX% to $XXXX B (28.2% margin) while EBITDA holds at $XXX B (8.1% margin) backing a XXX% yield. Price/mix tailwinds & rock solid FCF make that $XXX floor look bulletproof"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947714602944561448) 2025-07-22 17:45:22 UTC 5696 followers, XXX engagements "This isnt just theater hitting the Fed chair with perjury charges would blow a hole in central bank credibility: - Confidence shock: Markets price in implied policy miscommunication via the X year yields XX bp bump today if traders doubt Powells testimony inflation guidance gets even harder to trust. - Independence test: A DOJ referral risks politicizing the Fed; look for muted XX year moves if the legal process stays separate from ratesetting. - Rate path repricing: If risk premiums jump another XX bp the S&Ps fair value P/E drops by 0.5X (per Fed model studies). Thatd shave X % off current"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947352212876788164) 2025-07-21 17:45:22 UTC 5688 followers, XXX engagements "@RihardJarc It isnt just raw chip performance its CUDAs network effects. With XXX M+ CUDA developers XXX + software frameworks and XX % share of AI GPUs $NVDA has built a moat few can cross. Robotics outfits buy in because you simply cant spin up that SW+HW stack overnight"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947731231988453542) 2025-07-22 18:51:27 UTC 5697 followers, XXX engagements "This isnt just a labor quirk its a canary in the coal mine for household budgets. When XXX% of workers need two jobs big ticket retail ($ROST $M ) restaurants ( $YUM $DIN ) and leisure stocks look vulnerable. At the same time gig platforms ( $UBER DoorDash) staffing firms (Randstad) and fintech lenders ( $SCHW $AXP ) will feel the upside of side-hustle income. Keep an eye on wage vs. CPI spreads and Fed rate signals theyll drive which consumer names win or lag"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946623894976115153) 2025-07-19 17:31:17 UTC 5556 followers, XXX engagements "$25B over X yrs in PJM = XXXX TWh/yr enough to power X GW of DCs (300k H100s). Thats direct fuel for $NVDA / $AMD chips $MSFT Azure AI & $AMZN AWS. The $3B hydro revamp is a boon for $BEP/$AES (15% cheaper power). Watch PPA pricing & FERC approvals this is the real AI power play"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945104143972229267) 2025-07-15 12:52:20 UTC 5690 followers, XXX engagements "First ZYN slip in X yrs Q2 US shipments fell from XXX M to XXX M units (5.9% QoQ) after a +900% surge since XX (CAGR +52%). $PM shares are off X% premarket trading at 21X Fwd P/E & 7.2X EV/Sales with a juicy XXX% dividend yield. Heat not burn still a growth engine (ZYNs base is huge) and $PMI s pricing power + FCF should fuel XX% top line growth in FY25 just watch for normal seasonal pullbacks"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947652498103095799) 2025-07-22 13:38:35 UTC 5697 followers, XXX engagements "Nice base but the handle investors need to watch isnt on the chart its on the income statement. X things that make / break the $XXX roadmap: 1) Reg & fee pressure: SEC path + spot ETF trading spreads compressing take rates = key swing factor. 2) Mix shift: More staking subscription & infra revenue = multiple support; still XX% of revs needs to scale. 3) Crypto cycle beta: Pattern works if onchain volumes stay prior cycle highs; below $XXX avg daily rev runrate technicals stall. Trading plan: Above $XXX = trend intact; $XXX = failed breakout risk; long term invalidation back under $XXX (handle"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945455218415604196) 2025-07-16 12:07:23 UTC 5696 followers, 2148 engagements "Peters right that $ETH s been choppy but dumping it for $BTC means giving up a built in yield + deflation engine forzero. - Staking yield: XXX %/yr = $XX B in $ETH rewards last XX months - Burn rate: X k ETH/day = XXX M ETH net burned/yr (1 % of supply) - XXX % cash + deflation yield baked in Meanwhile $ETH powers X 000+ DApps $XX B TVL in DeFi and upcoming EIP4844 to lift fees further. Bitcoins store of value case is solid but if you want upside from real network growth & yield $ETH still holds the edge"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947351531885375658) 2025-07-21 17:42:39 UTC 5649 followers, XXX engagements "Todays breakout in $BABA $BIDU & $AMD speaks to three powerful themes: - China reopening & ad recovery Alibaba & Baidu both topped ad rev estimates as consumer spend comes back - AI & cloud ramp Baidus Ernie Bot enterprise deals and Alibaba Cloud wins are hitting stride - Hyperscale capex surge AMDs MI300/datacenter segment is growing 60100% YoY on renewed spending Valuations still price in strong growth but keep an eye on Singles Day volumes cloud guidance updates and AMDs Q2 outlook for the next leg"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945125856738742273) 2025-07-15 14:18:37 UTC 5552 followers, XXX engagements "$OSCR fell XX% in sympathy with $CNC. But the fundamentals dont match. Oscar has zero Medicaid exposure Reaffirmed full-year 2025 guidance Q1 revenue up XX% YoY MLR stable at XXXX% Risk adjustment managed proactively Tech-driven lean SG&A ops This isnt a sector blowup. Its a misread. Oscars model is built for ACA volatility. Mispricing risk. This is an opportunity"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1940756645434319298) 2025-07-03 12:56:56 UTC 5696 followers, 6085 engagements "Its deja vu from 2023. Today $XLV is +1.5% while $XLK is down 1.1%. After a XX% YTD pullback the sector now trades at 14X forward P/E vs a 20X 10yr avg XX year trough valuations. Meanwhile $UNH directors bought 200K shares in Q2 and $CI insiders added 120K per filings. Depressed sentiment + policy tailwinds + normalized utilization = prime setup for a turn"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947690985414132133) 2025-07-22 16:11:31 UTC 5697 followers, XXX engagements "200 WMA sweeps on $ETH have historically offered attractive R/R but the follow through still hinges on fundamentals: - Fee burn & L2 activity back above issuance = real supply squeeze - $ETH based ETF chatter = incremental bid yet not priced in like $BTC - Dencun proto danksharding (Q4) should cut roll-up costs another XX % Staying long while on chain economics and dev cadence keep improving any single moving average. Trend + fundamentals = conviction"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946872281109794969) 2025-07-20 09:58:17 UTC 5678 followers, XXX engagements "Smart play by both $NVDA and $SNOW rather than just selling chips or storage theyre buying into the software layer too. Reka AI can now leverage NVIDIAs latest Hopper GPUs for training and Snowflakes Data Cloud for fine-tuning on real enterprise datasets. That $X B+ valuation reflects how critical vertical integration is becoming in the LLM race. If Reka hits $XX M ARR this year with 4050% gross margins an IPO in 20262027 is definitely on the table"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947713897794048427) 2025-07-22 17:42:34 UTC 5696 followers, XXX engagements "CAPEX alone is vanity ROI per dollar spent is the real moat: AWS: $X rev per $X capex Azure: $X GCP: $XXX Everyone else: $X That efficiency gap locks out competitors. If you cant build hyperscale rent the infrastructure: - Datacenter REITs ( $EQIX $DLR ) - Power & cooling ( $AES Digital Cooling) - Networking & interconnect (CIEN II-VI) Position for the ecosystem not just the spend"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944835157078499429) 2025-07-14 19:03:29 UTC 5682 followers, XXX engagements "@TheLongInvest $TGT still under that $XXX buy zone = XXX% fwd yield + 50+yr dividend growth streak. Q1 comps -XXX% but digital +4.7%; shrink improving & mgmt returning cash ($2B to buybacks + $0.75B divs). If sentiment turns re-rate toward 200WMA mid $150s = solid R/R"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945860967817982376) 2025-07-17 14:59:41 UTC 5584 followers, 1555 engagements "@Beth_Kindig X GW + X M GPUs = XXX kW per GPU = implies XXX k servers (4 GPUs/server) At $XX k ASP thats $XX B in $NVDA chip revenue alone Add $MSFT s cloud margins & Oracles datacentre ops and were looking at a $4050 B AI infrastructure market emerging now"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947665569697640535) 2025-07-22 14:30:32 UTC 5696 followers, XXX engagements "@fiscal_ai $ASML s XXX % buyback ($4.6 B vs $XXX B mkt cap) covers XX % of $XX B LTM FCF. Todays EV/EBITDA 27X vs 20X 25E on +18 % EBITDA growth. 25E sales +14 % to $XX B; backlog XX B; EUV ROIC XX %. Dividend XXX % + buybacks XXX % = XXX % cash yield. Disciplined compounding"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946946733868736746) 2025-07-20 14:54:08 UTC 5695 followers, XXX engagements "Almost too clean: 4-baggers & 6-baggers in less than X months. $SEZL & $DAVE werent lucky. They were mispriced + catalyst-loaded bets. You dont have to swing at every pitch just size up when: 🔎 Valuation is broken 📈 Inflection is obvious 🧠 Consensus misunderstands You can catch multi-baggers in public markets. But you need edge not noise"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1939370780233757170) 2025-06-29 17:10:00 UTC 5695 followers, 18.7K engagements "Rumor or not heres the underwriting math investors should demand before frontrunning $HIMS: Deal terms matter more than sticker. Cash vs stock Earnouts tied to scripts / retention $300M headline can equal far less (or more) EV after structure. Gross margin mix. ZAVAs EU telehealth regs + pharmacy fulfillment could run lower GM than $HIMS U.S. DTC subs; integration can dilute near term unless scale drops COGS. CAC & crosssell test. Key KPI postclose: blended customer acquisition cost and attach of higher margin subscription addons across the combined base. If CAC/CLV improves deal self funds."  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945468344733151375) 2025-07-16 12:59:33 UTC 5640 followers, 4087 engagements "A couple of angles worth folding in: Moat Market Cap Visa/Mastercard (toll-road network effects) and Intuitive Surgical (regulatory + switching costs) generate 55-70 % ROIC with far less cap-ex than most on Tier-1/2. Durable cash machines often hide outside mega-cap tech. Moat quality vs. breadth $ASML is Tier X if we score by irreplaceability (DUV/EUV monopoly) even though its two links upstream from the end-customer. $NVDA or $AMZN can be displaced on parts of their stack; replacing $ASML takes a decade and $XX B in R&D. Layered moats beat single moats $GOOGL s search share XX % for XX yrs"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1944417897931305226) 2025-07-13 15:25:27 UTC 5697 followers, 1532 engagements "563 B TAM by 2028 = $XXX B/yr in AI compute budgets. Nvidias FY24 GPU rev was $XX B; TAM depth = 2X. XX k GPUs/100 k FTE = X GPU/10 FTE = S&P1500 workforce (150 M FTE) needs XX M GPUs $XX k = $XXX B HW cycle. $NVDA (70% share) = $XXX B rev = +8% CAGR $AMD $MRVL : infra leverage Power/cooling: $CRUS $XEL Update models quarterly real edge lives in the math"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947040574797754807) 2025-07-20 21:07:01 UTC 5690 followers, 1995 engagements "Understand means turning qualitative into numbers: - Build a X year model: revenue = EBIT = free cash flow - Stress test: XX% top-line +300 bp margin compression - IRR hurdles: base XX% bear X% - Insider buys $X M & net debt/EBITDA 2x - XX% recurring revenue Quarterly repeat no guesswork just data driven edge"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946920695239184583) 2025-07-20 13:10:40 UTC 5666 followers, XXX engagements "$STNE s +105 % YTD bounce just erases the 2122 credit-meltdown gap theres still runway: Q1 TPV up XX % YoY to R$121 B; take-rate hit XXXX % EBITDA margin back above XX % net cash = R$2.3 B New secured credit model drives NPLs XXX % (was XX %+) At US$21 youre paying 12X XX EPS and X EBIT still below LatAm fintech comps Macro and FX are the wild cards but execution + cash stack keep the skew attractive even after a double"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1942890964223221860) 2025-07-09 10:17:57 UTC 5583 followers, XXX engagements "$LMT Q2 top line held up at $XXXX B (+2.3% YoY) but adj. EBITDA plunged XX% to $XXX B dropping margin to XXX% vs XX% last year. Aeronautics F35 timing and RMS integration costs drove the loss yet backlog sits near a record $XXX B. Watch H2 delivery ramp & program cost normalization for a sharp margin rebound"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947685778290561040) 2025-07-22 15:50:50 UTC 5696 followers, 1273 engagements "@wallstengine Jefferies $XX = 7X 25E sales for a biz thats flat to down XX rev & low teens growth next year. Thats a turnaround multiple not victory lap. Vector has to: 1) reignite nongaming ARR 2) lift gross margin 3) outrun SBC dilution (415M sh). Execute = rerate; miss = drift"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945461040285708688) 2025-07-16 12:30:31 UTC 5556 followers, XXX engagements "$NVDA still prints cash but at XX 26e EPS most of that power is already priced in. $AMD sits nearer XX is starting from a X % DC GPU share and MI300(X) + ROCm are aimed straight at the inference TAM that should eclipse training by 2028. Add Xilinx accretion and a disciplined buy-back program and the setup skews risk-reward in AMDs favour. My vote: AMD for the higher 3-yr return"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1935374922957865177) 2025-06-18 16:31:53 UTC 5695 followers, 2688 engagements "$OSCR down X% PM after multiple downgrades from the Street. Barclays initiates Underweight on policy risk Piper slashes PT to $XX on enrollment cliff fears Markets reacting to old headlines. Heres what a Bayesian lens says about the real risk and where the upside lies 🧵👇"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1940357395827273861) 2025-07-02 10:30:27 UTC 5695 followers, 7355 engagements "Key Qs Im working through before leaning in on $ZETA: - Quality of FCF/share: true cash or addback salad (SBC acquisition earnouts cap software) - Durability: bookings = rev = cash lag; any pull forward from onetimers Share count trend: per share optics can mask dilution in a heavy SBC model. Growth / margin mix: If $ZETA can compound midteens rev + expanding FCF margins the multiple compression post XX blowoff could be gift. Do the bridge then size it. Fundamentals up & to the right matter only if the cash is repeatable and yours"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945800967666209223) 2025-07-17 11:01:16 UTC 5647 followers, 3025 engagements "Trump just confirmed what weve been saying. The $5T mortgage duopoly $FNMA & $FMCC is on the verge of liberation. Throwing off a lot of CASH he says. Exactly. Theyve repaid $301B. Theyre ready. Heres the thread that nailed it early 🧵👇"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1925516239012528515) 2025-05-22 11:37:00 UTC 5690 followers, 3439 engagements "I think $BIDU has flown under the radar even more than $AMD heres why both deserve a second look: Valuation gap: $AMD trades at 7.4X XX sales (FY25E rev $XXXX B +24% YoY) vs. XX for pure-play AI peers. $BIDU sits at 34X forward sales (AI Cloud +80% YoY search & ads stable) despite XX% EPS growth. Growth runway: AMD: Datacenter GPUs (MI300) & EPYC CPUs should drive another +35% CAGR into XX as AI/data center build out continues. BIDU: Ernie Bot uptake Apollo autonomous driving wins and smart device traction underpin a 2530% non-search growth runway. Cash flow & margins: AMDs adj. EBITDA margin"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945130651558273414) 2025-07-15 14:37:40 UTC 5570 followers, 1050 engagements "Next breakouts ( $ZETA $OSCR $LMND $IREN $ABCL $RKLB): - None are profitable on GAAP; all trade on EV/Sales 4-10X while burning cash. - Draw a line between high beta small caps and calling bottoms at exactly the moment liquidity spigots were re-opened (Fed pivot AI euphoria). Thats luck + beta not clairvoyance"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946118252951961884) 2025-07-18 08:02:03 UTC 5572 followers, 2727 engagements "$ISRG is priced for perfection. Its sitting at roughly 75X LTM P/E and 59X EV/EBITDA with forward P/E still north of 60X compared to medtech peers that trade in the mid 20s to low 30s. That premium buys you: - XX% CAGR in DaVinci installations since 2019 - XX% gross margins and high recurring procedure revenue - 30%+ EPS growth over the last year But at these multiples any slip in growth margin or procedure volume risks a swift multiple contraction. If youre hunting for a better risk/reward either wait for a 1520% pullback or look at more moderately valued comparables (many peers sit around"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947757358051889660) 2025-07-22 20:35:16 UTC 5696 followers, XXX engagements "Oracles $XX B/yr OpenAI deal (25 % of ORCLs current revenue) instantly recasts it as a high margin AI infra partner rather than a legacy licensor. Meanwhile Nvidias GPU fleet ramp from 230k = 550k units underpins a $1015 B+ datacenter growth runway. Compute + infra = duopoly. $ORCL $NVDA"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947732513016946722) 2025-07-22 18:56:32 UTC 5697 followers, XXX engagements "Clean quarter from $IBKR: - Rev +15% YoY; beat. Adj EPS +16% YoY; beat. Pretax margin XX% - Client flywheel humming: accts +32% client equity +34% margin loans +18% DARTs +49% YoY. - Net interest +9% w/ high rates; fee rev +27% YoY adds balance. With $18.5B equity & disciplined cost control $IBKR keeps compounding tangible book while expanding share among active + global traders. Pullbacks worth watching for long term accumulators"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945944491933962382) 2025-07-17 20:31:35 UTC 5696 followers, XXX engagements "Real take on $NVO 👇 GLP-1 flywheel (Ozempic/Wegovy) still XX % YoY with XX % EBIT margin cash printer. Oral sema + CagriSema could widen the diabetes/obesity TAM again. Capacity bottlenecks looming U.S. price negotiation pressure $LLY /Amgen challengers and key patents fading after XX. Sentiment is lagging fundamentals; execute on supply & pipeline and a X for X upside in 3-5 yrs is on the table"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1943042644453757154) 2025-07-09 20:20:41 UTC 5591 followers, 1168 engagements "AI-DC gear may grow XX % CAGR but value capture is lopsided. - Silicon & advanced packaging = XX % of system BOM; $NVDA / $TSM own the toll booths. - Power & cooling capex could top $XXX B by 2030 watch $ORCL (Stargate deals) $NUE for plate & rack steel Vertiv for liquid cooling. - Hyperscalers self-fund most racks so the pure play list is short; hardware makers with recurring software attach (Nvidias CUDA $AMD ROCm Broadcoms Switch+SDK) see the goldmine OEM box-builders dont. Owning the choke points not just riding the CAGR is what compounds"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1942676182371053604) 2025-07-08 20:04:29 UTC 5598 followers, 5810 engagements "Lots of bold calls love the ambition but heres the fine print for each: $PLTR still needs to prove repeatable enterprise bookings & margin expansion. $HIMS faces regulatory scrutiny & tightening margins in a crowded tele health space. $DUOL retention rates dipped post IPO monetizing free users remains key. $TSLA capex war & cyclical auto demand are underappreciated risks despite FSD upside. $SPOT royalty engine is durable but ARPU gains & podcast ad loads will make or break value. Big winners take time keep your portfolio diversified and stress test each thesis"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946880586267930658) 2025-07-20 10:31:17 UTC 5677 followers, 3750 engagements "5X call isnt crazy but it needs real execution. For $OSCR to get there youre betting on hitting $3+ EPS or convincing the market to pay a 40X multiple. The roadmap is MA scaling to XX% mix admin expense ratio cut below XX% MLR held XX% and steady growth in insured lives closer to 5M members. This isnt about daily headlines or downgrade games. Its about underwriting discipline tech enabled cost controls and whether management can deliver real operating leverage. Most are still looking at $OSCR like a story stock. Its actually a margin expansion trade"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947304833515508016) 2025-07-21 14:37:06 UTC 5696 followers, 1379 engagements "Q2 XX consensus = $XX M revenue (38% YoY vs $XXX M in Q2 24) gross profit $XX M (62%) margin XX% Valuation = EV/Sales 1.7X (vs 4.2X a year ago); EV/EBITDA 21X Comps are brutal this quarter but that XXX = 73M drop is largely seasonal + high base effects Backlog & pipeline in EVbattery thermal management subsea insulation and semis tooling remains 1.5X current quarterly runrate Balance sheet is net cash/light debt and R&D investment is rolling off: stretches runway to cash flow breakeven likely by Q4 as comps ease in Q3 History shows $ASPN rebounds 23X when lumpy headwinds pass this setup may"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947647509825777994) 2025-07-22 13:18:46 UTC 5696 followers, XXX engagements "Flip flopping between too late to add and no way Im buying this pullback is pure herd noise. Meanwhile $SPY XX% dips happen 10X/yr and typically rally XXX% over the next XX trading days. Instead of emotional guesswork: - Build a scale in plan (e.g. XX% at X% dip XX% at X% XX% at 6%) - Confirm with breadth (A/D line +200 on bounce) - Let data drive your entries not FOMO or FUD. Thats how you capture the rebound without chasing tops or missing the move"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947372075909582853) 2025-07-21 19:04:17 UTC 5677 followers, 1807 engagements "Ultra low CR is great but remember why its here: massive rate actions + tighter underwriting after 2022 severity spike some frequency relief and bond yields juicing ROE. Two watch outs: regulator pushback slows future rate; peers will underprice to regain share. If $PGR can hold sub XX underlying CR while re accelerating written premium growth thats when you pay up. Until then Id fade best insurer superlatives and track: rate approvals policy growth cat load vs quota and reserve development. Strong operator still a cycle"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945483152891244670) 2025-07-16 13:58:23 UTC 5658 followers, XXX engagements "El-Erians resign or riot pitch overlooks the mechanics markets actually care about. CME FedWatch shows just XX% odds of a rate cut by H1 XX not a leadership coup. Forcing Powell now would risk policy paralysis and send real yields spiking better to watch the dot plot and CPI prints than tweet uprisings"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947645385704448452) 2025-07-22 13:10:20 UTC 5697 followers, XXX engagements "@saxena_puru Exactly. The winners are the choke points: $NVDA s silicon IP $TSM s CoWoS capacity Vertivs liquid-cooling gear $ORCL s energy contracted DC campuses and $NUE s low cost plate steel. Volume lifts all boats but durable margin lives where replacement is hardest"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1942678648328270169) 2025-07-08 20:14:17 UTC 5598 followers, 1422 engagements "Chinas zero mileage ban will shore up first owner volumes (good for OEM margins) but squeeze the mystery used car market. - EV leaders ($BYD $TSLA ) could see a short term sales lift - Tighter resale spreads may slow replacement buys - Watch wholesale to retail price gaps for stress signals"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1946601125563580534) 2025-07-19 16:00:49 UTC 5539 followers, XXX engagements "A quick edge screen on those five: $AAL: 12X EV/EBITDA XX% FCF yield guiding X % RASM growth = best risk/return in U.S. carriers $DAL: X EV/EBITDA XX % ancillary rev 2.5X net leverage = midcycle rebound play $JBLU: 0.8X EV/Sales sub20 % breakeven load factor = high beta leverage to pax growth $GRAB: 5.6X EV/Sales XX % adj. EBITDA margin XX % service take rate = path to cash flow breakeven $ONTO: XX % sub renewal XX % EBITDA margin $XXX /veh ARPU = niche auto subscription compounding"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947271413078843857) 2025-07-21 12:24:18 UTC 5695 followers, 1028 engagements "@Beth_Kindig Big lever isnt just if MI355 wins slots its mix + ASP. HSBC bump: $25K vs prior $15K. Back of envelope: every extra $10K ASP 10K cards = +$100M rev; @50% GM +$50M GP ($0.03 EPS on 1.6B sh). Scale that and FY26 AI rev can move fastif qual cycles cooperate. $AMD"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1945950511137452350) 2025-07-17 20:55:30 UTC 5509 followers, 1356 engagements "$GRAB at just XXX X EV/GMV or 4.7X EV/Sales 25E a 4050 % discount to peer $UBER despite similar growth and a clean balance sheet. Edge markers to watch next week (earnings 7/30): Take rate X % with incentive spend XX % GMV. Fintech loan book US $XXX B NPLs X %. Full year EBITDA breakeven reaffirmed. Sub 1X EV/GMV for a XX %+ compounder with net cash and fintech optionality still feels mispriced"  [@Next100Baggers](/creator/x/Next100Baggers) on [X](/post/tweet/1947275795518415116) 2025-07-21 12:41:42 UTC 5665 followers, XXX engagements
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@Next100Baggers Next XXX Baggers
Next XXX Baggers posts on X about nvda, eps, $amd, $nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +40%
- X Month XXXXXXX +271%
- X Months XXXXXXX +939%
- X Year XXXXXXX +214%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +1,067%
- X Year XXX +238%
Followers: XXXXX #
- X Week XXXXX +14%
- X Month XXXXX +62%
- X Months XXXXX +189%
- X Year XXXXX +225%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks technology brands finance cryptocurrencies #7096 automotive brands currencies social networks travel destinations countries
Social topic influence nvda #205, eps #215, $amd #110, $nvda #476, $oscr #67, rev #57, $unh #78, discount #536, Sentiment, goog
Top assets mentioned Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Oscar Health, Inc. (OSCR) UnitedHealth Group (UNH) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Elevance Health Inc (ELV) Hims & Hers Health, Inc. (HIMS) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Oracle Corporation (ORCL) Ethereum (ETH) Uber Technologies, Inc. (UBER) Cigna Corp (CI) Bitcoin (BTC) Broadcom, Inc. (AVGO) Coca-Cola Co (KO) Alibaba Group (BABA) Metadium (META) Rocket Companies, Inc. (RKT) RAI Finance (SOFI) PepsiCo, Inc. (PEP) Interactive Brokers Group, Inc. (IBKR) Amazon.com, Inc. (AMZN) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Netflix Inc (NFLX) SPDR S&P XXX ETF Trust (SPY) Target Corporation (TGT) AES, Corp. (AES) ZetaChain (ZETA) Nucor, Corp. (NUE) Grab Holdings Limited Class A Ordinary Shares (GRAB)
Top Social Posts #
Top posts by engagements in the last XX hours
"Similarwebs chart is a vanity metric raw pageviews miss the real story: - Gemini web traffic +70 % vs. Jan ChatGPT site visits +45 % = mind the denominator ( $GOOG search integration inflates Geminis numbers) - ChatGPT API calls are up XX % QoQ powering enterprise apps (this isnt tracked on similarweb) - Conversion ARPU is the key: X % of Googles X B DAUs = Gemini Pro @ $12/mo = $XXXX B ARR; ChatGPTs X M paid subs @ $20/mo = $XXXX B ARR Investor edge screens: - Paid conversion rate X % within XX days of launch - API revenue growth YoY XX % (enterprise traction) - Search share lift (Google vs."
@Next100Baggers on X 2025-07-21 09:35:20 UTC 5623 followers, XXX engagements
"@TheLongInvest Exactly no Medicaid means - no redetermination cliff - no state-budget squeeze - no margin caps. $OSCR stays a pure play ACA/tech stack with MLR trending and EV/S 2X. Todays shake-out just separated underwriters from tourists" @Next100Baggers on X 2025-07-02 15:09:20 UTC 5695 followers, 35.2K engagements
"Absolutely getting stuck on what ifs can cost you returns. Heres a quick screen to turn conviction into action: 1) Growth XX% YoY 2) Expanding margins (AI leaders like $AMD sit at XX% GP up from XX% a year ago) 3) Insider buys (e.g. $TSLA execs scooping stock above XXX day MA) 4) Valuation 30X forward EPS (think $MSFT at 25X with XX% cloud growth) Pick XX names that fit DCA in and let the trend work for you" @Next100Baggers on X 2025-07-19 19:07:01 UTC 5553 followers, 2569 engagements
"Love the move: $UBER is stitching together regional AV suppliers Waymo in the U.S. $BIDU Apollo in Asia/ME to stay asset-light and diversify tech risk. Key things to track from here: 1) Reg approvals & geo fenced ODDs cities must green light curbside pickup before scale. 2) Unit economics robotaxi fleets need XX % utilization and sub-$1 / mi all in cost to beat traditional drivers. 3) Take rate headroom every basis point that stays with Uber drops almost dollar for dollar to margin. If Apollo Gos Beijing pilot proves cash flow positive and subsidies fade $UBERs platform not OEM strategy could" @Next100Baggers on X 2025-07-18 20:17:38 UTC 5553 followers, XXX engagements
"Mind blowing scale here. 230K GB200s up now + 550K GB200/GB300s coming means 780K of NVs top tier GPUs just for xAIs training clusters. Thats more raw compute than most hyperscalers combined and it locks in $NVDA s data center lead for years. At this pace Data Center rev (already up 200%+ YoY) is on track to eclipse $XX B next FY. No one else has the fabs or ecosystem to match that" @Next100Baggers on X 2025-07-22 17:47:36 UTC 5697 followers, XXX engagements
"Custom silicon is Broadcoms wheelhouse: big NRE + multiyear production tail if the rumored OpenAI & Arm wins convert from tape out to volume. Key watch items: 1) backlog/NRE disclosures vs prior hyperscaler ASIC deals (2) foundry capacity reservations at leading nodes (3) whether $AVGO can bundle high margin software/networking. Hype revenue Production ramps 1824 mos after tape out but even a few points of AI accelerator share would diversify $AVGO s growth beyond VMware + networking" @Next100Baggers on X 2025-07-16 16:08:49 UTC 5696 followers, XXX engagements
"Actionable focus list: Mon: $NXPI read through for auto/IoT chips = watch $TSM commentary Tues: $KO pricing vs volumes; $TXN demand signal for semi cycle Wed: $TSLA margins + FSD color; $NOW AI seat uptake Thu: $INTC turnaround proof point; jobless claims =rate-cut odds Fri: $HCA labor costs Plan entries/exits before the tape moves volatility ramps mid week" @Next100Baggers on X 2025-07-19 11:42:58 UTC 5572 followers, XXX engagements
"If youre already heavy $UNH (broad commercial + Medicare + Optum) you can round out the health-services stack without wandering into moon-shot territory: - Medicare MCO: $ELV or $HUM pure play MA scale 13-15X XX EPS demographic tail-wind and CMS rate clarity XX % of revenue. - Pharmacy / Specialty Care: $CI PBM + Evernorth assets at 10X FCF; offsets $UNHs Optum concentration and captures the drug-pricing deflation debate from the other side. - Value-Based Primary: $OSCR is the risk-on ticket (2 M lives MLR XX %). 5-6X XX rev = high torque but remember RA shocks & exchange re-pricing in Oct. -" @Next100Baggers on X 2025-07-12 07:28:57 UTC 5578 followers, 1172 engagements
"$AMD isnt just chart noise fundamentals back it up. Q1 sales jumped XXXX% YoY to $XXXX B with XX% gross margins. Analysts forecast Q2 rev +27% to $XXXX B and Q3 +21% to$8.3 B. At 36X forward P/E (vs XXX TTM) the AI/datacenter upswing is still underpriced. Wave X looks ready to roll" @Next100Baggers on X 2025-07-22 14:12:25 UTC 5697 followers, 1200 engagements
"@TheLongInvest $BABA at XXX% rev growth XX = XXX% XX XX% gross margins & XX% EBITDA margins. Yet its trading at 8.8X EV/EBITDA & 13.6X fwd P/E a XX% discount to HSI ecommerce peers. $XXX target = 19X XX P/E still below avg. Cloud + ad recovery = catalyst" @Next100Baggers on X 2025-07-22 19:01:01 UTC 5697 followers, 2354 engagements
"@thexcapitalist Fundamentals still trending up - Membership +46 % Y/Y - MLR down to XX % (was XX %) - Guiding for first full year GAAP profit in XX But that doesnt mean $OSCR cant trade lower from here. Good companies get cheaper all the time" @Next100Baggers on X 2025-07-18 14:30:31 UTC 5527 followers, 3537 engagements
"100X $OPEN 🤔 Fun thought but the reality check is in the numbers. Opendoors still burning cash on inventory & financing costs think under X% takerate vs. XX% peers and needs better unit economics before any 1000% rally. Id look for consistent positive FCF & normalized spreads before calling a XXX bagger" @Next100Baggers on X 2025-07-22 15:29:29 UTC 5696 followers, XXX engagements
"$DPZ s comp trends signal both upside and warning flags: Decoupling US vs. Intl growth Intl SSS now running X % vs. US X % =share gains overseas remain the fastest lever. Model a X ppt Intl comp lift = +$40 M EBITDA ( $XXXX EPS). Pricing vs. input cost pass through US menu price +2 %/yr has to absorb XX % inflation on cheese labor & fuel. Track pass through ratio: each XX bp underpass = X ppt margin drag. Digital penetration & ARPU Digital orders = XX % of sales; every X ppt mix shift = +25 bp operating margin. Watch Average Ticket ($) + basket size: X % uptick = $XXXX EPS Cash flow &" @Next100Baggers on X 2025-07-21 14:16:38 UTC 5640 followers, XXX engagements
"🧵 the GOAT Stanley Druckenmiller One of my favorite investors just made major moves in Q1 '25. He does trade often. But when he sizes up like this it's not noise it's signal. Here are X names he just loaded up on and what that tells us about where the puck is going👇" @Next100Baggers on X 2025-05-16 12:50:34 UTC 5675 followers, 2265 engagements
"2/3 of US adults already prefer $GOOGL s AI Mode over traditional Search and even ChatGPT If XX% want it as the default experience $GOOG s got a clear runway to monetize: higher RPMs on AI driven ads and premium AI subscriptions. The real catalyst will be seamless UX + strong ad load watch for margin lift in upcoming quarters" @Next100Baggers on X 2025-07-22 14:15:17 UTC 5697 followers, 1052 engagements
"@TheLongInvest Id rotate into 23yr compounders with 15%+ FCF yields & durable moats ( $MSFT $AMD) plus secular growth in AI & healthcare. Buy the dips hold tight and ride the rate cut/tech cycle inflection. Do that and your portfolio should be miles higher" @Next100Baggers on X 2025-07-22 16:56:28 UTC 5697 followers, XXX engagements
"Smart play by Zuck snatching gold medal DeepMind talent isnt just a PR win its a signal Meta is moving from feature hacks to true foundational AI. - R&D intensity: $META plowed nearly XX% of revenue ($35 B) into R&D last year vs. $GOOGs XX% so they have the budget to back it up. - Closing the gap: These hires should accelerate parity on large scale pre training and inference efficiency two areas where Meta still trails Google. - Strategic pivot: Watch for tighter integration of these new models into Instagram/WhatsApp and Horizon Worlds. If Meta can bundle cutting edge AI with its X B+ user" @Next100Baggers on X 2025-07-22 20:19:22 UTC 5696 followers, XXX engagements
"@DeepSailCapital There really are no guarantees in shorting unlike a long position your downside is effectively unlimited if the stock keeps running. Even if your bear thesis ultimately plays out a ferocious rally or squeeze can swamp you before it does" @Next100Baggers on X 2025-07-22 19:06:05 UTC 5696 followers, XXX engagements
"XLV/S&P = XXXX = XX pp discount vs XXX median. Historically thats screened +8 % X yr alpha. Playbook 1) $UNH EV/EBITDA 16X FCF yield XXX % 2) $ELV P/E XX dividend XXX % 3) $OSCR: EV/Sales 0.2X vs 1X peers FCF breakeven XX Allocation: XX % large caps XX % high-beta small caps. Risk check every quarter. Discipline bravado" @Next100Baggers on X 2025-07-20 21:02:00 UTC 5697 followers, 4388 engagements
"Short squeeze season is here 💥 These names all have XX% short interest and catalysts coming: $RKT XX% $KSS XX% $WOLF XX% $INMB XX% $ALT XX% and $EOSE $ANAB $HIMS $BYND Tight float + big shorts + upcoming earnings/data = recipe for wild moves. Fasten your seatbelts" @Next100Baggers on X 2025-07-22 13:49:36 UTC 5697 followers, 2445 engagements
"Google: XXX k devs $XXX k loaded cost = $XX B = XX % AI = $XX B productivity freed Microsoft: XXX k devs $XXX k = $XX B = XX % AI = $XXX B freed $XX B/year redeployable into R&D GTM margin expansion Thats roughly X % of their combined $XXX B revenue base translating to $XX B+ in incremental FCF at XX % margin. AI coding isnt buzz its a multi billion comp lever. Edge screen: 1) Companies publicly disclosing XX % dev hours via AI 2) R&D / SG&A redeployment rate XX % of freed comp 3) Tie to infra winners: $NVDA (inference) $MSFT / $GH (Copilot) $DBX (ML platform) Focus on the comp savings" @Next100Baggers on X 2025-07-20 15:01:53 UTC 5632 followers, XXX engagements
"@TheLongInvest Key items to watch: $GOOG: Cloud growth vs guidance ad CPMs AI capex ramp & margin impact YouTube subs & Search trends $TSLA: Q3 deliveries vs outlook FSD revenue mix robotaxi rollout update gross margin trajectory Also keep an eye on EV incentives and broader AI spend" @Next100Baggers on X 2025-07-20 11:20:34 UTC 5688 followers, 1534 engagements
"Important reminder that time horizon matters. 0-12 mths: flows sentiment & macro dominate valuation signal =noise. XX yrs: starting Fwd P/E explains XX % of the R2000-R1000 spread (BofA). Cheap gets paid but only if youre funded to wait position size & staying power decide whether you capture the edge" @Next100Baggers on X 2025-07-19 14:10:45 UTC 5535 followers, XXX engagements
"3 Broken but Growing Stocks Where Insiders Just Plunked $10M+ of Their Own Cash Forget stock based comp. Forget 10b5-1 plans. This is real open market buying from the people with the most to lose and the best information. All X stocks are bruised . (Ok maybe $SOFI isnt lately lets call it momentum bruised. 😅). But theyre still compounding. Heres the list: 👇" @Next100Baggers on X 2025-07-14 13:31:39 UTC 5696 followers, 5150 engagements
"@The_AI_Investor Mind blowing scale: another XXX GW from $ORCL pushes OpenAI past XX GW of Stargate capacity over X million GPUs online. This is the infrastructure moat $NVDA built for: chip supply x hyperscale data centers" @Next100Baggers on X 2025-07-22 15:45:43 UTC 5696 followers, XXX engagements
"@fiscal_ai $KO s X% price/mix vs flat unit volumes (-1% in Q225) is wild. That XX quarter streak has driven +300 bp gross margin since XX and a X% FCF CAGR. By contrast $PEP has run only X% mix over the same span. True pricing moat in action" @Next100Baggers on X 2025-07-22 14:03:57 UTC 5696 followers, XXX engagements
"4/ Cash position RMB 364B ($50B USD). Plenty of firepower to extend the price war. This is not a liquidity crisis its a strategic burn" @Next100Baggers on X 2025-05-27 12:50:01 UTC 5688 followers, XXX engagements
"A XX yr share count cut is sexy but its only half the story. Real edge comes from digging into the quality and economics of those buybacks: X. Buyback Yield (Buybacks FCF) AutoZone: XXXX % cut = X % annual buyback yield on average FCF = +7 % EPS CAGR from buybacks alone. OReilly: XXXX % cut but only X % FCF yield = less bang for your buck. X. Incremental ROIC on Repurchases $AAPL: XXXX % cut at sub cost of capital levels Danger zone if ROIC WACC. $MSCI/ $NVO: moderate share cuts but high ROIC ( XX %) = every $X bought back returns $1.25+. X. Balance Sheet Cushion (Net Debt FCF) $LOW & $ORLY" @Next100Baggers on X 2025-07-21 13:44:32 UTC 5697 followers, XXX engagements
"Healthcare at 16X forward P/E vs 22X S&P median a XX pp discount vs history. Bottomdecile sector valuations have delivered X pp excess returns over X yrs. Playbook $UNH: EV/EBITDA 8.4X FCF yield XX% $OSCR: EV/Sales 0.2X XX %+ revenue CAGR 2427 $CI: FCF yield XX% dividend X% $ELV: P/E 11.8X Execution: allocate XX % large caps / XX % high beta names; rebalance quarterly; monitor policy & pipeline catalysts. Discipline bravado" @Next100Baggers on X 2025-07-21 07:50:18 UTC 5696 followers, 3761 engagements
"3/ $UNH UnitedHealth Group Insider buy: CEO Stephen Hemsley & multiple directors collectively bought $25M+ of stock in May-June 2025 during peak regulatory panic. Growth snapshot: Q1 2025 revenue: $109.6B (+9.8% YoY) EBITDA: $10.18B (+14.0% YoY) EPS still compounding XX% long-term Gross profit: $23.7B (+3.34% YoY) Forward P/E: 13.8X after -XX% X month drawdown Why its broken: DOJ probe tech-driven care fears market overreaction. Shares off XX% from highs. Why insiders are piling in: Theyve seen this movie before. $UNH prints predictable EPS growth and dominates payer + provider rails. Panic =" @Next100Baggers on X 2025-07-14 13:31:42 UTC 5697 followers, 4141 engagements
"@MikeZaccardi @WisdomTreeFunds ERP XXXX% vs median XXXX% = X% gap. Historically low ERP XX% S&P CAGR next X yrs. Action: 1) IRR hurdle 1215% 2) Target X% FCF yield: $ABBV $XOM $IBM 3) Seek small caps ERP X% & insider buys" @Next100Baggers on X 2025-07-20 15:03:49 UTC 5669 followers, 1387 engagements
"$AMD s run isnt just momentum its baked into the fundamentals and tech cycle. X. Tech cycle tailwind vs valuation risk X month rally +79 % X M +23 % on datacenter GPU and AI wins Forward P/E 37.9X vs historical 2025X range = market is pricing in sustained XX %+ revenue growth (FY25 = FY27 CAGR = XX %) EV/Sales 9.1X & EV/EBITDA 37.5X signal a premium; compare NVDA at 58X P/E but XX % EPS CAGR vs AMDs XX % X. 200WMA as risk filter XXX week MA sits near $130; its held since 2016 as a reliable support If AMD retests $130140 thats a lowerrisk entry belt for fresh buyers Above $XXX momentum is" @Next100Baggers on X 2025-07-21 12:08:21 UTC 5672 followers, XXX engagements
"Impressive beat Q3 EPS $XXXX vs $XXXX est & revs $9.23B vs $8.8B but YoY headwinds persist: homes closed X% backlog XX% cancellations still 17%. Rental ops down X% offset by Forestar lot sales +23%. $1.2B of buybacks XXXX% gross margin & disciplined cap allocation shine. Watching Q4 sales incentives vs rates" @Next100Baggers on X 2025-07-22 10:12:43 UTC 5678 followers, XXX engagements
"Cheap for a reason $ELV isnt just mispriced its being punished for three big headwinds: Medicare Advantage rate cuts CMS penciled in a XXX % reimbursement drop for XX vs XX meaning $XXX M hit to EBITDA. Medical cost inflation providers are pushing XX % unit-cost growth eating XXX bp of margin per point above X % trend ($1 B EBIT drag). State Medicaid churn redeterminations could lop XX M lives in XX shrinking premium base and FCF. At 11X forward P/E the market prices in nearly all of these risks. The flip side Each catalyst inflects value: CMS publishes final MA rates (Aug): +50 bp above" @Next100Baggers on X 2025-07-21 13:30:13 UTC 5696 followers, 1420 engagements
"@CitronResearch Enormous TAM investable return. $RKT is still a rate beta story: orig volumes & gain on sale swing w/ mtg rates; servicing/MSR marks cushion but add duration risk. Key to upside = cost/loan discipline + crosssell attach. ValueAct signal good; size position ignore $35T hype" @Next100Baggers on X 2025-07-17 14:23:50 UTC 5696 followers, 2809 engagements
"3/ The Street expected better.📉 Consensus was looking for XX% growth and stable EPS. Instead $PDD torched earnings by choosing to lean in: Heaviest marketing spend ever Deeper Temu discounts Global expansion at full burn This wasnt a miss. It was a bet" @Next100Baggers on X 2025-05-27 12:50:00 UTC 5670 followers, XXX engagements
"Congrats on catching the April puke. Now the work: after a +100% reflex risk/reward resets. Key swing factors from here: MI300/Instinct revenue ramps vs NVDA Genoa/Bergamo server share + Xilinx attach margin trajectory and $XXX resistance/position sizing. Celebrate but reunderwrite. $AMD" @Next100Baggers on X 2025-07-17 20:48:40 UTC 5696 followers, XXX engagements
"1/ $FLUT Flutter Entertainment 📈 +1985% more shares 💰 $83.6M position Druck doesnt tiptoe. He went all-in on Flutter likely front-running a FanDuel spinout + the U.S. sports betting boom. If sentiment turns this rerates fast" @Next100Baggers on X 2025-05-16 12:50:35 UTC 5675 followers, XXX engagements
"Reg overhang finally cracks: FDA okd JUULs original device + tobacco/menthol pods after a 5yr review. Existential risk down but no fruit/candy SKUs growth hinges on adult smoker conversion in a market led by $BTI s Vuse; $MO s NJOY up next. Also watch clampdown on illicit disposables" @Next100Baggers on X 2025-07-17 14:48:38 UTC 5577 followers, XXX engagements
"Total altcap is sitting at $XXXX T just cleared the 2024 high of $XXXX T but still XX% shy of the all time $XXXX T peak. On chain tells: - Stablecoin inflows into exchanges are +$3 B last week - $ETH DeFi TVL is up +4% (breadth pickup) Technicals flashing caution: - RSI (14) XX on the total cap chart short term exhaustion risk - Key support to watch: $1.451.50 T retest zone Finally keep an eye on $BTC dominance around XX% a sustained drop below XX% tends to kick off a broader altseason" @Next100Baggers on X 2025-07-21 19:00:18 UTC 5666 followers, XXX engagements
"$ELV s -XX% drop looks scary on the chart but heres the reality: - P/E fell from 18X to 12X 25E on cost trend fears not a business breakdown - FCF yield X% EV/EBITDA 8X (vs $UNH s 11X) - MA lives +3% YoY admin ratio guided down to XX% Youre buying marketleading margins & a XX% cash yield at a XX% discount to peers. Watch Q2 MA retention MLR trends & August MA rate updates fundamentals should reassert before the next leg up" @Next100Baggers on X 2025-07-21 18:23:20 UTC 5697 followers, XXX engagements
"Peer comps ($KKR $BX ) fetch 18-20X fee related earnings; Brookfield sits near 12X with inflation linked real asset cash flows perpetual capital carry + promote upside still ignored. $BAM spin proved the SOP gap is real next catalysts: more perpetual capital raises recycling into higher yield infra & data and possible simplification of BEP/BBU structures. Cheap equity for a capital compounding machine" @Next100Baggers on X 2025-07-13 13:40:52 UTC 5560 followers, 1102 engagements
"Back tests wont steer tomorrows market. Focus on real time forward signals instead: - Q2 Guide Ratio (raises/downgrades): target 1.2X for a genuine tide lift. - Composite PMI: keep an eye on the Services + Manufacturing index XXXX for demand resilience. - Fed Speak & Dots: any hawkish tweak in September = another softness test for stocks. - EPS Revision Momentum: when upgrades outpace cuts by 2:1 multiples tend to expand regardless of season. Drive with your eyes up not in the rear view" @Next100Baggers on X 2025-07-21 18:09:22 UTC 5697 followers, 2558 engagements
"Nice to see healthcare bucking the red tide today. $HIMS +4.5% and $OSCR +4.6% are ripping off oversold levels led by short covering (HIMSs XX% SI) and a relief rally in Oscar after guidance reset. Keep an eye on $HIMSs digital membership growth and $OSCRs improving MLR trajectory as we head into Q3" @Next100Baggers on X 2025-07-22 18:41:26 UTC 5697 followers, 1714 engagements
"High inst. ownership = confidence and crowding risk. Before PLTR @ $X analogies check: - Medical loss ratio trend & pricing discipline into 2026 exchanges. - Admin expense scale vs member growth. - Capital adequacy / reg rate approvals. Cheap can stay cheap if underwriting slips. $OSCR" @Next100Baggers on X 2025-07-17 21:05:48 UTC 5640 followers, 8492 engagements
"$IBKR s operating model is in a league of its own: - $XXX B rev (+20 % YoY) = $XXX B EBITDA (73.6 % margin) - XX % quarterly op margin vs. 2030 % at Schwab/ETFC - $XXX B mkt cap $XXX B EBITDA = 8.4X EV/EBITDA - Net cash position lifts FCF yield north of X % - Adj. EPS growth XX % this year XX %+ CAGR 2426E - ROIC XX % means every $X reinvested returns $1.30+ Few financials deliver double-digit top-line growth mid-70s margins sub 10X valuation and XX % ROIC. That combo is a compounding engine you just sit back and let the math work" @Next100Baggers on X 2025-07-20 21:04:44 UTC 5696 followers, XXX engagements
"Building out the AI/data center backbone comes at a cost XX% CapEx/R means $META is front loading its next growth phase. Short term FCF will feel the pinch but this level of spend cements its scale advantage in AI and the metaverse. Keep an eye on: - FCF yield vs. peers ( $GOOG $AMZN ) - AI server partners ( $NVDA $AMD ) - Reels/Shop monetization inflection to absorb higher D&A A peak CAPEX ratio today could be the catalyst for 2026+ margin expansion" @Next100Baggers on X 2025-07-19 18:02:57 UTC 5556 followers, XXX engagements
"$NVO is trading at 11X FY 26E P/E vs $LLY s 18X yet it generates a XXX % FCF yield (vs XXX %) and XX % ROIC (vs XX %). At XX % of Lillys market cap NVOs XX % GLP1 revenue share still has runway into obesity and rare disease catalysts. RSI sits XX and its XX % below the XXX day MA oversold territory. Real edge comes from modeling $NVO s pipeline driven rev lift vs multiple rerating not just chart gaps" @Next100Baggers on X 2025-07-21 12:04:07 UTC 5693 followers, XXX engagements
"$MSCI s Index arm is pure SaaSstyle cash flow: XX% EBITDA margins 95%+ client retention and XX% revenue CAGR. It turns almost all of its $XXX M quarterly revenue into free cash for buybacks and dividends. At 16X EV/EBITDA for a regulated monopoly youre paying for defensible recurring growth" @Next100Baggers on X 2025-07-22 15:13:53 UTC 5697 followers, XXX engagements
"HSBCs +128% YoY ASIC rev call to $XXXX B is eye watering but two things to watch: 1) ASP stickiness once Googles TPU ramp peaks vs. post-hype destocking 2) Broadcoms end-market mix (networking enterprise auto) beyond hyperscale AI 70%+ gross margins & sub 18X EV/EBITDA still look attractive. $AVGO" @Next100Baggers on X 2025-07-19 16:05:40 UTC 5696 followers, 1328 engagements
"Forget ETF dollars look at the full market caps: Gold: $XX T aboveground = $GLD s $XXX B is just XXX% of the total. $BTC: $XXX T cap = $IBIT s $XX B is 3.7%. Bitcoin sits at XX% of golds size. If you think $BTC can eventually capture say half of golds market cap ($11 T) youre talking 5X upside from here regardless of ETF AUM" @Next100Baggers on X 2025-07-21 17:51:43 UTC 5678 followers, XXX engagements
"Not as wild as it looks: - Yesterdays $NVDA add = XXXX% of $ARKX AUM; todays clip similar. Thats flow / drift mgmt not back up the truck at ATH. - Actives must plug underweights as winners rip or they end up closet short. - I track $ARKX s cumulative $NVDA % vs daily fund flows as a sentiment tell: when Cathie chases green & weight gaps benchmark I trim beta (NDX) / rotate into what shes funding the buy with (e.g. RKLB sale). Repeatable edge outrage. Receipts over rants" @Next100Baggers on X 2025-07-17 10:31:05 UTC 5615 followers, XXX engagements
"Not just a fluke this streak is pricing in real growth: - Analysts peg FY25 revs at $XXX B (+11 %) - EBITDA rising XX % and net income +17 % - All at a reasonable 20.X forward P/E (down from 21.4X LTM) That structural Cloud & Ads tailwind is whats driven the X month +25 % pop and sets you up nicely into earnings" @Next100Baggers on X 2025-07-22 20:28:27 UTC 5696 followers, XXX engagements
"Worth flagging the actual heavy hitters this week: Mon XX $FAST Tue XX $JPM $BK $C $BLK the money center banks set the tone for NIM & loan-growth commentary. Wed XX $ASML $JNJ $GS lithography + drugs + capital markets in one morning. Thu XX TSMC $TSM before the bell the worlds #1 foundry (and 9th largest company) guides the entire AI hardware supply chain. $PEP and $NFLX (after) round out the day. Fri XX $AXP $SCHW $3M card spend brokerage flows and an old economy bellwether. If you care about semis skipping TSMs July XX call is like ignoring the Fed at Jackson Hole. Guidance on X nm ramp &" @Next100Baggers on X 2025-07-13 13:14:47 UTC 5586 followers, 1258 engagements
"$XLV/ $SPY just set a 25yr low yet the math isnt apocalyptic: $UNH 13.8X XX PE X % FCF yield; every XX bp in med cost trend = + $XXXX EPS $ELV 11.4X $CNC 10.6X already discount a XX bp cost gap that usually reverts in X qtrs $OSCR 0.3X XX EV/Sales with net cash pure operating leverage option Sector EPS moves X % for each XX bp swing in trend costs. Keep an eye on July claims data and CMS final MA rates in Aug those are the real pivot points not the tape" @Next100Baggers on X 2025-07-21 16:21:26 UTC 5697 followers, XXX engagements
"Controlled strength beats reckless runs 100%. Under the hood $ETH s setup is bullet proof: - Post Merge issuance down XX% (net deflationary) - 18M ETH staked (4%+ yield) locking up supply - L2 TVL surging XXX% YoY (optimism for scaling) Wave X could carry us to $57K but a healthy 5061.8% retrace ($2.53.5K) first would clear weak hands. Use pullbacks to scale in and lock your core for the 2027 cycle" @Next100Baggers on X 2025-07-19 19:41:32 UTC 5535 followers, 3534 engagements
"At a $XXXX T market cap $XX B in cash flow next year implies a XXX % FCF yield vs. peers at 2%. That gives Google plenty of firepower to fund AI R&D and share buybacks. Watch Waymos Tokyo L4 rollout it could add $XX B of revs by XX and how capex/FCF conversion holds up under heavier robotaxi spending. $GOOG" @Next100Baggers on X 2025-07-19 16:11:28 UTC 5575 followers, XXX engagements
"Is it finally time for the Advanced Money Destroyer $AMD to strike Everyones watching $NVDA dominate AI training But the real war is just starting in inference. And thats where $AMD might surprise everyone. Heres the $250B battleground no ones pricing in 🧵" @Next100Baggers on X 2025-06-26 13:52:28 UTC 5696 followers, 4226 engagements
"2/ $OSCR Oscar Health Insider buy: Cofounder Josh Kushner & CEO Mark Bertolini dropped $23M into stock in late 2024. All openmarket buys. Growth snapshot : Q1 2025 revenue: $3.05B (+42% YoY) Membership growth: +37% YoY First profitable quarter ever: $329M adj. EBITDA Claims SaaS platform now licensing to external insurers Gross margin rebounded to XXXXX% Why its broken: Legacy insurtech junk pile label. Trading at 0.2X forward sales despite hypergrowth and profitability. Why insiders are backing up the truck: Oscar isnt just a health insurer anymore its quietly becoming a software platform" @Next100Baggers on X 2025-07-14 13:31:41 UTC 5695 followers, 1595 engagements
"@Beth_Kindig $AMD is set to lead here. The MI300Xs copackaged CPU+GPU design + growing Epyc footprint gives them a unique inference edge. Hyperscalers are already certifying MI300 for large scale LLMs so dont be surprised if $AMD claws XX% of cloud inference by 27" @Next100Baggers on X 2025-07-19 18:35:28 UTC 5588 followers, XXX engagements
"Flow puke fundamentals. 2020s flush doubled because the street forgot how sticky premiums are when elective volumes snap back. Same setup now youre getting XX era multiples on carriers that just printed record underwriting margins and have GLP-1 upside baked in for free. Ill scoop what the tourists are dumping" @Next100Baggers on X 2025-07-22 07:27:19 UTC 5696 followers, XXX engagements
"@MikeZaccardi @KoyfinCharts Gap math check: $BRKB $1.07T vs $NFLX $0.53T ($540B short). If BRK compounds 8%/yr = $1.57T in 5y. For $NFLX to catch it must grow mkt cap 24%/yr to $1.57T. Thatd need ads scale paidsharing stickiness global ARPU lift & opex leverage. Tall ask not impossible" @Next100Baggers on X 2025-07-17 12:17:46 UTC 5697 followers, XXX engagements
"Seeing a lot of confusion around the $CRWV $CORZ deal. Yes XXXXXX $CRWV = $XXXXX. Yes $CORZ trades at $XXXXX. No its not free money. You cant short $CRWV borrow is gone. Synthetic short (sell call + buy put) costs $XX implies a short entry around $XXX. That puts $CORZ s fair value near $XXXXX The spread exists because hedging is brutally expensive" @Next100Baggers on X 2025-07-07 15:12:16 UTC 5696 followers, 6361 engagements
"$AXON s XX %+ CAGR is the flywheel at work: - Hardware = SaaS every TASER/BodyCam sold drags high-margin cloud seats Axon Cloud Records) = XX % ARR growth XX % gross margin. - Regulatory moat DOJ listed sole source 5yr enterprise contracts training IP & data lock-in keep churn X %. - Runway only XX % of global LEOs carry body worn video; Axon just pushed into Fed agencies EMS & private security + domestic drones & automated license plate readers. Worth tracking: funding cycles of municipalities litigation exposure and share based comp (8 % of rev). But if they keep converting hardware" @Next100Baggers on X 2025-07-13 18:10:58 UTC 5689 followers, XXX engagements
"1/ $SOFI SoFi Technologies Insider buy: CEO Anthony Noto has bought $18M of stock since 2021. No sales. No games. Just pure conviction buys. Growth snapshot: Q1 2025 revenue: $771M (+32.7% YoY) Financial Services segment growth: +100% YoY X straight GAAP-profitable quarters Adj. EBITDA margin: XX% Gross margins expanding: XXXX% = XXXX% Why its broken: SPAC baggage dilution fears skeptics still stuck in 2022. Why insiders are loading up: SoFis bank charter allows them to lend at X% funding cost while competitors pay closer to 7%. That spread prints money at scale and Noto knows it" @Next100Baggers on X 2025-07-14 13:31:40 UTC 5696 followers, 1120 engagements
"Dont sleep on YouTube. - TTM ad rev $35-36 B - Premium + YouTube TV run rate $XX B - 30-35 % op margin = $12-15 B implicit FCF Thats already ahead of $NFLXs $XXX B Alphabet just redeploys the cash inside the wider $GOOGL machine so it never shows up as a standalone streamer headline" @Next100Baggers on X 2025-07-19 21:07:07 UTC 5577 followers, XXX engagements
"@TheLongInvest $TGT s FY25 rev at $XXXXX B (0.8% YoY) but gross profit up XXX% to $XXXX B (28.2% margin) while EBITDA holds at $XXX B (8.1% margin) backing a XXX% yield. Price/mix tailwinds & rock solid FCF make that $XXX floor look bulletproof" @Next100Baggers on X 2025-07-22 17:45:22 UTC 5696 followers, XXX engagements
"This isnt just theater hitting the Fed chair with perjury charges would blow a hole in central bank credibility: - Confidence shock: Markets price in implied policy miscommunication via the X year yields XX bp bump today if traders doubt Powells testimony inflation guidance gets even harder to trust. - Independence test: A DOJ referral risks politicizing the Fed; look for muted XX year moves if the legal process stays separate from ratesetting. - Rate path repricing: If risk premiums jump another XX bp the S&Ps fair value P/E drops by 0.5X (per Fed model studies). Thatd shave X % off current" @Next100Baggers on X 2025-07-21 17:45:22 UTC 5688 followers, XXX engagements
"@RihardJarc It isnt just raw chip performance its CUDAs network effects. With XXX M+ CUDA developers XXX + software frameworks and XX % share of AI GPUs $NVDA has built a moat few can cross. Robotics outfits buy in because you simply cant spin up that SW+HW stack overnight" @Next100Baggers on X 2025-07-22 18:51:27 UTC 5697 followers, XXX engagements
"This isnt just a labor quirk its a canary in the coal mine for household budgets. When XXX% of workers need two jobs big ticket retail ($ROST $M ) restaurants ( $YUM $DIN ) and leisure stocks look vulnerable. At the same time gig platforms ( $UBER DoorDash) staffing firms (Randstad) and fintech lenders ( $SCHW $AXP ) will feel the upside of side-hustle income. Keep an eye on wage vs. CPI spreads and Fed rate signals theyll drive which consumer names win or lag" @Next100Baggers on X 2025-07-19 17:31:17 UTC 5556 followers, XXX engagements
"$25B over X yrs in PJM = XXXX TWh/yr enough to power X GW of DCs (300k H100s). Thats direct fuel for $NVDA / $AMD chips $MSFT Azure AI & $AMZN AWS. The $3B hydro revamp is a boon for $BEP/$AES (15% cheaper power). Watch PPA pricing & FERC approvals this is the real AI power play" @Next100Baggers on X 2025-07-15 12:52:20 UTC 5690 followers, XXX engagements
"First ZYN slip in X yrs Q2 US shipments fell from XXX M to XXX M units (5.9% QoQ) after a +900% surge since XX (CAGR +52%). $PM shares are off X% premarket trading at 21X Fwd P/E & 7.2X EV/Sales with a juicy XXX% dividend yield. Heat not burn still a growth engine (ZYNs base is huge) and $PMI s pricing power + FCF should fuel XX% top line growth in FY25 just watch for normal seasonal pullbacks" @Next100Baggers on X 2025-07-22 13:38:35 UTC 5697 followers, XXX engagements
"Nice base but the handle investors need to watch isnt on the chart its on the income statement. X things that make / break the $XXX roadmap: 1) Reg & fee pressure: SEC path + spot ETF trading spreads compressing take rates = key swing factor. 2) Mix shift: More staking subscription & infra revenue = multiple support; still XX% of revs needs to scale. 3) Crypto cycle beta: Pattern works if onchain volumes stay prior cycle highs; below $XXX avg daily rev runrate technicals stall. Trading plan: Above $XXX = trend intact; $XXX = failed breakout risk; long term invalidation back under $XXX (handle" @Next100Baggers on X 2025-07-16 12:07:23 UTC 5696 followers, 2148 engagements
"Peters right that $ETH s been choppy but dumping it for $BTC means giving up a built in yield + deflation engine forzero. - Staking yield: XXX %/yr = $XX B in $ETH rewards last XX months - Burn rate: X k ETH/day = XXX M ETH net burned/yr (1 % of supply) - XXX % cash + deflation yield baked in Meanwhile $ETH powers X 000+ DApps $XX B TVL in DeFi and upcoming EIP4844 to lift fees further. Bitcoins store of value case is solid but if you want upside from real network growth & yield $ETH still holds the edge" @Next100Baggers on X 2025-07-21 17:42:39 UTC 5649 followers, XXX engagements
"Todays breakout in $BABA $BIDU & $AMD speaks to three powerful themes: - China reopening & ad recovery Alibaba & Baidu both topped ad rev estimates as consumer spend comes back - AI & cloud ramp Baidus Ernie Bot enterprise deals and Alibaba Cloud wins are hitting stride - Hyperscale capex surge AMDs MI300/datacenter segment is growing 60100% YoY on renewed spending Valuations still price in strong growth but keep an eye on Singles Day volumes cloud guidance updates and AMDs Q2 outlook for the next leg" @Next100Baggers on X 2025-07-15 14:18:37 UTC 5552 followers, XXX engagements
"$OSCR fell XX% in sympathy with $CNC. But the fundamentals dont match. Oscar has zero Medicaid exposure Reaffirmed full-year 2025 guidance Q1 revenue up XX% YoY MLR stable at XXXX% Risk adjustment managed proactively Tech-driven lean SG&A ops This isnt a sector blowup. Its a misread. Oscars model is built for ACA volatility. Mispricing risk. This is an opportunity" @Next100Baggers on X 2025-07-03 12:56:56 UTC 5696 followers, 6085 engagements
"Its deja vu from 2023. Today $XLV is +1.5% while $XLK is down 1.1%. After a XX% YTD pullback the sector now trades at 14X forward P/E vs a 20X 10yr avg XX year trough valuations. Meanwhile $UNH directors bought 200K shares in Q2 and $CI insiders added 120K per filings. Depressed sentiment + policy tailwinds + normalized utilization = prime setup for a turn" @Next100Baggers on X 2025-07-22 16:11:31 UTC 5697 followers, XXX engagements
"200 WMA sweeps on $ETH have historically offered attractive R/R but the follow through still hinges on fundamentals: - Fee burn & L2 activity back above issuance = real supply squeeze - $ETH based ETF chatter = incremental bid yet not priced in like $BTC - Dencun proto danksharding (Q4) should cut roll-up costs another XX % Staying long while on chain economics and dev cadence keep improving any single moving average. Trend + fundamentals = conviction" @Next100Baggers on X 2025-07-20 09:58:17 UTC 5678 followers, XXX engagements
"Smart play by both $NVDA and $SNOW rather than just selling chips or storage theyre buying into the software layer too. Reka AI can now leverage NVIDIAs latest Hopper GPUs for training and Snowflakes Data Cloud for fine-tuning on real enterprise datasets. That $X B+ valuation reflects how critical vertical integration is becoming in the LLM race. If Reka hits $XX M ARR this year with 4050% gross margins an IPO in 20262027 is definitely on the table" @Next100Baggers on X 2025-07-22 17:42:34 UTC 5696 followers, XXX engagements
"CAPEX alone is vanity ROI per dollar spent is the real moat: AWS: $X rev per $X capex Azure: $X GCP: $XXX Everyone else: $X That efficiency gap locks out competitors. If you cant build hyperscale rent the infrastructure: - Datacenter REITs ( $EQIX $DLR ) - Power & cooling ( $AES Digital Cooling) - Networking & interconnect (CIEN II-VI) Position for the ecosystem not just the spend" @Next100Baggers on X 2025-07-14 19:03:29 UTC 5682 followers, XXX engagements
"@TheLongInvest $TGT still under that $XXX buy zone = XXX% fwd yield + 50+yr dividend growth streak. Q1 comps -XXX% but digital +4.7%; shrink improving & mgmt returning cash ($2B to buybacks + $0.75B divs). If sentiment turns re-rate toward 200WMA mid $150s = solid R/R" @Next100Baggers on X 2025-07-17 14:59:41 UTC 5584 followers, 1555 engagements
"@Beth_Kindig X GW + X M GPUs = XXX kW per GPU = implies XXX k servers (4 GPUs/server) At $XX k ASP thats $XX B in $NVDA chip revenue alone Add $MSFT s cloud margins & Oracles datacentre ops and were looking at a $4050 B AI infrastructure market emerging now" @Next100Baggers on X 2025-07-22 14:30:32 UTC 5696 followers, XXX engagements
"@fiscal_ai $ASML s XXX % buyback ($4.6 B vs $XXX B mkt cap) covers XX % of $XX B LTM FCF. Todays EV/EBITDA 27X vs 20X 25E on +18 % EBITDA growth. 25E sales +14 % to $XX B; backlog XX B; EUV ROIC XX %. Dividend XXX % + buybacks XXX % = XXX % cash yield. Disciplined compounding" @Next100Baggers on X 2025-07-20 14:54:08 UTC 5695 followers, XXX engagements
"Almost too clean: 4-baggers & 6-baggers in less than X months. $SEZL & $DAVE werent lucky. They were mispriced + catalyst-loaded bets. You dont have to swing at every pitch just size up when: 🔎 Valuation is broken 📈 Inflection is obvious 🧠 Consensus misunderstands You can catch multi-baggers in public markets. But you need edge not noise" @Next100Baggers on X 2025-06-29 17:10:00 UTC 5695 followers, 18.7K engagements
"Rumor or not heres the underwriting math investors should demand before frontrunning $HIMS: Deal terms matter more than sticker. Cash vs stock Earnouts tied to scripts / retention $300M headline can equal far less (or more) EV after structure. Gross margin mix. ZAVAs EU telehealth regs + pharmacy fulfillment could run lower GM than $HIMS U.S. DTC subs; integration can dilute near term unless scale drops COGS. CAC & crosssell test. Key KPI postclose: blended customer acquisition cost and attach of higher margin subscription addons across the combined base. If CAC/CLV improves deal self funds." @Next100Baggers on X 2025-07-16 12:59:33 UTC 5640 followers, 4087 engagements
"A couple of angles worth folding in: Moat Market Cap Visa/Mastercard (toll-road network effects) and Intuitive Surgical (regulatory + switching costs) generate 55-70 % ROIC with far less cap-ex than most on Tier-1/2. Durable cash machines often hide outside mega-cap tech. Moat quality vs. breadth $ASML is Tier X if we score by irreplaceability (DUV/EUV monopoly) even though its two links upstream from the end-customer. $NVDA or $AMZN can be displaced on parts of their stack; replacing $ASML takes a decade and $XX B in R&D. Layered moats beat single moats $GOOGL s search share XX % for XX yrs" @Next100Baggers on X 2025-07-13 15:25:27 UTC 5697 followers, 1532 engagements
"563 B TAM by 2028 = $XXX B/yr in AI compute budgets. Nvidias FY24 GPU rev was $XX B; TAM depth = 2X. XX k GPUs/100 k FTE = X GPU/10 FTE = S&P1500 workforce (150 M FTE) needs XX M GPUs $XX k = $XXX B HW cycle. $NVDA (70% share) = $XXX B rev = +8% CAGR $AMD $MRVL : infra leverage Power/cooling: $CRUS $XEL Update models quarterly real edge lives in the math" @Next100Baggers on X 2025-07-20 21:07:01 UTC 5690 followers, 1995 engagements
"Understand means turning qualitative into numbers: - Build a X year model: revenue = EBIT = free cash flow - Stress test: XX% top-line +300 bp margin compression - IRR hurdles: base XX% bear X% - Insider buys $X M & net debt/EBITDA 2x - XX% recurring revenue Quarterly repeat no guesswork just data driven edge" @Next100Baggers on X 2025-07-20 13:10:40 UTC 5666 followers, XXX engagements
"$STNE s +105 % YTD bounce just erases the 2122 credit-meltdown gap theres still runway: Q1 TPV up XX % YoY to R$121 B; take-rate hit XXXX % EBITDA margin back above XX % net cash = R$2.3 B New secured credit model drives NPLs XXX % (was XX %+) At US$21 youre paying 12X XX EPS and X EBIT still below LatAm fintech comps Macro and FX are the wild cards but execution + cash stack keep the skew attractive even after a double" @Next100Baggers on X 2025-07-09 10:17:57 UTC 5583 followers, XXX engagements
"$LMT Q2 top line held up at $XXXX B (+2.3% YoY) but adj. EBITDA plunged XX% to $XXX B dropping margin to XXX% vs XX% last year. Aeronautics F35 timing and RMS integration costs drove the loss yet backlog sits near a record $XXX B. Watch H2 delivery ramp & program cost normalization for a sharp margin rebound" @Next100Baggers on X 2025-07-22 15:50:50 UTC 5696 followers, 1273 engagements
"@wallstengine Jefferies $XX = 7X 25E sales for a biz thats flat to down XX rev & low teens growth next year. Thats a turnaround multiple not victory lap. Vector has to: 1) reignite nongaming ARR 2) lift gross margin 3) outrun SBC dilution (415M sh). Execute = rerate; miss = drift" @Next100Baggers on X 2025-07-16 12:30:31 UTC 5556 followers, XXX engagements
"$NVDA still prints cash but at XX 26e EPS most of that power is already priced in. $AMD sits nearer XX is starting from a X % DC GPU share and MI300(X) + ROCm are aimed straight at the inference TAM that should eclipse training by 2028. Add Xilinx accretion and a disciplined buy-back program and the setup skews risk-reward in AMDs favour. My vote: AMD for the higher 3-yr return" @Next100Baggers on X 2025-06-18 16:31:53 UTC 5695 followers, 2688 engagements
"$OSCR down X% PM after multiple downgrades from the Street. Barclays initiates Underweight on policy risk Piper slashes PT to $XX on enrollment cliff fears Markets reacting to old headlines. Heres what a Bayesian lens says about the real risk and where the upside lies 🧵👇" @Next100Baggers on X 2025-07-02 10:30:27 UTC 5695 followers, 7355 engagements
"Key Qs Im working through before leaning in on $ZETA: - Quality of FCF/share: true cash or addback salad (SBC acquisition earnouts cap software) - Durability: bookings = rev = cash lag; any pull forward from onetimers Share count trend: per share optics can mask dilution in a heavy SBC model. Growth / margin mix: If $ZETA can compound midteens rev + expanding FCF margins the multiple compression post XX blowoff could be gift. Do the bridge then size it. Fundamentals up & to the right matter only if the cash is repeatable and yours" @Next100Baggers on X 2025-07-17 11:01:16 UTC 5647 followers, 3025 engagements
"Trump just confirmed what weve been saying. The $5T mortgage duopoly $FNMA & $FMCC is on the verge of liberation. Throwing off a lot of CASH he says. Exactly. Theyve repaid $301B. Theyre ready. Heres the thread that nailed it early 🧵👇" @Next100Baggers on X 2025-05-22 11:37:00 UTC 5690 followers, 3439 engagements
"I think $BIDU has flown under the radar even more than $AMD heres why both deserve a second look: Valuation gap: $AMD trades at 7.4X XX sales (FY25E rev $XXXX B +24% YoY) vs. XX for pure-play AI peers. $BIDU sits at 34X forward sales (AI Cloud +80% YoY search & ads stable) despite XX% EPS growth. Growth runway: AMD: Datacenter GPUs (MI300) & EPYC CPUs should drive another +35% CAGR into XX as AI/data center build out continues. BIDU: Ernie Bot uptake Apollo autonomous driving wins and smart device traction underpin a 2530% non-search growth runway. Cash flow & margins: AMDs adj. EBITDA margin" @Next100Baggers on X 2025-07-15 14:37:40 UTC 5570 followers, 1050 engagements
"Next breakouts ( $ZETA $OSCR $LMND $IREN $ABCL $RKLB): - None are profitable on GAAP; all trade on EV/Sales 4-10X while burning cash. - Draw a line between high beta small caps and calling bottoms at exactly the moment liquidity spigots were re-opened (Fed pivot AI euphoria). Thats luck + beta not clairvoyance" @Next100Baggers on X 2025-07-18 08:02:03 UTC 5572 followers, 2727 engagements
"$ISRG is priced for perfection. Its sitting at roughly 75X LTM P/E and 59X EV/EBITDA with forward P/E still north of 60X compared to medtech peers that trade in the mid 20s to low 30s. That premium buys you: - XX% CAGR in DaVinci installations since 2019 - XX% gross margins and high recurring procedure revenue - 30%+ EPS growth over the last year But at these multiples any slip in growth margin or procedure volume risks a swift multiple contraction. If youre hunting for a better risk/reward either wait for a 1520% pullback or look at more moderately valued comparables (many peers sit around" @Next100Baggers on X 2025-07-22 20:35:16 UTC 5696 followers, XXX engagements
"Oracles $XX B/yr OpenAI deal (25 % of ORCLs current revenue) instantly recasts it as a high margin AI infra partner rather than a legacy licensor. Meanwhile Nvidias GPU fleet ramp from 230k = 550k units underpins a $1015 B+ datacenter growth runway. Compute + infra = duopoly. $ORCL $NVDA" @Next100Baggers on X 2025-07-22 18:56:32 UTC 5697 followers, XXX engagements
"Clean quarter from $IBKR: - Rev +15% YoY; beat. Adj EPS +16% YoY; beat. Pretax margin XX% - Client flywheel humming: accts +32% client equity +34% margin loans +18% DARTs +49% YoY. - Net interest +9% w/ high rates; fee rev +27% YoY adds balance. With $18.5B equity & disciplined cost control $IBKR keeps compounding tangible book while expanding share among active + global traders. Pullbacks worth watching for long term accumulators" @Next100Baggers on X 2025-07-17 20:31:35 UTC 5696 followers, XXX engagements
"Real take on $NVO 👇 GLP-1 flywheel (Ozempic/Wegovy) still XX % YoY with XX % EBIT margin cash printer. Oral sema + CagriSema could widen the diabetes/obesity TAM again. Capacity bottlenecks looming U.S. price negotiation pressure $LLY /Amgen challengers and key patents fading after XX. Sentiment is lagging fundamentals; execute on supply & pipeline and a X for X upside in 3-5 yrs is on the table" @Next100Baggers on X 2025-07-09 20:20:41 UTC 5591 followers, 1168 engagements
"AI-DC gear may grow XX % CAGR but value capture is lopsided. - Silicon & advanced packaging = XX % of system BOM; $NVDA / $TSM own the toll booths. - Power & cooling capex could top $XXX B by 2030 watch $ORCL (Stargate deals) $NUE for plate & rack steel Vertiv for liquid cooling. - Hyperscalers self-fund most racks so the pure play list is short; hardware makers with recurring software attach (Nvidias CUDA $AMD ROCm Broadcoms Switch+SDK) see the goldmine OEM box-builders dont. Owning the choke points not just riding the CAGR is what compounds" @Next100Baggers on X 2025-07-08 20:04:29 UTC 5598 followers, 5810 engagements
"Lots of bold calls love the ambition but heres the fine print for each: $PLTR still needs to prove repeatable enterprise bookings & margin expansion. $HIMS faces regulatory scrutiny & tightening margins in a crowded tele health space. $DUOL retention rates dipped post IPO monetizing free users remains key. $TSLA capex war & cyclical auto demand are underappreciated risks despite FSD upside. $SPOT royalty engine is durable but ARPU gains & podcast ad loads will make or break value. Big winners take time keep your portfolio diversified and stress test each thesis" @Next100Baggers on X 2025-07-20 10:31:17 UTC 5677 followers, 3750 engagements
"5X call isnt crazy but it needs real execution. For $OSCR to get there youre betting on hitting $3+ EPS or convincing the market to pay a 40X multiple. The roadmap is MA scaling to XX% mix admin expense ratio cut below XX% MLR held XX% and steady growth in insured lives closer to 5M members. This isnt about daily headlines or downgrade games. Its about underwriting discipline tech enabled cost controls and whether management can deliver real operating leverage. Most are still looking at $OSCR like a story stock. Its actually a margin expansion trade" @Next100Baggers on X 2025-07-21 14:37:06 UTC 5696 followers, 1379 engagements
"Q2 XX consensus = $XX M revenue (38% YoY vs $XXX M in Q2 24) gross profit $XX M (62%) margin XX% Valuation = EV/Sales 1.7X (vs 4.2X a year ago); EV/EBITDA 21X Comps are brutal this quarter but that XXX = 73M drop is largely seasonal + high base effects Backlog & pipeline in EVbattery thermal management subsea insulation and semis tooling remains 1.5X current quarterly runrate Balance sheet is net cash/light debt and R&D investment is rolling off: stretches runway to cash flow breakeven likely by Q4 as comps ease in Q3 History shows $ASPN rebounds 23X when lumpy headwinds pass this setup may" @Next100Baggers on X 2025-07-22 13:18:46 UTC 5696 followers, XXX engagements
"Flip flopping between too late to add and no way Im buying this pullback is pure herd noise. Meanwhile $SPY XX% dips happen 10X/yr and typically rally XXX% over the next XX trading days. Instead of emotional guesswork: - Build a scale in plan (e.g. XX% at X% dip XX% at X% XX% at 6%) - Confirm with breadth (A/D line +200 on bounce) - Let data drive your entries not FOMO or FUD. Thats how you capture the rebound without chasing tops or missing the move" @Next100Baggers on X 2025-07-21 19:04:17 UTC 5677 followers, 1807 engagements
"Ultra low CR is great but remember why its here: massive rate actions + tighter underwriting after 2022 severity spike some frequency relief and bond yields juicing ROE. Two watch outs: regulator pushback slows future rate; peers will underprice to regain share. If $PGR can hold sub XX underlying CR while re accelerating written premium growth thats when you pay up. Until then Id fade best insurer superlatives and track: rate approvals policy growth cat load vs quota and reserve development. Strong operator still a cycle" @Next100Baggers on X 2025-07-16 13:58:23 UTC 5658 followers, XXX engagements
"El-Erians resign or riot pitch overlooks the mechanics markets actually care about. CME FedWatch shows just XX% odds of a rate cut by H1 XX not a leadership coup. Forcing Powell now would risk policy paralysis and send real yields spiking better to watch the dot plot and CPI prints than tweet uprisings" @Next100Baggers on X 2025-07-22 13:10:20 UTC 5697 followers, XXX engagements
"@saxena_puru Exactly. The winners are the choke points: $NVDA s silicon IP $TSM s CoWoS capacity Vertivs liquid-cooling gear $ORCL s energy contracted DC campuses and $NUE s low cost plate steel. Volume lifts all boats but durable margin lives where replacement is hardest" @Next100Baggers on X 2025-07-08 20:14:17 UTC 5598 followers, 1422 engagements
"Chinas zero mileage ban will shore up first owner volumes (good for OEM margins) but squeeze the mystery used car market. - EV leaders ($BYD $TSLA ) could see a short term sales lift - Tighter resale spreads may slow replacement buys - Watch wholesale to retail price gaps for stress signals" @Next100Baggers on X 2025-07-19 16:00:49 UTC 5539 followers, XXX engagements
"A quick edge screen on those five: $AAL: 12X EV/EBITDA XX% FCF yield guiding X % RASM growth = best risk/return in U.S. carriers $DAL: X EV/EBITDA XX % ancillary rev 2.5X net leverage = midcycle rebound play $JBLU: 0.8X EV/Sales sub20 % breakeven load factor = high beta leverage to pax growth $GRAB: 5.6X EV/Sales XX % adj. EBITDA margin XX % service take rate = path to cash flow breakeven $ONTO: XX % sub renewal XX % EBITDA margin $XXX /veh ARPU = niche auto subscription compounding" @Next100Baggers on X 2025-07-21 12:24:18 UTC 5695 followers, 1028 engagements
"@Beth_Kindig Big lever isnt just if MI355 wins slots its mix + ASP. HSBC bump: $25K vs prior $15K. Back of envelope: every extra $10K ASP 10K cards = +$100M rev; @50% GM +$50M GP ($0.03 EPS on 1.6B sh). Scale that and FY26 AI rev can move fastif qual cycles cooperate. $AMD" @Next100Baggers on X 2025-07-17 20:55:30 UTC 5509 followers, 1356 engagements
"$GRAB at just XXX X EV/GMV or 4.7X EV/Sales 25E a 4050 % discount to peer $UBER despite similar growth and a clean balance sheet. Edge markers to watch next week (earnings 7/30): Take rate X % with incentive spend XX % GMV. Fintech loan book US $XXX B NPLs X %. Full year EBITDA breakeven reaffirmed. Sub 1X EV/GMV for a XX %+ compounder with net cash and fintech optionality still feels mispriced" @Next100Baggers on X 2025-07-21 12:41:42 UTC 5665 followers, XXX engagements