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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5677 followers
Created: 2025-07-20 10:31:17 UTC

Lots of bold calls, love the ambition but here’s 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.


XXXXX engagements

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**Related Topics**
[hims](/topic/hims)
[pltr](/topic/pltr)
[$tsla](/topic/$tsla)
[ipo](/topic/ipo)
[rates](/topic/rates)
[$hims](/topic/$hims)
[$pltr](/topic/$pltr)
[stocks technology](/topic/stocks-technology)

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