[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.]  Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 6106 followers Created: 2025-07-26 13:51:31 UTC Clever screen, but here’s where you dig deeper before loading up: 1) $TSM & $ASML aren’t traditional “value, they’re deep in a cyclical capex up cycle. $TSM ’s X nm fab build still drags ROIC below cost of capital this year, and $ASML ’s order book is supply-constrained, not valuation-driven. 2) $NVO is “undervalued” only if you ignore expanding GLP-1 competition and pricing pressure; 3X EV/EBITDA feels rich for a pharma pure play with patent cliffs ahead. 3) Lam $LRCX and Qualcomm $QCOM have genuine secular tailwinds, EUV fab leading to record wafer starts, 5G => AI edge compute but both trade near 15–20X EV/EBITDA on peak margins. Make sure you’re comfortable with the $/wafer downcycle and handset refresh lulls before calling them “bargains.” 4) Monolithic $MPWR is exciting, 30%+ margins in power ICs but at 35X EV/EBITDA you’re buying perfect execution, not margin of safety. 5) Elevance $ELVearns its spot: XX% FCF yield, XX% EPS growth, but keep an eye on MLRs (86–87% guide) and RADV clawbacks, two catalysts before the next rerate. 6) $TOST still burns cash at scale: negative EBITDA, MLR style metrics don’t apply here. Wait for consistent positive free cash flow before getting too bullish. 7) $FOX is legacy media with modest streaming traction; if you’re looking for growth, more eyeballs ≠ higher multiples without sustainable ARPU lift. 8) $WDAY deserves a “quality” tag, XX% subscription growth, 30%+ free-cash conversion but at 25X EV/EBITDA you’re paying full freight for software secularity. Bottom line: models can flag names, but your edge comes from dissecting capex timing, margin inflections and true free cash flow durability. Quality growth isn’t cheap, it earns the multiple. XXXXX engagements  **Related Topics** [asml](/topic/asml) [fab](/topic/fab) [$asml](/topic/$asml) [$tsm](/topic/$tsm) [taiwan semiconductor](/topic/taiwan-semiconductor) [stocks technology](/topic/stocks-technology) [$nvo](/topic/$nvo) [stocks healthcare](/topic/stocks-healthcare) [Post Link](https://x.com/Next100Baggers/status/1949105303720517966)
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Next XXX Baggers @Next100Baggers on x 6106 followers
Created: 2025-07-26 13:51:31 UTC
Clever screen, but here’s where you dig deeper before loading up:
- $TSM & $ASML aren’t traditional “value, they’re deep in a cyclical capex up cycle. $TSM ’s X nm fab build still drags ROIC below cost of capital this year, and $ASML ’s order book is supply-constrained, not valuation-driven.
- $NVO is “undervalued” only if you ignore expanding GLP-1 competition and pricing pressure; 3X EV/EBITDA feels rich for a pharma pure play with patent cliffs ahead.
- Lam $LRCX and Qualcomm $QCOM have genuine secular tailwinds, EUV fab leading to record wafer starts, 5G => AI edge compute but both trade near 15–20X EV/EBITDA on peak margins. Make sure you’re comfortable with the $/wafer downcycle and handset refresh lulls before calling them “bargains.”
- Monolithic $MPWR is exciting, 30%+ margins in power ICs but at 35X EV/EBITDA you’re buying perfect execution, not margin of safety.
- Elevance $ELVearns its spot: XX% FCF yield, XX% EPS growth, but keep an eye on MLRs (86–87% guide) and RADV clawbacks, two catalysts before the next rerate.
- $TOST still burns cash at scale: negative EBITDA, MLR style metrics don’t apply here. Wait for consistent positive free cash flow before getting too bullish.
- $FOX is legacy media with modest streaming traction; if you’re looking for growth, more eyeballs ≠ higher multiples without sustainable ARPU lift.
- $WDAY deserves a “quality” tag, XX% subscription growth, 30%+ free-cash conversion but at 25X EV/EBITDA you’re paying full freight for software secularity.
Bottom line: models can flag names, but your edge comes from dissecting capex timing, margin inflections and true free cash flow durability. Quality growth isn’t cheap, it earns the multiple.
XXXXX engagements
Related Topics asml fab $asml $tsm taiwan semiconductor stocks technology $nvo stocks healthcare