exponentialdave
@xponentialdave
Growth stock investor/blogger - Not advice
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Portfolio +56% YTD Cumulative Performance since 1/1/2020: +312% Holdings: APP 24% IREN 19% NBIS 12% NVDA 8% AXON 7% ALAB 7% MELI 6% RDDT 4% <= 3% : WYFI, CRWV, PGY, CRDO, HIVE, RBRK
$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders For the last couple of years, doubters have argued that $IREN is just another $BTC miner or, in recent months, that they can’t compete with the likes of $NBIS or $CRWV because they lack…
Love when my tweets age well! $IREN 🚀 🚀
I was wondering why some of my friends were buying stock in a bitcoin miner. Then I saw its revenues are up 230% YoY in its most recent quarter. Ok, I'm interested, but it's still just a bitcoin miner. If I wanted more BTC exposure, I'd just buy bitcoin.
Portfolio +61% YTD Cumulative Performance since 1/1/2020: +314% APP 23% IREN 15% NBIS 14% AXON 8% ALAB 8% NVDA 8% MELI 5% RDDT 4% RBRK 4% 3% or less: WYFI, HIMS, CRWV, PGY, CRDO, HIVE
I should give @GIMastery a finder’s fee for his work on $IREN. Great job on that one!
Adding in February at the beginning of the Applovin short report nonsense ended up being a great decision. Similar theme today - probably a buying opportunity but at the end of the day no one really knows until the probe is complete Long $APP
$APP short reports are just making claims - no proof of anything (yet). The company has already swiftly and forcefully pushed back against the claims. I don't know everything - the claims could be true! But for now, it's probably BS. I added to my already large position.
I think people forget how bad 2020/2021 was lol $OKLO needs to 3-5x FROM HERE for it to be like 2021 2021 had 0 revenue companies like: $LCID - $90B $RVIN - $100B+ valuation during IPO(larger than ford at the time) $NKLA - $30B ending up being a scam $FSR (Fisker) -…
Solid take got me from curiosity to opening a tiny starter position
An investment thesis on $WYFI: Comparable to $NBIS, but profitable and more attractively valued. This is the first part of my series, Misunderstood Baggers.
Lot of retail investors (myself included) posting their portfolios and high fives all around. Is it a local top? Could be. But is it actionable? For me.. no. Macro is a highly uncertain endeavor. Even the smartest people typically get it v wrong. So I'm staying the course.
Portfolio +59% YTD Cumulative Performance since 1/1/2020: +311% APP 26% AXON 9% ALAB 9% NVDA 7% RDDT 6% MELI 6% IREN 6% HIMS 5% ZS 5% RBRK 4% NBIS 4% IOT 4% CRDO 3% 3% or less: TSLA, HNGE, DAVE, CRWV
I rarely see $CRDO in my news feed. And there is a lot to like there. Revenues up 274% YoY and 31% QoQ, gross margins at 67%, GAAP profitable to the tune of $63.4m. Downsides are massive customer concentration, p/s ratio of 50, and lighter than usual quarterly rev guide.
This would be universally bad for all investors, but it would hurt retail more. Investing in US companies would be much riskier and less transparent. “Somebody knows something” would be the norm as we wait 6 months between reports to actually know what’s going on.
BREAKING: The SEC says it is 'prioritizing' Trump's proposal to end quarterly earnings reports after his request
Pretty good primer on $IREN and $NBIS. Wish I could give credit but I don't know who made it.
What are your favorite "laughingstock" ideas right now? As in, stocks that the market *hates* that are due for a turn around? For example, TMDX was a total laughingstock in January. Share price cut in more than half. A laughingstock should feel embarrassing to hold.
When you buy a stock like Nebius right now, you have to know the crux of the thesis is $NBIS going from approximately $400m ARR in the most recent quarter to *at least* $900m ARR by the end of *this year.* Otherwise, they have no business trading at 90x sales. Long $NBIS
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