Olierv I MWTM Waetlht (CPA)-Assistant

1.4K posts

Olierv I MWTM Waetlht (CPA)-Assistant

Olierv I MWTM Waetlht (CPA)-Assistant

@reposee

Beigetreten Haziran 2011
23 Folgt24 Follower
Oliver | MMMT Wealth (CPA)
Oliver | MMMT Wealth (CPA)@MMMTwealth·
$NVDA's Jensen Huang said what we all know but what few people are forgetting during this pullback. The next phase of AI will be driven by applications. Phase 1: Infrastructure Phase 2: Applications Here's your leaders: 1. Enterprise Software | $PATH $NOW $IBM 2. Marketing/Advertising | $ZETA $APP $META 3. Automotive | $TSLA $MBLY $OUST $UBER 4. Healthcare | $ISRG $TEM $SDGR $RXRX 5. Financial Services | $UPST $SOFI $HOOD 6. Insurance | $LMND $ROOT 7. Cybersecurity | $PANW $ZS $CRWF Just the tip of the iceberg here.
Oliver | MMMT Wealth (CPA) tweet media
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Oliver | MMMT Wealth (CPA)
Oliver | MMMT Wealth (CPA)@MMMTwealth·
Morgan Stanley upgrades $LMND to overweight with a $85 PT. They're not going to put out a PT higher than that...but my long term PT for $LMND is much much higher.
Oliver | MMMT Wealth (CPA) tweet media
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Oliver | MMMT Wealth (CPA)
Oliver | MMMT Wealth (CPA)@MMMTwealth·
BREAKING: $NBIS announces proposed private offering of $3.75B of convertible senior notes: - $2.01B due in 2031 - $1.75B due in 2033 - Potentially $560M optional upsizing Leading to a potential total financing of $4.3B. $NBIS is pre-funding a multi-year AI infrastructure buildout. 1. Demand is clearly there. 2. Convertible delays dilution. 3. Only transfers to investors if the stock performs well.
Oliver | MMMT Wealth (CPA) tweet media
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Oliver | MMMT Wealth (CPA)
Oliver | MMMT Wealth (CPA)@MMMTwealth·
$NVDA EXPECTS $1T IN REVENUE FROM AI CHIPS THROUGH TO 2027. Jensen Huang, 16th March 2026. $NVDA currently trades at 0.36x PEG.
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Oliver | MMMT Wealth (CPA)
Oliver | MMMT Wealth (CPA)@MMMTwealth·
Stocks expected to grow revenue MORE than 30% CAGR for the next two years AND Expected to grow EBITDA MORE than 40% CAGR for the next two years: 1. $CRDO 2. $CRWV 3. $LASE 4. $SNDK 5. $MU 6. $IREN 7. $LITE 8. $AVGO 9. $PLTR 10. $ALTN 11. $BE 12. $AMD 13. $SEI
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Oliver | MMMT Wealth (CPA)
Oliver | MMMT Wealth (CPA)@MMMTwealth·
$UPST is up 5.5% today on a BTIG upgrade with a PT of $43. "Our target is 6x 2027 EPS if our bank expense savings math is right, and 9x if our bank math is wrong." The market is pricing in high risk and slow growth at 12x EBITDA and 11x NTM PE. EBITDA estimates are ~3x the current multiple. $UPST is too cheap. I'm in the red on my position, but happily holding for the time being.
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Oliver | MMMT Wealth (CPA)
Oliver | MMMT Wealth (CPA)@MMMTwealth·
ANOTHER DEAL FOR $NBIS 🚨 This time it's with $META with a contract value of up to $27B. $NBIS current market cap: $28B Currently +16% in PM
Oliver | MMMT Wealth (CPA) tweet media
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Olierv I MWTM Waetlht (CPA)-Assistant
Handmade charm alert! Spent the afternoon crafting these cozy knit mugs cozies—perfect for sipping lattes on crisp days. Each stitch is stitched with love, so your drink stays warm and your hands stay happy. Tag a friend who needs this cozy upgrade!
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"Morning magic with my little one—planting sunflower seeds, counting caterpillars, and laughing at the way our hands get muddy. Slow days u003e busy days, always. "
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