Colby
458 posts
@saxena_puru Seems everybody is planning to go cash when spacex goes public. Seems too obvious. Market normally doesn’t work that way
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$NVDA numbers and guide show that the AI trade is alive and well.
Semis are near term over-extended but the major trend is still up.
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@Growthwisper @mind1nvestor Yeah it’s more like a 12 year projection 🤣
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@mind1nvestor Interesting! That implies almost $400B valuation. Possible but they have to execute very very well to reach anywhere near that valuation
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$SE
One of the most misunderstood long-term opportunities in the market right now.
My 2 year projection points toward $638, implying over 800% upside potential.
Most people will only believe in this move after the majority of it is already gone.
Save this post and revisit it in two years.
Mind Investor@mind1nvestor
$SE $23B in revenue growing 37%, with $11B in cash. Trading 56% below its 52 week high. Southeast Asia’s Amazon, PayPal and gaming platform combined into one company. And most investors still haven’t even started paying attention.
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@frombroke2bull @oguzerkan $Intr is an insane opportunity at these levels
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@oguzerkan It’s all of fintech at this point… not just $NU
Rate hikes, crypto weakness, slightly worse than expected earnings for the entire sector etc.
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Can someone explain how $NU deserves to trade at just 13x forward earnings while growing 40% YoY and planning to enter the US market next year?
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Brazil is far too cheap.
You have got things like $STNE at 3x earnings growing 20%, $NU at 12x growing at 30-40%, Embraer etc.
Think the index $EWZ is at 9x alone
Potentially a little early here but the set up is interesting
Jérémie@jeremie0117
Since we believe our Latin America Primer is our most important to date, we decided to make it public. Some work is simply too valuable to sit behind a paywall, and this is one of those cases. Make sure to give it a read, it is truly worth your time! #Brazil #Argentina #Chile
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@DeepValueBagger Selling $meli and keeping $cpng is definitely interesting
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People tell me Druck is good at this..
Not enough $MU IMHO
Shay Boloor@StockSavvyShay
Stanley Druckenmiller fully exited his $GOOGL position last quarter and initiated new positions in: • $AVGO ~$61M • $SNDK ~$24M • $INTC ~$18M • $ARM ~$16M • $NET ~$11M • $MU ~$8M
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Stanley Druckenmiller's top 10 March 31, 2026
He sold 90% $AMZN and $MELI during the war
Bourbon Capital@BourbonCap
Stanley Druckenmiller's new positions Mar 31, 2026
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@oguzerkan $NBIS vs $CRWV valuation doesn’t add up
2026 rev: (midpoint est)
$CRWV ~$12.7B
$NBIS ~$3.4B
2027 rev: (midpoint est)
$CRWV ~$24.2B
$NBIS ~$10B
Nearly identical market caps.
So either
$CRWV is massively undervalued
or $NBIS is being mispriced vs scale reality
this my take
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$NBIS is showing insane strength today.
It doesn’t take a genius to see it can make another 15x from here over the next decade or so.
Just look at how their 2026 contracted capacity target ramped up over time:
Q2 2025: >1 GW
Q3 2025: >2.5 GW
Q4 2025: >3 GW
Q1 2026: >4 GW
This is 4x growth in a year.
They have committed to deploy 5 GW by 2030. Even if we assume demand will stabilize over the next 5 years and deployed-to-contracted ratio will shrink from 1:4 to 1:2, we’ll be looking at +10 GW contracted capacity by 2030.
Even if the contracted capacity ramp just stops there and it turns to fuly connected power by 2035, we are looking at $100 billion in revenue.
Assuming 35% net margin (similar to AWS) and 25x exit multiple, we’ll have a $875 billion company.
This is another 15x from here.
We are still very early.
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$HROW's CEO and CFO both bought the dip following the market’s reaction to Q1 results.
Not huge amounts, but both already have most of their net worth tied to the stock, so I see this more as a way of reinforcing confidence.
I published my earnings review two days ago.
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Say no more fam.
Double SHA256: bd907459933b47d1bc381ba0a4ebc848f7e9a7c65dcb940f1bb23377a8613886
pennyether@penny_ether
Post a sha256 of some phrase containing the ticker. Then, later, tell us what that phrase was so we can confirm. Or you're full of shit
HT
@CapexAndChill Definitely prefer $INTR here over $nu. I have $Intr at a 4% position. $nu at 3% position. $Dlo at 4% position aswell.
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Alright folks $NU and $DLO report earnings today. Which call you listening to first? 😭
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$TMDX I’m starting to think someone knows something. Just like people obviously knew trials were behind (hence 150 to 100 before earnings).
I wonder what it could be?
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@mathlonning Maybe when we see $tmdx go up while oil prices go up aswell might mark the bottom.
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$TMDX with a solid weekend of flights. Averaging just under 30 a day for the quarter. ~15% YoY growth. The percentage of flights chartered is also trending down.
$TMDX is still on track to meet the low end of their guidance. If we see Europe's contribution tick up in 2h26, and trials get it going, they will comfortably meet their guidance.
The market seems to be pricing in a cut in their guidance, but that does not seem to be the case. Even if it was, they will certainly do more than 700m this year. So the stock is trading under 3x sales even if guidance was cut.
This is an overreaction.
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With 13-Fs trickling out, there’s some interesting developments already. We’ll have all of them next week.
-Chris Hohn essentially selling out of $MSFT
-Chris Davis adding significantly to $SE (yes it’s a small position and yes these are ETFs/mutual funds, but still notable).
What I’m interested in next week:
-What Dev Kantesaria did with $FICO
-What Ackman did with $GOOG (he implied recently they sold it)
-What Jorge Paulo Lehman did with $MELI and $SE
-What Druckenmiller did with $SE
What’re you looking forward to?
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Added to $nu here at 13.9
Assuming even 15x earnings as terminal multiple, this thing can compound at a high rate imo.
Many many drivers
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@SixSigmaCapital Getting 1999 vibes when they used 5 year forward eps to justify valuation
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$ARM
"Looking ahead to FY 2031, Arm maintains its long-term targets, forecasting total revenue of $25 B, comprising $15 B from the Arm AGI CPU business and $10 B from its IP business. This is expected to translate to more than $9 in EPS"
Currently 250B marketcap. Not cheap
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