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End of year predictions for my portfolio:
$ZETA - $32
$HIMS - $35
$DUOL - $150
$AMD - $300
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TheCuriousTrader
1.7K posts
TheCuriousTrader
@CuriousTraderIE
$HIMS $AMD $ZETA $DUOL Investor
Dublin City, Ireland Katılım Kasım 2022
107 Takip Edilen332 Takipçiler
Forbes and the head of the FDA tweet about $HIMS and you’re not bullish?
Forbes@Forbes
RFK’s Peptides Push Helps Boost Hims & Hers Stock 50% In One Week go.forbes.com/qNS_Ox
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@_CaptainCrado_ @Nas_tech_AI Yes you need to hold the stock for a minimum of 6 months, after 6 months you can sell it and if you made a gain you don’t need to pay any CGT
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@CuriousTraderIE @Nas_tech_AI you need to hold the exact same stock more a minimum of 6 months ?or you can sell it and waiting without cashing out
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$HIMS should be at least $50
$ZETA should be at least $30
$AMD should be at least $300
$DUOL should be at least $150
Don’t ask me why
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The ads on Duolingo are horrific, completely irrelevant and impersonalised.
@LuisvonAhn you need to get in touch with Zeta Global CEO @dsteinberg10000
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$ZETA sitting pretty at 3rd highest expected NTM revenue growth at 35%.
Given they consistently beat and raise I bet we see 40%
Sergey@SergeyCYW
SaaS growth is getting more concentrated. The fastest projected NTM growers are $PLTR, $APP, $ZETA, $FIG, $AXON, $NET, $ORCL, $PANW, $SNOW, and $FICO. In this market, companies combining strong growth with improving profitability are the ones most likely to sustain premium valuations. - PLTR is the clear outlier at 62.5% NTM revenue growth, well ahead of the rest of the SaaS group. - APP screens as the second-fastest grower at 38.6%, or about 46% adjusted for the mobile gaming divestiture. The next tier includes ZETA, FIG, AXON, NET, ORCL, PANW, SNOW, and FICO, all growing at roughly 25%+. Most SaaS names still sit in the high single-digit to mid-teens growth range, which shows how rare true breakaway growth has become. The market is still rewarding companies that can pair durable top-line growth with better margins and cash flow discipline.
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@CuriousTraderIE @alc2022 Which company does $5bil revenue and partners with Amazon, Disney, universal, paramount, warner bros, etc.. and booming once again? Only one
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40% of $Hims is sold short
There’s no bear thesis
$NVO partnership working
$LLY partnership coming
Peptides soaring
Subs up to 4-5M after acquisitions
AI going vertical
Time is running out
$Hims is squeezing
Hard
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@RPM6780 @pdamodaran This aged like fine wine sir I’m up over 2x on $AMD and made a killing on $HIMS and up nicely on $ZETA.
But I’m delighted to see $BB rebounding 👌
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Historically, all of the short squeeze opportunities in the market have came with the massive risk whereby you are buying the shares of a dying shit company.
Think $GME $AMC $BBBY $NOK etc.
With $HIMS you get to buy an incredible company that is undervalued and also comes with massive short squeeze potential.
This is the definition of an asymmetric bet, an absolute gift from the market.
Take advantage of it.
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$HIMS is still trading at a market cap that reflects a lawsuit with NVO.
When, in fact, it now has a partnership with NVO
In addition, the biggest inflection point in healthcare is months away: Peptides
Even without peptides, this easily doubles this year.
With peptides…if it all goes to plan…I can’t even guess. Maybe @alc2022 has a guess 🤷😂
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Historically, all of the short squeeze opportunities in the market have came with the massive risk whereby you are buying the shares of a dying shit company.
Think $GME $AMC $BBBY $NOK etc.
With $HIMS you get to buy an incredible company that is undervalued and also comes with massive short squeeze potential.
This is the definition of an asymmetric bet, an absolute gift from the market.
Take advantage of it.
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All of the analysts are out in full force upgrading $AMD after it has ripped 40% in a month.
Analysts are always reactionary and provide little to no value 😅
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I am completely out of $AMD.
Held for two-plus years.
Patient Investor@PSInvestor
These were long holds (2+ years). I still own more of $AMZN and $AMD. I kept enough to do covered calls. Any questions? I'm also open to being roasted. 🙈 One reason I didn’t exit like I did from $META, $AAPL, and $TSLA.
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We’ll be reporting our Q1 2026 results on April 30. Join our CFO, Chris Greiner, and me for a live broadcast at 4:30pm ET.
LG 🚀🚀🚀
Zeta Global@ZetaGlobal
Our 1Q 2026 financial results will be announced on Thursday, April 30 after market close. Join our Co-Founder, Chairman, and CEO @dsteinberg10000 and CFO Chris Greiner for a live broadcast that day at 4:30pm ET. More details here: zetaglobal.com/zeta-global-to…
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@TheValueTrade How do you turn those on lol I’m using Yahoo also
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How can I turn off my notifications.
I’m trying to be humble here..
$HIMS
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TheCuriousTrader retweetledi
$HIMS legal risk is gone, peptide deregulation is coming, and you can buy the stock for $20.
It’s really that simple
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Next time, please be sure to capitalise on absurd prices
$HIMS
TheCuriousTrader@CuriousTraderIE
$HIMS legal risk is gone, peptide deregulation is coming, and you can buy the stock for $20. It’s really that simple
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