Fynn | StockLensAi

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@bongogod2063174 Interesting I remember them saying at one point in earnings call: that they don’t really like payed marketing but I like the strategy if it’s working for them.

@FynnCox They started doing some marketing campaigns to add more DAU’s which look to be succesfull. I think next earnings in august will be an monster beat and the market makers think the same hence the 35% gain

Something I just noticed $DUOL never really followed the software selloff back to its lows. Any theories why?

@HunterAllen4 Thanks brother 🙏 you as well

@FynnCox I like your posts bro keep it up

$SOFI Bulls poke holes in my projection Currently: ~$17 Base Case (2031): ~$47 The model assumes: • 26% Near-Term Growth • 24% Long-Term Growth • 25% Operating Margin • 26x P/E Which assumption would you change?

@HunterAllen4 2k replies is crazy keep it up bro!

I swear 80% of the posts today on x were $MSFT $PLTR $NOW $META $NVDA If you want someone working so hard to research every day to share unusual ideas that are different than majority of x this is the page for you. If you want someone that will help you grow and engage guaranteed, this is the page for you. If you want someone that offers a subscription like @aleabitoreddit and never uses it because they believe in free alpha, this is the page for you. It’s 1$ Let’s hustle. Let’s keep working. Let’s keep finding “GEMS” Speaking of “GEMS” here’s some x legends to help keep growing. @RK_Capital @Johnathan_W15 @Wealth_WZRD @Vance_Roberts5 @Stevo_12 @KieranT1000 @JFergistheman @BrandonWealth @CKCapitalxx @Brownmoose @InvestifyDaily @CaseyVSilver @TradeTracs @RussFaigen @CompoundCurious @TechniCameron @ironHODL @HRinvests @StocksPursuit @KorayChelikhan @MoMoMacro @mom0_fx @pulseandprofit @cdettradess @TheGoatGains @FynnCox @financefraz @SayOnMarkets @Brikka_trading @riverwolf0518 @VikingInvestor9 @ClubhouseGrowth @investwithjohn9 @dheerajkaja @EdgeReport91 @Melvinater23 @alecscrypto1 @FLOWKINGOPTIONS @TheUnusualFrog @BrettLeisure @UnotheInvestor @Juls_Finance @DadStreetNews @BTCProtector @FinancePotentia BE OG. BE DIFFERENT. BE THE .001%. Cheers. Celsius shotgun to celebrate being THE 2k reply boss. $CELH WHERES MY SPONSORSHIP AT @CelsiusOfficial

@TheRealTci @earnlearninvest I honestly like your take. It’s somewhat difficult to predict who the winners will be today. Your bets on companies without the insane CAPEX is honestly SAFER at least in the medium term than the traditionally “safe”huge companies. Thanks for sharing. Keep up the good work.

Very fair argument. I would argue there are a couple differences. I would say Mag7 were proven compounders in previous years, but with such a dramatic pivot brings uncertainty. Mag7 has resources and talent to plow money at things but besides that I don't know if investors would consider that a big edge in AI. Anthropic proved you don't have to spend hundreds of Billions to win in AI. The biggest spender doesn't always means the biggest winner. So normally I'd say yeah that would command a premium but with AI that's really hard to say. In Coca Cola id say: They are one of those "Halo" trades. Zero risk of AI disruption, that's helping the stock. And the certainty right? They sell Drinks, pretty stable business and they pay a 2.5% dividend. Not saying I'd rather own Coca Cola but i can make a case for a 22x Forward PE on Coke stronger than I can Hyper Scalers. Mag7: $MSFT at 19x FWD $META at 17x FWD Going into a lot of debt. Becoming Cyclical High capital intensive.. (from now on) Diluting investors They do have money but that doesn't mean much with AI. $KO: trades at 22x FWD PE Very consistent Raises dividend 5% per year since 2021 Pays 2.5% dividend yield Zero AI disruption risk I do think it's easier to make the argument that $KO at 22x PE is a better Above marker multiple Candidate. But really the argument isn't "is Capex going to pay off" The Problem is Revenue generated from Capex will be more cyclical, lower margin and higher capital intensive than their current business models. Like without $AWS Revenue I don't think Amazon would trade above a 15x PE today. That's what I'm saying. If the revenue mix continues to shift in this direction the multiples will compress. I do think Mag7 will grow earnings faster than the SOU so they will likely outperform but it's going to take a lot more E to Move P.

If you liked Microsoft $MSFT at $450, you’re gonna love it at $356

I agree capex matters, but shouldn’t proven compounders deserve a premium? Companies like $KO have traded above-market multiples for decades despite limited growth because investors value predictability. Why should the MAG7 be any different? A drawdown to those prices is possible, but I don’t think that becomes the “new normal” multiple

Not true. Depends on Capex. These Stocks are selling off because they no longer fit the qualities that made them command an above market multiple. That simple. 1. High Margin 2. Low Cyclicality 3. Low Capital Intensive 4. Shareholder friendly 5. Low Debt They no longer fit these qualities assuming the crazy spending continues. Extrapolate that out 3 Years... Yeah. Not great. PE's Should Be between 15-20x as low as 10x during crashes. You want to buy Microsoft at $200 a share. You want to buy Meta at $175 a Share.

@HunterAllen4 I think as soon as we see order backlog decline it will see a big correction they grew backlog 80% YOY last quarter.

@FynnCox Crazy bro

$CAT is up nearly 177% over the past year. Anyone still holding for the long term? What's your outlook over the next 5 years?

@Ashton_1nvests Traditional valuation models can't value of a dataset like Reddit's. Could be such a good investment.

$RDDT may have one of the most valuable datasets on the internet because it is filled with real human opinions.

@WillBiddy_ The best evidence is how much faster $DUOL is improving the product. 2023: ~1,800 course units per quarter. Q1 2026: 20,500 course units. Over 11x more content in just three years.

$DUOL will continue to win their market by making the product better and better every single week. Millions of micro-adjustments and features will add up to an unsurmountable advantage for them that even if a competitor wanted to enter the space they simply couldn't due to their lead AND rich data that isn't replicable without similar scale for an extended period of time. On top of this what they have really honed in on is being an entertaining teacher/tutor for learners. The hardest part about learning a language (and other skills) is consistency. Duolingo still has a long way to go in this avenue, but they have done an incredible job at keeping users on the platform consistently. "Even if you entertain more than you teach, you still are teaching, which you wouldn't be able to do if the student wasn't there at all." Duolingo is trading at a 12 EV/FCF as of today. I'm expecting the company to grow FCF/share close to 20% per year going forward over the long term. If they even get close to 20% annual growth this will be a life changing investment. Long Green Bird App $DUOL

@Ashton_1nvests Buy and forget.

$CELH looks undervalued here. The stock has been crushed, but the business is still doing real revenue and the long-term growth story is not dead. If execution improves, I think this could look like a very good entry in hindsight.

@xItsTinnyx $NOW for the next few years. $SOFI for the next decade.

Which is a better buy right now? $SOFI or $NOW

What % of your portfolio is in AI chip or direct AI companies? I’m at ~30%, mostly thanks to $AMD gains. What’s your percentage?

@Lizardhunt_ This company is so hard to value I’m not sure what to think..

Buying the falling knife with $MSTR 🩸🔪 Dumped more cash into this absolute bloodbath: +18 shares Would’ve bought way more but my cash is still locked up in $STRC 😭 Am I going to regret this? 💀

@GrindeOptions Very optimistic but it’s possible!

$50,000 invested in $SOFI right now could be worth $600,000 by 2031.

@drakeisaW Gotta make sure you really got the conviction.

All of my stocks continue to execute on a high level and the stock price goes down. This is the best thing to ever happen to me $UBER $NOW $META

@Ashton_1nvests I still think the valuation requires so much execution for alright returns. Its on the watchlist but not yet for me.

It’s almost time… I might be coming back… $PLTR

$NOW Currently: ~$94 Base Case (2031): ~$280 The model assumes: • 20% Near-Term Growth • 16% Long-Term Growth • 25% Operating Margin • 8x P/S Which assumption would you change?