MultiBaggers Capital

👋Hey, I’ve been actively posting very recently. I’ve been grinding research on the sidelines for years anyway, so I thought — why not share it? The time was already sunk. The stock market is one of the best equalizers out there. College majors and careers are pretty much locked in. But here? In just a few clicks, anyone can pivot from healthcare to consumer staples to software to semiconductors — no matter the background. Most of us start small, and it’s never too late. The stock market is a powerful tool when approached with the right mindset. Learn to master it, and it becomes a place where regular people can all make money together. I am just a random person on X sharing real thoughts, actual picks, and the journey. We don’t need to be 10 steps ahead — even one step ahead can seriously move the needle on financial success. Here are my current top holdings (I do have lots satellite positions not on here)— plus a couple winner screenshots. $TSLA $NVDA $TSM $MU $DRAM $CRWD $IBIT $AMZN $MSFT $INTC Not financial advice — just what I’m actually doing in my own account. DYOR and let’s learn and grow together🚀

@StockSavvyShay Cathie buying $35M of $CRBS at these levels is exactly why I could never be a $ARKK investor 😂

@StockSavvyShay Jensen came back from China on AF1 and even the thumbnail looks stressed from AI geopolitics. 🤣🤣

$TSLA CEO Elon Musk and $NVDA CEO Jensen Huang were spotted together on Air Force One. Two of the biggest builders behind the AI and space economy with a combined net worth north of $1T.

@SawyerMerritt Jensen came back from China on AF1 and even the thumbnail looks stressed from AI geopolitics. 🤣🤣

Elon Musk and Jensen Huang hanging out on Air Force One (with Diet Coke lol). To be a fly on that wall...

@aleabitoreddit It's because US investors cannot invest directly. Otherwise many stocks would probably go parabolic like $CBRS style📈

HOW DOES $POET ($3.14B) HAVE A HIGHER VALUATION THAN FOCI (3363, $3.1B)??? FOCI IS LITERALLY THE BOTTLENECK FOR CPO VOLUME RAMP AND MAIN SUPPLIER FOR $TSM AND $NVDA. High conviction Foci outperforms once institutions find this name. Also, can Foci management please pursue NASDAQ ADR like $HIMX? Thank you.

@TradexWhisperer Haha, thanks for the disclaimer. I've been in this name for a while now and am still accumulating under $400 as I like the risk and reward at this level. Haven't done that for long, and today it went up nearly 5%! 📈

@MultiBaggerss I like your optimism! Don't forget to sprinkle a little bit of patience on top.

$TSM Holy Shit TSMC just shared extremely bullish projections at Taiwan Technology Symposium. Must Read. AI Wafer Demand: Projected to rise 11x from 2022 to 2026 for AI accelerator wafers. Capacity Expansion: Advanced process nodes (2nm and A16) → 70% CAGR from 2026–2028. CoWoS advanced packaging → >80% CAGR from 2022–2027. Semiconductor Market Forecast: TSMC now expects the global chip market to exceed $1.5 trillion by 2030 (up from a prior $1 trillion estimate), fueled by AI. Regional Demand: Asia-Pacific customers consumed over 2.1 million 12-inch equivalent wafers last year, equivalent to stacking more than three Taipei 101 towers. Plans for nine new phases of wafer fabs and advanced packaging facilities in 2026. Arizona ramp: First fab in production, second in tool move-in (2H26), third under construction; fourth fab + packaging site starting this year. Arizona output expected to grow 1.8x YoY by 2026 with Taiwan-comparable yields. Technology Roadmap: CoWoS: Current 5.5-reticle version (world’s largest) at 98% yield. Plans include a 14-reticle version with 20 HBM stacks in 2028, scaling to >14 reticles and up to 24 HBM stacks in 2029. SoW (System on Wafer): Can integrate up to 64 HBM stacks + 16 CoWoS modules (>40 reticles). Logic-only version in production (2024); HBM-integrated version targeted for 2029. SoIC (3D stacking): Massive improvements in interconnect density and efficiency; scaling to finer pitches (down to 4.5-micron by A14). COUPE (Silicon Photonics): 200Gbps Micro Ring Modulator now in production, 4x better energy efficiency and 10x lower latency than copper

Cathie Wood bought ~$35M of $CBRS today

@unusual_whales At this rate Amazon is speedrunning to a 0 employee headcount. Still somehow growing revenue every 44 seconds. 😭

Amazon, $AMZN, has announced another round of layoffs in its selling partner services division after cutting nearly 30,000 jobs in recent months.

this is hands-down the most well-timed, hyped IPO drop in the entire AI infra bull market. Originally going out at $110 a piece… and we ended up getting $385 per share?! Insane float squeeze + perfect timing. Short-term chaos incoming, but the company is the real deal. 🔥 $CBRS

Not a fan of $CBRS, especially at ~$90B-100B MC valuations. But I do like the company. There’s a lot of short term valuation disconnects with float dynamics after IPO as seen with $CRCL or $BULL though. So would not be surprised if it ends up trading at absurd valuations for a short time until things correct.

@DiegoMolinams Some fun facts: The GTA VI trailer still holds the record — 91 million views in 24 hours. It's rumored the price tag is going to $80 a piece. If you have some patience, I'm sure you'll cover the pre-order + some Shark Cards easily 😂

@MultiBaggerss Entering tomorrow, if it makes me enough to pre order the game I'm good 👌🏼

🎮GTA6📺 Sometimes it’s NOT about chasing explosive moonshots or 10x baggers. It’s about owning companies you genuinely enjoy. I started stacking $TTWO below $200… and I’m locked in. Confident it’s heading to $280+ by year-end. That’s a clean 40% gain — while being part of the most anticipated game in gaming history!? Not bad at all 🔥 Who else is riding with $TTWO?

@SawyerMerritt Every single piece of evidence is telling us Robotaxi is progressing in the right direction with world-class execution by the Tesla team. Can’t help but be BULLISH‼️🚀 $TSLA

Tesla has reportedly submitted plans for a carwash dedicated for Robotaxis in Las Vegas. The permit, filed with Clark County on May 12th, describes "Tesla Center Cybercab Phase 2 Car Wash." According to the project description, the work involves interior and exterior improvements to an existing facility, including the construction of a car wash enclosure, relocation of tire service equipment, and the installation of power raceways. This seems to suggest that Tesla is building a full-service maintenance hub specifically designed to handle the unique needs of an autonomous fleet. via @NotATeslaApp/@MarcoRPi1: notateslaapp.com/news/4143/tesl…

@oussemadb @unusual_whales Adobe even paid them a $1B breakup fee on the way out 😂

@MultiBaggerss @unusual_whales Adobe tried to buy them for $20B, regulators blocked it, now Figma is worth $11B beating estimates. Regulators accidentally saved Figma's independence AND crushed Adobe's AI design play at the same time. 😂

Figma, $FIG, earnings: - EPS: $0.1, est: $0.06 - Rev: $333 million, $316 million

@StockSavvyShay Even with this earnings beat and the nice after-hours pop, $FIG market cap is still only around $11B? 😂 $ADBE was ready to drop $20B on them a few years back… Hey Adobe — maybe pause those share buybacks and just buy the Figma dip instead?

$FIG CRUSHED THEIR Q1 EARNINGS • Revenue: $333M vs. Est. $316M • EPS $0.10 vs. Est. $0.06 • Customers >$100K ARR: 1,525 (+48% YoY) • Net Dollar Retention: 139% (highest in two years) Q2 Guidance • Revenue: $349M vs. Est. $330M FY26 Guidance • Revenue: $1.43B vs. Est. $1.29B • Operating Income: $130M vs. Est. $105M 75%+ of Org and Enterprise users who exceeded AI credit limits continued using credits in April.

@jimcramer This Cerebras IPO just proves how cheap $NVDA still is. Sometimes it’s not about chasing the latest hype — it’s about spotting the dominant market leader and letting compounding do the real work for your financial success. 📈

@StockSavvyShay $CBRS opening at $365/share for a ~$100B valuation?! The AI/semiconductor money vacuum is absolutely insane right now! Stay safe guys… seriously, stay safe out there 💰🛑

$CBRS INDICATED OPEN AT $365/SHARE IMPLIES A ~$100B VALUATION

🛑STOP🛑 Look, I have no doubt you’re buying quality software names like $META $MSFT $RDDT $NOW $ZETA on these discounts. But markets don’t have infinite money—the capital has to come from somewhere. The semiconductor theme stays strong for the long haul. Mega IPOs like SpaceX, OpenAI, and Anthropic are going to suck up even more capital. Deep value buying these heavily discounted software names probably won’t work for the rest of 2026. Buy any small dip if you want… but get out of these names if you can. I’m dead serious💰

@KobeissiLetter Taiwan 🇹🇼 #1

BREAKING: China's President Xi has warned President Trump of a "collision or even clashes" if the Taiwan situation is "mishandled," per Bloomberg. China is looking for the US to clarify that Washington does not support Taiwanese independence.