The Financial Godfather

@growthrapidly Hahaha where is 60?

$HIMS looks ready to reclaim $60. The market is the only thing in the way right now. When this turns green, this won’t stay here for long.

@Agrippa_Inv I would like to update my model. What do you think their ARR would be in 2027 & 2028? Do you think it will double in 2027 To 6-7B?

The problem with most research... Over the years, I've read hundreds of investment articles, sell side reports, and company deep dives from independent analysts and institutions alike. The amount of content being put out there is seemingly growing exponentially, especially with the onset of AI. There is more investment research available today than any human could read in a lifetime. AI can generate a Seeking Alpha style breakdown of any company in seconds. To me, it's obvious that volume is not the problem… Judgment is. Nowadays, most research appears to be surface-level coverage at best. Everyone is competing on timing while neglecting substance. At Agrippa Investments, we are taking the opposite approach. Real alpha is not provided by the kind of analysts who simply repeat headline figures on the day of an earnings call, but by those who give you a holistic, 360 degree view of the underlying business. We are building financial models that do not exist anywhere else, dissecting every fragment of an earnings call, and connecting the dots with what management said months earlier. Anyone can find data, but very few can tell you what it means.

@frombroke2bull Look at their income statement

@TheFinGodFather What makes you think that?

I sold all my $HIMS and bought $OSCR Why? Let's compare the two. $HIMS Q1 guide: 2%–7% revenue growth 2026 guide: 15%–24% revenue growth Subscriber growth in 2025: 13% $OSCR 2026 guide: 60%–62% revenue growth. Members: 2M at the end of 2025 → 3.4M after open enrollment. That’s 67% above 2025 year-end.

@RetiredLifeNC @frombroke2bull I am not looking at their stock price I am looking at their financial statements

@TheFinGodFather @frombroke2bull Yup, fucking sucks; at least until people wise up and pay us double again….😂😂😂

@rreddi What does that mean?

$IREN Just to understand the game. All these open interest call options $40 and above will get destroyed tomorrow.

@commonsenseplay The fact that you put $IREN with the same ‘no revenue stocks basket’ might suggest that you didn’t do the research yourself

6 Beginner Investing Mistakes To Avoid In The Stock Market! 66% of ETF investors started just in the past five years according to Charles Schwab. With posts everywhere on X on WSB about going "ALL IN" on single stocks like $IREN, $IONQ, $FIG, $JOBY, and $OKLO where some made money before the hype but most broke even or lost, beginners should avoid the frenzy and focus on basics. I lost on Ethereum early on in my 20's and learnt from that lesson - avoid these 6 mistakes and you will reach financial freedom! 1. Not Doing Your Own Research - Don't buy based on tips. Look into the company's financials, using sites like Reuters, the companies own financial SEC submissions and even YouTube channels. - Check leadership, growth, valuation, cash, debt, insider sales etc. the basics! - Form your own view. 2. Wrong Strategy - Trading is like short-term gambling, with 90% losing. - Investing is about long-term growth. - Avoid quick profits and higher taxes, let compounding work! 3. Unrealistic Expectations - No quick riches, it takes time. - It took me 10 years to go from in debt at 24 to officially becoming a millionaire last year at 34. 4. Emotional Attachment - I got attached to a bank stock too long due to sentiment and lost 70% - always have an exit plan. - If your original thesis for investing changes get out. 5. Following Experts Blindly - Pundits on X or otherwise often guess or worse are paid to hype stocks. (see video below) - Be skeptical! 6. No Diversification - Putting everything in one stock is stupid, and worryingly its becoming more and more common - Use index funds like $VTSAX or $VTI - Buffett-approved, with 7-12% average returns and low fees. Get started - financial freedom is waiting for you!

@foliotrail You literally copied “The Intelligent Investor” from Benjamin Graham

If you feel identified read this carefully, thank me later. foliotrail.com/articles/the-f…

The funny thing about being an $IREN owner, is every now and then you see people capitulating on "no deal", or why not yet? Yes I'm talking to you, the one that is selling at a $14B valuation. I know what my business it's worth and it's not $14B, it's way way more.

@__MrZzz__ @growthrapidly Lmao

@growthrapidly Google it - you don't even get Hims as top five results

$HIMS WE'RE BACK!!!!

@TheRayMyers Yes by the end of 2027

$IREN Street High Price Target is $125 from Bernstein. This implies 202% Upside. I wonder what will happen to this price target once $IREN signs a $30B+ hyperscaler deal in May/June.

@Micro2Macr0 @mikealfred Lol

I'm assuming this is what @mikealfred is talking about in his latest post. Selling BTC here after buying it much higher is bat shit crazy. But the stock is up 12% right now on the news. Which is also insane.

@Kuenni_SK @alc2022 Even worse. Thanks to AI their whole buisness worth pennies lol

@alc2022 DAU growth alone doesn’t make a great investment if margins and pricing power lag. $DUOL

$DUOL DAUs up 454% since IPO. Stock down 29%.

@AbeWyse @mikealfred You can use options to make money while you are waiting

@mikealfred Giving real considerations to dumping $IREN & $CIFR altogether and keep in mind, I'm a diehard holder of both. It just feels like the "Cheeky Bastards" aren't going to let them fly for quite some time and I might as well move my money into something else that will.

@growthrapidly It is rare to find good companies with good thesis sector wise and also good financial. Those two operates in industries that can explode and also their financial metrics are great. I am not speculating on stories. At teh end of the day I see a little downside and a lot of upside

@TheFinGodFather Wow… taking about concentrated portfolio.

The stocks getting the most hate on FinX right now are usually the ones setting up for the biggest runs. $HIMS & $IREN.

@3udbuX Stay safe!

@TheFinGodFather Hopefully 🤞. Will come to this thread when it hits ✌️ 👋

I am all in $IREN.

@3udbuX I think we will reach $80+ soon

@TheFinGodFather I got in the stock after reading about company. My avg. 39.97! Good luck!

@retail_mourinho Meh

$NBIS $110 and at the level before rhe $META deal. Very cheap.

@3udbuX I don’t have stop losses. I will see how it progresses. At this point I don’t see any better company in term of risk reward But I am also not a trader I am not selling and buying everyday. I bought first at $7 and now bought more at $40.

@TheFinGodFather What’s your stop loss and sell target

@3udbuX I made 500% in a year. Not trading. Waiting.

@TheFinGodFather Damn bro you’ll keep iren for 6 months??

@3udbuX No. I’ll keep iren for 6 years.