T

@FedeHuidobro It could. But I’m invested for the next 15-20 years I don’t really care about short term margin pressure if I’m being honest!

@Tyguy_32 The premium comes from the fintech growth and the ecosystem moat. But do you think the margin pressure changes that story in 2026

Tonight I will release 4 Stocks to Buy Now May 2026 edition!!! What 4 stocks should I feature in your opinion?

@FedeHuidobro I see a forward PE of 37. Would you mind explaining where you see 50x earnings? Thanks very much!

@Tyguy_32 I like MELI long term. But at 50x earnings you're paying for perfectio

@polltoll Yes! What other company has grown revenues 30% + for 28 consecutive quarters haha. Forward PE of ~37 for this quality of a company growing this much is intriguing to me. Everyone looking and margin compression, but they are doing so to build a huge MOAT and gain customers forever

@Tyguy_32 Do you think MELI’s growth potential really surpasses other e-commerce companies?

@joecarlsonshow @ariaradnia @ariaradnia big fan of yours but Joseph is 100% right here. It’s a really shitty move by you. Hope you can reconsider your actions and at the very least apologize.

Aria, I love ya. But you gotta quit with these gotcha replies. Yes. I said it looked interesting. But I didn’t buy the stock because I was concerned about their reliance on aggressive pricing and the backlash. Which is exactly what had caused it to drop so much. It’s childish to posts these “gotcha” replies. Imagine if I dug through your tweet history and posted about you talking up Adobe the entire way down, or when you continually argued Adobe was a better buy than Google. I don’t do that because it’s immature, lacks context, and is unfair to you.

If you’re a Duolingo investor don’t feel too bad, Dev made FICO 30% of his portfolio and it’s down about as much as Duolingo now.

@Jespabe @amitisinvesting Disagree. Market is forward looking. AMD will grow revenue 35% + for the next few years easy (Lisa Su said this and always sandbags) while NVDA will start seeing earnings growth in single digits since they have to comp against crazy numbers. Maybe not this quarter but soon.

@amitisinvesting advanced money destroyer again, when earnings arrive and it grows less than half as much as NVIDIA but with double the FW P/E multiple.

$AMD THREE HANDLE advanced money triplicator congrats to all the bulls in this one Lisa Su’s execution is nothing short of incredible and staying in the name through some hard years should make this even more rewarding half way towards $1T

@alc2022 Only took five years longer than you expected😂. Great day nonetheless let’s go AMD.

$AMD is currently trading at $297 It’s April 2026

@HolySmokas MELI stock

What should I make a video about today?

@KobeissiLetter Ah yes all the 60-70 year olds were going to Robinhood to buy Crypto before this announcement. All the people saying this is bad for HOOD are clueless…

BREAKING: Charles Schwab announces the launch of direct trading of both Bitcoin and Ethereum to compete with Robinhood.

REPOST for a chance to win an autographed Colson Montgomery baseball.

@donguriweb We love Japanese players and fans!

アメリカ人やカナダ人は、最近MLBで活躍する日本人選手が増えているのどう思ってる？暖かく受け入れてくれてたら嬉しいな。

@HolySmokas LOOK INTO MELI PLEASE JUST ONCE!

It’s too bad you can’t copy a link anymore on X 💔💔 I’m thinking of buying a new stock next week.. this new stock is lowest price in many years. The stock is…see more

@DraftKings Sure!

Boss told me I had to pick 60 winners for this 🌺 Who wants em?

@optionscjp @JColinBrown Yes but over time Cheesecake Factory will be less and less of their total revenue. The forward PE is like 12. You don’t think that’s good value for a company that will grow at least 5-10% for the next 10-15 years? And they pay dividends…

@JColinBrown Yeah I get it. But Cheesecake Factory still accounts for like 80% of their revenue

5 stocks that seem “cheap” that I wouldn’t touch with a 100 foot pole $ADBE Adobe will be on existent in less than 10 years $NKE Dying consumer company with competition eating them alive from every angle (the only way they run around IMO is to make some acquisitions) $BYND processed vegan garbage - dying trend, peaked in Covid era $HUBS Hubspot - Terrible CRM that’ll be used less and less as AI takes over software $CAKE Cheesecake Factory - after visiting a Cheesecake Factory for the first time in 5 years this past weekend i can confidently say this will die over the next 5-10 years. Terrible food with outrageous prices. 2008 recession vibes. Especially with the jobs market getting hit - nobody is going to be wasting money at establishments like this.

@optionscjp @HolySmokas

Dudes are simping for Nike stock, which even after getting beatendown has a PE of 30 $NKE Meanwhile, $Meta has a P/E of 19, $NVDA has a PE of 35, $AMZN P/E of 29

@realroseceline So what’s your stock price estimate then for 5 years and 10 years down the road using your conservative estimates? Love the breakdown thank you!

This took a lot of effort to put together. If you found it useful, I’d appreciate a like, follow, or reshare. 🙏 🌹 END

@Sergeant991 @1000xStocks I think the actual forward PE is a lot lower than that (I see 25), but even if we assume 32, I think a company growing revenues 30+ percent should be valued closer to the 50-60 range. It will have crazy growth rates for years. Do you disagree?

@1000xStocks 32x forward P/E doesn't sound way too undervalued though relatively speaking

$SOFI just locked in $3.6 BILLION in new loan deals. The stock is down -44% YTD. SoFi signed 3 new partnerships: - $1B deal with a global bank - $600M with a financial + insurance firm - Up to $2B with a top asset manager Now zoom out: $SOFI 5 years ago: - Stock price: $17 - Revenue: $565M - Net income: -$224M (loss) - Members: 1.8M $SOFI now: - Stock price: $15 - Revenue: $3.6B - Net income: $481M (profit) - Members: 13.7M With a 32x forward P/E and a much bigger, profitable business… Why do you think Wall Street still not convinced?

@DylanEveryday I heard this on the TV and was extremely confused

Just yelled O-H in a crowd of Iowa and Nebraska fans got a F-U back I fucking love this country

@JCRhodesbg I don’t know that’s why I need a video 😂

@Tyguy_32 You think CELH’s an overreaction… or is everyone just panicking without looking under the hood?

I’m about to buy. What stocks should I buy today?

@HolySmokas MELI Can buy and hold for a long time and when you run projections you get a ~20% CAGR for a base case with pretty conservative numbers