Eno 🥷

The market has been wrong about $NVO for over a year. First oral GLP-1 in the world. Wegovy beats Lilly head-to-head. Earnings next week could be the catalyst this stock really needs. The irrationality won't last forever.

@antibearthesis Took me some time but after intense research the thesis was clear. EPS growing, highest renewal rate in SaaS, 90% of Fortune 500 as clients, all while the stock sat 50% off its highs. Hard to say no to that setup.

@enogrowth welcome aboard $now

Added to $ZETA and finally pulled the trigger on $NOW Both down 40-50% from highs. Both growing revenue and EPS every quarter. The fears never showed up in the numbers. Sometimes the best opportunities are hiding in plain sight.

@BlackMambaMilli One step closer to Mamba Millionaire. Let's go!

@enogrowth Thanks Eno Mamba on that come up 👊🏽🎉

Finally hit $30,000 in my 401k 👀 Is this good for a 28 year old? #401k

@joecarlsonshow 32x for AMZN with AWS growing 24% YoY and Anthropic locked in. 20x for META with the best ad platform on earth. Very attractive.

Google is now at a 30 fwd PE, deserved. Amazon is now at a 32 fwd PE, also deserved. Meta is at a 20 fwd PE. Wall Street is still not convinced. But I believe over time it will move to the mid-20s.

@FilipsMoneyX Solide Kombination. Berkshire als Anker, Semis für die Upside.

Wir starten DAS finanz Experiment 2026 Mai 2026 der Stichtag. Monatlich 695€ investieren!!! Aufgeteilt in Berkshire $BRK.B und einen Halbleiter ETF Wir ziehen durch und werden die Sparsumme jeden Monat gleich halten. Wir werden in der Zukunft vielleicht die Positionen austauschen, dass sehen wir dann aber mit der Zeit Das wichtigste ist aber: Anfangen und machen. Wir investieren und sparen langfristig. Es kann alles passieren wir bleiben aber rational und ziehen durch Gerne folgen um bei der Reise dabei zu sein 👍

@antibearthesis The business kept compounding while the stock got destroyed. McDermott just confirmed why I bought the dip.

$NOW CEO Bill McDermott just laid out the 2030 plan at FAD 2026: • Subscription revenue to double to $30B+ • Rule of 60 (non-GAAP) and Rule of 50 (GAAP) • TAM now $600B, up ~100% YoY • 6 business lines at $1B+ • Highest renewal rate in SaaS • Serving 90% of the Fortune 500 (up 500 bps) • 100B+ annual workflows, up 25% YoY • 7T transactions, up 25% YoY • AI Control Tower integrates with AWS, OpenAI, Anthropic, NVIDIA, Palantir, Azure, GCP, OCI, Databricks, Snowflake, Salesforce, Adobe, Workday, SAP & more Bill McDermott: “$30B by 2030 is my bear case - the board didn’t let me present my real expectations.”

@InvestFreedom05 Both. META for stability and scale. ZETA for asymmetric upside. Different risk profiles, same conviction.

Which stock is a better buy at current levels? And why? $META at $608 or $ZETA at $18.50?

@antibearthesis AMZN and NVDA at 10-year P/E lows while EPS keeps hitting new highs. That disconnect is exactly where the best long term entries come from.

Top 4 ridiculously cheap high-quality stocks $MA - 25x forward P/E, 10-year low $AMZN - 30x forward P/E, all time low $NVDA - 20x forward P/E, 10 year low $MSFT - 22x forward P/E, 10 year low Why would anyone look anywhere else?

@AponiaAnalytics One of the best setups in pharma right now.

$NVO

@Sadiq_r99 Rybelsus was already an oral semaglutide pill but only approved for Type 2 diabetes. Oral Wegovy is the first one specifically FDA approved for weight management. Same molecule, different approval, completely different market opportunity.

@enogrowth Curious to know why rybelsus didn’t take off despite oral GLP1 being out for ages before ?

$NVO oral Ozempic launching today in 70,000+ US pharmacies at $25 for insured patients. First mover advantage in the biggest drug category in the world.

@blury765 Stark, habe heute auch $NOW ins Portfolio aufgenommen

Die ersten 5% sind schon drin bei $NOW 🤞🏼

@StockChaser_ Raised guidance, +50% revenue, FCF growing fast – and the stock gave it all back. Classic ZETA. The business keeps compounding while the market ignores it. That's exactly the setup I want to be in.

$ZETA posted the kind of report that should cause a rally • Revenue +50% YoY • Adj. EBITDA +42% YoY • FCF +48% YoY • 189 Super-Scaled customers • Raised guidance again Athena also showed great initial performance and usage And yet the stock gave back the entire earnings move With the business continuing to compound and already cheap, is this a buy opportunity?

You don't need 50 stocks. You need 5 great businesses and patience. $ZETA $NVO $AMZN $META $NOW

@MDividende12 Sehr stabil, congrats

🚀 Meilenstein erreicht Mein Portfolio hat heute erstmals die 40.000€-Marke überschritten 💰 Klar, nur eine Momentaufnahme… aber trotzdem ein extrem geiles Gefühl und mega motivierend 📈 Step by Step geht’s voran auf meiner Reise ➡️ Nächstes Ziel: 50.000€ Dranbleiben zahlt sich aus 💪

@HunterAllen4 Interesting business. $2.35B revenue, up 59% in 2025. Now partnering with NVO on FDA approved GLP-1s. Not in my portfolio but worth watching.

@enogrowth What’s your opinion on $HIMS MY GUY

One of the best opportunities in pharma right now. $NVO vs $LLY – same market, completely different price: $LLY: P/E 38x. Down 21% YTD. $NVO: P/E 11x. Down 18% YTD. 4% dividend while you wait. Oral Ozempic launching today in 70,000 US pharmacies. 6.5% free cash flow yield projected for 2027. CNBC Fast Money just called NVO more compelling than Lilly. The market is pricing it like it's losing. The pipeline says otherwise.

@PatrikBatCrypto Good breakdown. Most people react to headlines, not mechanics.

Crowd saw “10,000 ethereum:native sold” (~$30M) and started calling for a collapse. Reality? OTC deal - no order book impact. 0% direct sell pressure on price. Meanwhile funding is negative (~ -0.01% to -0.02%) - shorts are crowded. Last time we had similar positioning, market moved against them. BTC MACD still bearish , short-term pressure. But numbers matter: $30M OTC vs billions in daily volume. This isn’t selling. It’s positioning + liquidity setup.

@PatrikBatCrypto You're right that the market prices expectations, not value. But expectations for NVO are at a multi-year low while the pipeline is stronger than ever. That's what I'm betting on.

@enogrowth Looks compelling on paper. But market isn’t pricing “value” it’s pricing expectations and flows. Low P/E doesn’t mean undervalued, it can mean no demand. If NVO is truly stronger, you’ll see it in relative strength and inflows. Until then, discount can stay a discount.

@HunterAllen4 NBIS +12% and SNDK +8% to start the week. The AI infrastructure trade is not slowing down. Good Monday indeed.

9AM STOCK UPDATES 🧐 May the 4th Be with you on GOOD MONDAY Let’s kill this second coffee and get back in the lab!! Top watchers $NIVF $CLNN $CNSP $PN $GBTG $RLYB $REKR $BZAI $SSM $ELBM $AMS $BESS $GCTS $FOSL $PCSA $MRAM $BB $NOK $LWLG $LSH $LNAI $KIDZ $ELBM above .74 could see .90s $BB above 6.80s $PN above 6.60s Other trending stocks 📰 $AMD +1.7% $NBIS +12% $MU +4.8% $MSFT +1.6% $LITE +5% $SNDK +8% $EBAY $OUST $IREN $LUNC Watch for unusual volume Watch for jumpy price action Know your levels MANIFESTING MORE 100% MOVES LETS GOOOOOOOOOO