Promos Shirt Shop

14.3K posts

Promos Shirt Shop

Promos Shirt Shop

@stockninja2

Shirt Shop Super Store

Ohio, USA Katılım Temmuz 2018
730 Takip Edilen589 Takipçiler
Sam Badawi
Sam Badawi@Sam_Badawi·
Some of my lowest buys on $ALAB came well before it became a heavily hyped stock. I exited the position during the major run-up, and the stock eventually fell back toward $100 before finally finding a bottom. You’ll never perfectly sell the top, but taking a position off the table after a 150% gain when the chart starts breaking down is simply risk management.
Sam Badawi tweet mediaSam Badawi tweet media
Sam Badawi@Sam_Badawi

Gavin Baker built a massive position in $ALAB around the AI infrastructure theme, and the stock has now crossed $300. He thinks AI is different and that we are NOT in a bubble. He expresses this thesis behind many of his top holdings, including $NVDA, $MU, and $AMZN.

English
12
3
56
20.6K
Tech Equity Engineer
Tech Equity Engineer@TechEquityEng·
Yesterday’s $RDDT selloff on the $GOOG search news was an incredible entry point for long term capital. The market always sells first and processes the math later. When you already understand a company's fundamental moat, these sudden drops are just opportunities to scale your position at a discount. The reality of the AI landscape is straightforward. Once you look past the models and the compute hardware, the ENTIRE game reduces to two inputs: 1) energy 2) proprietary data. Reddit owns one of the most valuable, naturally updating data moats on the internet. Buying the panic here is the easiest move on the board. Still greatly below ATH of ~$260. Not financial advice, just my opinions of what I'm doing personally with my portfolio. -T.E.E.
Tech Equity Engineer tweet media
English
6
1
41
3.3K
Ashton Invests
Ashton Invests@Ashton_1nvests·
$SOFI just keeps quietly building…
English
10
2
67
3.2K
Promos Shirt Shop retweetledi
QUANTUM GUARD ™️
QUANTUM GUARD ™️@QuantumGuard17·
🚨 IT'S OFFICIAL: Gavin Newsom is facing calls to resign his office because his elderly parole program is about to DUMP a convicted CHILD abuser into the community Sacramento Sheriff: "How is it OK to LET HIM OUT?!" This is betrayal.
English
260
8K
29.3K
546.2K
Amiri King
Amiri King@AmiriKing·
CHUD UPDATE: Here are some fun facts that you’ll see developing: - The entire exchange was live-streamed on PumpFun - The stream shut down at the first gunshot due to an automated AI response system - The stream is being subpoenaed THE FACTS ACCORDING TO OVER 100 WITNESSES WATCHING THE STREAM: - Chud told the guy ‘I hope your day gets better. God bless’ - Chud had already walked away. Was about 70-100 yards away - The man went out of his way to run up on Chud while his back was turned - HE confronted Chud - HE punched Chud in his face - CHUD DIDN’T INSTIGATE ANYTHING 👈🏻 Some of you are about to look absolutely stupid.
English
1.8K
3.4K
34K
1.3M
AskLivermore
AskLivermore@asklivermore·
Update on the $100K challenge! $VELO just became our 4th best stock, up 40%+ two days! Today, we've continued to trim slowly on our top performers like $BKSY and $BW. We also added new positions from the lows like $KULR, and we also added to our hedge in $SOXS. Follow my every move, we're going to make it big this year.
AskLivermore tweet media
English
105
62
1.3K
2.3M
Promos Shirt Shop retweetledi
Promos Shirt Shop retweetledi
Prof
Prof@TheProfInvestor·
China names: Trump visiting China. $BIDU : Primed. $BABA: Primed $JD: Long term downtrend line to break Yes I own China.
Prof tweet mediaProf tweet mediaProf tweet media
English
54
40
491
76K
Promos Shirt Shop retweetledi
Jonah Lupton
Jonah Lupton@JonahLupton·
More thoughts on $TMDX -- management continues to reiterate their goal of 20k cases by 2030... management has said that CHOPS (cold perfusion) was not part of that prior target... personally I think CHOPS can increase that case number by 10-20%... using the midpoint... that implies the new target for 2030 could be 23k... in order to go from 5,139 cases in 2025 to 23,000 cases in 2030... that would be a 35% CAGR over 5 years There's just no way that $TMDX should be trading at 3x NTM revs and 2.5x 2027 revs if $TMDX is going to grow case volumes (with OCS and CHOPS) by 35% over the next 5 years. Which means... either $TMDX is now a generational buying opportunity for investors or $TMDX management is being too bullish/aggressive with their targets and won't be able to achieve 20-23k cases by 2030. Keeping this simple... based on 2025 full year numbers... the average OCS case (based off 5,139 cases) cost $117,825 (based off $605.5M revenues)... I think this number comes down by approximately 25% over the next 5 years as they introduce CHOPS, OCS Kidney and scale across Europe... that would put the average case at $88,369 in 5 years... if we use 21,500 cases in 2030 as the midpoint... implies revenues for 2030 could be in the ballpark of $1.9B That would be a 25.7% revenue CAGR over 5 years (2025 through 2030)... the funny part is that net income margins are down this year but will bounce back over the next 5 years... and will be a significant tailwind for EPS growth... which means if revenues are growing at a 25.7% CAGR for 5 years (2025 through 2030)... then EPS could be growing at a 35-45% CAGR for 4+ years (2026 through 2030)... using sell side estimates of $75M of net income for 2026 and using my estimates of $437M of net income in 2030 (ie 23% net income margins on $1.9B of revenues)... that's a 42.3% CAGR from 2026 through 2030. Analysts think net income margins bounce back to 15% next year... I still think $TMDX can do $950M revenues next year because we'll have OCS 2.0 heart trials plus OCS Kidney plus CHOPS plus contributions from Europe... in which case $TMDX would do approx $143M of net income in CY2027... which means $TMDX is now trading at 16x 2027 eps with the potential to grow eps at a 42% CAGR for the next 4+ years (through 2030). We added to our position yesterday and will keep adding at these depressed/discounted prices. Waleed started $TMDX more than 25 years ago... this is his baby and he's making decisions/investments now that will pay off over the next 5-10 years... it's obviously quite painful to hold stocks like $TMDX during heavy investment cycles but nothing with my long-term investment thesis has changed... at some point the market will start to see the results of these investments and the stock price will be much higher. Thankfully we have more than 40% of our fund in ai/dc related stocks like @SKHynix $NBIS $CRDO $MU $ALAB $IREN $AAOI $LITE $COHR $CIFR $BE $FLNC and others so we can afford to be patient on names like $TMDX $MELI $APP $NU $HROW which are causing some pain in the short term. I'm still a long-term investor... always trying to position our portfolio/fund to generate the best returns over the next 2-3 years... willing to be patient on high-conviction names that are being discounted by the market... which creates a great opportunity to accumulate shares. NFA. DYOR. *I own $TMDX personally and so does @FirstWaveFund Have a nice weekend!!!
Jonah Lupton@JonahLupton

Just wrapped up a 45 minute call with $TMDX management… lots of good stuff.. obviously there’s some short term pain from margin compression due to bigger investments (R&D, trials, international expansion, etc) but my conviction has not changed and I learned a few things on this call that make me even more bullish. I’m traveling this weekend but that should give me time to write a longer, more detailed post on why the long-term opportunity still looks very compelling especially at 2.5x 2027 ev/revs. I am a little shocked at how the market is overreacting to short term margin compression because management is being very clear they can get to 30% operating margins in the not to distant future. Obviously I wish $TMDX wasn’t down -50% from the recent highs but I believe it’s an opportunity to accumulate more shares at prices I never thought we’d see again. We added to our $TMDX position today because I believe we’ll look back in 18+ months and laugh at these current prices. NFA. DYOR.

English
39
21
239
46.9K
Sam Badawi
Sam Badawi@Sam_Badawi·
@hamids I am baffled how you are 20% YTD with these kind of gains
English
3
0
8
4.4K
Hamid
Hamid@hamids·
Absolutely insane week! This is my full portfolio and the summary email from Savvy Trader that subscribers get every Friday. (I'm the founder & CEO of Savvy Trader, so I've been dog-fooding our product for just over 4 years - my portfolio was the first to go public on the platform, 100% transparent for those 4 years, and completely free to anyone who wants to see it - link is is in the bio)
Hamid tweet media
English
22
5
157
23K
Promos Shirt Shop retweetledi
C3
C3@C_3C_3·
Time in Federal Government… Alexander Hamilton: 5 years George Washington: 8 years Thomas Jefferson: 10 years John Adams: 12 years Bernie Sanders: 35 years Nancy Pelosi: 39 years Mitch McConnell: 41 years Chuck Schumer: 45 years It explains everything. Founders vs Grifters
English
1.1K
25.7K
100.2K
905.4K
Dave Data Guy | author of 2 stock investing books
My upcoming vacations. Does this look fun to you? All paid for by $FLEX and $INOD 💰 lol -Hollywood Casino in Hershey, PA -The Hotel Hershey -South Beach, FL -Jersey shore -San Diego, CA -Dallas, TX attending Cowboys game -Manhattan -Punta Cana, DR -Bar Harbor, Maine
English
9
0
36
3.3K
Promos Shirt Shop retweetledi
Spencer Pratt
Spencer Pratt@spencerpratt·
After CBS embarrassed Karen Bass by fact-checking her debate lies about the Palisades Fire, they clearly got the call. CBS filmed with me on my burned out lot for over an hour, and they turned it over to Karen Bass’ PR team to edit it into a comical 5 minute hit piece with clips from the Hills. They can’t beat my ideas, they can’t beat me in the debates, so they gotta try to turn my campaign into a sideshow. People are done with these skeezy political tricks, and I’m done with CBS. They’ll never get a word from me for my next 8 years as mayor. Adios! What outlet should I have in their absence?
English
4.4K
20.1K
141.6K
3.6M
Promos Shirt Shop retweetledi
Tannor Manson
Tannor Manson@Futurenvesting·
$SOFI CEO Anthony Noto just bought 15,878 shares of SOFI at a total cost of ~$250,000.
Tannor Manson tweet media
English
96
106
1.4K
309.1K
Promos Shirt Shop retweetledi
Jonah Lupton
Jonah Lupton@JonahLupton·
Just wrapped up a 45 minute call with $TMDX management… lots of good stuff.. obviously there’s some short term pain from margin compression due to bigger investments (R&D, trials, international expansion, etc) but my conviction has not changed and I learned a few things on this call that make me even more bullish. I’m traveling this weekend but that should give me time to write a longer, more detailed post on why the long-term opportunity still looks very compelling especially at 2.5x 2027 ev/revs. I am a little shocked at how the market is overreacting to short term margin compression because management is being very clear they can get to 30% operating margins in the not to distant future. Obviously I wish $TMDX wasn’t down -50% from the recent highs but I believe it’s an opportunity to accumulate more shares at prices I never thought we’d see again. We added to our $TMDX position today because I believe we’ll look back in 18+ months and laugh at these current prices. NFA. DYOR.
Jonah Lupton@JonahLupton

I've had another 12 hours to think about $TMDX and even though my frustrations with this company have reached new highs... my conviction in their long-term opportunity and my long-term thesis has not changed... if you are selling the stock at these levels you will probably regret it... nothing meaningful has changed other than short term margin compression from higher costs/investments in order to build a bigger, better company for shareholders, medical professionals and transplant patients. When I first bought $TMDX in January 2021, the company had just done $25M+ of revenues in CY2020... fast forward and $TMDX is on their way towards $750M+ of revenues in CY2026... of course I wish Waleed was a better communicator and provided more details on their spending plans but I've watched this company grow revenues by 30x over 6 years... this is a big reason why they still have my confidence. There's a reason why I like owning founder-led companies... they take big risks... they make bold bets... they're not afraid to move fast and make mistakes... they own alot of equity... they're playing the long game... this approach to building a business doesn't work for every shareholder so you need to understand your own risk tolerance and investment style... of course I don't like losing money in the short term but I'm more concerned with putting up big returns over the long term. As they say... short term pain for long term gain :)

English
30
25
315
130K