
Promos Shirt Shop
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Promos Shirt Shop
@stockninja2
Shirt Shop Super Store




$MU swing now up 78% on commons. Don’t be a panican on red days 🤌🏽



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.







2 ridiculous deals hiding in plain sight: $ELF trading at a 15x forward P/E while growing 38% last quarter. Still gaining massive market share with Target continuing to serve as a primary growth engine. $CELH trading at a 17x forward P/E after putting up 123% growth. The distribution runway remains massive for this level of execution. Growth at a major discount. Don't overthink the valuation when the numbers are this clean.

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.








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 :)

JUST IN: Los Angeles Mayor Karen Bass reclaims the top spot in her reelection race. 41% chance LA gets four more years.










