I currently see 4 stocks that are 10x opportunities:
1) $NEBIUS(NBIS)$ : They are completely sold out for March. Management expects $750-$1 billion revenue this year. It’s trading at 3-4 times the management’s sales guidance.
2) $Oscar Health, Inc.(OSCR)$ : If ACA enhanced subsidies are extended, the growth will skyrocket. It’s currently trading at 6 times management’s 2027 EPS guidance excluding enhanced subsidies.
3) $Hims & Hers Health Inc.(HIMS)$ : They have massive market opportunity, currently addressing only 1% of the outstanding demand and guiding 50% growth this year.
4) $Lemonade, Inc.(LMND)$ : They don’t have most overhead costs other insurers have because of AI first model. Their loss ratio is declining steadily and their prices are 60% cheaper than the competitors. They are already cash flow positive and growth will explode this year as they roll out car insurance.
I own every one of them.
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