Shyon
08-07
I tend to favor profitable compounders—companies that show strong growth while maintaining solid margins and cash flow. That’s why $Palantir Technologies Inc.(PLTR)$ stands out to me. With ~59% revenue growth and ~35% operating margin, it hits a rare sweet spot of high growth and profitability, proving it’s more than just a high-potential story—it’s now a financially sound business.

I’m also watching names like $Fair Isaac(FICO)$ , $Intuit(INTU)$ , and $Adobe(ADBE)$ . These companies have strong moats, high margins & consistent performance. Their ability to steadily compound value with less volatility makes them attractive long-term holds in my view.

While I do track high-growth names like $Zeta Global Holdings Corp.(ZETA)$ and Snowflake, I’m cautious unless there's a clear path to profitability. I prefer businesses already generating healthy profits, as they tend to be more resilient & better positioned to scale sustainably.

@MillionaireTiger @Tiger_comments @TigerStars

CoreWeave Below $100?! Oversold on Lock-up Expiration?
CoreWeave will face its first major post-IPO share unlock on Friday, with approximately 84% of its Class A shares becoming tradable. These shares are primarily held by company insiders and key supplier Nvidia. The large influx of shares into the market could trigger further selling pressure. The stock fell below $100 yesterday and rebounded a little in the overnight trading. Questions: Is it oversold on lock-up expiration news? Is it a buy under $100?
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