$Nu Holdings Ltd.(NU)$ is one of my highest conviction stocks for the next 10 years.Revenues are skyrocketing on neutral currency basis, cost to serve keeps decreasing and it has just acquired a full bank license in Mexico.Here is why NU can easily make 2x from here: 🧵1/ Members are skyrocketing.People just love NU, it's the easiest and most effective way to access financial products in its operating markets.It's about to reach 120 million customers.And it just posted some solid numbers...Image2/ This company grew revenues 50% annually in the last 5 years.The growth seemed to slow down in the Q4 2024, yet this was only because Brazilian Real took a nose dive against the USD.Now that Real recovered from its dips and stabilized, growth is set to accel

Hello everyone! Today i want to share some trading ideas with you!1.This is the most bullish thing I have seen in a while. $Hims & Hers Health Inc.(HIMS)$ will expand internationally.This is a $190 billion market worldwide projected to reach $500 billion in 5 years.Populations in the developed countries are getting old fast, they need better and easier primary care and service.Younger generations can’t bear to monolithic healthcare systems, they want something smoother, faster yet affordable.HIMS is building the platform everybody needs.2. $Palantir Technologies Inc.(PLTR)$ generated $1.3 billion in free cash flow last year, market cap is $300 billion. $UnitedHeal

Hello everyone! Today i want to share some trading ideas with you!1/ $NEBIUS(NBIS)$ is a 10x potential AI infrastructure stock everybody ignores.Revenue is growing triple digits, they are building new data centers and the institutions still own less than 60% of the company.Here is why NBIS is an asymmetric bet now: 🧵2/ Most people don't understand what it exactly does.It's a "whole-stack AI infrastructure company."What does this mean?It's a provider of cloud platform, specifically built for AI workloads. Its whole stack because it owns its own data centers and makes its own servers.Image3/ It's heavily investing to meet the demand.It has two operational data centers in Finland and France and it'll be a opening one in the US soon.It'll invest over

High-quality growth stocks were depressed due to macroeconomic uncertainty.Now that conditions are starting to improve, they'll skyrocket.Here are my top 10 growth stocks picks for 2025: 🧵1. $Hims & Hers Health Inc.(HIMS)$ 5-Year Revenue CAGR: 80%Gross Margin: 77%Forward P/E: 64It's rapidly becoming the Amazon of healthcare.Number of subscribers is skyrocketing but it's not just that, the share of subscribers on a personalized plan is also growing and currently above 50%.It partnered with $Novo-Nordisk A/S(NVO)$ to sell branded GLP-1 injections and its oral weight-loss segment is also growing at 300% YoY.It hasn't even launched testosterone and generic liraglitude yet.Even on conservative growth assump

$Uber(UBER)$ I met with Travis Kalanick on a panel at UCLA back in 2016.He was still the CEO of Uber at the time, and he was answering questions ranging from entrepreneurship, corporate governance, how to build, how to scale, etc..What stuck with me from that panel is how the UBER business model evolved over time. It didn’t happen. It happened because of a critical insight—an insight they gained after they started building the company.The spark for Uber came in December 2008, when Garrett Camp and Travis Kalanick were frozen out of Parisian taxis after the LeWeb conference.Don’t imagine two struggling engineers; at this point, both of them were already rich. Kalanick had sold Red Swoosh to Akamai Technologies for $19 million, while Camp sold Stumb

1.I am very bullish on fintech and insurtech stocks, specifically:- $Nu Holdings Ltd.(NU)$ - $SoFi Technologies Inc.(SOFI)$ - $Root, Inc.(ROOT)$ - $Lemonade, Inc.(LMND)$ - $Oscar Health, Inc.(OSCR)$ AI models will soon reach a point where they’ll do actuarial work as well as humans.Fintechs and insurtechs will be top beneficiaries, their margins will explode.2.If I were looking for foundational stocks at attractive prices now, these three would have been my picks:1. $Brookfield Corp(BN)$ 2. $UnitedHealt

1.Monthly performances of my growth stock picks:- $Hims & Hers Health Inc.(HIMS)$ , +83%- $Oscar Health, Inc.(OSCR)$ , +37%- $NEBIUS(NBIS)$ , +30%- $Lemonade, Inc.(LMND)$ , +8%It’s not about genius or a secret sauce, it’s about having the right framework.Buy companies that are attractively valued and disrupting traditional, bulky industries.Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!For whom haven't open CBA can know more from below:Find out more here：Trade on a Cas

The last two weeks were critical for the future of the AI trade.Google, Amazon and Microsoft all said their cloud businesses are capacity-constrained.AI demand is well and alive.Here are my top 10 AI infrastructure stock picks: 🧵1. $Advanced Micro Devices(AMD)$ 5-year Revenue CAGR: 27%Gross Margin: 53%Forward P/E: 22It's second largest provider of data center GPUs after $NVDA.Though its hardware was comparable to that of $NVIDIA(NVDA)$ , it was way behind in software stack.Now it's catching up with ROCm updates. Its MI300x chips are already outperforming Nvidia H200 in inference performance.The demand will explode for its next-gen chips.Image2. $NEBIUS(NBIS)$ 3-ye

1.Autonomous driving technology is getting commoditized faster than expected.Waymo is already operational, Tesla is coming and $NVIDIA(NVDA)$ is building it for General Motors.Where the product is a commodity, distribution is the king. $Uber(UBER)$ owns the distribution.Image2.Warren Buffett once said: "The Intelligent Investor is by far the best investing book ever written."The original version is 304 pages, 20 chapters, and it takes at least 10 hours to read.I reduced every chapter to one page so you can read it in under an hour.ImageOpen a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!For whom haven't open CBA

1. $Amazon.com(AMZN)$ , $Microsoft(MSFT)$ , and $Alphabet(GOOG)$ are must-own stocks for the next decade.Even if their cloud businesses grow only by 20% annually, they will together generate $683 billion revenue in 2030.They'll still have a decade of runway for low double-digit growth beyond that..Insane..Image2. $Hims & Hers Health Inc.(HIMS)$ is the next big ecosystem business.It's not just selling compounded medicine, but also leveraging its distribution network to become a full-service healthcare platform. Here is why it's a 4x opportunity from here: 🧵1/ Investors thought HIMS was just a compounder.They ditched t

The United States is heading straight into a recession.Here are 5 recession-proof stocks I own: 🧵1. $American Express(AXP)$ American Express thrives both in inflation and in recession.Its commission-based model protects the downside in recession, as its user base is wealthier than that of Visa and Mastercard.It also thrives in inflation as the dollar value of its commissions grows as the basket totals grow.Currently fairly valued at $265, I would buy more if the forward P/E drops below 15, meaning below $230 will be a great entry point.Image2. $UnitedHealth(UNH)$ Healthcare outperformed in all previous recessions.Despite all the negative sentiment around the company, it's the best healthcare business out th

$Advanced Micro Devices(AMD)$ is a 3x opportunity everybody ignores.Data center revenues are exploding, margins are expanding, and its tech stack is catching up with Nvidia.Here is why AMD is a great opportunity now: 🧵1/ AMD was surprisingly late to the AI race...It was too busy taking CPU market share from Intel, so it missed the GPU revolution.It's catching up as hyperscalers don't want to depend solely on $NVIDIA(NVDA)$ .Result? AMD data center revenues are exploding:Image2/ AMD was behind of NVDA for two reasons:- Hardware tech.- Parallel computing ecosystem.AMD actually had the upper hand in the hardware stack as they perfected the chiplet design.Hear Microsoft VP of AI frameworks praising AMD hardwar

1. $Advanced Micro Devices(AMD)$ data center revenue grew 60% YoY last quarter.Microsoft partnered with AMD to use its AI chips in Copilot’s inference workloads for its cost efficiency.Meta’s Llama runs live inference traffic exclusively on AMD chips.Yet, AMD is trading at just 21 times forward earnings.Meanwhile companies like Walmart are trading at 36 times forward earnings.AMD is criminally undervalued.Image2. $Oscar Health, Inc.(OSCR)$ is a 5x opportunity everybody ignores.Revenues are exploding, it has just become profitable, and it's trading at just 6 times 2027 earnings ⎯ and Michael Burry is buying too.Here is why it's an asymmetric opportunity now: 🧵Image1/ OSCR is disrupting the US healthcare sys