$Nu Holdings Ltd.(NU)$ 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

1. $Alphabet(GOOG)$ holds $95 billion in cash and t-bills.Yet, it's priced like it's going bankrupt at 14 times operating cash flow..It's now cheaper than it was in Covid crash.What's the downside of buying GOOG here, seriously?Image2.People still want to believe that tariffs are just a negotiation strategy…Well, they aren’t.Trump thought tariffs was the solution back in 1989 and he still thinks that way.This is not a negotiation strategy, this is the worst economic policy decision of the century.Image3. $Amazon.com(AMZN)$ is now trading at 15 times operating cash flow, lowest in history.Meanwhile free cash flow is expected to grow 33% annually for the next 5 years.Can you tell me one reason why this shou

Effective tariff rate is still above 20% despite the 90-day pause.This will increase inflation and reduce growth.Here's 10 undervalued tariff-proof stocks on my watchlist: 🧵1. $ASML Holding NV(ASML)$ 5-Year Revenue CAGR: 14%Return on Investment: 25%Forward P/E: 24ASML holds a monopoly on EUV lithography, essential for manufacturing advanced chips.Every new AI model and vertical agent boosts chip complexity, driving demand for ASML’s machines higher.With semiconductor equipment exempt from tariffs, ASML remains the ultimate pick-and-shovel play in AI compute growth.Image2. $Taiwan Semiconductor Manufacturing(TSM)$ 5-Year Revenue CAGR: 16%Return on Investment: 26%Forward P/E: 15TSMC has expanded its overall

Market is close to a correction territory and the highest quality stocks are selling at discount.Here are 10 undervalued foundational stocks to buy now: 🧵1. $Amazon.com(AMZN)$The stock has gone nowhere since November 2021.Meanwhile, it increased revenue by 50%, doubled profits and net margin. AWS growth is reaccelerating even though they remain supply constrained.It'll grow free cash flow by more than 15% annually for the next decade, yet it's trading at just 17 times operating cash flow.Great opportunity to double down now.Image2.$Alphabet(GOOG)$ Cheapest mega-cap stock by far.Investors are overly pessimistic about the future of the search yet the search volume is increasing and so does commercial querie

1. $Amazon.com(AMZN)$ Competitive Moat: It's marketplace receives more than 300 million visits every month creating strong network effects.It currently operates 121 warehouses across the US which makes it impossible for any newcomer to match its selection and speed of delivery.It has multi-billion businesses running on AWS that creates high switching costs. Plus, this segment has become increasingly capital intensive which makes the industry concentrate around the big providers.- 5 year revenue CAGR: 13%- Gross margin: 48%- Forward P/E: 36Image2. $Alphabet(GOOG)$ Competitive Moat: Its search processes trillions of queries annually, establishing an unparalleled data advantage and network effects. Every sea

Amazon, Microsoft, Meta and Google will spend $330 billion this year building data center infrastructure.Here are the top 20 companies shaping data center value chain:1. $NVIDIA(NVDA)$ -- Owner of the CUDA parallel programming platform and designer of the cutting edge GPUs.2. $Advanced Micro Devices(AMD)$ -- Leader in data CPUs, challenging NVIDIA's AI dominance through their MI300 accelerators and Infinity Architecture.3. $ARM Holdings(ARM)$ -- Designer of energy-efficient processor architectures licensed by chip makers. 4. $Broadcom(AVGO)$ -- Leading supplier of custom networking chips, storage controllers, and specializ

Top 10 growth stock I would own for the next decade and why: 1. $Hims & Hers Health Inc.(HIMS)$ - Leader in telemedicine.- Free cash flow positive.- Massive untapped market opportunity.2. $Oscar Health, Inc.(OSCR)$ - Disrupting health insurance.- Demand for ACA subsidized and reimbursed individual coverages is strong.3. $SoFi Technologies Inc.(SOFI)$ - One stop shop for all financial services.- 52% of the revenue is from capital light businesses.4. $MercadoLibre(MELI)$ - Leader in LatAm e-commerce.- Rapidly expanding inti financial services.5. $Nu Holdings Ltd.(NU)$ - Largest

Small cap stocks outperformed the S&P 500 by more than 4% annually over the past century.Here's top 5 small cap stocks in my watchlist: 🧵1. $Hims & Hers Health Inc.(HIMS)$ Leader in telemedicine with 49% market share that goes up to 54% among newcomers.It's been compounding the revenue at 76% annually for the last 5 years. It still has +$120 billion untapped market opportunity in menopause, sleep, diabetes and cholesterol.- 5 year revenue CAGR: 76%- Forward P/E: 65Image2. $TransMedics Group, Inc.(TMDX)$ Manufacturer of the only FDA approved warm perfusion machines in the market.It's on track to reach 10,000 annual transplants by 2028. It declined more than 20% following the short report by Scorpio

$ASML Holding NV(ASML)$ lithography system orders hit all time highs last quarter.Yet, the stock is down 25% in the last twelve months.Meanwhile TSMC announced 3 new plants in US and it’s expanding in Japan and EU.They will have to order more systems.Why the hell people keep selling $ASML Holding NV(ASML)$ ?ImageHere is my full investment thesis: 🧵1/ What does ASML do?It's the sole manufacturer of Extreme-Ultraviolet Lithography Machines (EUVL) needed for manufacturing cutting edge chips.In short these are the machines enabling foundries like TSMC to etch microscopic circuits on silicon.Here is how they work:2/ ASML has 100% market share in EUVL.It started developing this technology back in 1990s. It took

Hyperscaler final capex targets for 2025:- $Amazon.com(AMZN)$ : $104 billion- $Microsoft(MSFT)$ : $85 billion- $Alphabet(GOOG)$ : $75 billion- $Meta Platforms, Inc.(META)$ : $65 billionThey are spending $330 billion in AI infrastructure this year and people are selling $Advanced Micro Devices(AMD)$ ?Make it make sense.

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

Market is now at extreme fear territory and it's giving away many bargains.Here are 10 high-quality, undervalued stocks:1. $Amazon.com(AMZN)$ Forward P/E: 33 Gross Margin: 48% 5 Year Revenue CAGR: 14%Market leader in e-commerce and cloud computing trading at its lowest valuation in a decade. Given the growth estimates, its cloud business will alone generate over $360 billion revenue in 2030.This is an invincible company the market is giving away because extreme fear.Image2. $Alphabet(GOOG)$ Forward P/E: 19Gross Margin: 58% 5 Year Revenue CAGR: 17%Its search volume is growing despite the fears and bulk of the search is now made up of commercial queries with high purchase intent. It also has the fastest gro

1. $Alphabet(GOOG)$ is now the cheapest mega-cap stock.It has the fastest growing cloud unit, the most efficient AI and a cash-cow advertising business.The market grossly underestimates its potential at 18 times forward earnings.Here is why GOOG is a great opportunity now: 🧵Image2. $Alphabet(GOOG)$ is still growing at a rapid pace despite its sheer size. It's been growing revenue at 17% and net income at a staggering 25% CAGR in the last five years. It's now discounted because the market believes the search will die. This is not the case. Let me explain:Image3.GOOG search volume is still growing...Despite the worries about AI's taking over the search, Google's annual search volume passed 5 trillion for 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