Not many companies have growing revenue rates AND great margin expansion. Here's 5 that do 👇1. Palantir | $Palantir Technologies Inc.(PLTR)$ NTM EV/Sales: 53.0x Revenue growth Q4 23: 19.6%Revenue growth Q4 24: 36.0% Margins have expanded from 4.4% in 2022 to 9.6% in 2024. Safe to say there's no company that has executed as well as $PLTR over the last 24 months.2. Lemonade | $Lemonade, Inc.(LMND)$ NTM EV/Sales: 3.4x Revenue growth Q2 24: 16.7% Revenue growth Q4 24: 29.6% Net income margin is booming at $LMND as they scale up. They are currently already FCF profitable and expect EBITDA profitability in 2026 and net income profitability in 2027.3. Shopify | $Shopify(SHO

You can build an incredible portfolio picking a few of these 20 stocks: AI Hardware |$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ Hyperscalers | $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ Fintech | $Nu Holdings Ltd.(NU)$ $SoFi Technologies Inc.(SOFI)$ $DLocal Limited(DLO)$ Healthcare | $Hims & Hers Health Inc.(HIMS)$

The PEG ratio is an incredible metric to look at.Here's 10 quality companies with a PEG below 0.9x (undervalued) 1. Uber | $Uber(UBER)$ Revenue growth: 17.9%PEG: 0.70xNet income margin: 57.6%Commentary: A lot of the sentiment around $UBER today is purely down to the AV competition with $TSLA. Personally, I think $UBER will compete very well in the AV market if they partner with $TSLA or not. They have tons of growth avenues available to them outside of the AV market too.2. PDD holdings | $PDD Holdings Inc(PDD)$ Revenue growth: 89.6%PEG: 0.51xNet income margin: 25.1%Commentary: A Chinese company growing revenues at 89% yet trading at just 2.0x sales on paper is an absolute bargain. I personally own $BABA an

1. Lemonade | $Lemonade, Inc.(LMND)$ Despite being a young and unprofitable insurance company ~12 months away from EBITDA profitability, $LMND are growing extremely quickly with very limited increases in operating costs. Forecasting ~25% top line growth, and a big bet on the auto market coming up, $LMND at 3.8x sales seems like a great bet to be making. I have a newsletter article release on $LMND coming up. It's a big deep dive into this future Gen AI giant.2. Lantheus Holdings | $Lantheus(LNTH)$ $LNTH is a radiopharma company currently with 3 main products:- PLYARIFY (mature)- DEFINITY (mature)- TechneLite (high growth)There's also investing heavily into the Alzheimer's market which management expect to

1. $Tesla Motors(TSLA)$ Robotaxi Bear Case DebunkedPeople say $Uber(UBER)$ is competing against $TSLA. That's wrong. $UBER is not an AV manufacturer. Is $Amazon.com(AMZN)$ e-commerce going out of business because merchants can sell directly to consumers? Of course not. AV manufactures will need $UBER's 170M monthly active users will to fill the demand. Plus, the AV manufactures will not have to worry about pricing, route optimization, daily operations, fraud, lost items, and so much more that comes into running a ride hailing platform. Long $TSLA and long $UBER. If they partner, even better.2. Competitive Advantage The $Uber

Here is a summary of the top 10 NASDAQ performers of 2025 so far, along with their year-to-date (YTD) performance and next twelve months (NTM) sales multiples:1. Constellation Energy $Constellation Energy Corp(CEG)$ +38%A leading provider of nuclear energy in the U.S.,NTM Sales multiple: 4.3x2. Arm $ARM Holdings(ARM)$ +32%Focused on semiconductor design for AI infrastructure, NTM Sales multiple: 35.4x3. Atlassian $Atlassian Corporation PLC(TEAM)$ +29% Provides project management and collaboration software,NTM Sales multiple: 14.3x4. CrowdStrike $CrowdStrike Holdings, Inc.(CRWD)$ +23% A leading cybersecurity company, focuse

1. NuBank | $Nu Holdings Ltd.(NU)$ Niche：LatAm fintech $NU has rapidly become one of largest fintechs globally, let alone in LatAm.- In Q3, $NU added 5.2 million new customers. They are completely dominant in Brazil where they now have over 100 million customers.- They added 13% of their Mexico customer base in Q3 alone.- Mature accounts in Brazil now have an ARPAC of $25 (far higher than the average of $11) which shows the stickiness of the platform over time.Image2. TransMedics | $TransMedics Group, Inc.(TMDX)$- The recent investor day was very strong. Management stated that their goal is FAR more than 10,000 transplants annually.- The new Command Center at HQ highlights the complete control that $TMDX ha

Image $Grab Holdings(GRAB)$ are building the everything app in Southeast Asia - ride hailing, food delivery, digital payments, and more. Here's a very brief overview of my bullish case: 1. Huge TAM.2. Great fundamentals 3. Strong cross-selling 4. Diversified portfolioImage $Grab Holdings(GRAB)$ have had an incredible 2024 up 73% over the last 12 months.In the last 12 months alone, they've managed to: - Grow revenue 17% 、- Reach GAAP positive income with $15m profit in Q3 - Buy back $500m in stock - Reach $76m in free cash flowImage $Grab Holdings(GRAB)$ have a huge TAM. They operate in Indonesia, Malaysia, Singapore, Thailand, Vietnam, Philippines, Cambodia, Mya

The next 18 months will be very strong for this "bank"... THREAD Image1. Rate Cuts The high rates over the last 3 years have been headwinds to the $SoFi Technologies Inc.(SOFI)$ $SOFI business. The core business model for $SOFI is originations which they then sell (normally within 3-6 months). Demand for loans will increase with lower rates. Originations will therefore increase. Lower rates will also mean more liquidity for banks and asset managers to buy up loans meaning $SOFI earns more revenue.2. Cross Selling $SoFi Technologies Inc.(SOFI)$ could hit 10 million members by the end of the year which they sell to their 12.7 million products. Currently the average member has 1.45 products. If the rate of

1. What does Palantir do? 👇 $Palantir Technologies Inc.(PLTR)$ is a software business that allows organizations to integrate data (from many different sources) and create solutions in the form of risk detection, efficiency gains, or new opportunities etc. $Palantir Technologies Inc.(PLTR)$ started focusing purely on governments centering their work around defense such as detecting terrorist attacks. This segment is called Palantir Gotham. Today, is nearly 50:50 split between government and commercial. The commercial segment is called Palantir Foundry and helps businesses create solutions to challenges they face. These challenges may come from money laundering, supply chain issues, or network stability for

A high growth company with 82% YoY growth trading at an EV/Sales of 4.9xImage1. Introduction $Micron Technology(MU)$ designs and sells memory and storage products. With the need for more and more data on the rise, there is an increased demand for storing that data. These solutions are critical for applications in gaming, AI, cloud computing. Industries all with huge tailwinds.2. Revenue Revenue growth has been on the rise recently thanks to rising DRAM demand. More chips and being sold and each successive chip crams more memory into each chip. The winner here is always $MU. Whether $NVIDIA Corp(NVDA)$ or $Advanced Micro Devices(AMD)$ or

It has a 49% market share and is growing 50% YoY. It's massively undervalued. Here's why🧵Image1. $HIMS will hit $16 billion in revenue in the next 5-7 years based on these realistic figures 👇Subscriber count: 10M by 2029 (35% YoY growth) Average monthly revenue: $130 by 2029 (15% YoY) That's $15.9 billion in revenue in 2029. This is based solely on monthly subscription.Image2. $HIMS are using their huge FCF to buyback $100 million shares for 2 reasons: - To offset share dilution from SBC - Because they believe there's a massive disconnect between the fair value and the future potential of $HIMS.Image3. $HIMS are growing extremely fast with extremely good profitability. Gross margins decreased slightly to 79%, but the

DCA heavily into $UnitedHealth(UNH)$ below $12.50. DCA heavily into $ASML Holding NV(ASML)$ below $730. DCA heavily into $TransMedics Group, Inc.(TMDX)$ below $85. DCA into $MercadoLibre(MELI)$ bi-weekly. DCA into $Starbucks(SBUX)$ bi-weekly. DCA into $DraftKings Inc.(DKNG)$ bi-weekly. DCA into $Occidental(OXY)$ bi-weekly. DCA into $Amazon.com(AMZN)$ bi-weekly. Add to $Silvercorp Metals Inc(SVM)$ below $2.80. Sit

Full $Nu Holdings Ltd.(NU)$ investment thesis 👇 $Nu Holdings Ltd.(NU)$ is the largest fintech in Latin America and one of the largest in the world. To put it into perspective, they have 109.7 million customers and 91.7 million monthly active customers with 100 million of these being in Brazil. The population of adults between 16-65 in Brazil is 143 million meaning they've acquired 70% of Brazil's population. That's incredible. To add to this, $Nu Holdings Ltd.(NU)$ are growing incredibly fast in Mexico and Colombia and I think Argentina will be the next area for investment in 2-3 years. This thread will dive into what $Nu Holdings L

The most undervalued Mag 7 stock is $Amazon.com(AMZN)$ The most undervalued fintechs are $Shift4 Payments, Inc.(FOUR)$ $Nu Holdings Ltd.(NU)$ and $PayPal(PYPL)$ The most undervalued cybersecurity stocks are $SentinelOne, Inc(S)$ and $Zscaler Inc.(ZS)$ The most undervalued semiconductor stocks are $ASML Holding NV(ASML)$ and $Taiwan Semiconductor Manufacturing(TSM)$ . Other undervalued companies are $Airbnb, Inc.(ABNB)$

1. $Amazon.com(AMZN)$AWS grew 18.7% to $26.3b which beat Wall St.Diluted EPS grew by 96% YoY in Q2 and 137% in H1 2024.AWS now boasts a 35.5% margin.$AMZN is dominant in rapidly growing industries.Image2. $SoFi Technologies Inc.(SOFI)$Added 643k members (highest in 1 quarter ever)Was conservative on lending, yet grew home loan originations by 71% and student loan by 86%80% YoY increase in total deposits80% YoY increase in financial services with 129% increase in debit spend.Stock down 16% in a week.Image3. PayPal | $PYPL1.8M accounts addedActive transactions per account grew 11% YoYFCF up 31% YoY and a FCF margin of 14% QoQ allwing $PYPL to raise FCF guidance and increase buybacks to $6b.$PYPL currently h