Antonio Linares
5 stocks poised to dominate the next decade:
1. $PLTR - With an unparalleled focus on digital twins, $PLTR has become the backbone for successful AI deployment across the West. Its evolution into a foundational platform means businesses will increasingly rely on it, making $PLTR as essential as electricity in the digital age.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx, combined with its chiplet expertise, $AMD is uniquely positioned to customize computation for clients, a hard-to-match advantage. This structural edge will enable $AMD to compete directly with $NVDA and potentially come out on top.
3. $TSLA- Often mistaken for merely a car company, $TSLA is actually developing a platform that integrates hyper-efficient manufacturing, renewable energy, and AI. Together, these elements will drive unprecedented material abundance. Key to watch each quarter are increases in manufacturing efficiency, despite inevitable market cycles.
4. $SPOT - $SPOT has outpaced $AAPL and $AMZN by maintaining a laser focus on music and audio. As it moves towards 1 billion MAUs, $SPOT is transforming into an audio search engine. With new audio verticals, it is set to significantly enhance its unit economics and generate higher free cash flow. Currently trading at just 3.6 times sales, the market has yet to recognize $SPOT as one of this decade's big winners.
5. $AMZN - $AMZN's margins are poised for significant expansion as it leverages its vast, high-quality data to create AI solutions across all operations, including AWS, e-commerce, and entertainment. The deployment and iterative improvement of these AIs will further entrench $AMZN's market position, driving higher levels of free cash flow per share than the market currently anticipates.
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5 stocks poised to dominate the next decade:
1. $PLTR - With an unparalleled focus on digital twins, $PLTR has become the backbone for successful AI deployment across the West. Its evolution into a foundational platform means businesses will increasingly rely on it, making $PLTR as essential as electricity in the digital age.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx, combined with its chiplet expertise, $AMD is uniquely positioned to customize computation for clients, a hard-to-match advantage. This structural edge will enable $AMD to compete directly with $NVDA and potentially come out on top.
3. $TSLA- Often mistaken for merely a car company, $TSLA is actually developing a platform that integrates hyper-efficient manufacturing, renewable energy, and AI. Together, these elements will drive unprecedented material abundance. Key to watch each quarter are increases in manufacturing efficiency, despite inevitable market cycles.
4. $SPOT - $SPOT has outpaced $AAPL and $AMZN by maintaining a laser focus on music and audio. As it moves towards 1 billion MAUs, $SPOT is transforming into an audio search engine. With new audio verticals, it is set to significantly enhance its unit economics and generate higher free cash flow. Currently trading at just 3.6 times sales, the market has yet to recognize $SPOT as one of this decade's big winners.
5. $AMZN - $AMZN's margins are poised for significant expansion as it leverages its vast, high-quality data to create AI solutions across all operations, including AWS, e-commerce, and entertainment. The deployment and iterative improvement of these AIs will further entrench $AMZN's market position, driving higher levels of free cash flow per share than the market currently anticipates.
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Offshore
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Brandon Beylo
Micro-cap Aussie Resource stocks look very interesting.
Incredibly hated for the past two years.
H/t @respeculator https://t.co/tShlNKlxYY
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Micro-cap Aussie Resource stocks look very interesting.
Incredibly hated for the past two years.
H/t @respeculator https://t.co/tShlNKlxYY
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Offshore
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Hidden Value Gems
A year ago Druckenmiller made headlines by calling US fiscal problems (rising social security, debt, interest payments), expecting market to be flat in the next decade.
I am sure a few people were concerned by rising debt / valuation levels and exited the market some time ago.
Yet Druck made a killing in Nvidia and other stocks.
The lesson is to stick to your game and not blindly follow opinions of others.
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A year ago Druckenmiller made headlines by calling US fiscal problems (rising social security, debt, interest payments), expecting market to be flat in the next decade.
I am sure a few people were concerned by rising debt / valuation levels and exited the market some time ago.
Yet Druck made a killing in Nvidia and other stocks.
The lesson is to stick to your game and not blindly follow opinions of others.
Some interesting points from Druckenmiller's interview with @CNBC in May 2024
➡️Cautious on AI in the short term, but bullish long term (cut his $NVDA position in March)
➡️Bullish on Copper, Argentina and Japan
➡️Not investing in China under current leadership
🧵👇🏽
1/6 https://t.co/TSfBAJk62l tweet
Offshore
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The Long Investor
$ONON up 49% YTD https://t.co/0PNDCzIpNj
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$ONON up 49% YTD https://t.co/0PNDCzIpNj
$ONON we do like $ONON at TLI HQ.
My buy alert was sent out at $27.88, a completed Cup and Handle formation will mean a 100% return by August. https://t.co/j2yK5XNUvH tweet
Offshore
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Brandon Beylo
Tin over $34,000/t while Alphamin $AFM.V fully ramps Mpama South.
Maritz is a legend. https://t.co/Xh99Cl7HdB
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Tin over $34,000/t while Alphamin $AFM.V fully ramps Mpama South.
Maritz is a legend. https://t.co/Xh99Cl7HdB
#Tin price: 34125 (+896, +2.70%)
1:30pm London $Tin https://t.co/bAY5wJPYfN tweet
Offshore
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The Long Investor
SILVER
Has now broken above $30, pulled back to retest the $30 level as a support and has now bounced
About to test a higher high now
Bulls are in the driving seat here
$42 PT
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SILVER
Has now broken above $30, pulled back to retest the $30 level as a support and has now bounced
About to test a higher high now
Bulls are in the driving seat here
$42 PT
SILVER
A break above $30 and this gets very interesting.
$42 is the target then. https://t.co/E2YzGYX1KR tweet
Dimitry Nakhla | Babylon Capital®
5 Quality Stocks On My Buy Radar Today 💸
💳 Visa $V
•NTM P/E: 26.30x
•5-Year Avg: 30.23x
•Estimated EPS Growth 2025: 12.4%
•Estimated EPS Growth 2026: 13.1%
•LTM ROIC: 34.7%
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🚛 Old Dominion Freight Lines $ODFL
•NTM P/E: 27.67x
•5-Year Avg: 28.75x
•Estimated EPS Growth 2025: 18.5%
•Estimated EPS Growth 2026: 10.6%
•LTM ROIC: 33.9%
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🖱️ Alphabet $GOOG $GOOGL
•NTM P/E: 22.63x
•5-Year Avg: 24.60x
•Estimated EPS Growth 2025: 13.7%
•Estimated EPS Growth 2026: 14.9%
•LTM ROIC: 30.2%
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📈 S&P Global $SPGI
•NTM P/E: 30.65x
•5-Year Avg: 29.14x
•Estimated EPS Growth 2025: 13.2%
•Estimated EPS Growth 2026: 13.1%
•LTM ROIC: 9.0%
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🧃 Monster Beverage $MNST
•NTM P/E: 28.54x
•5-Year Avg: 32.28x
•Estimated EPS Growth 2025: 14.2%
•Estimated EPS Growth 2026: 13.4%
•LTM ROIC: 24.0%
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#stocks #investing
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𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.
𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.
𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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5 Quality Stocks On My Buy Radar Today 💸
💳 Visa $V
•NTM P/E: 26.30x
•5-Year Avg: 30.23x
•Estimated EPS Growth 2025: 12.4%
•Estimated EPS Growth 2026: 13.1%
•LTM ROIC: 34.7%
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🚛 Old Dominion Freight Lines $ODFL
•NTM P/E: 27.67x
•5-Year Avg: 28.75x
•Estimated EPS Growth 2025: 18.5%
•Estimated EPS Growth 2026: 10.6%
•LTM ROIC: 33.9%
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🖱️ Alphabet $GOOG $GOOGL
•NTM P/E: 22.63x
•5-Year Avg: 24.60x
•Estimated EPS Growth 2025: 13.7%
•Estimated EPS Growth 2026: 14.9%
•LTM ROIC: 30.2%
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📈 S&P Global $SPGI
•NTM P/E: 30.65x
•5-Year Avg: 29.14x
•Estimated EPS Growth 2025: 13.2%
•Estimated EPS Growth 2026: 13.1%
•LTM ROIC: 9.0%
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🧃 Monster Beverage $MNST
•NTM P/E: 28.54x
•5-Year Avg: 32.28x
•Estimated EPS Growth 2025: 14.2%
•Estimated EPS Growth 2026: 13.4%
•LTM ROIC: 24.0%
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#stocks #investing
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𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.
𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.
𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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