Offshore
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Gainify
The 10 Fastest-Growing $100B+ Companies (Next 3Y Revenue CAGR) and their Forward P/E
1️⃣ $PLTR 38.2% | 248.8x
2️⃣ $NVDA 33.3% | 41.6x
3️⃣ $MU 28.0% | 14.4x
4️⃣ $MELI 27.3% | 51.1x
5️⃣ $SNPS 24.1% | 40.9x
6️⃣ $APP 23.9% | 50.8x
7️⃣ $SHOP 23.5% | 97.8x
8️⃣ $LLY 23.4% | 32.2x
9️⃣ $TSM 22.7% | 24.5x
🔟 $SE 22.3% | 47.9x
Which of these looks most attractive from a valuation standpoint?
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The 10 Fastest-Growing $100B+ Companies (Next 3Y Revenue CAGR) and their Forward P/E
1️⃣ $PLTR 38.2% | 248.8x
2️⃣ $NVDA 33.3% | 41.6x
3️⃣ $MU 28.0% | 14.4x
4️⃣ $MELI 27.3% | 51.1x
5️⃣ $SNPS 24.1% | 40.9x
6️⃣ $APP 23.9% | 50.8x
7️⃣ $SHOP 23.5% | 97.8x
8️⃣ $LLY 23.4% | 32.2x
9️⃣ $TSM 22.7% | 24.5x
🔟 $SE 22.3% | 47.9x
Which of these looks most attractive from a valuation standpoint?
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naiive
RT @naiivememe: Reveal is coming ✨ https://t.co/CDqJFrOMLG
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RT @naiivememe: Reveal is coming ✨ https://t.co/CDqJFrOMLG
Collection of 5,555 naiive cats ✨🐈
Mint is live : https://t.co/2Wegvgro1o
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Evan
Here's how every stock in the S&P 500 has performed so far in today's early trading https://t.co/glWiqlINys
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Here's how every stock in the S&P 500 has performed so far in today's early trading https://t.co/glWiqlINys
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Yellowbrick Investing
RT @CEOStockWatcher: How to play games with a 10b5-1 plan, example A:
First, notice the three groupings where the red bars are the highest. These are 10b5-1 sales that are far larger than all the other 10b5-1 sales (and just so happen to be very close to local highs)
Second, zoom in on the most recent 10b5-1 plan and notice how the timing speeds up with an extra sale (goes from 3 sales/month to 4 with the 4th sale being a massive sale just two days after the previous sale - also, right near the peak).
3 times has Armstrong massively increased the size of his 10b5-1 sales at $COIN. All 3 times has it been at the local stock peak
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RT @CEOStockWatcher: How to play games with a 10b5-1 plan, example A:
First, notice the three groupings where the red bars are the highest. These are 10b5-1 sales that are far larger than all the other 10b5-1 sales (and just so happen to be very close to local highs)
Second, zoom in on the most recent 10b5-1 plan and notice how the timing speeds up with an extra sale (goes from 3 sales/month to 4 with the 4th sale being a massive sale just two days after the previous sale - also, right near the peak).
3 times has Armstrong massively increased the size of his 10b5-1 sales at $COIN. All 3 times has it been at the local stock peak
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Kris Kashtanova
Adobe Firefly Boards supports visual annotation of image and video 🤯
Get most control with Nano Banana + Veo 3
Annotate right inside Firefly Boards with text and use Gemini 2.5 Flash (aka Nano Banana) + Veo 3 as a video model. Both understand annotations pretty well. https://t.co/VJ7PQ2umWD
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Adobe Firefly Boards supports visual annotation of image and video 🤯
Get most control with Nano Banana + Veo 3
Annotate right inside Firefly Boards with text and use Gemini 2.5 Flash (aka Nano Banana) + Veo 3 as a video model. Both understand annotations pretty well. https://t.co/VJ7PQ2umWD
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Offshore
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Kris Kashtanova
Visual annotations in Adobe Firefly Boards with Nano Banana + Veo 3 is another level of control. You can annotate right there in Boards.
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Visual annotations in Adobe Firefly Boards with Nano Banana + Veo 3 is another level of control. You can annotate right there in Boards.
Adobe Firefly Boards supports visual annotation of image and video 🤯
Get most control with Nano Banana + Veo 3
Annotate right inside Firefly Boards with text and use Gemini 2.5 Flash (aka Nano Banana) + Veo 3 as a video model. Both understand annotations pretty well. https://t.co/VJ7PQ2umWD tweet
Ahmad Jivraj
Some interesting ideas !
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Some interesting ideas !
It's time for an idea thread!
Here goes: what's your favorite special situation at the moment?
Add a sentence explaining why you like it + valuation.
As usual, I will compile the responses and share them with everyone.
Please retweet for visibility. Thx in advance!🙏 tweet
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Julian Goldie SEO
NEW Chinese Computer Use AI Agent is INSANE (FREE!) 🤯
Want the full guide? DM me. https://t.co/XuFHewgHvj
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NEW Chinese Computer Use AI Agent is INSANE (FREE!) 🤯
Want the full guide? DM me. https://t.co/XuFHewgHvj
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