KJ’s Growth Thesis
@GrowthThesis
Followers
477
Following
11K
Media
160
Statuses
2K
Picking the next 10x stock📈 | Aspiring to build a Wealth Management firm💰 | Roofing Sales 🏡 | $LMND $NBIS $PATH $FOUR | Not Financial Advice | #GoBucks
Ohio, USA
Joined January 2025
🍋 Pt 3 Homeowner filing storm damage claim with $LMND. I am a roofing contractor that came across a homeowner with their insurance. Very impressed with their custom service. I was worried to see how the entire process would differ from traditional insurers, but it was a much
7
7
106
Reminiscent of the summer days when we were ripping ever day $PATH +8% $LMND +4% $NBIS +8% $FOUR +3%
0
0
2
It’s been a treacherous journey But I am finally back to my ATHs in both my Taxable and Roth IRA 1.55% from my Oct 9 ATH on my Taxable 0.20% from my Dec 4 ATH in my Roth $PATH $LMND $NBIS $FOUR
0
1
4
I typically don’t buy options But $FOUR LEAPS are looking really attractive Huge divergence in fundamentals and price action
0
0
3
My goodness even our Northwestern game is going to be tough Over/Under 9.5 wins next season? #GoBucks
Michigan State transfer QB Aidan Chiles is visiting Northwestern today, sources tell @On3sports. The former Oregon State transfer has thrown for 4,116 career yards and 27 TDs. Has also rushed for 12 TDs. Would be a key addition for new OC Chip Kelly. https://t.co/iVsfUcvzms
0
0
1
A *SMALL* divergence of fundamentals and stock price Featuring: $PATH and $PLTR
19
18
218
$PATH is starting to get a lot of attention on FinX recently I think 2026 could be the year it takes off if Maestro is as good as we think I made it my biggest holding just over $LMND
0
0
7
Is $NBIS still a good buy? I think it could be a 3x this year alone👇 Nebius currently trades at: - ~22x ARR - 2.7x ‘26 ARR Some possible 2026 outcomes… 1. $8b ARR with 5x ARR multiple = 1.7x (76%) 2. $8b ARR with a 10x ARR multiple = 3.5x (250%) 3. $10b ARR with 10x ARR
0
2
19
🚨‼️Port heading into 2026 ‼️🚨 BUYING: - $PATH 23% - $LMND 22% - $NBIS 19% - $FOUR 17% HOLDING: - $AMZN 8% - $AMD 6% - $ASTS 4% - $HOOD 2% (looking to buy more) SOLD: $GOOG (sold 100%) How do you think this will perform in 2026?👇
1
1
6
Why is $FOUR is trading like they’re dying? Easily one of the best opportunities today👇🚀 They trade at: - EV/LTE = 11 (Enterprise Value to Look-Through Earnings) - 30% YoY growth for next 3-5 years That is just a 1:3 ratio. Undervalued. Yet the stock is down >40% in one
0
0
2
Is $NBIS still a good buy? I think it could be a 3x this year alone👇 Nebius currently trades at: - ~22x ARR - 2.7x ‘26 ARR Some possible 2026 outcomes… 1. $8b ARR with 5x ARR multiple = 1.7x (76%) 2. $8b ARR with a 10x ARR multiple = 3.5x (250%) 3. $10b ARR with 10x ARR
0
2
19
📈 I returned 103% my first year investing 📈 $LMND and $NBIS were by far my biggest winners And this is in no way bragging or a testament to myself, but to the access to information and great people on this app. As 2025 comes to a close, I have been reflecting on my first
7
1
38
🚨‼️Port heading into 2026 ‼️🚨 BUYING: - $PATH 23% - $LMND 22% - $NBIS 19% - $FOUR 17% HOLDING: - $AMZN 8% - $AMD 6% - $ASTS 4% - $HOOD 2% (looking to buy more) SOLD: $GOOG (sold 100%) How do you think this will perform in 2026?👇
1
1
6
📈 I returned 103% my first year investing 📈 $LMND and $NBIS were by far my biggest winners And this is in no way bragging or a testament to myself, but to the access to information and great people on this app. As 2025 comes to a close, I have been reflecting on my first
7
1
38
2026 STOCK PICK OF THE YEAR🚨👇 $NBIS is priced at 2.7x ARR in 2026 Yet it will grow 8x in one year alone… if Nebius can sustain less than half of that for the next few years, it’s disgusting undervalued When $NBIS builds the capacity, it gets sold. As investors we should
3
5
24
$MARA $BTC I’m pretty unfamiliar with crypto mining companies, but on the surface it looks like $MARA currently owns $4.7B of $BTC while trading at $3.6B mc While also owning the infrastructure and potentially being a candidate for a data center play. Technically $BTC looks
6
1
21
2026 STOCK PICK OF THE YEAR🚨👇 $NBIS is priced at 2.7x ARR in 2026 Yet it will grow 8x in one year alone… if Nebius can sustain less than half of that for the next few years, it’s disgusting undervalued When $NBIS builds the capacity, it gets sold. As investors we should
3
5
24
$MARA $BTC I’m pretty unfamiliar with crypto mining companies, but on the surface it looks like $MARA currently owns $4.7B of $BTC while trading at $3.6B mc While also owning the infrastructure and potentially being a candidate for a data center play. Technically $BTC looks
6
1
21