Portfolio Philosophy ⚖️ Mission: Long-term outperform S&P Target : Companies with Hi growth revenues COs🔑: Leaders/Execution/Reliability ▪️Max allocation 20 stocks🖖🏻 ▪️Buy gradually 🪜 ▪️Check 🔬 10-Q & 10-K ▪️ if in doubt 🤨sell ▪️Sell when thesis broken 💔 Ver.02 #fintwit

$PATH : Hit These Two Metrics and Join the SaaS Elite. Simple as That. #UiPath ($PATH) isn’t the new kid wandering around the SaaS playground anymore. It’s settled into that mid-tier lane. DBNRR at 108% puts it a little ahead of Automation Anywhere’s usual ~105–110% range, but

🔥 $PATH: Scars, Hype and the “Do I Really Want Back In?” Question Buying into $PATH right after that insane 2021 IPO felt like snagging the golden ticket… right up until it slowly turned into a migraine. I was there too , loaded up thinking RPA would rewrite the world, only to

① What does UiPath actually do? UiPath started with classic RPA, bots that mimicked clicks, keystrokes and simple rules. But that’s not the story anymore. #UiPath is shifting hard toward agentic AI, turning those old-school bots into autonomous digital workers that can

$PATH Overlooked & Undervalued.

$PATH is Palantiring 🤔 🚨 This is the biggest AI shift nobody is ready for and it’s happening RIGHT NOW. Autonomous #AI agents have officially landed. They can already: - Click through any website like a human - Fill forms, book flights, schedule your calls - Scrape,

$BTC at $90K Could Be Santa’s Signal (Brutal stock collapse. But miners just locked in a year-end payday.) Bitcoin miners just set a structural bear trap. Almost nobody’s talking about it. But the receipts? 🔥 👇 🔟 Fixed-price $BTC repurchase deals locked in at $87–$92k. If

🚀 $NBIS $CRWV $IREN The Neocloud Reality Check Everyone’s talking about the AI infrastructure boom , but few are actually building it. Let’s get real about who’s executing, who’s stumbling, and who’s quietly compounding: $CRWV, $NBIS and $IREN. ⸻ $CRWV is still the poster

My micro 💎 $AIOT | Powerfleet Q2’26 Earnings Highlights 🔹 EPS: –$0.02 (vs –$0.02 prior year) 🔵 🔹 Revenue: $111.7M 🟢; UP +45% YoY (9% organic) Key Non-GAAP Metrics 🔹 Adj. EBITDA: $24.8M 🟢; UP +71% YoY, +23% QoQ 🔹 Adj. EBITDA Margin: 22% 🟢 (vs 19% prior year &

🚨 $UPST @Upstart Everyone Thinks $UPST ’s Loan Spike Is a 🚩 Flag. It’s Actually a Playbook. #EarningsBreakdown 1️⃣ What Happened ————————— Upstart’s balance sheet loans rose ~$210M in Q3, from $1.02B to $1.23B. Stock dropped 14%. Narrative: “No one wants the loans” or “The

“Give me a place to stand, and I will move the Earth.” Archimedes The Rise of $IREN: Building the Backbone of #AI in Texas In the quiet plains of Childress, Texas, something monumental is taking shape, something that could redefine the future of artificial intelligence

🔥 Reality Check: I Called It. 3 OUT OF 4 $LMND Targets NAILED— and I’m all about accountability. This isn’t hopium. It’s precision. 👀 My “Make or Break” vs Actual 1️⃣ IFP ≥ $1.15B → $1.16B ✅ 2️⃣ GLR ≤ 69% → 62% ✅ (record low) 3️⃣ Adj. EBITDA Loss ≤ –$34M → –$26M

$UPST love the signal from @davegirouard , your presence on X and those rare, high-signal comments—like “those who stay will be champions”🏆—are a breath of fresh air in a sea of corporate noise. The #Upstart community here thrives on that direct line to leadership. We’re

🚨 $DUOL just got $SPOT-ified… and that’s positive news for patient bulls! 🦉💚 Picture this: You’re at a party. Everyone’s hyped on $DUOL’s Q3 CRUSH — 41% revenue growth, 50.5M DAUs, 11.5M paid subs, $77M free cash flow… then the DJ drops the beat: > “We’re

$PATH: The $PLTR of Automation Workflow ——————————————————— Gartner forecasts 80% of enterprises will deploy AI agents by 2027 and $PATH is built for it. Like $PLTR, UiPath leverages proprietary data flywheels, vertical integration & deep enterprise/government pipelines to scale

$LMND Q3 earnings out of the dog haus 😉 The numbers are excellent and in line with my estimates.

🚨 $LMND Earnings Nov 5 I’m 👀 4 THINGS that could make or break the #LemonadeInc 🍋story 1️⃣ IFP print Needs to hit ≥ $1.15B Every $10M beat = +6% after-hours pop 2️⃣ Gross Loss Ratio ≤ 69% ex-cat or it’s a margin warning 100 bps better = $9M surprise → $12–15 move 3️⃣ Adj

🚨 $IREN Earnings Nov 6 I’m 👀 4 THINGS that could make or break the #AI pivot 1️⃣ GPU count installed Need 23k+ live or it’s a red flag on execution 2️⃣ AI revenue run-rate >$500M ARR by Q1 FY26 or $15B cap is toast 3️⃣ Sweetwater timeline 2 GW H1 2026 locked? That’s the

$BITF vs $RIOT: The Siege That Failed --- 🚨 HOOK: May 28, 2024 Riot Platforms ( $RIOT ) drops a $950M all-cash bomb on Bitfarms ( $BITF ): “$2.30/share. Hand over the keys. We’re taking over.” [Form 8-K, 28 May 2024] Everyone on X thought: “Synergy incoming. Miner