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The new Potential Multibaggers article is out.
It's about $GLBE.
In my last update, I gave Global-e a STRONG BUY with a 9.5/10 Valuation Score. The stock is up 35% since then.🥳
There's something you should know about Q3, though.
Is the stock still a BUY?
Find out👇
From Growth To Value retweeted
The new Potential Multibaggers article is out.
It's about $GLBE.
In my last update, I gave Global-e a STRONG BUY with a 9.5/10 Valuation Score. The stock is up 35% since then.🥳
There's something you should know about Q3, though.
Is the stock still a BUY?
Find out👇
You can read the article with everything you need to know here:
potentialmultibaggers.com/p/…
(with free part).
Gold bugs, just checking, you OK?
@jvluijmans 😉
Some context.
xitter.cf/randgroup/status/21135…
⚠️ RESEARCH: Fusion reactors are going to crash the price of gold.
That’s the headline. Here are the numbers:
Marathon Fusion’s idea is real physics. Fire fusion neutrons at mercury and some of it turns into gold. Published, peer reviewed, nobody disputes it.
Then the math shows up...
A one gigawatt plant, on the optimistic models, makes 2 to 5 tonnes of gold a year. Global mines pull out 3,500 to 4,000 tonnes. One plant moves annual supply by about a tenth of a percent.
The feedstock is enriched mercury. About $15,000 per milligram. Gold trades near $135 per gram. You are loading the reactor with something 100,000x more expensive than what comes out of it.
And what comes out is radioactive. The bars sit in storage for 14 to 18 years before anyone can legally sell them. A plant switched on today delivers its first sellable ounce in the 2040s.
$MELI Founder & Executive Chairman Marcos Galperin said in an interview that Mercado Pago users in Argentina will be able to buy and sell individual stocks "in a few months."
Now, they can only buy funds and the Argentine Merval index.
$NU now serves more than 16 million people in Mexico. 🇲🇽
Most important:
87% say Nu had a positive impact on their lives.
55% got their first credit card through Nu, half had been rejected by another institution before joining, and 70% use less cash.
This is what $NET is working on.
PREDICTION: Cloudflare CEO Matthew Prince (@eastdakota) says AI agents will change the business model of the Internet over the next decade:
"In five years, agent traffic is going to be 1000x human traffic."
"The Internet almost collapsed during COVID when traffic doubled."
"There's a lot more servers, routers, and bandwidth that has to get provisioned in order for that to work. The question is, who will pay for it?"
"My hunch is that something's got to change in terms of how the Internet works. Like some version of micropayments that every time you access a resource, your agent pays a ten-thousandth of a penny to be able to see the menu."
"Then there's probably some sort of trade where if you are willing to tell the restaurant what you're looking for, that price goes down, maybe it's free. In some cases, the site might actually pay you to come visit it."
"This will lead to the next version of advertising, which is how do you advertise to agents?"
The new Potential Multibaggers article is out.
It's about Adyen. $ADYEY
Adyen's stock has been a disappointment, no matter the time frame.
I look at the underlying numbers.
Changes at Adyen: 2 acquisitions, OpenAI as a customer, stablecoins, agentic shopping and more.
+ my take on the famous Adyen cash pile (hint: it's not nearly as big as some think).
And of course, the Quality Score, the Valuation and my BUY-HOLD-SELL rating.
And happy to see Pieter van der Does back on the call!
People in Argentina can sign up for the Nu Global waitlist here: nu.com/global/en/sign-up?utm…
Been saying this for a few weeks now.
Bearish consensus among hedge funds.
Based on vibes, mostly.
Call it AI 'trade.'
Very often, the consensus is wrong.
Sometimes, I check prepared remarks on calls with AI detection programs.
You'd be surprised how much is AI-produced...
I have seen this pattern for years now.
Wannabe experts, without any direct industry experience: "It's such an obvious bubble."
Insiders working with AI every day: "This shortage is unprecedented and won't be solved any time soon."
I have always trusted the second group because the numbers back it up. So far, that was a great decision.
Of course, there are risks. I don't like the on-and-off-balance debt taken on, obviously. Duh!
But you can always point to negatives all the time. It will make you sound smart but often, it won't make you much money.
How much money would the "smart" Michael Burry have lost? The only time he made a big win was on a bullish $NVDA trade, not on his multiple bearish AI bubble calls.
Elon on the $SPCX earnings call:
“At current pricing, new compute deployments are generating a payback of less than a year."
"We could rent out our compute several times over if we said yes to everyone."
"I do not think we are going to have a demand issue here. I am not saying this will happen, it is not impossible that we will have a six-month payback period for compute next year."
And you are bearish on semis? 👀
$NVDA
$NET Cloudflare says more than 10 million developers now build on Workers, up from 7.4 million the quarter before.
Daily requests from AI agents on its network grew more than 1,700% in a year. 🤯
Long since $39, long for much longer.
PS: yes, the stock is expensive now.
From Growth To Value retweeted
Solid $HIMS earnings writeup by @FromValue.
Not everyone achieves the balance of length + depth in their analysis.
It's just long enough to hit all the essentials while giving the important details behind the face value numbers, which in this case weren't all favorable. As always, context is everything.
The new Potential Multibaggers article is out!
It's about $HIMS
In my last deep analysis, I gave it a 9/10 Valuation Score and the stock is up 22.5% since then.
Revenue growth accelerated to 38% YoY. What do the next quarters look like?
There's a clear catalyst for 2027.
The Selling Rules, Quality Score and valuation (including a reverse DCF).
Is this still a BUY?
Find out 👇
Elon on the $SPCX earnings call:
“At current pricing, new compute deployments are generating a payback of less than a year."
"We could rent out our compute several times over if we said yes to everyone."
"I do not think we are going to have a demand issue here. I am not saying this will happen, it is not impossible that we will have a six-month payback period for compute next year."
And you are bearish on semis? 👀
$NVDA
The new Potential Multibaggers article is out!
It's about $HIMS
In my last deep analysis, I gave it a 9/10 Valuation Score and the stock is up 22.5% since then.
Revenue growth accelerated to 38% YoY. What do the next quarters look like?
There's a clear catalyst for 2027.
The Selling Rules, Quality Score and valuation (including a reverse DCF).
Is this still a BUY?
Find out 👇
You can find the article here:
potentialmultibaggers.com/p/…
