Senior Software Developer👨💻 | 10+ Years Investing Experience 📊 High-conviction stock picks & fundamental research. ⏳ Long-term focus (5-10 years). NFA/DYOR
Joined January 2026
- Tweets35K
- Following3.7K
- Followers6.4K
- Likes46.7K
Pinned Tweet
🚨 Brazil just got crushed — $EWZ fell ~20% after Lula won his 4th term. 🚨
This could be a big overreaction. He's been president before, and plenty of Brazilian companies have done extremely well under him.
🧵 Here are 5 Brazilian companies that could be buying opportunities. 👇
$NVDA trades at a forward PE of 13.3x on earnings expected to grow 70% in 2027, yet the stock is only up +16% year to date.
Is $NVDA a generational buy here?
$NVDA is trading at a forward PE of 13.3x on 2027 earnings.
$NVDA expects 70% revenue growth. The outlook factors in zero China revenue and is supply-constrained — actual demand is a lot larger.
If you take 15.81 and apply a 20x multiple to it, you get a $316 stock, giving you 50% upside.
How can you not be bullish on $NVDA here?
HOW $SOFI BULLS ARE FEELING AFTER THE COMPANY SMASHED EARNINGS🟢
My watchlist and their potential CAGRs:
🔹 $APP (+35.5%)
🔹 $SOFI (+34.1%)
🔹 $AVGO (+26.2%)
🔹 $CEG (+26.2%)
🔹 $ADBE (+24.6%)
🔹 $NVDA (+24.5%)
🔹 $META (+23.7%)
🔹 $TSM (+23.0%)
🔹 $ZETA (+22.1%)
🔹 $AMZN (+20.4%)
🔹 $QCOM (+20.1%)
🔹 $CELH (+19.8%)
🔹 $GOOGL (+18.3%)
🔹 $NOW (+15.1%)
🔹 $MA (+12.3%)
Which name are you the most bullish on?
Visuals courtesy of VJN. A powerful stock research platform with incredible visuals designed to help you easily understand any stock. Try it for free for 14 days. Use this URL and get 10% off.
[Affiliate Link: I earn a small commission at zero cost to you if you sign up!]
👉 vjn.ai/home?ref=QualCompound…
$HOOD Q3 EARNINGS ARE OUT: 🚨
🟥 Revenue actual: $1.42B (+12% YoY) — estimate: $1.44B.
🟥 EPS actual: $0.51 (-16% YoY) — estimate: $0.56.
FY2026 guidance: 🔮
✅ Adjusted operating expenses + SBC: $2.675–$2.75B, narrowed from $2.675–$2.775B (top end lowered $25M).
🔷 Funded Customers: 1.9M added YoY, total 28.7M (+7% YoY).
🔷 Total Platform Assets: $396B (+19% YoY).
🔷 Net Deposits: $15.7B in Q3, $71.0B over the trailing 12 months.
🔷 Robinhood Gold Subscribers: Record 5.2M (+34% YoY).
Member and product growth for $SOFI continues to be impressive ‼️
🔹Members: +35%
🔹Products: +44%
🔹Products per member: 1.47 → 1.56 YoY
The flywheel keeps turning — once a customer is acquired, getting them to sign up for new products costs almost nothing.
Visuals courtesy of VJN. A powerful stock research platform with incredible visuals designed to help you easily understand any stock. Try it for free for 14 days. Use this URL and get 10% off.
[Affiliate Link: I earn a small commission at zero cost to you if you sign up!]
👉 vjn.ai/home?ref=QualCompound…
Quality Compounders retweeted
🚨 Brazil just got crushed — $EWZ fell ~20% after Lula won his 4th term. 🚨
This could be a big overreaction. He's been president before, and plenty of Brazilian companies have done extremely well under him.
🧵 Here are 5 Brazilian companies that could be buying opportunities. 👇
4/ $PBR - Petrolea Brasilerira SA Petrobas
🔴Down: -14%
🔹Brazil's state-controlled oil giant, producing oil and gas mostly from deep-water offshore fields.
5/ $VALE - Vale SA
🔴Down: -3.23%
🔹One of the world's largest iron ore miners, also producing nickel and copper.
