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 👇

This is funny because it's true 😂 (For those who don't understand, the quoted tweet is ironic; these days, you have to add that...) $SE $SPCX

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.

$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.

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

You can find the article here: potentialmultibaggers.com/p/…

$SHOP's CTO Mikhail Parakhin leaves after just 2 years. Mikhail Parakhin will become an advisor to the company. He is a former Yandex (now $NBIS) CTO and had several roles at $MSFT, including CEO of advertising and web services. Parakhin has deep expertise in AI and ML. It's not clear why he is leaving, let alone who will replace them. Tobi Lütke himself has acknowledged he is much more into code mode again. Is that the reason?

Cathie Wood's price targets are even more ridiculous then her performance... 🙄

I want more Black Mondays like this! Next week again? 😃

This remains one of the best opportunities for patient long-term investors. Adyen $ADYEY Morningstar's fair value: €1,620 (42% discount), a 5* price Moat: wide (meaning: competitive advantages for at least 20 years).

The ROIC of the hyperscalers $AMZN $MSFT $GOOGL is still bigger than their cost of borrowing.

It's amazing to get these comments. Some people have a very good memory. $NET $FSLY

The new Potential Multibaggers article is out! After its earnings, $DDOG dropped 26%, but recovered it all and a bit more, until the recent market drop. So, what do you have to know? We analyze the Q2 earnings, my Quality Score and the valuation to know if the stock is a buy.

Could it be that the market is anticipating Q4 and Q1 2027 rather than Q3, which still looks strong? 🤔

I still think that Metallica was ahead of its time... 😄 1997

If I have learned one thing over the 13 years I've been investing, it's that many investors overweigh first-order consequences and underweigh second-order consequences. The market looks more at second-order consequences.