Hello everyone! Today i want to share some trading ideas with you!1. $TransMedics Group, Inc.(TMDX)$ AT 100X PE IS NOT EXPENSIVEHERE'S WHY🧵:1) If you believe in CEO execution Transmedics could achieve 10k transplants by 2028 and 20-30k by 2033.Image2) You can convert these numbers in approximately $1.2B and $2.5B of revenue.I assumed a ~2x and not more because kidney procedures will cost less than the other organs ones.3) So, we can assume:• $2.5B revenue in 2033 • 24% profit margin • 30x PE multple: Below medtech mature leaders with good growth profiles (ISRG, EW, BSX)4) The result is $600M of net income by 2033 and a possible $18B market cap.Considering the actual market cap at 4.5B the stock can 4X in ~9 years delivering a 17% CAGR return.5) Si

Tell me if you agree or not 👇1) $PDD Holdings Inc(PDD)$ ~$173Potential upside: +44%2) $TransMedics Group, Inc.(TMDX)$ ~$174Potential upside: +51%3) $Alibaba(BABA)$ ~$169Potential upside: +21%4) $Robinhood(HOOD)$ ~$87Potential upside: -14%5) $UnitedHealth(UNH)$ ~$364Potential upside: +17% 6) $PayPal(PYPL)$ ~$107Potential upside: +53%7) $Regeneron Pharmaceuticals(REGN)$ ~$786Potential upside: +35% 8) $Meta Platforms, Inc.(META)$ ~$926Potential upside: +25%

$Meta Platforms, Inc.(META)$ IS THE CHEAPEST BIG TECH!PRICE TARGET: $1025POTENTIAL UPSIDE: +60% ✅"Q3 revenue up 26% was impressive. Margin decline from heavy investments may weigh short term, but I remain very bullish long term"ASSUMPTIONS:LTM Revenue: $189.458B5Y Revenue CAGR: 13%2030 Profit Margin: 39%2030 PE Ratio: 27Shares outstanding: 2.572BShares reduction: 1%/year VALUATION:Q3 2030 $META Share Price =189.458 * (1.13)^5 * 0.39 * 27 /[2.572 * (0.99)^5] = 1503$You can now choose the discount rate that you prefer, for Meta I want to use 10%. ACTUAL PRICE: $640FAIR VALUE: $9331Y PRICE TARGET: $1025POTENTIAL UPSIDE: +60%EXPECTED RETURNS: 18.6%/yearDIVIDEND YIELD: 0.3%For SG users only, Welcome to open a CBA today and enjoy access to a trading lim

MY TOP 10 STOCKS FOR 2025🧵Since my post these stocks are up 43% on average YTD vs 13% of S&P500 🤯1) $Alibaba(BABA)$ The biggest ecommerce in the world and the leading cloud services provider in China.Natan's fair value: ~$172 (+0%)2) $TransMedics Group, Inc.(TMDX)$ Stock is up 70% YTD but remains extremely cheap vs peers.The company is innovating the transplants market and they plan to achieve 10k transplants in 2028.Natan's fair value: ~$174 (+53%)3) $Meta Platforms, Inc.(META)$ Meta is my favorite big tech at current prices trading at 26x Fwd PE.The social networks giant is spending billion of $ in Capex to build their AI data centers.In my opinion Meta wil

$Robinhood(HOOD)$ I believe HHOODOOD can deliver 20%+ CAGR returns over the next 5 years: PRICE TARGET: $148 --> $148 POTENTIAL UPSIDE: +85% ✅ ASSUMPTIONS: LTM Revenue: $4.473B 5Y Revenue CAGR: 22% --> 20% 2030 Profit Margin: 52% 2030 PE Ratio: 35 Shares outstanding: 0.908B Shares reduction: 0%/year VALUATION: Q4 2030 $HOOD SHARE PRICE = 4.473 * (1.20)^5 * 0.52 * 35 / [0.908 * (1.00)^5] = 223$ You can now choose the discount rate that you prefer, for Robinhood I want to use a 11%. ACTUAL PRICE: $80 FAIR VALUE: $132 PRICE TARGET (1Y): $148 POTENTIAL UPSIDE: 85% EXPECTED RETURNS: 22.8%/year DIVIDEND YIELD: - Do you own $Robinhood(HOOD)$ shares? Image Follow me to learn more about analysis!!