To The Moon

$Alibaba(BABA)$ is the best way to bet on Chinese economy and Chinese domestic consumption story.Image $Alibaba(BABA)$ is a no-brainer at 6x EV/FCF and 1.39 P/B They're buying back shares at incredible rates reducing the share count by 3.2%. For reference, $AAPL are managing 2.6% reduction per year. Further bullish catalysts: There's been 10% growth in Chinese online retail sales 60% growth in revenue international e-commerce Cainiao grew 30% YoY The Chinese economy is recovering. $Alibaba(BABA)$ will give great returns. Wouldn't bother trying to time it. Get in and hold!

$Celsius Holdings, Inc.(CELH)$ needed that...- Revenue rose 23.4%- International revenue rose 30%- Amazon sales rose 41%- EPS beat by $0.05- EBITDA rose 29% Shares up 10% pre market.I was never in doubt, but it just shows how short-sighted investors are.Sentiment around the stock was terrible compared to just 4 months ago when everyone loved $Celsius Holdings, Inc.(CELH)$ .The company is continuing to take market share from $Monster Beverage(MNST)$ and Red Bull and my investment thesis is still completely in tact.ImageP.s. I run a FREE newsletter for 1,700+ investors (www.mmmtwealth.com)I also am very active on X with 10.5k followers - Here’s a link to follow me

1. $Amazon.com(AMZN)$AWS grew 18.7% to $26.3b which beat Wall St.Diluted EPS grew by 96% YoY in Q2 and 137% in H1 2024.AWS now boasts a 35.5% margin.$AMZN is dominant in rapidly growing industries.Image2. $SoFi Technologies Inc.(SOFI)$Added 643k members (highest in 1 quarter ever)Was conservative on lending, yet grew home loan originations by 71% and student loan by 86%80% YoY increase in total deposits80% YoY increase in financial services with 129% increase in debit spend.Stock down 16% in a week.Image3. PayPal | $PYPL1.8M accounts addedActive transactions per account grew 11% YoYFCF up 31% YoY and a FCF margin of 14% QoQ allwing $PYPL to raise FCF guidance and increase buybacks to $6b.$PYPL currently h

1/ STRONG MOAT $SoFi Technologies Inc.(SOFI)$ are building a one-stop-shop for all financial services and it's clearly working. If they add just 613k members in both Q3 and Q4 they'll be at 10 million members which is a huge milestone. This growth is testament to $SOFI's brand and execution over the last 3-4 years. Members are flocking to $SOFI at rates not seen in any other financial institution. 2/ FINANCIAL SERVICES SEGMENT 7 years ago, 99% of $SoFi Technologies Inc.(SOFI)$ revenue came from only lending...today that figure is 57% which shows just how diversified the business is becoming. The financial services segment grew 80% YoY with a 129% YoY increase in debit spend. The best part of this segment

Here’s the top stocks in the highest growth industries over the next decade E-commerce | $MercadoLibre(MELI)$ $Shopify(SHOP)$ $Amazon.com(AMZN)$ $Alibaba(BABA)$ Data | $Palantir Technologies Inc.(PLTR)$ (and Palantir only) Fintech | $Nu Holdings Ltd.(NU)$ $DLocal Limited(DLO)$ $SoFi Technologies Inc.(SOFI)$ $PayPal(PYPL)$Cybersecurity | $SentinelOne, Inc(S)$

Over the last 3 years, we've had: $Meta Platforms, Inc.(META)$ at $120 being a clear buy. $Palantir Technologies Inc.(PLTR)$ below $10 being a clear buy. $TransMedics Group, Inc.(TMDX)$ below $50 being a clear buy. Over the next 3 years we have: $Celsius Holdings, Inc.(CELH)$ in the $40s is a clear buy. $Amazon.com(AMZN)$ today is a clear buy. $SoFi Technologies Inc.(SOFI)$ in the $6s is a clear buy. $PayPal(PYPL)$ in the $60s is a clear buy. $Alib

For me the 3 best investments right now are: $Palantir Technologies Inc.(PLTR)$ | If Palantir AIP takes off like I believe it will, $PLTR is set to absolutely dominate one of the fastest growing industries in the market. $Tesla Motors(TSLA)$ | A love hate stock where I see a huge risk to reward. With a cheaper EV on the way to expand TAM, FSD improvements, and Optimus possibilities over the next decade, the opportunities ahead are massive. $Amazon.com(AMZN)$ | One of the most confident value plays in the market today. Down 20% this month on 78% increase in operating income for AWS is insane. $AMZN stock will recover.The hours of research and conviction you dev

Yesterday, $Microsoft(MSFT)$ CEO Satya Nadella said $Palantir Technologies Inc.(PLTR)$ was the “leader in their industry” which is a huge shout-out.Below I’ll outline 5 reasons why $PLTR is one of the best investments over the next 10 years.Image1/ $Palantir Technologies Inc.(PLTR)$ are clear leaders in an absolutely booming industry. We are quickly moving towards commoditizing anything that can be produced by a machine. The key to this is data.The collection, analysis, and utilization of data will be one of the most important activities in business. This is $PLTR.Image2/ Customers are flocking to the $PLTR AIP.The AIP allows customers to use their data to create

Here’s everything you need to know about the earnings reports: SOFI $SOFI Members New members grew by 643,000 in Q2 alone bring the total members to 8.8M. This was a 41% YoY growth rate. New members are the primary growth driver for the business so this was huge. Lending Revenue Lending revenue was light but this was completely expected as management have continuously outlined they are upping their lending at the moment despite the room in their capital ratios to do so. Tech Revenue The tech platform was good with total accounts up 23% YoY, however, revenue increased 8%. Financial Services Revenue The financial services division was the star of the show with revenues up 80%. For me, the high of the earnings report was the increase in guidance up to $2,465M and EPS up to $0.08 fo

Amazon is by far the best mega cap stock to own right now. - It trades at 14x NTM EV/EBITDA - Huge AWS growth with operating income up 77% YoY - Ad business is set to become a trillion dollar business Very bullish on $AMZN P.s. if you want much more in depth analysis on stocks completely for FREE, sign up to my newsletter here - https://www.mmmtwealth.com/p/optin-page?r=jayg1&utm_campaign=post&utm_medium=web