To The Moon

1. NuBank | $Nu Holdings Ltd.(NU)$ Niche：LatAm fintech $NU has rapidly become one of largest fintechs globally, let alone in LatAm.- In Q3, $NU added 5.2 million new customers. They are completely dominant in Brazil where they now have over 100 million customers.- They added 13% of their Mexico customer base in Q3 alone.- Mature accounts in Brazil now have an ARPAC of $25 (far higher than the average of $11) which shows the stickiness of the platform over time.Image2. TransMedics | $TransMedics Group, Inc.(TMDX)$- The recent investor day was very strong. Management stated that their goal is FAR more than 10,000 transplants annually.- The new Command Center at HQ highlights the complete control that $TMDX ha

Image $Grab Holdings(GRAB)$ are building the everything app in Southeast Asia - ride hailing, food delivery, digital payments, and more. Here's a very brief overview of my bullish case: 1. Huge TAM.2. Great fundamentals 3. Strong cross-selling 4. Diversified portfolioImage $Grab Holdings(GRAB)$ have had an incredible 2024 up 73% over the last 12 months.In the last 12 months alone, they've managed to: - Grow revenue 17% 、- Reach GAAP positive income with $15m profit in Q3 - Buy back $500m in stock - Reach $76m in free cash flowImage $Grab Holdings(GRAB)$ have a huge TAM. They operate in Indonesia, Malaysia, Singapore, Thailand, Vietnam, Philippines, Cambodia, Mya

The next 18 months will be very strong for this "bank"... THREAD Image1. Rate Cuts The high rates over the last 3 years have been headwinds to the $SoFi Technologies Inc.(SOFI)$ $SOFI business. The core business model for $SOFI is originations which they then sell (normally within 3-6 months). Demand for loans will increase with lower rates. Originations will therefore increase. Lower rates will also mean more liquidity for banks and asset managers to buy up loans meaning $SOFI earns more revenue.2. Cross Selling $SoFi Technologies Inc.(SOFI)$ could hit 10 million members by the end of the year which they sell to their 12.7 million products. Currently the average member has 1.45 products. If the rate of

1. What does Palantir do? 👇 $Palantir Technologies Inc.(PLTR)$ is a software business that allows organizations to integrate data (from many different sources) and create solutions in the form of risk detection, efficiency gains, or new opportunities etc. $Palantir Technologies Inc.(PLTR)$ started focusing purely on governments centering their work around defense such as detecting terrorist attacks. This segment is called Palantir Gotham. Today, is nearly 50:50 split between government and commercial. The commercial segment is called Palantir Foundry and helps businesses create solutions to challenges they face. These challenges may come from money laundering, supply chain issues, or network stability for

A high growth company with 82% YoY growth trading at an EV/Sales of 4.9xImage1. Introduction $Micron Technology(MU)$ designs and sells memory and storage products. With the need for more and more data on the rise, there is an increased demand for storing that data. These solutions are critical for applications in gaming, AI, cloud computing. Industries all with huge tailwinds.2. Revenue Revenue growth has been on the rise recently thanks to rising DRAM demand. More chips and being sold and each successive chip crams more memory into each chip. The winner here is always $MU. Whether $NVIDIA Corp(NVDA)$ or $Advanced Micro Devices(AMD)$ or

It has a 49% market share and is growing 50% YoY. It's massively undervalued. Here's why🧵Image1. $HIMS will hit $16 billion in revenue in the next 5-7 years based on these realistic figures 👇Subscriber count: 10M by 2029 (35% YoY growth) Average monthly revenue: $130 by 2029 (15% YoY) That's $15.9 billion in revenue in 2029. This is based solely on monthly subscription.Image2. $HIMS are using their huge FCF to buyback $100 million shares for 2 reasons: - To offset share dilution from SBC - Because they believe there's a massive disconnect between the fair value and the future potential of $HIMS.Image3. $HIMS are growing extremely fast with extremely good profitability. Gross margins decreased slightly to 79%, but the

DCA heavily into $UnitedHealth(UNH)$ below $12.50. DCA heavily into $ASML Holding NV(ASML)$ below $730. DCA heavily into $TransMedics Group, Inc.(TMDX)$ below $85. DCA into $MercadoLibre(MELI)$ bi-weekly. DCA into $Starbucks(SBUX)$ bi-weekly. DCA into $DraftKings Inc.(DKNG)$ bi-weekly. DCA into $Occidental(OXY)$ bi-weekly. DCA into $Amazon.com(AMZN)$ bi-weekly. Add to $Silvercorp Metals Inc(SVM)$ below $2.80. Sit

Here's a recap of the most exciting parts of Investor Day today 1. Management are very confident they will achieve 10,000 transplants. That's the publicly stated goal but they have sites FAR larger than that. 2. Currently, we're only utilizing less than 20% of lungs, less than 30% of hearts, and ~60% livers. This means the vast majority of the donor pool is completely untapped. 3. There's a lot of $TransMedics Group, Inc.(TMDX)$ competitors out there that are not solving the issue of ischemia. Ischemic damage is the damage that occurs when there's no blood supply to an organ. The longer this happens for, the increased chance of morbidity. There's no competitor out there that has a product that is able to eliminate ischemic damage AND bring the org

Full $Nu Holdings Ltd.(NU)$ investment thesis 👇 $Nu Holdings Ltd.(NU)$ is the largest fintech in Latin America and one of the largest in the world. To put it into perspective, they have 109.7 million customers and 91.7 million monthly active customers with 100 million of these being in Brazil. The population of adults between 16-65 in Brazil is 143 million meaning they've acquired 70% of Brazil's population. That's incredible. To add to this, $Nu Holdings Ltd.(NU)$ are growing incredibly fast in Mexico and Colombia and I think Argentina will be the next area for investment in 2-3 years. This thread will dive into what $Nu Holdings L

The most undervalued Mag 7 stock is $Amazon.com(AMZN)$ The most undervalued fintechs are $Shift4 Payments, Inc.(FOUR)$ $Nu Holdings Ltd.(NU)$ and $PayPal(PYPL)$ The most undervalued cybersecurity stocks are $SentinelOne, Inc(S)$ and $Zscaler Inc.(ZS)$ The most undervalued semiconductor stocks are $ASML Holding NV(ASML)$ and $Taiwan Semiconductor Manufacturing(TSM)$ . Other undervalued companies are $Airbnb, Inc.(ABNB)$