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Lisa Su is targeting 60%+ data center growth… How long until $AMD does another 2x and reaches $1,200? The stock is already up roughly 175% YTD and trades around $600. At $1,200, AMD would be worth roughly $2T. At different growth rates: - 60% CAGR → ~1.5 years - 30% CAGR → ~2.6 years - 15% CAGR → ~5 years How long do you think $AMD takes to hit $1,200?
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Bill Ackman thinks $NFLX can compound earnings at around 20% a year… do you agree? That’s a big reason he came back with a roughly $1B position after losing $400M on Netflix in 2022. And he’s not alone: - Pershing Square: ~19% EPS CAGR - JPMorgan: ~24% - Evercore: ~20% - Jefferies: ~20% Netflix already grew EPS from roughly $0.63 in 2020 to $2.58 in 2025. At around 22x forward earnings, can $NFLX keep compounding EPS near 20% for another 5 years?
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Nobody wants these 6 stocks right now… But if the RIGHT thing clicks, the UPSIDE could be MASSIVE: 1. $SOFI Down nearly 40% YTD as investors worry about lending, rates, and fintech regulation. What could change it: Galileo and Technisys landing bigger enterprise clients and making SoFi look more like a tech platform.
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5. $APP After a huge run, growth has cooled and investors have taken profits. What could change it: AXON expanding beyond mobile gaming into e-commerce and connected TV ads.
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6. $ORCL Hit by heavy data center spending, negative free cash flow, and project delays. What could change it: turning its $600B+ backlog into actual cloud revenue.
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$GRAB is around $3.20… and Wall Street sees roughly 80%+ upside from here… Its CEO just bought $29.9M worth of shares at around $2.89. The COO bought in too. - Forward P/E: ~22x - Q2 revenue: $997M - Financial services loan portfolio up 197% - Average analyst target: around $6 The stock is near a 3-year low, insiders are buying, and analysts still see a much higher price. Would you grab $GRAB around $3?
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You have $100,000, but you can only buy one stock and hold it for 5 years: $ORCL or $NOW? $ORCL→ 23x forward P/E - $638B backlog - Cloud infrastructure revenue up 84% - Next-year revenue growth expected around 42% - Net margin around 26% $NOW → ~46x forward P/E - Revenue growing around 22% - Next-year EPS growth expected around 68% - Gross margin around 75% - Strong recurring software revenue Where does the $100K go?
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$SOFI is down 38% this year. But... The stock price doesn't reflect what is happening in the business.
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Here's what analyst say!
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Does Sofi deserve to be down 38% YTD?
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