Leif | 18 Finance Student Stocks • Markets • Business 📈 NFA | Student of the Markets

Iowa, USA
Leif | Investing retweeted
$AMZN is trading at some of its lowest valuations in decades. One of the world’s greatest businesses at: • ~26x Fwd P/E ✅ • ~16x P/OCF ✅ • ~11x EV/EBITDA ✅ Bullish.
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Leif | Investing retweeted
𝕏 just paid me $181.68 through the Original Content Rewards Program! The grind continues… Cheers, everyone! 🥂
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Leif | Investing retweeted
Called the exact bottom. $150 → $210+ (~42% 🟢) $CRDO got down to ~20x forward earnings at the lows. That valuation was incredible for a company growing this fast.
$CRDO Opportunity Is Forming! 👀 ~24x NTM P/E ~0.3 PEG Very nice multiple contraction. 📉 Technically, the setup is bearish: Below the 200-day EMA as well as the 78.6% Fib. I see it potentially revisiting the $150 support area. Earnings were not fundamentally bad, and RSI is approaching oversold. Still a falling knife for now! Consider me a buyer near $150 if the bleeding continues. What are your thoughts? $CRDO 🚀
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Called the exact bottom. $150 → $210+ (~42% 🟢) $CRDO got down to ~20x forward earnings at the lows. That valuation was incredible for a company growing this fast.
$CRDO Opportunity Is Forming! 👀 ~24x NTM P/E ~0.3 PEG Very nice multiple contraction. 📉 Technically, the setup is bearish: Below the 200-day EMA as well as the 78.6% Fib. I see it potentially revisiting the $150 support area. Earnings were not fundamentally bad, and RSI is approaching oversold. Still a falling knife for now! Consider me a buyer near $150 if the bleeding continues. What are your thoughts? $CRDO 🚀
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Leif | Investing retweeted
Why is NO ONE talking about $FTAI? This stock is projected to grow EPS OVER 120% in 2027. YET, it’s trading at just 13.2x 2027 earnings! FTAI Aviation’s demand is driven by: • Massive power turbine demand ⚡️ • Rising engine repair demand from aging aircraft fleets ✈️ One of the biggest disconnects between fundamentals & valuation in the entire market.
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Leif | Investing retweeted
Let me get this straight. Bill Ackman called $UBER cheap at ~$82. Donald Trump bought $UBER at ~$75. The CEO bought shares at ~$71. Nancy Pelosi bought $UBER calls at ~$70. Now you can buy $UBER below ALL of them, under $70. At less than ~18x earnings and near its lowest valuation ever. Do with this information as you will.
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Leif | Investing retweeted
10 Stocks Trading at Historically Low Valuations. 👇 • $UBER | 17.8x fwd P/E • $APP | 16.6x fwd P/E • $NFLX | 20.7x fwd P/E • $VST | 13.4x fwd P/E • $WING | 20.6x fwd P/E • $FICO | 17.0x fwd P/E • $AVGO | 20.2x fwd P/E • $UPS | 11.8x fwd P/E • $MCD | 17.9x fwd P/E • $CELH | 18.9x fwd P/E For context, the $SPY is currently trading at around ~19.4x forward P/E. Which names are you buying? 👀
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Leif | Investing retweeted
$NVDA & $AVGO STILL HAVE ROOM TO RUN! 🚀 2029 Wall Street EPS Estimates + 20× P/E $NVDA → ~$21 x 20 = $420 (+88% upside) $AVGO → ~$35 x 20 = $700 (+99% upside) These are BASE CASE estimates IMO. All it takes is for them to simply execute on their long-term guidance and analyst estimates, driven by the massive AI infrastructure buildout. Do you think $NVDA & $AVGO can deliver on these projections? 👀
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Leif | Investing retweeted
NUCLEAR STOCKS LOOK INCREDIBLY ATTRACTIVE RIGHT NOW. Here’s the full nuclear thesis 👇 • U.S. Nuclear Renaissance 🇺🇸☢️ ~100 GW → 400 GW nuclear capacity target by 2050 • $2.7B DOE Funding 💰 Supporting domestic LEU + HALEU enrichment • AI Power Demand 🤖 Global data center electricity demand is expected to more than double from ~485 TWh to ~945 TWh by 2030 • 24/7 Clean Power ⚡ AI data centers need reliable, around-the-clock electricity, increasing demand for nuclear baseload power • SMR Deployment ⚛️ Faster licensing and growing government support for advanced reactors Nuclear Scarcity Value 📈 New reactors take years to come online, while demand for reliable 24/7 carbon-free power is surging. • Energy Security 🇺🇸 Domestic uranium, enrichment, and nuclear fuel supply chains are becoming a strategic priority • Among the Safest Energy Sources 🛡️ Nuclear has one of the lowest mortality rates per TWh of electricity generated Jensen Huang: “Nuclear energy is a wonderful way forward as one of the sources of energy.” Bill Gates: “Nuclear energy, if we do it right, will help us solve our climate goals.” Donald Trump: “It’s a wave of the future.” Meanwhile, many nuclear names have pulled back significantly: $BWXT — ~27× Fwd P/E | ~41% below ATH $LEU — ~$3B MC | ~66% below ATH $CCJ — ~65× Fwd P/E | ~34% below ATH $UUUU — ~$2.8B MC | ~59% below ATH $OKLO — ~$7B MC | ~80% below ATH $SMR — ~$3.6B MC | ~84% below ATH $CEG — ~21× Fwd P/E | ~35% below ATH $VST — ~13× Fwd P/E | ~36% below ATH The nuclear thesis hasn’t changed. Policy support. Deregulation. Energy security. Government funding. Advanced reactor deployment. AI-driven electricity demand. Growing global nuclear investment. The nuclear renaissance is becoming a major part of the race to power the next generation of the economy. And many nuclear stocks have already been crushed from their highs. So… Is it time to pull the trigger? 👀☢️
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NUCLEAR STOCKS LOOK INCREDIBLY ATTRACTIVE RIGHT NOW. Here’s the full nuclear thesis 👇 • U.S. Nuclear Renaissance 🇺🇸☢️ ~100 GW → 400 GW nuclear capacity target by 2050 • $2.7B DOE Funding 💰 Supporting domestic LEU + HALEU enrichment • AI Power Demand 🤖 Global data center electricity demand is expected to more than double from ~485 TWh to ~945 TWh by 2030 • 24/7 Clean Power ⚡ AI data centers need reliable, around-the-clock electricity, increasing demand for nuclear baseload power • SMR Deployment ⚛️ Faster licensing and growing government support for advanced reactors Nuclear Scarcity Value 📈 New reactors take years to come online, while demand for reliable 24/7 carbon-free power is surging. • Energy Security 🇺🇸 Domestic uranium, enrichment, and nuclear fuel supply chains are becoming a strategic priority • Among the Safest Energy Sources 🛡️ Nuclear has one of the lowest mortality rates per TWh of electricity generated Jensen Huang: “Nuclear energy is a wonderful way forward as one of the sources of energy.” Bill Gates: “Nuclear energy, if we do it right, will help us solve our climate goals.” Donald Trump: “It’s a wave of the future.” Meanwhile, many nuclear names have pulled back significantly: $BWXT — ~27× Fwd P/E | ~41% below ATH $LEU — ~$3B MC | ~66% below ATH $CCJ — ~65× Fwd P/E | ~34% below ATH $UUUU — ~$2.8B MC | ~59% below ATH $OKLO — ~$7B MC | ~80% below ATH $SMR — ~$3.6B MC | ~84% below ATH $CEG — ~21× Fwd P/E | ~35% below ATH $VST — ~13× Fwd P/E | ~36% below ATH The nuclear thesis hasn’t changed. Policy support. Deregulation. Energy security. Government funding. Advanced reactor deployment. AI-driven electricity demand. Growing global nuclear investment. The nuclear renaissance is becoming a major part of the race to power the next generation of the economy. And many nuclear stocks have already been crushed from their highs. So… Is it time to pull the trigger? 👀☢️
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Don’t forget about the potential Westinghouse IPO as well. Depending on the success of the IPO, it could serve as a meaningful near-term catalyst for the nuclear sector. ☢️📈
WESTINGHOUSE TARGETING >$50B VALUATION IN US IPO! ☢️ This could be the catalyst to bring the nuclear trade back! Nuclear is a superior energy option for growing power demand. Advanced nuclear technology is a long-term tailwind. $BEP ~51% ownership $CCJ ~49% ownership $BWXT $LEU $CEG $VST
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