Where growth meets value. Recently started sharing my journey as a long-term investor. $5M+ built over time.
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Great start for $CRDO
I started building my position on September 2 after the bad earnings reaction.
Just 3 weeks later:
400 shares
Avg. $163.12
Current: $210.97
+30.1%
+€17,215 unrealized
The move has been great, but I didn’t buy $CRDO for a quick trade.
AI data-center connectivity is a long-term growth story, and Credo is right in the middle of it.
Did you follow? 👻
Started a new $15K position in $CRDO today.
The earnings reaction looks like an overreaction.
Revenue: +115% YoY
Non-GAAP EPS: +131% YoY
Q2 revenue guide: $525–535M
Yes, margins are under pressure.
But with 115% YoY revenue growth, I’m willing to look past a short-term margin dip.
Great growth. Better entry. 👻
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ValueSpectre retweeted
$APP’s e-commerce expansion is getting harder to ignore.
AppLovin is now installed on 10,078 Shopify stores.
That’s up from 7,339 in May.
📈 +37% in ~4 months
And this is happening as AppLovin opens its ad platform to a much broader pool of advertisers.
The interesting part?
This is still very early innings for e-commerce.
10K stores today.
How many in 2027?
$APP
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Good morning FinX,
$META has been one of the easiest opportunities this year.
I currently hold:
270 shares
Avg. $586.50
Current: $777.59
+32.6%
+€45,294 unrealized
But at ~$778, the question becomes: is the risk/reward still attractive from here?
At ~25x 2027E EPS, I get roughly $850/share. That’s only 9% above the current price.
So I’m starting to wonder: is $META still the opportunity, or are there better opportunities elsewhere? 👀
What’s your fair value for $META? 👇
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I bought more $ORCL 👀📈
Added 75 shares at $137.
The sell-off looks interesting.
At $137, $ORCL trades at
~16.8x FY2027 earnings
~12.7x FY2028 earnings
Yes, there are real risks, especially the debt and AI infrastructure spending.
But with Oracle’s cloud/AI growth and massive RPO, I’m comfortable adding at these levels.
Now holding 410 shares. Still a small position. Let’s see where this goes.
Who else is holding $ORCL?
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$NBIS analyst targets are getting ridiculous.
Today BNP Paribas Exane set a $399 price target.
Just 3 days ago:
Redburn set a $84 price target.
That’s a $315 gap between two analysts — roughly 4.75x apart.
At this point… how seriously should we take analyst price targets? 😂
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$SPGI is starting to look interesting 👀
Revenue has continued to trend higher, while the forward P/E has compressed from ~35x to just 21.5x.
Yes, the Mobility spin-off distorts the revenue comparison, but the valuation reset is hard to ignore.
At ~$406, SPGI is now trading at a much lower multiple than it did over most of the last 5 years.
Is this a buying opportunity? 👇
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Good morning, FinX! ☀️
Looks like we’re heading into another red day. 📉
Good opportunity to buy quality companies at better prices.
Let’s see what the market gives us today.
Did you buy something yesterday?
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$PGY 👀
Citizens just reiterated its Market Outperform rating with a $25 price target.
At the current price of $20 that implies roughly +21% upside.
What caught my attention:
Pagaya’s B2B2C model is becoming increasingly differentiated, with 30+ lenders connected to its platform and ~50% of volume now coming from second-look / turned-down borrowers.
And the numbers are backing the story:
📈 Adjusted EBITDA +43% YoY
💰 $45M GAAP net income
🏦 $3.5B network volume
More lenders → more data → potentially better underwriting → more volume.
Still a higher-risk name, but the AI + fintech + network effect thesis is getting increasingly interesting.
I am long $PGY
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A gift from the market 🎁 $APP
$APP down ~3% after Edgewater warned that AppLovin’s market-share growth may be stalling.
The bear case:
• MAX could be approaching saturation
• Unity is increasing competitive pressure
• Net revenue spreads could compress
Fair concerns but I’m still bullish on the bigger picture.
APP doesn’t need to keep taking huge market share if the performance advertising market keeps growing.
With 40%+ revenue growth, improving AI models, strong advertiser ROI, and opportunities beyond gaming, the story is far from over.
The next earnings report will be important. This is a risk to monitor, not a thesis breaker. 👀📈
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$APP down ~3% after Edgewater warned that AppLovin’s market-share growth may be stalling.
The bear case:
• MAX could be approaching saturation
• Unity is increasing competitive pressure
• Net revenue spreads could compress
Fair concerns but I’m still bullish on the bigger picture.
APP doesn’t need to keep taking huge market share if the performance advertising market keeps growing.
With 40%+ revenue growth, improving AI models, strong advertiser ROI, and opportunities beyond gaming, the story is far from over.
The next earnings report will be important. This is a risk to monitor, not a thesis breaker. 👀📈
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CEO buying hits different. 👀
$GRAB is up 10% today.
$GRAB 👀📈
The CEO just bought 10.35M shares at $2.89 — his first open-market purchase since Grab went public.
This was something we could expect, which is why I’ve been adding a lot to my $GRAB position over the last few days.
That’s a pretty meaningful insider buy. 👀
Did we just see the bottom? 👇
Let’s Grab. 👻📈
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