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exponentialdave @xponentialdave

Growth stock investor/blogger - Not advice exponentialdave.substack.com Miami, FL Joined April 2021
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Nate Endicott @EndicottInvests

a week ago

I think people forget how bad 2020/2021 was lol $OKLO needs to 3-5x FROM HERE for it to be like 2021 2021 had 0 revenue companies like: $LCID - $90B $RVIN - $100B+ valuation during IPO(larger than ford at the time) $NKLA - $30B ending up being a scam $FSR (Fisker) -…

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exponentialdave @xponentialdave

7 days ago

Solid take got me from curiosity to opening a tiny starter position

meeijer Profile Picture

Investor in misunderstood companies, CFA @meeijer

a week ago

Solid take got me from curiosity to opening a tiny starter position

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exponentialdave @xponentialdave

a week ago

Lot of retail investors (myself included) posting their portfolios and high fives all around. Is it a local top? Could be. But is it actionable? For me.. no. Macro is a highly uncertain endeavor. Even the smartest people typically get it v wrong. So I'm staying the course.

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exponentialdave @xponentialdave

2 weeks ago

I rarely see $CRDO in my news feed. And there is a lot to like there. Revenues up 274% YoY and 31% QoQ, gross margins at 67%, GAAP profitable to the tune of $63.4m. Downsides are massive customer concentration, p/s ratio of 50, and lighter than usual quarterly rev guide.

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exponentialdave @xponentialdave

2 weeks ago

This would be universally bad for all investors, but it would hurt retail more. Investing in US companies would be much riskier and less transparent. “Somebody knows something” would be the norm as we wait 6 months between reports to actually know what’s going on.

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unusual_whales @unusual_whales

2 weeks ago

This would be universally bad for all investors, but it would hurt retail more. Investing in US companies would be much riskier and less transparent. “Somebody knows something” would be the norm as we wait 6 months between reports to actually know what’s going on.

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exponentialdave @xponentialdave

2 weeks ago

Pretty good primer on $IREN and $NBIS. Wish I could give credit but I don't know who made it.

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exponentialdave @xponentialdave

2 weeks ago

What are your favorite "laughingstock" ideas right now? As in, stocks that the market *hates* that are due for a turn around? For example, TMDX was a total laughingstock in January. Share price cut in more than half. A laughingstock should feel embarrassing to hold.

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exponentialdave @xponentialdave

2 weeks ago

When you buy a stock like Nebius right now, you have to know the crux of the thesis is $NBIS going from approximately $400m ARR in the most recent quarter to *at least* $900m ARR by the end of *this year.* Otherwise, they have no business trading at 90x sales. Long $NBIS

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exponentialdave @xponentialdave

7 months ago

$APP short reports are just making claims - no proof of anything (yet). The company has already swiftly and forcefully pushed back against the claims. I don't know everything - the claims could be true! But for now, it's probably BS. I added to my already large position.

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exponentialdave @xponentialdave

7 months ago

Portfolio +25% YTD Cumulative Performance since 1/1/2020: +231% APP 18% Cash 13% AXON 10% HIMS 10% NVDA 8% IOT 7% MELI 7% MNDY 5% ZS 4% ALAB 4% ROOT 4% RDDT 4% 3% or less: TSLA, META, NU

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