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Oliver | MMMT Wealth (CPA)

@MMMTwealth • 69,167 subscribers

Technical/Fundamental analyst, CPA, Owner of https://t.co/hO3l50hhRd, For my spreadsheet, watchlist, portfolio, daily notes, and live buys/sells/adds/trims 👇

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Dario Amodei: “I think biotech is about to have a renaissance, ultimately driven by AI… my instinct is we’re about to cure a lot of diseases.” Safest plays in my opinion remain $TEM & $LLY. I think few people see the vision for what $LLY is building but I sense a $1T valuation actually won’t be much in 5 years. Higher risk plays: $ABCL & $RXRX

Dario Amodei: “I think biotech is about to have a renaissance, ultimately driven by AI… my instinct is we’re about to cure a lot of diseases.” Safest plays in my opinion remain $TEM & $LLY. I think few people see the vision for what $LLY is building but I sense a $1T valuation actually won’t be much in 5 years. Higher risk plays: $ABCL & $RXRX

Oliver | MMMT Wealth (CPA)

139,250 views • 3 months ago

There's lots of opportunities still out there. Here's my 10 favorite stocks at today's prices in 10 different industries🧵 1. SoFi | $SOFI Industry: Fintech Revenue Growth: 20.1% EV/Sales: 4.5x Net Income Margin: 9.3% $SOFI is not just a lender. They're a one-stop shop for all financial services and are rapidly expanding their $SOFI Invest product. In fact, lending makes up less than 50% of $SOFI revenues today meaning the business is becoming more capital light. I'm most excited about $SOFI's crypto offerings. $HOOD generated ~$330 million in crypto revenue in Q4 24. This is a huge opportunity for $SOFI to close the investing gap between them and $HOOD... whilst also maintaining themself as the one-stop financial shop.

There's lots of opportunities still out there. Here's my 10 favorite stocks at today's prices in 10 different industries🧵 1. SoFi | $SOFI Industry: Fintech Revenue Growth: 20.1% EV/Sales: 4.5x Net Income Margin: 9.3% $SOFI is not just a lender. They're a one-stop shop for all financial services and are rapidly expanding their $SOFI Invest product. In fact, lending makes up less than 50% of $SOFI revenues today meaning the business is becoming more capital light. I'm most excited about $SOFI's crypto offerings. $HOOD generated ~$330 million in crypto revenue in Q4 24. This is a huge opportunity for $SOFI to close the investing gap between them and $HOOD... whilst also maintaining themself as the one-stop financial shop.

Oliver | MMMT Wealth (CPA)

300,346 views • 1 year ago

Grantham is the co-founder and chief investment strategist at GMO. GMO had $118 billion in AUM in 2015. Grantham has consistently predicted market bubbles and been a prominent voice warning people of market crashes. So when he talks, people listen 👇

Grantham is the co-founder and chief investment strategist at GMO. GMO had $118 billion in AUM in 2015. Grantham has consistently predicted market bubbles and been a prominent voice warning people of market crashes. So when he talks, people listen 👇

Oliver | MMMT Wealth (CPA)

278,660 views • 1 year ago

Robotics is set to become a multi-year theme. Here's the "picks & shovels" plays powering this huge trend: BEARINGS & ACTUATORS: $RRX $RBC $AME SENSORS: $ST $TEL $ALGM $CGNX MOTION CONTROL: $ROK $PH $ALNT POWER: $NVTS $VSH CONNECTIVITY: $CSCO $IRDM $SLAB

Robotics is set to become a multi-year theme. Here's the "picks & shovels" plays powering this huge trend: BEARINGS & ACTUATORS: $RRX $RBC $AME SENSORS: $ST $TEL $ALGM $CGNX MOTION CONTROL: $ROK $PH $ALNT POWER: $NVTS $VSH CONNECTIVITY: $CSCO $IRDM $SLAB

Oliver | MMMT Wealth (CPA)

102,212 views • 9 months ago

If you have 18 minutes in your day today… I suggest you watch this video on $ASML 👇

If you have 18 minutes in your day today… I suggest you watch this video on $ASML 👇

Oliver | MMMT Wealth (CPA)

82,413 views • 1 year ago

If you’re not bullish on $AMZN then you don’t understand where the business is heading. Robots are taking over the warehouse and margins will expand massively. Here’s why 👇🧵

If you’re not bullish on $AMZN then you don’t understand where the business is heading. Robots are taking over the warehouse and margins will expand massively. Here’s why 👇🧵

Oliver | MMMT Wealth (CPA)

44,713 views • 1 year ago

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