CompoundWithMartin

Finding multibaggers early 🚀· Undervalued stocks 📉· AI Podcasts 🎙️· Infographics📊

Not financial advice. DYOR. 🎙️↓

[CompoundWithMartin @CompoundWithM]

Most people focus on the same popular stocks.

I don’t.

I look for under-the-radar companies-ignored by market and overlooked by funds.

The kind that can 3x+ before the crowd notices.

My edge:
→ Infographics 📊
→ Spotify deep dives 🎙️
Follow if you want to be early 🚀
DYOR

[CompoundWithMartin @CompoundWithM]

@gwiggins Agree

[CompoundWithMartin @CompoundWithM]

$ENVX chairman T.J. Rodgers just increased his stake by 14% while BlackRock added 52% to their position

Institutional ownership has been climbing steadily since 2022, with a clear acceleration in the last year

Smart money quietly building here

[CompoundWithMartin @CompoundWithM]

@ChrisMo84176521 Yes, he didn't buy on the open market. This reflects "Beneficial Ownership" from the Enovix warrant dividend program exercised by August 2025. Due to heavy share dilution, his actual Δ Ownership dropped by -8.28%.

[CompoundWithMartin @CompoundWithM]

$TTD Q2: Rev.: +3%, missed estimates, stock -80% YoYň
dug into the filings - AR/AP both shrank, ~$270M moved from corp bonds into money markets, buybacks down 63% YoY

that's not "we think we're cheap"
That's a company playing defense while it replaces almost the entire C-suite

[CompoundWithMartin @CompoundWithM]

$ROOT Q2: net income up 15%, ROE ~31%, combined ratio 92.1%

premium shrank a bit — they're picking profit over growth in a tough market right now

partnerships now 51% of new writings vs 44% last year

not flashy, just disciplined📈

[CompoundWithMartin @CompoundWithM]

$WIX Q2: revenue +15%, ARR $1.96B

Real story is Base44's margin — near-0% to ~60% non-GAAP gross margin in H2, thanks to their own model (Base1) replacing OpenAI/Anthropic API calls

CFO called it a "unit-economic breakthrough"

quiet quarter, big shift underneath
🚀

[CompoundWithMartin @CompoundWithM]

$ROOT is now live in New Jersey! 🚀
• 37th state (80% of US population covered)
• Powered by telematics & 36B+ miles of data
• Targeting 100% US coverage by 2027
This steady execution is exactly how you turn a profitable quarter into a real growth story.

[CompoundWithMartin @CompoundWithM]

$WIX's Base44 just launched Base1 -their own AI model, replacing the OpenAI/Anthropic models they were paying for

Not a frontier model, but fine-tuned for building apps. means they stop renting compute, start owning it = better margins over time

Real game-changer for the stock

[CompoundWithMartin @CompoundWithM]

Base44 is at $150M ARR, growing faster than Lovable at a similar stage, has superior distribution through Wix, and benefits from the strong cash flow of the core business.
The market is still pricing it at almost zero.
The asymmetry is extreme 🚀
#WIX #Base44

[CompoundWithMartin @CompoundWithM]

$WIX
Base44 inside Wix is growing like crazy since the acquisition (June 2025): $3M ARR → $59M (end of 2025)→ $100M (March)→ $150M ARR (mid-May)
Lovable was valued at $6.6 billion at ~$200M ARR (33x multiple)

[CompoundWithMartin @CompoundWithM]

if that model works, their customer acquisition cost goes to near zero stock is -87% from ATH, guidance was cut, layoffs happened either they're burning the old model to build the new one — or the new one won't land in time worth watching either way🚀

[CompoundWithMartin @CompoundWithM]

$WIX signed 3 partnerships in 13 days and barely anyone noticed :
OpenAI Codex. Stripe Projects. Microsoft 365 Copilot.
Not marketing. Something bigger 👇

[CompoundWithMartin @CompoundWithM]

AI agents don't use drag and drop editors. They call APIs Wix quietly built the only backend with payments, bookings, CRM and commerce all in one when Codex, Copilot or Stripe spins up a business for someone, Wix runs underneath. User never even visits https://t.co/AxmfhUklwn

[CompoundWithMartin @CompoundWithM]

• Look at the setup.
→ Fundamental line: $50
→ Buy line: $58
→ Exit line: $132
From $58 to $200 = 240% upside 🎯
• With a market cap of just $900M, a share float of only 12 million, and short interest around 14%, the setup looks highly asymmetric.

[CompoundWithMartin @CompoundWithM]

$ROOT at 58$
ROOT is now trading on BUY line.
ROOT is also forming a cup-and-handle pattern, and I believe the stock could potentially target the $200 level by the end of 2028 if market sentiment reverses following improved quarterly results.

[CompoundWithMartin @CompoundWithM]

$WIX at $52.

Just like $TTD, $WIX is now trading BELOW the fundamental line.
That rarely happens with high-quality SaaS businesses.

Look at the setup.
→ Fundamental line: $75
→ Buy line: $98
→ Exit line: $218

From $52 to $218 = 300% upside 🎯

[CompoundWithMartin @CompoundWithM]

From $20 to $90 = 350% upside 🚀
People keep asking what to buy right now. $AMZN? $MU? $SNDK or $APP?
None of those are doing 3x from here.
Sometimes the market hands you the exact setup you were waiting for.

[CompoundWithMartin @CompoundWithM]

$TTD at $20.
Price is now trading BELOW the fundamental line.
That rarely happens with quality businesses.
The levels:
→ Fundamental line: $34
→ Buy line: $45
→ Take profit: $90🧵

[CompoundWithMartin @CompoundWithM]

Meanwhile:
→ smartphone launch still targeted for H2 2026 🚀
→ analyst targets remain well above current price levels ($21+) 🚀
#AI #Batteries #Investing

#AI #Batteries #Investing

[CompoundWithMartin @CompoundWithM]

$ENVX is down 13% after earnings
Revenue:
→ $7.6M (+49% YoY)
→ Beat guidance
→ 6th consecutive quarter of positive gross margin
But the real story wasn’t the revenue.

It was the progress toward commercialization. 📱

[CompoundWithMartin @CompoundWithM]

This quarter Enovix:
→ Started commercial production of its silicon- anode smart eyewear battery
→ Expanded Korea defense pipeline to $ 130M+
→ Continued improving manufacturing yields