$GRAB should be a $15 stock today 👌
If analysts or more funds spend time to understand what I wrote below.
$GRAB is fundamentally misunderstood as a low margin food delivery/Rideshare or just a chinese app. But this kind of flywheel will only reward long term shareholders/investors, meaning retail investors will continue to exit as institutional ownership climbed 60% to 84%(in 7 quarters) and likely to climb to 90-95%.
20% MTU Growth in Q4 could translate to 30-32% transaction vol growth, and to $1B revenue or around 31% YoY growth.
But hey, that is why i'm here, bought it before the Mr. Market understands the full potential of $GRAB. $GRAB is actually gonna grow much faster and get to 95% market share by Executing "Secret Weapon" and "Secret Sauce", while AI is allowing new higher margin services to be added/intergrated in weeks. It is so crazy that we are only at 5% potential and the business is already showing this kind of scalability evidences.
I don't really care about Short sellers, they will be gone medium-long term.
I will write a complete thread detailing the roadmap to $500B+ MC to Subscribers in Dec 2025 and this will also be released to everyone in mid 2026. I want more high conviction shareholders to have time to understand the business. I don't want any of those nonsense $50 next year or $100 in 3 weeks BS.
Only at 5% potential, 6.5% penetration(current 700m population), 14% thesis bottom of pyramid(up to 5 billion people). The Grab SuperApp model embracing Folks at the bottom is actually working, it is not a concept anymore. IT WORKS!
Alright, that is it. I'm so hyped abt Fundamental and Q4 2025. GRAB is at an inflection point!
Not Financial Advice!
1/ $FLNC is the leading utility-scale battery provider with 5x potential.
Power demand is exploding due to rapid data center buildout.
Most of the new capacity should come from renewables, where storage is critical.
Here is why $FLNC is an asymmetric opportunity: 🧵
$ZETA Agree. It's currently at $4.3B market cap.
10x means it is a $43B market cap in the future if they keep staying ahead of their competitors in terms of product innovation and taking market share from them which I believe they will
Today you see some companies literally with no revenue reach $20B - $30B market cap based on future potential.
It is more than likely for $ZETA to deserve a similar multiple in the future too
1/ How to choose which narrative to invest in?
Amid numerous tokens, narratives, and "alpha" threads on X, where should you focus?
Here's my framework & the narratives I follow: 🧵
Everyone wants to own a stock that goes up 10X.
Do you want to learn how to find them?
I compiled a document (> 1.000 pages) with more than 200 case studies.
To receive it:
1️⃣ Follow us (so I can DM you)
2️⃣ Retweet this tweet
3️⃣ Reply '10X' below
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