LongGameEquity

Investing for the next decade, not next week 🚀
AI • Software • Disruptive tech
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[LongGameEquity @LongGameEquity]

🚨 HEAVY RARE EARTH STOCKS ARE CRASHING.

Meanwhile, the U.S. is fighting to break China’s grip on the supply chain. 🇺🇸

Here are 5 stocks to watch: 🧵👇

1/ $MP — MP MATERIALS 🇺🇸

America’s leading rare earth producer is expanding into magnet manufacturing, positioning itself at the center of the U.S. push to rebuild domestic supply chains.

[LongGameEquity @LongGameEquity]

@Wealthonomic Lol great minds think alike

[LongGameEquity @LongGameEquity]

I can’t see anyone surpassing $AMZN in revenue in my lifetime.

AWS alone could hit $1T in annual revenue by 2035.

The only potential challenger? $NVDA.

Who else even has a chance? 🚀

[LongGameEquity @LongGameEquity]

@Campbellstocks For sure

[LongGameEquity @LongGameEquity]

If $AMZN dips next week on capex fears, I’m buying aggressively.

The level of spending reflects just how strong AWS demand is.

Expecting close to 50% AWS growth next year. 🚀

[LongGameEquity @LongGameEquity]

@amktparticipant Tyty

[LongGameEquity @LongGameEquity]

@MDCTrades305 Exactly

[LongGameEquity @LongGameEquity]

🚨 7 STOCKS INVESTORS WILL GIVE UP ON AND REGRET IT.

🔹 $META → $1,100+
🔹 $SOFI → $30
🔹 $AMZN → $350
🔹 $AVGO → $500
🔹 $NVDA → $300
🔹 $CEG → $350
🔹 $VST → $200

THEY’LL LOSE PATIENCE BEFORE MOMENTUM KICKS IN, THEN WATCH FROM THE SIDELINES AS THESE STOCKS TAKE OFF. 📈

[LongGameEquity @LongGameEquity]

🚨 Is $BE being slept on?

🔹 $4.5B revenue projected for 2026
🔹 $16B revenue projected by 2029
🔹 3.5x 2029 price-to-sales at a $56B market cap

If Bloom Energy hits its targets, $BE could look CHEAP in hindsight.

On-site energy demand is exploding. 🔥

Are you buying here?

[LongGameEquity @LongGameEquity]

@TheFinanceFlow Hard to disagree

[LongGameEquity @LongGameEquity]

@Alphacoreinvest Tyty

[LongGameEquity @LongGameEquity]

@vincentinvests Very true does hims use ai best?

[LongGameEquity @LongGameEquity]

@vincentinvests How so?

[LongGameEquity @LongGameEquity]

@Anthonyjun7 All it the backlog is over 500 billion

[LongGameEquity @LongGameEquity]

@vincentinvests True but that’s a very hard market to penetrate

[LongGameEquity @LongGameEquity]

@Stealthct_Storm Ofc

[LongGameEquity @LongGameEquity]

@Gains_Academy @treasureh8nter Hard to say cpu demand is unprecedented

[LongGameEquity @LongGameEquity]

$AVGO feels like stealing money.

2029 EPS of $47.33 × 20x P/E = $946.60/share.

That’s ~40% CAGR from here, before even factoring in OpenAI and Anthropic upside.

[LongGameEquity @LongGameEquity]

@daniel_dblv would assume around 20%

[LongGameEquity @LongGameEquity]

🚨 Is $BE being slept on?

🔹 $4.5B revenue projected for 2026
🔹 $16B revenue projected by 2029
🔹 3.5x 2029 price-to-sales at a $56B market cap

If Bloom Energy hits its targets, $BE could look CHEAP in hindsight.

On-site energy demand is exploding. 🔥

Are you buying here?

[LongGameEquity @LongGameEquity]

$META growing 20%+ a year at this scale, with AI, MUSE, messaging, e-commerce, subscriptions, and wearables still ahead.

How many non-cyclical businesses grow this fast at this scale?

It’s almost unheard of. And people are bearish?

[LongGameEquity @LongGameEquity]

@phantomscience Facts

[LongGameEquity @LongGameEquity]

@phantomscience Yessir i’m more bullish on nucleur long term guessing you are too lol

[LongGameEquity @LongGameEquity]

@phantomscience Maybe not by future growth

[LongGameEquity @LongGameEquity]

@tomasanezm No way

[LongGameEquity @LongGameEquity]

@Rumble_Ray Yes