Thierry Neut

Logo selon une oeuvre de Magritte : les Affinités Electives (1933). Un concept utilisé en science sociale du temps de Max Weber.

[YodaStocks @YodaStockInvest]

Why $SOFI is the best growth stock buy right now👇
The path to $100+ laid out

Retweets are much appreciated, I spent a lot of time on the article!
Hey @anthonynoto give me your opinion!

[Jeremy Lefebvre @HolySmokas]

I bought $PLTRat $7. $TSLA at $13. $ELF when nobody was watching.

None of those came from a hot tip. They came from reading income statements and knowing what I was actually looking at.

Here's the Grading System I've used for 18 years: 👇

[1000xSTOCKS @1000xStocks]

The Vix is at 25 right now....

The way we view it:

Vix over 30 is usually very good buying opportunity.

Vix over 40 is a great buying opportunity.

Vix over fifty is a load the boat buying opportunity.

Vix over 60 is a generational buying opportunity.

[Lorenzo Couget @LorenzoBolsa]

Charlie Munger decia:

"If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline."

$MSFT

[Wealthmatica @wealthmatica]

I've been thinking about this...

$GOOGL owns over 1.3% of $PATH, making up about 4% of their portfolio.

That's worth almost $100M.

There is NO way a company like $GOOGL invests into a company like $PATH without being convinced they are developing significant technological leaps in IPA applications.

I reckon they've added.

[Ray Myers @TheRayMyers]

10 stocks to buy and hold for the next 10 years:

1/ IREN

Iren is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy.

As the CEO says, the industry is growing so rapidly, "They can't meet the demand".

- 3GW Contracted Power
- $9.7B $MSFT Contract
- Next Hyperscaler deal is inevitable

[Thierry Neut @ThierryNeut]

Thank you MMMT wealth :UiPath (PATH) Deep Dive https://t.co/3zpjM8SNWB

[XXC Benard @vbenard]

"Les lois climatiques de l’UE sacrifient notre PIB et nos libertés"

Mon dernier article pour @EuropeScientist

https://t.co/jZEiGyffe9

[Jack Haddad, MD @haddad_jac79558]

$PATH did something almost nobody in tech does:

• First GAAP profitable quarter (Q3 FY26)
• $1.4B in cash
• ZERO debt

Which other company matches that exact combo right now? No one!

[Ashton Invests @Ashton_1nvests]

Stocks I WANT to own in 2026 🧵👇

Not because they’re popular.

Not because they’re hyped.

But because they have real businesses, improving fundamentals, and long runways.

Some are compounders.

Some are asymmetric bets.

All of them fit how I’m investing this year.

Here’s my list 👇

1/ $SOFI

This is my highest-conviction long-term growth play.

SoFi isn’t just a bank, it’s an ecosystem.

Lending, financial services, tech platform, and wealth management all feeding off each other.

Revenue diversification keeps improving, margins are expanding, and scale is finally showing up.

Still very early, but the foundation is being built the right way.

[Oliver | MMMT Wealth (CPA) @MMMTwealth]

HERE'S MY TOP 10 HIGH GROWTH STOCKS (in order of position size):

1. $LMND: AI native insurance disruptor.
2. $NU: The best fintech in LatAm with some of the bet unit economics globally.
3. $TMDX: Reinventing organ transplant logistics.
4. $HIMS: Disrupting healthcare as we know it today.
5. $SOFI: The one-stop shop for peoples financial needs.
6. $ZETA: AI driven marketing cloud for enterprises.
7. $OSCR: Tech-first health insurance betting big on the ICHRA market.
8. $UPST: AI credit engine disrupting lending.
9. $NVDA: Powerhouse of the AI revolution.
10. $DLO: Digital payments infrastructure for LatAm.

[Natan @nataninvesting]

$PDD IS A BIG OPPORTUNITY 👇🏻

PRICE TARGET: $199 --> $202
POTENTIAL UPSIDE: +79% ✅

"Pinduoduo remains one of the market’s most misunderstood names. Q3 report was better than my expectations, still deeply undervalued."

ASSUMPTIONS:
LTM Revenue: $58.131B
(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢)
5Y Revenue CAGR: 12%
2030 Profit Margin: 28%
2030 PE Ratio: 18
Shares outstanding: 1.488B
Shares dilution: 1%/year

VALUATION:
Q3 2030 $PDD SHARE PRICE =
58.131 * (1.12)^5 * 0.28 * 18 /
[1.488 * (1.01)^5] = $330

You can now choose the discount rate that you prefer, I use 13%.

ACTUAL PRICE: $113
FAIR VALUE: $179
PRICE TARGET: $202
POTENTIAL UPSIDE: 79%
EXPECTED RETURNS: 23.9%/year
DIVIDEND YIELD: -

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𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.
𝘐'𝘮 𝘯𝘰𝘵 𝘢 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 and all the 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘪𝘯 𝘵𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘯𝘰𝘵 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦.
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$BABA $JD $KWEB

Follow me: @nataninvesting

[Thierry Neut @ThierryNeut]

Réflexions sur la notion de réserve de valeur. https://t.co/YqRgB9up65

[Thierry Neut @ThierryNeut]

Monsieur Lombard est un EYI. https://t.co/avx93nN8oH

[Thierry Neut @ThierryNeut]

Faut-il appliquer le portefeuille Turc à la France ? https://t.co/zaOVdXXItV

[Thierry Neut @ThierryNeut]

Le marché des actions américains commence à m’inquiéter. https://t.co/MHbKOStFvt

[Natan @nataninvesting]

$BABA IS UP 9% PRE MARKET AND MORE THAN 100% YTD! 🚀🧡

After years of patience, Alibaba has for the first time surpassed the Fair Value of my model.

I will decide what to do with my shares soon, but having been proven right in the end is a great satisfaction.

Congratulations to those who always believed, and also to the many who told me to sell at $60-70. 😉

Repost if you're making money with $BABA! 💰

[Natan @nataninvesting]

$BABA IS FINALLY TRADING AT MY FAIR VALUE!

PRICE TARGET: $192
POTENTIAL UPSIDE: +8% ✅

"Alibaba remains a decent opportunity considering the accelerating growth of Cloud business but part of the upside is clearly gone"

ASSUMPTIONS:
LTM Revenue: $138.995B
(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢)
5Y Revenue CAGR: 9%
2030 Profit Margin: 17%
2030 PE Ratio: 18
Shares outstanding: 2.393B
Shares reduction: 2%/year

VALUATION:
Q2 2030 $BABA SHARE PRICE =
138.995 * (1.09)^5 * 0.17 * 18 /
[2.393 * (0.98)^5] = $303

You can now choose the discount rate that you prefer, for Alibaba I want to use 12%

ACTUAL PRICE: $177
FAIR VALUE: $172
PRICE TARGET (1Y): $192
POTENTIAL UPSIDE: 8%
EXPECTED RETURNS: 11.4%/year
DIVIDEND YIELD: 0.6%

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𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.
𝘐'𝘮 𝘯𝘰𝘵 𝘢 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 and all the 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘪𝘯 𝘵𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘯𝘰𝘵 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦.
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Are you selling your $BABA shares?

Follow me: @nataninvesting

[The Analyst @MMatters22596]

$DLO

The combination of this chart, combined with the crazy revenue growth is litteraly screaming buy.

This really reminds me of early $SOFI, especially with both of them being Fintech companies.

Do you think this company is worth analyzing?

[Oliver | MMMT Wealth (CPA) @MMMTwealth]

Friendly reminders:

$LMND $OSCR $ZETA $HIMS $TMDX are completely disrupting some of the biggest industries in the world.

$LMND: 63% expected growth in 2026 and trades at 4.3x NTM sales.
$OSCR: 31% growth rates for 0.2x NTM sales.
$ZETA: Growing EBITDA at 26% YoY, yet trades for below 15x 2026 EBITDA.
$HIMS: The most overvalued of this bunch, but my 2030 model gives ~4x move.
$TMDX: MedTechs like $ISRG trade ~2.5x more than $TMDX.