Anish | VCP Scanner

🎓 MBA → Investor + Builder
🛠 Building VCP Scanner In Public
📊 30+ Years Of Market Data. No Paywalls.
🎯 On The Road To 10k Investors

[Anish | VCP Scanner @VCPScanner]

Wall Street pays $32,000/year for stock data.
You shouldn't have to.

• 30-year financials
• DCF valuation (Bear / Base / Bull)
• 200+ screener filters
• Compare any stock

5,800+ US stocks. Free. Updated daily.
→ https://t.co/mygicN16Af

[Anish | VCP Scanner @VCPScanner]

$CIFR up 33% since I bought May 21st.
Not a crypto trade.
A Bitcoin miner that quietly became an AWS and Google landlord - with two AI data centers under construction in West Texas.
Market hadn't caught up. It's starting to.
Still holding.

[Anish | VCP Scanner @VCPScanner]

We try to compress timelines in both investing and the things we're building. 🙂
But timelines should never compress lifelines.
After sleeping only ~7 hours in the last 3 days, I got reminded of that today.
Small milestone: VCPScanner is now reaching ~300 users/day.
Still early. Still a lot to improve.
Here's what we've shipped recently:
• Track 13F institutional holdings
• Follow top investors' portfolios
• Track 23 curated themes vs the market
• Compare 10 stocks across 200+ metrics
Building in public, one step at a time.
#investing #stocks #buildinpublic

[Anish | VCP Scanner @VCPScanner]

People who bought oil calls on geopolitics.
Peace got priced in before their order even settled.

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

Stock market crash 1995 vs 2026

Same pattern:

1995: Huge overvalued Palm IPO -> Dot-Com Bubble crash

2026: Huge overvalued SpaceX IPO -> AI Bubble crash coming

Remember that I was first to warn you

[Anish | VCP Scanner @VCPScanner]

Is Google the next Cisco?

Cisco grew revenue from $12B to $57B after the dot-com crash.

The stock still took 25 years to recover.

Google's risk isn't AI killing Search.

It's AI turning Search into a utility.

Great company.

Great earnings.

Mediocre stock.

[Anish | VCP Scanner @VCPScanner]

@Mr_Derivatives Blockbuster probably had some nice technical bounces on the way down too.

[Anish | VCP Scanner @VCPScanner]

Anthropic isn't an IPO trap.

The real trap is expecting Google-style 180x returns from a company already worth ~$1T.

At ~20x sales on a $47B revenue run-rate, Anthropic looks more like a future mega-cap than a lottery ticket.

Blue-chip upside? Maybe.
100x upside? Nope.

[Anish | VCP Scanner @VCPScanner]

AI data centers can't go down.

Generac ($GNRC) is selling the backup power that keeps them running.

Q1 2026:
⚡ Revenue +12%
⚡ C&I Revenue +28%
⚡ Raised Guidance
The market sees generators.
The company sees AI infrastructure.
$GNRC

[Anish | VCP Scanner @VCPScanner]

The S&P 500 is trading at 31x earnings.
The long-term average is 17x.

That gap closes one of two ways:
→ Earnings grow into it
→ Prices come down

Tech is sitting at 45x and makes up a third of the index.
Remove tech? The market looks almost normal.

[Anish | VCP Scanner @VCPScanner]

31x earnings. 3.2% earnings yield. Treasuries at 4%+.
Then Friday happened. Nasdaq -4%. Nvidia -6%. $1 trillion wiped in a day.
This is what a priced-for-perfection market looks like when it cracks.

[Anish | VCP Scanner @VCPScanner]

@StockMarketNerd But numbers are always lagging.... mostly priced in.
Example Nokia's downfall numbers were good untill wasn't. Kodak . Then BlockBuster.
But always some fundamental shift was there investors kept ignoring..

[Anish | VCP Scanner @VCPScanner]

@dividendology active research gave me 14.2% cagr last 8 years so why even going for any passive strategy

[Anish | VCP Scanner @VCPScanner]

$BMY is the most overlooked pharma stock right now.

Forward P/E: 9x vs S&P avg of 20x
Free Cash Flow: $11.9B/yr
Dividend: 4.4% | 19 straight years of raises
Fair Value: $65 | Current: $58

Patent cliff fears are real — but they're already priced in.

You get paid to wait.

[Anish | VCP Scanner @VCPScanner]

$BC beat Q1 but Q2 EPS guide of $1.10-$1.20 vs $1.50 estimate is a red flag — marine discretionary gets hit hard when consumers tighten. Tariff pressure on imported components isn't helping either. Classic beat-and-lower setup that rarely ends well short term. Watch the next consumer confidence print closely.

[Anish | VCP Scanner @VCPScanner]

$TXT shedding industrial dead weight to go pure-play aerospace and defense — smart move. Every time a conglomerate did this (United Technologies spinning off Otis/Carrier in 2020), the core business re-rated higher. Bell helicopters + Textron Aviation alone justify a fresh look. Spinoffs historically outperform by 20-30% in year one.

[Anish | VCP Scanner @VCPScanner]

Data center at 24% of revenue and growing 70% YoY — WCC is no longer just an electrical distributor, it’s an AI infrastructure backbone.
Last time a “boring” industrial pivoted this hard into a secular trend (CAT into the mining supercycle, 2005–2008), it ran 5x.

Free cash flow at 128% of net income means this is real earnings, not accounting magic.

[Anish | VCP Scanner @VCPScanner]

@mind1nvestor $HOOD has bounced 40-60% multiple times before rolling over again — classic relief rally pattern. The real tell will be volume on the next move up. Until fundamentals shift, these are trader stocks, not holder stocks. Patience > prediction.

[Anish | VCP Scanner @VCPScanner]

While everyone's talking Q1 2026 numbers —
Let's not forget what got them there. 👇
$GOOGL Q4 2025 was already a statement:

Revenue: $113.8B (+17% YoY)
Google Cloud: $17.7B (+48% YoY)
Search: $63.1B (+17% YoY)
Gen AI revenue: ~400% growth YoY
Gemini: 750M+ monthly active users

Full year 2025: $402.8B — first time ever crossing $ 400B.
The Q1 2026 beat didn't come from nowhere.
This is what the foundation looked like. 📊
$GOOGL

[Anish | VCP Scanner @VCPScanner]

@dividendology Search growth +19% y/y definitely pushes back on the bear case.
But AI impact is likely gradual, not instant.
We’ve seen similar slow disruptions before.
Too early to call it over.