YodaStocks.

📈Growth stock investor:
$AMD $HIMS $FUBO $SOFI $HNST $OSCR
🧠Stock thesis, projections, investing mindset
💉Medical student with a passion for investing

[YodaStocks. @YodaStocksInves]

Betting my net worth on these long-term opportunities: Next Decade
A Thread, explanation below
⭐️ $AMD to $1T+ MC (from 200B):
AI chip play, big tech growth stock
⭐️ $HIMS to $100B+ MC (from 13B):
Healthcare platform, midcap growth stock

[YodaStocks @YodaStockInvest]

My portfolio is worth 120k today (thx $AMD).
I’m 22 years old.

Did I inherit my money? Nope

Do I have rich parents? Nope

Do I have parents who invest themselves? Nope

Do it yourself. Do your own research. You can do it.
BELIEVE!

[YodaStocks @YodaStockInvest]

I do STILL believe that in the next 3-5 years:

$AMD will be the best performing large cap/big tech stock
$SOFI vs $HIMS battle for best performing midcap stock (and become large caps)
$FUBO will be the best performing smallcap stock (and become midcap)

My top 4 positions.

[YodaStocks @YodaStockInvest]

WEEKLY $AMD vs $NVDA challenge update #3
Since 16th June:
$AMD +18.7%
$NVDA +12.2%
While both are winners and NVIDIA played some catchup this week, team $AMD is still comfortably ahead after a down week.
Let the battle continue!

[YodaStocks @YodaStockInvest]

What stock truly feels like ‘YOUR’ stock?
Like it’s meant to be? Like it’s your baby?
For me (surprise surprise): $AMD 🔥

[YodaStocks @YodaStockInvest]

‘But $FUBO stock is down since January.’
WHO CARES?

2028 bear case: $5 (includes merger with $DIS falling through)

2028 base case: $18

2028 bull case: $35

[YodaStocks @YodaStockInvest]

How I’m feeling about my positions:
$AMD: holding in any scenario, big enough position
$HIMS: holding, unless the stock goes down a lot more
$FUBO: holding
$SOFI: possibly adding
$HNST: holding
$OSCR: possibly adding

But I’ll be building out a cash position in the coming months, so not much buying will be going on. At ATHs and being heavily invested right now I rather get my cash up.

[YodaStocks @YodaStockInvest]

What’s a turnaround stock you truly believe in? Like you just KNOW they will climb from the trenches?
For me: $NKE (although I don’t own it, I’m sure they will see ATHs again)

[YodaStocks @YodaStockInvest]

$AMD talking up AI agents and impact on hardware at AMD Advancing AI👇

👀Lisa Su said agentic AI represents ‘a new class of user’>adding billions of new virtual users to the global compute infrastructure

Agents are here to help us: that requires lots of GPUs and CPUs working together in an open ecosystem
✅Meaning MORE DEMAND FOR COMPUTE

[YodaStocks @YodaStockInvest]

Second half of the year has started.

If $SPY goes down in any significant way like in 2018, watch out for major downdrafts in the following risk-on names:

$PLTR
$TSLA
$ASTS
$NBIS
$HIMS

This means a buying opportunity, no panic needed.

[YodaStocks @YodaStockInvest]

What’s your favorite COMPANY?
Take away the stock price/opportunity, what company do you think is just amazing or changes the world for the better?

[YodaStocks @YodaStockInvest]

Understanding $AMD vs $NVDA stock

👀If AMD manages to get to $100B revenue in 2030 (32.5% CAGR),
the stock can 3-6x in 5 years FROM HERE❗️
(depending on EPS growth/margin expansion/multiple expansion)

⭐️NVIDIA will do $190B+ revenue THIS YEAR 2025
So if AMD manages to do HALF of $NVDA CURRENT revenue by 2030, the stock will go up like a ROCKET

So saying ‘but why not buy market leader NVIDIA’ makes no sense, as the chances of NVIDIA going up 4x+ in the next 5 years are almost zero at a $3.5T valuation👇

[YodaStocks @YodaStockInvest]

I always hate when I see posts of people saying 'the stock has gone up 50% so do not chase'

Like stocks don't go on multi-year runs of 100s of %😂

$PLTR went up from $6 to $15 in half a year and was still a buy
$AMD is undervalued after it’s run from $80 to $140, and will still be a buy at ATHs
$HIMS at ATHs will not be overvalued
$SOFI at ATHs will not be overvalued
$FUBO could run another 100% and still be undervalued after merger

Being afraid to hold something after it goes up a bit is the number one way to stay AVERAGE.

[YodaStocks @YodaStockInvest]

What % of your portfolio is cash right now?

[YodaStocks @YodaStockInvest]

$HNST ready for takeoff
Reached above $8.50 in November, but had a drawdown on tariff worries. I believe after Q2 worries will fade and the stock will start the uptrend to $10+

[YodaStocks @YodaStockInvest]

My top picks in these traditional industries with major advancements (next decade):
⭐️AI infrastructure: $AMD, $NBIS, $ASML, $TSM, $NVDA (happy now @MarketInvestorX ?)
⭐️Finance: $SOFI, $HOOD
⭐️Insurance: $OSCR, $LMND
⭐️Health: $HIMS

[YodaStocks @YodaStockInvest]

What is the best investing advice you could give your younger self?
Mine:
-ALWAYS LOOK AT BALANCE SHEETS
-Less is more

[YodaStocks @YodaStockInvest]

‘Until what price is $SOFI a buy?’

If your time horizon is truly long-term and you believe it will become a top 10 bank, then SoFi is destined for $200B+ MC in the next 5-15 years.

👀Meaning it’s a buy WAYYY ABOVE $18 (20B MC)

What's your buy level for $SOFI?

[YodaStocks @YodaStockInvest]

Some people on here like to think that most X stocks are ‘too popular’, when in reality:

$AMD is treated like the autistic little brother of $NVDA by Wall Street

Space stocks like $ASTS and $RKLB still sound like meme stocks to most uneducated investors

$FUBO is almost never talked about apart from here (TF is a Fubo?)

$LMND sounds to most like a company making fresh juices

$OSCR is a smallcap no regular investor knows about

$HIMS is not yet a total ‘retail stock’ at all

$SOFI is still not taken serious

$HNST is not talked about EVER on CNBC

There is still room for much upside in these names.

Don’t let anyone convince you a stock is ‘too popular’ just because it’s mentioned on a niche on X.

Make valuation models and projections, and then decide if it’s a deal.

[YodaStocks @YodaStockInvest]

While my babies $AMD and $HIMS are taking a chill pill today, $FUBO is flying!
Now $FUBO is my 2nd largest position after recent price moves, taking over from $HIMS.

Portfolio up 1.8% today with $SPY +0.29%
$AMD -0.nothing
$HIMS -1%
$FUBO +8%
$SOFI +9%
$HNST +4%
$OSCR +3%

But I want really my portfolio all green like Yoda

[YodaStocks @YodaStockInvest]

The average analyst Price Target for $AMD is $130
The stock is $143 today🤣

🔜Get ready for analysts to fall over eachother to up their price targets!

👀Leading to stock going up, PTs needing to go up again, stock going up... you get it don’t you?