Samatha

I don’t chase— I attract. But I’ll definitely keep you on your toes.

[Lance Armstrong @lancearmstrong]

A day in the life - June edition

#Ad Athletic Brewing Company, LLC. Milford, CT and San Diego, CA. Near Beer. <0.5% alc/vol

📷 @LizKreutz

[Messari @MessariCrypto]

Read the full report here:

https://t.co/5wc9i9a0KV

[Lamb Of God @lambofgod]

INTO OBLIVION | Our 10th studio album is OUT NOW.

Final copies for vinyl variants and the limited edition zine + signed CDs are available at https://t.co/Hd4je1mnSD. Streaming everywhere now.

1. Into Oblivion
2. Parasocial Christ
3. Sepsis
4. The Killing Floor
5. El Vacío
6. St. Catherine’s Wheel
7. Blunt Force Blues
8. Bully
9. A Thousand Years
10. Devise/Destroy

https://t.co/UCh4Ge8iPW

[talkSPORT @talkSPORT]

"I'LL THROW THEM OFF THE RIVER TYNE!" 👀

"WE GET TURNED OVER 5-1!" 🤣

Steve Bruce recalls a funny "MUSIC DOCTOR' story with Asamoah Gyan! 🤣

[Spread Love and Kindness 🙏 @FashionweekNYC]

Paolo Sebastian 'Forget Me Not' Couture Spring 2026 Collection

[The SETI Institute @SETIInstitute]

Humanity's Plan for First Contact: Who Speaks for Earth? https://t.co/cYPcEMwRU6

[Lord KiDi @KiDiMusic]

For the First time ever ,
KiDi live in London 🇬🇧
24th September , Live at Outernet 🔥

Sign up at https://t.co/OAif4cNuAG now for early access.
Pre-sale of tickets out Thursday
General sale on Friday
#WDWGFH
#EraOfFirsts 🫱🏼‍🫲🏻

[Carol Radull @CarolRadull]

France coach Didier Deschamps will miss the Norway match following the passing of his mother.

Our thoughts are with him and his family. 🙏🏽

[Ed Sheeran HQ @edsheeran]

North America! The Loop Tour is headed your way in ONE WEEK 🩷♾️

Drop us a text to stay up to date with the tour! https://t.co/JeneJVHRNa

[Team Liquid @TeamLiquid]

Imagine sitting in the arena, in Paris, watching Team Liquid make history at #EWC26 🤔 Now stop imagining, because we’re sending a few lucky fans on an all-expenses paid trip to watch us live! Flights, hotels, and tickets will be completely covered.

Ready to live the ultimate Super Fan dream?
Enter here 👇
✈️ https://t.co/J2rHp1Qg3E

Rendez-vous à Paris! 🥖
#EWC26SuperFan #TeamLiquidSuperFan

[World Cup 2026 @WorldCupMedia_]

🚨 Japan left their dressing room spotless after their match against the Netherlands. 👏

A tradition built on respect, discipline, and responsibility. ❤️🇯🇵

[Air India @airindia]

International travel, made easier from the very start.

Introducing Air India Easy Connect Flights! Starting with Varanasi, travellers can check in their baggage all the way to their final destination and complete immigration at their origin city before connecting onward via Delhi, commencing 25th June, 2026.

Look out for AI 11XX code to identify Air India Easy Connect Flights.

Click here to know more: https://t.co/PVI8U7iTze

[JWR @Josswayar]

📸 by p palm
#LOLFanFest2026

[BANG BROS @BangBrosStudios]

Petite Dream Duo

🔗https://t.co/rTdadFaLRR

@viviennexvo @Realjojoaustin @JohnnyLovexxx

[Denise Welch @RealDeniseWelch]

The Ravers Return 💪💪❤️❤️

[Jonah Lupton @JonahLupton]

Every couple of months I post our top positions at @FirstWaveFund and since we sent our May investor letter a few days ago I don’t mind sharing those positions... here are the top 12 in alphabetical order:

AAOI, ALAB, APP, CRDO, HIMS, HROW, IREN, MELI, MU, NBIS, RDDT, TMDX

All estimates are my own. Every company mentioned in this post has risks so please do your own research and form your own opinions, thesis and conviction. Please don't waste your time asking me where I'd be buying or trimming... because I won't answer.

I spend alot of time building our models and thinking through all the possible variables and catalysts that will impact the reported financials but in reality trying to predict revenues, margins, dilution and earnings in CY2028 or FY2029 is not easy.

$AAOI
CY2025 revenues = $455M
CY2028 revenues = $10.70B
3 year revenue CAGR = 186%
CY2025 EPS = -$0.26
CY2026 EPS = $1.04
CY2028 EPS = $10.40
2 year EPS CAGR from CY2026 through CY2028 = 216%
Currently trading at 15.6x CY2028 EPS (not including cash/debt)

$ALAB
CY2025 revenues = $852M
CY2028 revenues = $3.88B
3 year revenue CAGR = 66%
CY2025 EPS = 1.84
CY2028 EPS = $8.55
3 year EPS CAGR = 67%
Currently trading at 48.7 CY2028 EPS (not including cash/debt)

$APP
CY2025 revenues = $5.48B
CY2028 revenues = $16.67B
3 year revenue CAGR = 45%
CY2025 EPS = $10.64
CY2028 EPS = $37.06
3 year EPS CAGR = 52%
Currently trading at 12.6x CY2028 EPS (not including cash/debt)

$CRDO
FY2025 revenues = $436M
FY2028 revenues = $4.11B
3 year revenue CAGR = 111%
FY2025 EPS = $0.70
FY2028 EPS = $10.68
3 year EPS CAGR = 148%
Currently trading at 25.5x FY2028 EPS (not including cash/debt)

$HIMS
CY2025 revenues = $2.35B
CY2028 revenues = $5.81B
3 year revenue CAGR = 35%
CY2025 EPS = $1.10
CY2028 EPS = $2.55
3 year EPS CAGR = 32%
Currently trading at 13.9x CY2028 EPS (not including cash/debt)

$HROW
CY2025 revenues = $272M
CY2028 revenues = $928B
3 year revenue CAGR = 50%
CY2025 EPS = -$0.14
CY2026 EPS = $1.09
CY2028 EPS = $5.64
2 year EPS CAGR = 127%
Currently trading at 7.6x CY2028 EPS (not including cash/debt)

$IREN
FY2025 revenues = $510M
FY2028 revenues = $6.60B
FY2029 revenues = $9.88B
4 year revenue CAGR = 110%
FY2025 EPS = $0.35
FY2028 EPS = $0.68
FY2029 EPS = $1.33
4 year EPS CAGR = 40%
Currently trading at 45.1x FY2028 EPS (not including cash/debt)

$MELI
CY2025 revenues = $28.89B
CY2028 revenues = $65.81B
3 year revenue CAGR = 32%
CY2025 EPS = $39.40
CY2028 EPS = $90.14
3 year EPS CAGR = 32%
Currently trading at 18.1x CY2028 EPS (not including cash/debt)

$MU
FY2025 revenues = $37.38B
FY2028 revenues = $274.18B
3 year revenue CAGR = 94%
FY2025 EPS = $8.29
FY2028 EPS = $151.32
3 year EPS CAGR = 163%
Currently trading at 7.5x FY2028 EPS (not including cash/debt)

$NBIS
CY2025 revenues = $530M
CY2028 revenues = $22.83B
3 year revenue CAGR = 250%
CY2028 EPS = $5.42
CY2031 EPS = $23.96
Currently trading at 47.8x CY2028 EPS (not including cash/debt)
3 year EPS CAGR from CY2028 through CY2031 = 64%

$RDDT
CY2025 revenues = $2.20B
CY2028 revenues = $6.24B
3 year revenue CAGR = 42%
CY2025 EPS = $4.54
CY2028 EPS = $14.15
3 year EPS CAGR = 46%
Currently trading at 12.3x CY2028 EPS (not including cash/debt)

$TMDX
CY2025 revenues = $605M
CY2028 revenues = $1.34B
3 year revenue CAGR = 30%
CY2025 EPS = $2.63
CY2028 EPS = $6.33
3 year EPS CAGR = 34%
Currently trading at 12.4x CY2028 EPS (not including cash/debt)

NFA.
DYOR.
*I own all of these stocks personally and so does @FirstWaveFund

**If you see any glaring mistakes in my numbers feel free to comment below and I'll double check my work/models.

ENJOY THE LONG WEEKEND.
GO SOCCER!!!!!

[Matt Rife @mattrife]

UNWRAPPED 🎁 NOW ON NETFLIX!!

[Jeep @Jeep]

What others call mayhem, The 2026 Jeep® Sarge calls home. Explore our latest Twelve 4 Twelve drop, available in Wrangler 4-door, Wrangler 2-door and Gladiator. ​
​
Preproduction models shown. Actual production models may vary. Coming late summer 2026. Limited quantities available.

[Kay @FrazierKay]

$50,000 win on Le Bandit 😍

Giving away money to replies 👇

[Clemson Football @ClemsonFB]

The first coach. The biggest fan.

A few surprise calls home for Father's Day 📞