Anish

Helping you spot future multibaggers before the crowd | Stocks • Macro • Earnings • Psychology | Long-term investor | Follow me on X if you like my content

[Anish @multibaggermind]

Multi-bagger mindset in a single-bagger world 📈🔥

Learning how to spot future 5x plus stocks before the crowd.
Breaking down stock picking, portfolio management, market psychology, and the biggest lessons from my own investing journey.

No guru BS. No complicated jargon. No fake flexing.

Just simple, practical investing insights to help everyday investors become better stock pickers and build long-term wealth through compounding.

If you believe patience beats hype, you’re in the right place.
Drop a 🔥 and let’s build together.

[Anish @multibaggermind]

@HolySmokas Every dip in AMD has the same script: “It’s over.” Then Lisa Su walks on stage a quarter later like it’s the season finale. 🍿

[Anish @multibaggermind]

🚨 Intel ($INTC) Q2 2026 Earnings: AI Momentum Is Real 🔥

✅ Revenue: $16.1B vs $14.4B est. (Big Beat)
✅ Adj. EPS: $0.42 vs $0.21 est. (Massive Beat)
✅ Data Center & AI revenue: +59% YoY 🚀
✅ Q3 Guidance: Revenue $15.8B–$16.8B and EPS $0.38, both well above Wall Street expectations 📈

📈 Stock jumped after hours as Intel crushed revenue & EPS estimates, issued much stronger-than-expected guidance, and highlighted surging AI server CPU demand. The company also raised 2026 capex to $20B to expand AI capacity.

The AI infrastructure race isn’t just benefiting Nvidia anymore. 👀🔥 #INTC #Earnings #AI

[Anish @multibaggermind]

$AMD 🚨 The AI hardware monopoly is officially OVER.
Here is the dumbed-down summary of the massive #AdvancingAI event:
💥 Speed: New flagship chips are making training massive AI models significantly faster and cheaper.
💻 Local AI: Next-gen PC chips will run smart assistants directly on your laptop—meaning offline, private, and zero cloud lag.
🔓 Open Source: Tech titans are aggressively teaming up to break software lock-in and make building AI accessible.
⚡ Efficiency: Massive energy reductions for servers equal lower business costs and a greener grid.
The Bottom Line: AI is breaking out of the expensive cloud and coming straight to your personal devices. The tech landscape just experienced a massive shift. 🧠🚀

[Anish @multibaggermind]

Most enterprises will quickly realize building their own agents is a 5-10x trap: endless integration, governance, and model-swapping costs. ServiceNow’s platform is the smart “control layer” — vendor-agnostic, workflow-native, already at 50% non-seat revenue.
Q2 beat confirms the shift is happening NOW.
Who thinks $NOW becomes the default OS for enterprise AI agents?

[Anish @multibaggermind]

Spot on, Dan — Capex discipline will separate AI winners from the pack in the next 18 months.
Alphabet’s efficiency edge (TPUs + cloud optimization) positions them to deliver outsized returns on that spend.
Tesla’s energy buildout could be the surprise multiplier.
Where do you see the biggest Capex ROI upside? 📈🔥

[Anish @multibaggermind]

@amitisinvesting The market is obsessing over the cost of AI while ignoring the returns. Capex is temporary. If AI keeps driving Cloud, Search & Ads, today’s “too much” could look cheap in 3 years. 📈

[Anish @multibaggermind]

🔵 $IBM Q2 2026 Earnings Recap

📉 Revenue: $17.2B vs $17.9B est. ❌ Miss
💰 Adj. EPS: $2.93 vs $3.02 est. ❌ Miss

Key takeaways:
• 💻 Infrastructure revenue fell 7% YoY, led by weak mainframe sales.
• ☁️ Software remained resilient (+5% YoY), while Consulting was roughly flat.
• 🤖 Customers shifted spending toward AI infrastructure (servers, storage & GPUs), delaying software and consulting deals. (Reuters⁠)

⚠️ Guidance: IBM lowered its 2026 revenue growth outlook to 4–5% (from >5% previously) but reaffirmed its expectation for ~$1B YoY free cash flow growth. (Barron’s⁠)

📉 Why the stock is down?
❌ Revenue & EPS both missed expectations.
❌ Guidance was cut.
❌ Mainframe weakness and delayed enterprise deals raised concerns about near-term growth.
❌ Investors worry AI spending is benefiting infrastructure vendors more than traditional enterprise software—for now. (Barron’s⁠)

Bottom line: IBM isn’t losing the AI race—but it’s caught in a spending shift. Customers are buying GPUs today and delaying software purchases. The key question is when that AI infrastructure spend converts into software demand. 🤔

Not financial advice. Always do your own research.

[Anish @multibaggermind]

⚡️ $TSLA Q2 2026 Earnings Recap

📈 Revenue: $28.24B vs ~$26.4B est. ✅ Beat
💰 Adj. EPS: $0.33 vs ~$0.53 est. ❌ Miss

Key takeaways:
• 🚗 Record 480K vehicle deliveries (+25% YoY) drove strong revenue.
• 🤖 AI & Robotics investments surged, with $5.8B in capex weighing on profits.
• 🚕 Robotaxi expanded to more cities, while FSD subscriptions continued to grow rapidly.
• 💸 Free cash flow turned negative as Tesla aggressively invested in AI infrastructure. (The Wall Street Journal⁠)

⚠️ Guidance: No major revenue or EPS guidance update. Management remained focused on scaling AI, Robotaxi, Optimus, and autonomous driving rather than near-term margins. (The Wall Street Journal⁠)

📉 Why the stock is down after earnings?
❌ Big EPS miss despite a revenue beat.
❌ Higher AI/R&D spending compressed margins.
❌ Negative free cash flow raised concerns about rising capital intensity.
❌ Investors wanted stronger profitability, not just higher sales. (Business Insider⁠)

Bottom line: Tesla is sacrificing short-term profits to build an AI & robotics powerhouse. The debate isn’t about EVs anymore—it’s whether those massive AI investments will eventually justify today’s valuation. 🤖⚡

Not financial advice. Always do your own research.

[Anish @multibaggermind]

🚀 $GOOG Q2 2026 Earnings Recap

🔥 Revenue: $119.8B vs $117.1B est. ✅ Beat (~+$2.7B)
💰 EPS: $9.11 vs $2.88 est. ✅ Massive beat (boosted by investment gains)

Key takeaways:
• ☁️ Google Cloud revenue soared 82% YoY to $24.8B, crushing expectations.
• 🔍 Search remained resilient despite AI disruption.
• 📺 YouTube Ads also came in ahead of expectations.
• 🤖 AI investments are clearly translating into stronger growth across Search & Cloud.

⚠️ Guidance: No major update to revenue or EPS guidance. Management largely reiterated its aggressive AI investment strategy while maintaining previously announced ~$180–190B 2026 capex plans. (The Wall Street Journal⁠)

📈 Why the stock is up after earnings?
✅ Revenue & EPS beat expectations.
✅ Explosive Cloud growth eased AI competition fears.
✅ Search proved more resilient than many expected.
✅ Investors gained confidence that Alphabet is successfully monetizing AI while protecting its core business. (AP News⁠)

Bottom line: Alphabet just reminded the market why it’s still one of the strongest AI + cloud + advertising businesses on the planet. 🚀

Not financial advice. Always do your own research.

[Anish @multibaggermind]

🚨 ServiceNow $NOW Q2 2026 Earnings: Strong Beat, Stronger Outlook 🔥

✅ Revenue: $3.99B vs $3.93B est. (Beat)
✅ Adj. EPS: $0.90 vs $0.86 est. (Beat)
✅ Subscription revenue: $3.88B, +24.5% YoY, above expectations.
✅ Raised FY26 subscription revenue guidance to $15.76B–$15.78B 📈
⚠️ Q3 subscription revenue guidance came in slightly below Street expectations.

📈 Stock rose ~5% after hours as investors focused on the revenue/EPS beat, stronger AI momentum, and higher full-year guidance—more than offsetting the slightly conservative Q3 outlook.

The AI enterprise spending cycle is still alive… and ServiceNow just reinforced it. 🤖💰 #NOW #Earnings

[Anish @multibaggermind]

A 10% drop on news that your most valuable asset is being repriced upward is a strange market reaction. $60M was always the AI-era discount, not the ceiling. If Reddit’s willing to threaten Google over it, the real story is that human data got scarce enough to negotiate — that’s bullish, and everyone read the chart instead 📈

[Anish @multibaggermind]

Sentiment’s rough but the fundamentals tell a different story than $ADBE. $NFLX is still growing subs, ad tier is scaling, and FCF is strong — this looks more like multiple compression after a huge run than a broken business. “$0 in 7-10 years” needs a real mechanism (churn spike, content cost blowout, a competitor actually taking share) — haven’t seen one yet.

[Anish @multibaggermind]

Upside down chart? Nah, the valuation just looks stretched even post-crash.
They’re winning contracts, sure — but at 10-15x revenue with ongoing dilution, negative FCF, and Neutron delays, the ‘premium’ feels more like hope priced in.
Congrats if you catch the 70s bounce, but I’m sitting this one out until margins actually improve.

[Anish @multibaggermind]

Kimi K3 is a MoE model — it doesn’t fire all 2.8T params per request, just a sliced-off fraction of “active” experts. 🧠 Calling this a “memory bull case” is like saying a buffet requires you to eat every dish on the menu. Real bottleneck is bandwidth, not total params sitting in storage. 📦

[Anish @multibaggermind]

Multibaggers don’t look like winners when you buy them.

They look like mistakes. 🤔

If a stock feels “obviously good,” you’re already late — everyone’s in.

The real signal is in the math nobody’s checking yet:

📊 Small base, big runway → $50M revenue in a $10B market can run. $5B in the same market can’t, no matter the story.

🔁 Reinvestment > dividends → hungry companies plow profits back in. A $0.20 dividend cheque means growth is over.

👀 Insiders buying > insiders talking → execs risking their own money beats execs on conference calls.

😬 It should feel uncomfortable → too small, too unknown, too “is this even real?” That discomfort IS the alpha.

The uncomfortable truth:

If your friends are impressed when you mention the stock, you’re late.

If they say “never heard of it” — you might be early. 🌱🚀

[Anish @multibaggermind]

@jimcramer Translation: Cramer is bearish = retail panic sells = smart money quietly accumulates.
This isn’t a miserable close… this is the setup for the next leg up while everyone doom-scrolls 😭➡️🌙

[Anish @multibaggermind]

$NFLX just reported Q2: $12.56B revenue (+13% YoY, tiny miss) and $0.80 EPS beat. Ads on fire — doubling to $3B this year 🔥 Guidance trimmed but margins rock-solid at 31.5%.
Stock dipped 8% on engagement concerns, yet here’s the real story: They’re entertaining nearly 1 BILLION people with <45% smart-TV penetration and only ~5-7% of global TV viewing. Massive runway left!
This cash machine keeps compounding. Buying the dip or watching from sidelines? 📈💰 #NFLX #Earnings

[Anish @multibaggermind]

$TSM Q2 2026 Earnings: AI Beast Mode Activated! 🚀
• Revenue: $40.2B (+36% YoY) — beat guidance & estimates. Record quarter!
• EPS: ~$4.31/ADR (+77% YoY) — crushed it.
• Gross Margin: 67.7% (smashed 65.5-67.5% guide).
Q3 Guidance: $44.6-45.8B revenue. Strong 2nm ramp ahead.
Stock popping on the beats — AI/HPC demand is unstoppable (Nvidia, Apple, hyperscalers all-in). No major surprises, just pure execution.
Key takeaway: TSMC is the undisputed king of chips. 2026 = another monster growth year.