MultiBaggers Capital

Tech investor focused on tech-driven growth. 🚀 Helping you stay invested in quality names throughout the cycles. Slow is smooth, smooth is fast. 📈

[MultiBaggers Capital @MultiBaggerss]

👋Hey, I’ve been actively posting very recently.

I’ve been grinding research on the sidelines for years anyway, so I thought — why not share it? The time was already sunk.

The stock market is one of the best equalizers out there. College majors and careers are pretty much locked in.

But here? In just a few clicks, anyone can pivot from healthcare to consumer staples to software to semiconductors — no matter the background. Most of us start small, and it’s never too late. The stock market is a powerful tool when approached with the right mindset. Learn to master it, and it becomes a place where regular people can all make money together.

I am just a random person on X sharing real thoughts, actual picks, and the journey. We don’t need to be 10 steps ahead — even one step ahead can seriously move the needle on financial success.

Here are my current top holdings (I do have lots satellite positions not on here)— plus a couple winner screenshots.

$TSLA
$NVDA
$TSM
$MU
$DRAM
$CRWD
$IBIT
$AMZN
$MSFT
$INTC

Not financial advice — just what I’m actually doing in my own account.

DYOR and let’s learn and grow together🚀

[MultiBaggers Capital @MultiBaggerss]

Socialism sounds great until you realize wealth doesn’t just appear out of thin air.

The trillions created by entrepreneurs like Elon Musk weren’t an inheritance. They were built by creating products and companies that millions of people voluntarily chose to use.

$TSLA accelerated the EV revolution. $SPCX dramatically reduced launch costs and expanded access to space. Along the way, they created hundreds of thousands of jobs, generated economic activity, and pushed innovation forward.

You don’t have to like every billionaire. But treating wealth creation and value creation as something evil is a great way to end up with less innovation, fewer opportunities, and a smaller pie for everyone.

The goal shouldn’t be to punish success. It should be to create more of it.

[Tesla Owners Silicon Valley @teslaownersSV]

Elon Derangement Syndrome

[MultiBaggers Capital @MultiBaggerss]

If you believed a stock was a strong buy at $200 — and nothing fundamental broke — there’s no reason to panic at $180.

The gut-check question before any sell:
“If I owned zero shares today, would I be buying at these prices?”

If the answer is yes, the dip is noise… or an opportunity.

Conviction gets tested in drawdowns. Weak hands sell. Strong hands stay.

[MultiBaggers Capital @MultiBaggerss]

@jimcramer $NVDA isn’t riding the AI wave—it is the wave.

Every major AI winner today is spending money on Nvidia chips. Strong Nvidia demand validates the entire AI trade, from hyperscalers to software.

[MultiBaggers Capital @MultiBaggerss]

Didn’t buy this $MRVL call because I knew this option would go down -19.83% today.

[MultiBaggers Capital @MultiBaggerss]

People should chill out on $SG. No crying at the casino.

Chris wasn’t guaranteeing an outcome. He shared his thoughts, laid out the risks, and explicitly said the data was incomplete and it was too early for high conviction.

Not every trade works. The goal is to take calculated risks where the upside justifies the uncertainty. And to be fair, it’s still a little early to judge whether this call was right or wrong.

@ChrisCamillo

[Chris Camillo @ChrisCamillo]

@Investor_NICK_ Did you read my $SG posts?

Highly speculative, incomplete early data, weeks away from real conviction.

I take levered probability/outcome swings like this knowing 1 in 2 at best hit. The point is the winners can return 4-7x. You either get it or you don’t. Not for everyone.

[MultiBaggers Capital @MultiBaggerss]

I’m not a crypto guy, but everyone shitting on $BTC right now is actually one of the more bullish things I’ve seen in a while.

We’re still in the crypto winter. These kinds of drawdowns are normal — they’ve happened after every single cycle peak. Euphoria → denial → despair → accumulation. Rinse and repeat.

Price doesn’t care about the noise. The pattern has been remarkably consistent.

This time is probably no different.

Position accordingly. Slow is smooth.

[Jim Cramer @jimcramer]

Who murdered Bitcoin?

[MultiBaggers Capital @MultiBaggerss]

It took you less than a year to become the #1 most subscribed account on the entire X platform and overtake @elonmusk? Congrats!

Your success makes me feel extra bearish on $RDDT though — they couldn’t even come close to giving creators this level of direct recognition and monetization. X is just built different.

Well earned, keep crushing it! 👏

[MultiBaggers Capital @MultiBaggerss]

@DeepValueBagger Wait, you’re telling me you don’t enjoy their posts of what Cathie Wood had bought today? 🤣 I think I know exactly who you’re talking about.

[MultiBaggers Capital @MultiBaggerss]

It’s wild how AI stocks are quietly doing exactly what crypto promised to do, minus the sketchy Discord servers and rug pulls.

$MRVL just pumped 42% in a single day. Let that sink in. This isn’t some micro-cap meme coin or a pump-and-dump penny stock—this is a massive, structural semiconductor giant moving like a hyped-up altcoin.

The reality is that retail investors don't need to gamble on volatile crypto tokens anymore when the win ratio on liquid, massive AI equity is sitting right there. Look at retail investors in Korea hammering the KOSPI—they are pivoting hard into AI infrastructure because the risk-adjusted returns actually make sense.

Crypto spent a decade chasing "generational wealth" through speculation. AI stocks are delivering it on institutional-grade balance sheets.

Crazy times!

[MultiBaggers Capital @MultiBaggerss]

@DeepValueBagger $NOW ?

[MultiBaggers Capital @MultiBaggerss]

@kevinxu Even though I was pretty critical of the idea at first and wouldn’t have made that move myself, it turned out to be the right play at the right time. Just wanted to give credit where it’s due based on the results. 🤝

[MultiBaggers Capital @MultiBaggerss]

$SIVE +70% in one day.

Needless to say more. The chart has already done the talking.

Funny how the loudest $SIVE critics always disappear when price starts proving them wrong. King of FUD, nowhere to be found when the thesis plays out.

@jasonschips is a good example. Check out below👇

[MultiBaggers Capital @MultiBaggerss]

You are very arrogant assuming everyone investing in $SIVE is blindly buying the ticker without doing any due diligence or understanding the risks from day one.

Your entire “analysis” is basically just repeating simple revenue and net loss numbers everyone already knows. You never even go deeper into the actual technology, why the market is interested, or why capital keeps flowing into these names despite the obvious risks. The analysis is shallow, but the arrogance is off the charts.

[MultiBaggers Capital @MultiBaggerss]

@aleabitoreddit Regardless of who ultimately earns the highest ROI, the shovel sellers are getting paid today. That’s why the market keeps rewarding names across the AI supply chain before the AI monetization debate is settled.💰

[MultiBaggers Capital @MultiBaggerss]

@michaelsikand The most hated rally, and it's getting better by the day 🤣

[MultiBaggers Capital @MultiBaggerss]

@thejefflutz Pretty sure you mean $CBRS 🤣

[MultiBaggers Capital @MultiBaggerss]

Winners usually take care of themselves.📈

$NBIS, $MU, $ARM, $NVDA, $TSM? My default is simple: let them run.

On green days, I’m rarely staring at my biggest winners. I spend most of my time reviewing the laggards.

The question I ask myself isn’t “Am I up or down today?”

It’s: If I had no position today, would I buy it at today’s price?

That exercise led me to fully exit $SE and $BRK.B, and trim $MSFT over the last month. Not because they’re bad companies — they’re excellent — but because I saw better risk/reward elsewhere. That capital went straight into names like $NOK and $AAOI where I see more upside.

Then there are stocks like $META and $VST.

Neither has been lighting up the portfolio lately, but selling quality businesses after underperformance just feels wrong for the two. I just have to follow my gut.

Sometimes the highest-conviction action is no action at all.

Portfolio management isn’t just about finding the next winner.

It’s about constantly asking where your next dollar belongs.

[MultiBaggers Capital @MultiBaggerss]

@rayyela Thanks Roy! People like to get political and don’t want to give the underlying companies the credit they deserve.

[MultiBaggers Capital @MultiBaggerss]

People keep saying Trump is “pumping” stocks like $DELL, $MU, and $PLTR as if a Truth Social post alone can create trillions in market value.

False assumption.

$DELL is putting up massive AI server numbers and raising guidance. $MU is riding one of the strongest memory cycles in years. $PLTR keeps delivering real government and enterprise growth. The fundamentals were there before the headlines.

Narratives can accelerate moves. They can’t manufacture earnings, backlog, demand, and cash flow out of thin air.

If President Trump tried pumping Beyond Meat $BYND tomorrow, I highly doubt the market would care for more than a news cycle.

In the end, great companies can use a catalyst.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 $DELL is up 57% since President Trump said to buy the stock on May 8th.

Yesterday, the US government announced a $9.7 billion contract with Dell.

[MultiBaggers Capital @MultiBaggerss]

Thanks for the mention🤝

$FIG absolutely crushed it. People thought AI disruption would slow them down, but Q1 revenue at $333M (+46% YoY) and a massive 139% Net Revenue Retention prove the doubters completely wrong.

Let’s not forget Adobe was ready to drop $20B to buy them out 4 years ago. Maybe it’s not a bad idea to give it a try.

[MultiBaggers Capital @MultiBaggerss]

@jukan05 50% 18A yield + improvements underway is solid progress for a new node. Intel’s own high-volume chips give massive captive demand. $AAPL contract validates the tech — high interest + $NVDA / $TSLA pipeline coming. EMIB already crushing it. $INTC fine 👍