B.

Building the most stunning African Fantasy graphic novel ever made!

Creator:

[B. @quriousqitty]

@Nietschecapital More interested in a ticker breakdown podcast

[B. @quriousqitty]

@Nietschecapital I've got $APP, $RDDT, $MU. Just checked out $SNDK and I want to cry

[B. @quriousqitty]

@Nietschecapital What's your srategy/process? How do you find your bets. I learned EV/EBITDA from @JonahLupton and added -50% for LEAPS on my own. But I have execution problems.

[B. @quriousqitty]

I think one of the most important uses of coding ai is to check my work. As someone who's not very detailed oriented, I almost never catch all my blind spots. Having claude or antigravity review, write tests, critique, has been a game changer

[Sam Blond @samdblond]

We're launching Monaco today.

Monaco automates customer acquisition and revenue growth for startups.

The platform disrupting sales with AI has finally arrived.

[Prashant Mahajan @prashantpmx]

We @MonacoGTM are live with $35 million in funding.

I spent the last 5 years building for Product teams, and I learned that it is not a big market to build a startup.

I learned that the harder part of all the innovation in AI is that building products will be easier, but selling is still hard.

I have tried everything - advisors, sales tools, hiring smart people. It helped, but it was overwhelming. Why isn't there a single place to manage sales efficiently?

We are building Monaco exactly for this.

If you're a founder wanting sales to run on autopilot so you can focus on customers and building a great product, let Monaco handle the hard part.

[Sibjax @sibjax]

3/

Clear ROI, easy to understand and directly translates to bottom-line.

Monaco is the hero that GTM needs and deserves, a silent guardian, a watchful protector over your accounts.

[Sibjax @sibjax]

2/

Its a one-stop shop for end to end GTM functions from TAM building, demand gen, opps/CRM, call transcripts, auto follow-ups, very opinionated product leadership based on decades of building billion dollar sales orgs. Build high-quality relationships with your customers and close more accounts.

At Wing, you'd know very quickly if a drone malfunctions, failure was loud, risk tolerance low. You can't risk flying a faulty drone over population centers.

In revenue, failure is quiet: missing key info, silent handoffs, duplicates, poisoned records. You don’t notice the damage until weeks later, when pipeline feels mysteriously light and messages are getting left on read. Monaco fixes this by design. Monaco's AI agents are on watch 24/7 analyzing signals in your pipeline, planning next steps and constructing responses to book you more meetings.

[Sibjax @sibjax]

1/

“No product sells itself — though Monaco comes close.”
- Peter Thiel

After 4.5 years expanding drone delivery at Wing, I've joined forces with the team at Monaco to turbo-charge your sales pipeline with less effort and more meetings booked than any GTM tool on the market.

Why Monaco?

[Jonah Lupton @JonahLupton]

Just a reminder on where some great companies are trading on valuation relative to "my" estimates for the next ~12 months ie CY2026 or FY2027.

I think $TMDX does at least $220M of EBITDA in CY2026 which means the stock is currently trading at 21x NTM EBITDA with EBITDA growing ~47% YoY

I think $RDDT does at least $1.45B of EBITDA in CY2026 which means the stock is currently trading at 18x NTM EBITDA with EBITDA growing ~70% YoY

I think $APP does at least $6.9B of EBITDA in CY2026 (Jefferies came out today and said they think $APP does $7.082B of EBITDA this year) which means the stock is currently trading at 20x NTM EBITDA with EBITDA growing ~53% YoY

I think $CPNG does at least $1.9B of EBITDA in CY2026 which means the stock is currently trading at 15x NTM EBITDA with EBITDA growing ~60% YoY

I think $HROW does at least $140M of EBITDA in CY2026 which means the stock is currently trading at 13x NTM EBITDA with EBITDA growing 100% YoY.

I think $CRDO does at least $900M of EBITDA in FY2027 (ends next April) which means the stock is currently trading at 21x FY2027 with EBITDA growing ~60% YoY.

There are plenty of other growth companies that look attractive at current prices but these are some of the names that seem to be the most mispriced ie dislocated from the fundamentals.

Please keep in mind that some of these EBITDA growth rates aren't sustainable indefinitely; however I believe all of the stocks mentioned above could be undervalued at current prices relative to their forward looking estimates.

Most of these companies have not reported Q4 earnings yet. When they do, they'll likely give full year 2026 guidance at which point the analysts will update their CY2026 estimates. I expect some of these companies to give conservative guidance ie sandbag which could cause short term volatility in the stock prices so please manage risk and position sizes accordingly.

These are just my opinions and I could be wrong.
Nothing I say on Twitter (X) should ever be considered investment advice.
NFA (not financial advice) and DYOR (do your own research).

[B. @quriousqitty]

@BourbonCap $HROW

[B. @quriousqitty]

@klynlyx how's your algo coming? All systematic or any ML

[B. @quriousqitty]

@CiocanaTrader try @DatabentoHQ . Quality data

[John Wilson @WilsonCompanies]

24-year-old goes from selling appliances to acquiring plumbing companies.

No capital.
No MBA.
Just cold calls, grit, and a clever deal structure.

Now he’s targeting $10M in revenue by year’s end.

@thehvacjack brings it all to you on the latest episode of @OwnedxOperated's Jackquisitions series.

https://t.co/7AwJdB77LU

[B. @quriousqitty]

It's been fun to learn new skills and explore creativity again. I have learned some video editing and that was fun. The path here is relearning what I love to do vs what I love to team up on

[B. @quriousqitty]

This morning, I'm exploring another project, rAVE gODs... tyring to decide if I'm building the characters myself in 3D or outsourcing

[B. @quriousqitty]

I love working with @CodinRonin because he elevates everything. I can't wait to see all the cool things he will do

[B. @quriousqitty]

This video was not as popular as I thought it would be!

[B. @quriousqitty]

My two lessons here are:
1. I want to test our next story ideas before we build them. We are small enough to get away with this
2. More story creation reps. Along Brandon Sanderson's idea of how many writers write 5-10 stories before even trying to sell one.

[B. @quriousqitty]

Another episode in the chronicles of getting https://t.co/LfdH2aDS5l to an audience - marketing is really hard. Connecting isn't as easy as I thought it would be and the people that love the work are not who I was targeting haha.