TechGrowthInvestor

Seeking the tech giants of the future! Analysis of Tech stocks focused on long-term growth. #GrowthInvesting #Technology

[TechGrowthInvestor @TechGrowInvest]

Ignore the noise. Invest for the next decade, focusing strictly on the "weighing machine"—real fundamentals and long-term value.
Two companies I believe require this long-term lens right now: $DUOL and $HIMS.
Time is the investor's greatest ally. ⏳⚖️
#TechGrowthInvestor

[TechGrowthInvestor @TechGrowInvest]

@themotleyfool RBLX

[TechGrowthInvestor @TechGrowInvest]

$ONDS TOXIC VALUATION?

THE MATH IS BROKEN
* Market Cap: $4 Billion
* Revenue: ~$36M (Residual Dust)
* Valuation: >110x SALES

THE CEO IS A FINANCIER
He treats ONDS as a financial vehicle to buy tech, not a product builder.

[TechGrowthInvestor @TechGrowInvest]

THE MOAT IS AN ILLUSION
Drone tech evolves at light speed. Yesterday's cutting edge is today's commodity.
* Regulatory lead? Temporary.
* Hardware? Obsolete fast.
* Result: No durable moat to justify the premium.

[TechGrowthInvestor @TechGrowInvest]

Who will deliver the next 10 to 100X returns over the coming decade? I’m certain it will be a technology company led by a CEO with a clear vision, a noble mission aligned with all stakeholders, and a brand deeply resonating with the new generations…

[TechGrowthInvestor @TechGrowInvest]

Short Term: the voting machine…

[TechGrowthInvestor @TechGrowInvest]

Where are you positioning your portfolio to ride this wave?

[TechGrowthInvestor @TechGrowInvest]

$RBLX 10x in 10 years? 🟢

[TechGrowthInvestor @TechGrowInvest]

🟢 Bullish on $IREN's funded transition into a premier global AI infrastructure platform.
👇 See the Q2 data in the image below.
#IREN #AI #Infrastructure #TechInvesting

[TechGrowthInvestor @TechGrowInvest]

$RBLX Strategic Levers:
• Demographics: 18+ cohort is growing 2x faster than younger segments.
• Technology: 400+ AI models deployed for creation and safety.
• Safety: 45% penetration in global age-check rollouts.

[TechGrowthInvestor @TechGrowInvest]

$RBLX (Q4 2025): Record Growth and Operating Leverage
Roblox concluded 2025 with performance significantly exceeding long-term targets, driven by a strategic pivot toward older demographics and AI innovation.

[TechGrowthInvestor @TechGrowInvest]

$RBLX Financial & Operational Highlights:
• Bookings: $2.22B (up from $1.36B in Q4 2024).
• Daily Active Users (DAUs): 144M (+69% YoY).
• Engagement: 35B hours.
• Operating Cash Flow: $607M (+229% growth).

[TechGrowthInvestor @TechGrowInvest]

SaaS isn't dead.
The next generation of SaaS fortunes are being built right now!

[TechGrowthInvestor @TechGrowInvest]

$IREN - Bull?
AI-driven power demand is projected to scale from 35GW today to 100GW by 2035. Cheap electricity isn’t born from slogans—it is born from infrastructure that takes years to build.
IREN has been building that foundation for years:
⚡️ 3GW secured power pipeline

[TechGrowthInvestor @TechGrowInvest]

@Gubloinvestor DUOL, RBLX, RBRK

[TechGrowthInvestor @TechGrowInvest]

@OInvests IREN

[TechGrowthInvestor @TechGrowInvest]

@Investingcom IREN

[TechGrowthInvestor @TechGrowInvest]

@LEAPTRADER_ HIMS

[TechGrowthInvestor @TechGrowInvest]

$IREN and Amazon both reporting same day. Is a massive partnership announcement incoming on Feb 5?

IREN owns a massive 3GW pipeline, yet 84% of that power is still unallocated…

[TechGrowthInvestor @TechGrowInvest]

@MMatters22596 DUOL