I didn’t realize until just now that $TMDX has a 19.2% short interest.

We could definitely see a short squeeze in the next few days.

Those shorts better start covering because I think $TMDX does $450-475M in revenues this year which means the stock is going to $150-200 by

Even though $TMDX is my largest position, if the stock dips into the $90s I'll be buying aggressively.

Coming into Q1 earnings, analysts were looking for $TMDX to grow EBITDA at a 60% CAGR for the next 3-4 years.

My estimates were higher coming into Q1 earnings. The analysts

$TMDX is my largest position so I'm a very happy investor tonight.

They just reported Q1 earnings and crushed it... investors.transmedics.com/news-releases/…

Q1 revenues of $96.9M (up +133% YoY) vs estimates of $81.1M
Q1 net income of $12M vs estimates of $0.4M
Q1 net income margins of 12.5% vs

Another happy $ONON customer 🔥

If I buy a pair of the new $ONON Cloudmonster Hyper’s, can I write them off as a business expense for research purposes? 😂

Energy drink sales data for last 4 weeks ending April 6th is out and you don't need to be a math genius to know that $CELH is still taking lots of market share from Monster and Red Bull.

The energy drink category is growing at +2% YoY, Monster and Red Bull are growing at -1% YoY

Adding a valuation filter...

Now screening for stocks that are expected to grow revenues and EBITDA by at least 20% for the next two years (CY2024 and CY2025) but trading at less than 30x 2025 EV/EBITDA...
$ARES $BROS $CIFR $CLSK $DKNG $FLYW $FOUR $FSLR $GLBE $HIMS

Serious question… if $BA really has a $448B backlog, why don’t they just expand manufacturing capacity?

I know building planes is hard and requires lots of hiring, training, capex, etc…but… if I’m running a company and my backlog is that big and I’m not doing everything

FWIW, this list of results from my morning stock screener gets cut in half if you add 'must be GAAP profitable in CY2024, CY2025, CY2026' so the results in this scenario are:
$AXON $CELH $CRWD $DUOL $FLYW $FOUR $FRPT $HIMS $KKR $NOW $ONON $RKT

You can also add $NU,

My days of maxing out on bench press are in the past but 275 lbs x 14 reps is still pretty decent 💪🏼

Saturday morning stock screener 🤓

Criteria:
1) Revenue growth expected to be 20% or higher for the next 3 years (CY2024, CY2025, CY2026)
2) EBITDA growth expected to be 20% or higher for the next 3 years (CY2024, CY2025, CY2026)
3) Market cap above $1 billion

Results:
$AXON

$SMCI was down -5% at the AH lows which is stupid considering they benefit from higher AI capex spending.