Oliver | MMMT Wealth (CPA) (@mmmtwealth) 's Twitter Profile
Oliver | MMMT Wealth (CPA)

@mmmtwealth

A CPA ๐Ÿ’ผ I write about quality stocks 2x a week in my newsletter for FREE. Read in 140+ countries. Subscribe ๐Ÿ‘‡

ID: 1630283681284669445

linkhttp://www.mmmtwealth.com calendar_today27-02-2023 19:08:31

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Oliver | MMMT Wealth (CPA) (@mmmtwealth) 's Twitter Profile Photo

Back in 2023, $PLTR traded ~6.4x NTM sales with 16% revenue growth and 9% increase in net income. Today, $PATH trades at 5x NTM sales with 10% revenue growth and 21% estimated increase in net income in FY26. Strong product ---> Incredible numbers. FWIW, I don't think $PATH

Back in 2023, $PLTR traded ~6.4x NTM sales with 16% revenue growth and 9% increase in net income. 

Today, $PATH trades at 5x NTM sales with 10% revenue growth and 21% estimated increase in net income in FY26. 

Strong product ---> Incredible numbers. 

FWIW, I don't think $PATH
Oliver | MMMT Wealth (CPA) (@mmmtwealth) 's Twitter Profile Photo

While politics may ebb and flow, the structural growth drivers behind these trends isn't slowing: Robotics | $TSLA $AMZN $SYM $HLX $GXO $NVDA $TER $ALGM Space | $RKLB $RDW $LUNR $MDA $ASTS Data Centers | $VNET $CRWV $SPIR $IRDM $NBIS $APLD AI Applications | $LMND $UPST

Oracle Earnings๐Ÿ”ฎ (@oracleearnings) 's Twitter Profile Photo

Earnings Prediction Results | Sep 15 to Otc 12, 2025 โ€ข Total forecasts so far: 401 ๐Ÿ“Š โ€ข Accurate calls: 251 ๐ŸŽฏโœ… โ€ข Missed calls: 150 โŒ โ€ข Cumulative Return %: +22,200% ๐Ÿ“ˆ This Monthโ€™s Strongest Calls: $APLD ๐ŸŸข +33% ๐ŸŽฏโœ… $AZZ ๐Ÿ”ด -12% ๐ŸŽฏโœ… $FDS ๐Ÿ”ด +11% ๐ŸŽฏโœ… $DRI ๐Ÿ”ด -10% ๐ŸŽฏโœ…

Earnings Prediction Results | Sep 15 to Otc 12, 2025

โ€ข Total forecasts so far: 401 ๐Ÿ“Š
โ€ข Accurate calls: 251 ๐ŸŽฏโœ…
โ€ข Missed calls: 150 โŒ
โ€ข Cumulative Return %: +22,200% ๐Ÿ“ˆ

This Monthโ€™s Strongest Calls:
$APLD ๐ŸŸข +33% ๐ŸŽฏโœ…
$AZZ ๐Ÿ”ด -12% ๐ŸŽฏโœ…
$FDS ๐Ÿ”ด +11% ๐ŸŽฏโœ…
$DRI ๐Ÿ”ด -10% ๐ŸŽฏโœ…
Oliver | MMMT Wealth (CPA) (@mmmtwealth) 's Twitter Profile Photo

Stocks I spoke about the last couple days on my spreadsheet: $FLR $RDW $JOBY $ALB $HROW $ZETA $ARAY $VNET Many more to come today before market open tomorrow.

Oliver | MMMT Wealth (CPA) (@mmmtwealth) 's Twitter Profile Photo

Data centers set to consume 12% of US power by 2030 (as per McKinsey). Just know where to look if we get a real pullback: $CEG $VST $NEE $OKLO $FLNC $EOSE $SEI $VRT $LEU $UUUU $SMR Disclosure: Currently own $CEG & $SEI

Data centers set to consume 12% of US power by 2030 (as per McKinsey). 

Just know where to look if we get a real pullback:

$CEG $VST $NEE $OKLO $FLNC $EOSE $SEI $VRT $LEU $UUUU $SMR 

Disclosure: Currently own $CEG & $SEI
Oliver | MMMT Wealth (CPA) (@mmmtwealth) 's Twitter Profile Photo

JUST IN: Goldman downgrades $PYPL to a Sell. "We expect ~3% Transaction Margin growth in 2026 versus current consensus of ~5%, and believe valuation could de-rate further on continued concerns around competitive trends in online e-commerce." Don't fully disagree but realize

JUST IN: 

Goldman downgrades $PYPL to a Sell. 

"We expect ~3% Transaction Margin growth in 2026 versus current consensus of ~5%, and believe valuation could de-rate further on continued concerns around competitive trends in online e-commerce."

Don't fully disagree but realize
Oliver | MMMT Wealth (CPA) (@mmmtwealth) 's Twitter Profile Photo

Hopefully last Friday was a learning experience: 1. Buy and hold wonderful companies. 2. Don't use leverage. 3. Understand that a "pullback" is more than 1 day in the red. A real pullback will come at some point and hopefully people are better prepared next time. $LMND $NU

Oliver | MMMT Wealth (CPA) (@mmmtwealth) 's Twitter Profile Photo

$ALB was one of the best risk to reward opportunities in the market at $75. Probably still is a great opportunity even today. Lithium demand isn't slowing and supply isn't catching. We're already nearly 30% on it.

$ALB was one of the best risk to reward opportunities in the market at $75. 

Probably still is a great opportunity even today. Lithium demand isn't slowing and supply isn't catching. 

We're already nearly 30% on it.
Oliver | MMMT Wealth (CPA) (@mmmtwealth) 's Twitter Profile Photo

High growth plays: $LMND $PATH $ROOT $OSCR $JOBY $DLO $NU $TMDX $HIMS Value plays: $PYPL $UNH $AMZN Other: $ALB $SES $CEG I'd quite happily just have this portfolio today.

Oliver | MMMT Wealth (CPA) (@mmmtwealth) 's Twitter Profile Photo

BREAKING ๐Ÿšจ $SES AI signed a term sheet with Hisun New Energy Materials to form JV joint venture for commercial electrolyte supply. This is 90% owned by $SES. I knew $SES would be a winner but this has been insane. +17% pre market.

BREAKING ๐Ÿšจ

$SES AI signed a term sheet with Hisun New Energy Materials to form JV joint venture for commercial electrolyte supply. 

This is 90% owned by $SES. 

I knew $SES would be a winner but this has been insane. 

+17% pre market.
Oracle Earnings๐Ÿ”ฎ (@oracleearnings) 's Twitter Profile Photo

$GS ๐Ÿ”ด -5.6% ๐ŸŽฏโœ… $JBL ๐Ÿ”ด -4.3% ๐ŸŽฏโœ… $BLK ๐Ÿ”ด -1.4% ๐ŸŽฏโœ… $JNJ ๐ŸŸข +1.8% ๐ŸŽฏโœ… $DPZ ๐ŸŸข +2.4% ๐ŸŽฏโœ… $WFC ๐ŸŸข +3.4% โŒ โ€ข Total forecasts so far: 407 ๐Ÿ“Š โ€ข Accurate calls: 256 ๐ŸŽฏโœ… โ€ข Missed calls: 151 โŒ โ€ข Cumulative Return %: +24,800% ๐Ÿ“ˆ Every prediction is posted before earnings

$GS ๐Ÿ”ด -5.6% ๐ŸŽฏโœ… 
$JBL ๐Ÿ”ด -4.3% ๐ŸŽฏโœ…
$BLK ๐Ÿ”ด -1.4% ๐ŸŽฏโœ…
$JNJ ๐ŸŸข +1.8% ๐ŸŽฏโœ…
$DPZ ๐ŸŸข +2.4% ๐ŸŽฏโœ…
$WFC ๐ŸŸข +3.4% โŒ

โ€ข Total forecasts so far: 407 ๐Ÿ“Š
โ€ข Accurate calls: 256 ๐ŸŽฏโœ…
โ€ข Missed calls: 151 โŒ
โ€ข Cumulative Return %: +24,800% ๐Ÿ“ˆ

Every prediction is posted before earnings
Oliver | MMMT Wealth (CPA) (@mmmtwealth) 's Twitter Profile Photo

It's amusing that retail investors like myself can pound the table on stocks like $DLO for months. I've shown you the math many times as to why $DLO is incredibly undervalued and put a PT of $38 out there by 2030. Yet as soon as Goldman increase their PT by a few % points,

It's amusing that retail investors like myself can pound the table on stocks like $DLO for months. 

I've shown you the math many times as to why $DLO is incredibly undervalued and put a PT of $38 out there by 2030. 

Yet as soon as Goldman increase their PT by a few % points,