exponentialdave (@xponentialdave) 's Twitter Profile
exponentialdave

@xponentialdave

Growth stock investor/blogger - Not advice

ID: 1382172428764377091

linkhttps://exponentialdave.substack.com/ calendar_today14-04-2021 03:22:45

1,1K Tweet

7,7K Followers

110 Following

exponentialdave (@xponentialdave) 's Twitter Profile Photo

This would be universally bad for all investors, but it would hurt retail more. Investing in US companies would be much riskier and less transparent. β€œSomebody knows something” would be the norm as we wait 6 months between reports to actually know what’s going on.

exponentialdave (@xponentialdave) 's Twitter Profile Photo

I rarely see $CRDO in my news feed. And there is a lot to like there. Revenues up 274% YoY and 31% QoQ, gross margins at 67%, GAAP profitable to the tune of $63.4m. Downsides are massive customer concentration, p/s ratio of 50, and lighter than usual quarterly rev guide.

Nate Endicott (@endicottinvests) 's Twitter Profile Photo

I think people forget how bad 2020/2021 was lol $OKLO needs to 3-5x FROM HERE for it to be like 2021 2021 had 0 revenue companies like: $LCID - $90B $RVIN - $100B+ valuation during IPO(larger than ford at the time) $NKLA - $30B ending up being a scam $FSR (Fisker) -

exponentialdave (@xponentialdave) 's Twitter Profile Photo

Portfolio +59% YTD Cumulative Performance since 1/1/2020: +311% APP 26% AXON 9% ALAB 9% NVDA 7% RDDT 6% MELI 6% IREN 6% HIMS 5% ZS 5% RBRK 4% NBIS 4% IOT 4% CRDO 3% 3% or less: TSLA, HNGE, DAVE, CRWV

exponentialdave (@xponentialdave) 's Twitter Profile Photo

Lot of retail investors (myself included) posting their portfolios and high fives all around. Is it a local top? Could be. But is it actionable? For me.. no. Macro is a highly uncertain endeavor. Even the smartest people typically get it v wrong. So I'm staying the course.

exponentialdave (@xponentialdave) 's Twitter Profile Photo

Adding in February at the beginning of the Applovin short report nonsense ended up being a great decision. Similar theme today - probably a buying opportunity but at the end of the day no one really knows until the probe is complete Long $APP

exponentialdave (@xponentialdave) 's Twitter Profile Photo

Portfolio +61% YTD Cumulative Performance since 1/1/2020: +314% APP 23% IREN 15% NBIS 14% AXON 8% ALAB 8% NVDA 8% MELI 5% RDDT 4% RBRK 4% 3% or less: WYFI, HIMS, CRWV, PGY, CRDO, HIVE

π€π π«π’π©π©πš 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 (@agrippa_inv) 's Twitter Profile Photo

$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders For the last couple of years, doubters have argued that $IREN is just another $BTC miner or, in recent months, that they can’t compete with the likes of $NBIS or $CRWV because they lack

$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders 

For the last couple of years, doubters have argued that $IREN is just another $BTC miner or, in recent months, that they can’t compete with the likes of $NBIS or $CRWV because they lack
exponentialdave (@xponentialdave) 's Twitter Profile Photo

Portfolio +56% YTD Cumulative Performance since 1/1/2020: +312% Holdings: APP 24% IREN 19% NBIS 12% NVDA 8% AXON 7% ALAB 7% MELI 6% RDDT 4% <= 3% : WYFI, CRWV, PGY, CRDO, HIVE, RBRK

Aakash Gupta (@aakashg0) 's Twitter Profile Photo

NVDA just told you the depreciation debate is irrelevant and nobody’s repricing. Burry closed his fund after shorting NVDA, claiming companies overstate GPU useful life at 2-3 years. The market debates whether depreciation should be 3, 5, or 7 years. AWS just cut AI hardware

exponentialdave (@xponentialdave) 's Twitter Profile Photo

2025 Portfolio: +33% Cumulative Performance since 1/1/2020: +250% Holdings: APP 30% IREN 10% NBIS 10% NVDA 9% ALAB 9% AXON 7% MELI 6% RDDT 5% RBRK 4% CRDO 4% <= 3% : CASH, WYFI, CRWV, PGY, HIVE