@mvcinvesting $INTR I see a lot of people talking about $SOFI or $NU, but $INTR has much better numbers and growth

@mvcinvesting UP, BMBL, MRK, S, GTLB, LYFT, FSLY, DLO, CLPT (still), MRNA, DOCN and ABCL

@mvcinvesting I mention $IOT because it's the only one perhaps of interest to 90% of fintwit. Never mind the high-growth insurers minting money on sale like $KNSL, $PGR. They would rather buy money losing hype. https://x.com/SayNoToTrading/s...

@mvcinvesting $PPTA, rare earth mining play. They are officially fully permitted and funded. The largest source of antimony in the US, and the only large source domestic mine. Antimony needed for weapons and other tech, almost all currently sourced from Russia or China. Already has DOW

@mvcinvesting $SPHR. Monopoly on new form of entertainment in Las Vegas with franchise model (asset light) expansion around the world starting in Abu Dhabi. Worth looking into

@mvcinvesting $ZAB.WA Polish retail shop dominating the market. They have whole ecosystem from shops to their own food product lines delivery services and diet-as-service companies. Successfully expanded from Poland to Romania this year. Investor presentation in english:

@mvcinvesting $LDI is interesting as rates come down and more people refinance (mortgage originator)

@mvcinvesting $UPWK 10 p/e, 12 p/fcf growing margins across the board growing eps and fcf buying back shares

@mvcinvesting JSE:DSY - Insurer (primarily medical, largest operator in the region) and novel fintech bank play in South Africa.

@mvcinvesting $SEZL , the best-positioned stock to benefit from the BNPL tailwinds https://x.com/MarcalCarbo/stat...

@mvcinvesting $GXO $AMKR my two most recent adds. Check 'em out. Can search my tweets for my OG posts for a starting point if interested.

@mvcinvesting $SILEX co-owns global laser enrichment with Cameco corp. Will be a game changing for nuclear enrichment which is a critical bottle neck in the west, high chance of signif US govt investment by year end, IP classified and exempt from patent law.

@mvcinvesting How about Kongsberg Gruppen. A danish company $KBGGY I think Sir Peter Beck from Rocket Labs follows one of their accounts and the are into Space and floating barges. Maybe a good fit with $RKLB

@mvcinvesting $SWBI - Things might get a little wild over the next few years

@mvcinvesting $ATAI Thiel backed, RFK Jr + mental health crisis

@mvcinvesting I'm curious others' take on $SENS as well. They have an implantable CGM monitor that can last for up to a year. Major competitors include Dexcom, Abbott, Medtronic - they all have a CGM that lasts for 15 days max.

@mvcinvesting $LION If the Warner Bros deal doesn't go through, it likely goes higher, and if it does go through, it likely goes higher. 🤷🏽‍♂️

@mvcinvesting Talon Metals, see NGEx over the last 6 years for comparison.

@mvcinvesting $tssi has an unique chance to capitalize on the booming AI infrastructure market

@mvcinvesting BETR. became sort of a meme this week but the history is interesting, and mgmt expects to breakeven next year Product Econs are differentiated Exponential relat btw mortgage rates and revenue/earnings if former decline

@mvcinvesting You may not have heard of $CRDO. Active cables for data centers, more efficient and cheaper than fiber optics. Many new data centers use them.

@mvcinvesting $BB - owns QNX a system that allows automation everywhere: focused in automotive but just expanded to space with NASA and will go to medical devices. Turnaround story: now profitable and doing buybacks. Loaded with cash and receiving royalties of more than 250 M cars ..etc

@mvcinvesting $TNC looks interesting if they can go full robotics

@mvcinvesting $root the most derisked 1000x. $root is partnering with the largest players in the auto industry with 20+ major players including $cvna , Hyundai , $tm & more. It is beating legacy on key metrics all around but yet trades at 1/100 the price of $pgr

@mvcinvesting $ABCL — the Palantir in pharma

@mvcinvesting BEAM , PRME - Gene editing tech better than crispr. Expectation is they can build cure for rare diseases or others can use their platform to build drugs.

@mvcinvesting My accumulation of $DRTS is paying off and it’s still early. Targeted radiation that can not only destroy pancreatic cancer but it can teach the bodies immunity system to fight recurrence.

@mvcinvesting $MU, lesader in industry that is becoming much less cyclical. Big, old and underappreciated :) $ENVX(is this one of 20 stocks, don't know) - high risk, very underappreciated battery company, which should enter commersialization phase soon - very misunderstood

@mvcinvesting $SKYT = TSMC of quantum.

@mvcinvesting $OMEX US-based underwater mining with contracts for cobalt + other rare earth minerals in the cook islands. Low flow low marketcap in a hot sector. IYKYK

@mvcinvesting Nuclear power is a future solution, but it takes years to deploy. The energy demand is today. Check out Hallador Energy ($HNRG) – a key player bridging the gap. It's a pragmatic energy investment for the current environment.

@mvcinvesting $SWAN.V Black Swan Graphene inc. Graphene is a recently (2004) discovered super conductor and it has recently been demonstrated to improve solar panels from 23% efficiency to 30%. Very small company, plenty of insider buying and an interesting CEO.

@mvcinvesting $Kspi P/E of 7 with 30% growth. Continuing it's growth in Kazakhstan and is now expanding into the fast growing turkish market to repeat their supperapp-model

@mvcinvesting $QS Next-gen battery tech, solid-state lithium ion, being developed with Volkswagen.

@mvcinvesting $IMPP Been waiting on this move for years. NAV is $13.50+. No debt. 19 vessels (+3 on the way). $212m cash. CEO owns 40%.

@mvcinvesting $GSRT - a spac merging with Terra Inovatum which competes with $OKLO and $SMR. Voting commences 10/7. Currently at $10.50ish. Bottom is $10 = limited risk with huge upside potential given nuclear stocks are 🔥https://x.com/spacanpanman/sta...