Here are 5️⃣ simple reasons why I am bullish on $OSCR!

Thread: 🧵 1/ Competent Leadership

Mark Bertolini, the former CEO of Aetna, leads $OSCR.

Under his leadership, Aetna 4x'ed its valuation and got sold for $60B

With his deep industry expertise and proven track record, Mark is exactly the kind of CEO $OSCR needs to scale into a tech-enabled insurance disruptor.

$GOOGL is a best-in-class company set to 3x

It is very misunderstood, P/E of 19 is a bargain.

Cloud is exploding, Waymo is THE Robotaxi leader, and margins are at record highs!

Here is my $GOOGL Investment Thesis:🧵 1/ Search is not DYING, it's TRANSFORMING

AI is bringing a new level of intelligence to $GOOGL Search!

AI summaries, AI Mode, Gemini.

$GOOGL is uniquely positioned to monetise Search, despite a changing industry!

Those saying that "I don't use Search anymore" live in their bubble and refuse to see how $GOOGL Search has transformed.

Here are 5️⃣ simple reasons why I am bullish on $GRAB!

Thread: 🧵 1/ $GRAB is becoming a SuperAPP

Led by a super-star CEO, Anthony Tan.

Taxis
Travel
Groceries
Ride-Hailing
Food Delivery
Insurance
Financial Services

Recently, Deloitte released the results of its Smart Manufacturing Survey! 🤖 👨‍💼

Automation and data insights are delivering tangible benefits, and there are no signs that these trends are stopping.

Here are the key insights from the report! 🧵👇 Smart manufacturing is becoming the biggest competitive advantage. 92% of manufacturers say it will be an important priority in 2025.

It's not just about cost savings, it's about transforming operations and unlocking value across the entire enterprise.🧵

1️⃣ 5️⃣ companies that will DOMINATE the AI age!

🇳🇱 $ASML Semiconductor Monopoly!

AI is impossible without powerful computer chips! The only way to make the most advanced chips at scale is by using $ASML unique EUV machines!

The growth of AI applications will turbocharge the demand for powerful semiconductor chips.

Thanks to $ASML MONOPOLY in this crucial piece of the semiconductor puzzle, they are on the verge of an ocean of AI cash. 📦 $AMZN The Backbone of AI and Commerce!

AWS is the foundation of the AI revolution. AI companies, small and huge, rely on Amazon’s cloud to train, deploy, and scale AI.

Amazon is both THE enabler and THE biggest user of AI! As E-commerce, logistics, and ads are all getting turbocharged by AI.

As new AI applications emerge, $AMZN revenues will increase and costs will go down, causing margins to EXPLODE!

🇨🇦 Shopify is the Canadian E-commerce and Fintech giant revolutionizing online commerce.

- $292B in Platform Sales
- $181B in Payments Volume
- $SHOP is up 45% in 6M

Here are 10 most important things you need to know about $SHOP 🧵👇 1️⃣ Growing E-Commerce Penetration 📦

FED estimates that 16% of US retail sales are done online. In Europe, it is around 18%, 11% in Latam, while in China its 27%.

As the global E-commerce penetration grows, $SHOP will grow with it. New product offerings will increase their market share!

Germany just announced changes to its debt rules for defense and a €500B infrastructure fund! 🇩🇪 🇪🇺 🤯

This is a revolutionary change that could deliver massive earnings for some companies! 🪖 🏗️ 👷

Here are a few that could benefit the most! 🧵👇 Rheinmetall $RHM up 4% on the annoucement! 🟢

Germany’s leading defense contractor, specializing in military vehicles, ammunition, and defense electronics.🧵

$NU is the $59B Fintech disrupting traditional banking in Latin America! 🇧🇷 🇲🇽 🇨🇴

- 110M Customers
- $28B in Deposits
- 36% Net Income Margin

Yet $NU has been flat since the IPO! Here is why it is a must-buy!👇🧵 First!

$NU is a digital-only bank from Brazil that is taking over Latin America! Founded by its CEO, David Velez. The bank is known for its excellent mobile App, innovative products, and fast customer service. 🧵

Block is a $57B financial technology innovator popular with millions of users!

In the last year, $SQ is up 43%!

Let's take a look at Block's business!👇🧵 $SQ Block formerly known as Square was founded by Jack Dorsey and has evolved from a payment processing company into a financial ecosystem that provides a wide range of financial services to both businesses and individuals.🧵

🔋 ⚡Celsius is the hot new energy drink company that just released a horrible Q3 earnings report.

$CELH has collapsed 67% in the last 6 months. 🥶

Has the hype finished, and is the company doomed? Here are 10 things you need to know about the company! 1️⃣ Falling Revenues

While $CELH sales fell 31% in Q3 2024 to $266M, it is still up 41% from 2 years ago.

Amazon is a $2T technology giant that just had amazing earnings! Revenues +11%, EBIT +56%, EPS +53%, FCF was down 62% as Capex increased 81%

Here are 10 reasons I am extremely bullish on $AMZN and think it is the best Magnificent 7 stock to buy now!🧵👇 1️⃣ 3P Sales 📦

$AMZN E-commerce platform empowers small and large businesses to sell online easily. The company is constantly increasing its take rate by providing new high-margin services to sellers. Since 2019, 3P sales have grown with a 24% CAGR.🧵

$NU Holdings is the personal banking champion of Brazil valued at $56B!

The company recently reached 100 million customers and $NU is + 44% YTD, the business has never been better!

Let's look into NU's business 👇🧵 🧵First, what is $NU, and what do they do?

NU is a digital-only bank, founded in 2013 in Sao Paulo, Brazil by its CEO David Velez, the bank is known for its excellent mobile App, innovative products, and fast customer service. 🧵