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Biggr Profile picture
Biggr
@biggr_ai
Next-gen equity research platform, turbocharged with AI.
Oct 16, 2025 • 11 tweets • 5 min read
1/ $PYPL is one of the few remaining high-quality, undervalued stocks.

- Margins are expanding again.
- Venmo growth reaccelerated to 20%.
- Its advertising network is ramping up.

Yet, it's trading at just 14 times earnings.

Here's our $PYPL investment thesis: 🧵 Image 2/ Let's set the stage first.

PayPal is one of the widest moat businesses in the world.

It has a giant network composed of:

- 435 million active accounts.
- 16 million active merchant accounts.

This makes it the largest payment network on the internet. Image
Oct 13, 2025 • 11 tweets • 4 min read
These 10 companies are poised for explosive growth next decade: 🧵

1. $OSCR

- Leader in direct-to-consumer health insurance.
- Grew revenues 78% annually since 2020.
- Active in just 18 states.

Despite the fundamental strength, it's still trading at 0.5x sales. Image 2. $FLNC

- Leader in utility-scale energy storage.
- Grew revenues 36% annually since 2020.
- Data center power demand is a significant tailwind.

Became profitable last year and is trading at just 1x sales. Image
Oct 6, 2025 • 11 tweets • 6 min read
Revenues of AI infrastructure companies are soaring.

Morgan Stanley estimates that capital expenditures on AI will exceed $3 trillion in the next three years.

Here are our top 10 AI infrastructure stock picks: 🧵

1. $NBIS

- Cloud company partnering with $NVDA.
- It has just signed $17 billion deal with $MSFT.
- Targeting 1GW capacity by the end of the year.

Revenues are growing at a triple-digit annual rate, and it's rapidly growing its capacity.

At the current market rates, it can generate $10 billion ARR with 1GW capacity. If it can grow this capacity to just 2GW in the next 5 years, it can generate $20 billion ARR.

Despite this potential, it's currently valued at just $32 billion.Image 2. $IREN

- Pivoting from Bitcoin mining to AI compute.
- Targeting 750MW capacity by the end of this year.
- It is planning to add another 2GW capacity next year.

Iren has expertise in owning and operating data centers due to its legacy Bitcoin mining business.

They also have a cloud platform, but it hasn't been preferred much by AI companies due to its shortcomings, like unable to provide bare-metal compute.

It's actively investing to achieve bare-metal status, and it's just a matter of time now.

Once it achieves this, revenues will skyrocket.Image