Leif | 18 Finance Student Stocks • Markets • Business 📈 NFA | Student of the Markets
Iowa, USA
Joined November 2025
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- Following784
- Followers21.1K
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Leif | Investing retweeted
“THERE’S A BUBBLE!”
“EVERYTHING IS GOING TO ZERO!”
That’s peak buy high, sell low mentality.
These dips should EXCITE investors.
When has buying quality companies at attractive valuations during market fear NOT been a winning long-term strategy?
What did Warren Buffett once say?
“Be greedy when others are fearful.”
Few understand.
$NOW $GOOGL $MRVL $MU $ORCL
“THERE’S A BUBBLE!”
“EVERYTHING IS GOING TO ZERO!”
That’s peak buy high, sell low mentality.
These dips should EXCITE investors.
When has buying quality companies at attractive valuations during market fear NOT been a winning long-term strategy?
What did Warren Buffett once say?
“Be greedy when others are fearful.”
Few understand.
$NOW $GOOGL $MRVL $MU $ORCL
Leif | Investing retweeted
$FTAI IS ROCKETING ON EARNINGS! 🚀
I’ve been calling $FTAI one of my
TOP PICKS for the next big move!
And today’s earnings reinforced the thesis.
• $2.3 BILLION 2027 adjusted EBITDA target reaffirmed (50+% YoY)
• $500 MILLION accelerated share buyback announced
At one point, shares traded around 16x forward earnings with projected FY2027 EPS growth of over 125%!
Absolutely unreal.
Shoutout to:
@LongGameEquity
@CKCapitalxx
We’ve all been bullish on this name!
What a move! 🫡
Who else owns $FTAI?
Leif | Investing retweeted
YOU CAN BUY SOME OF THE WORLD’S BIGGEST TECH COMPANIES FOR CHEAP!
ALL UNDER 20× FORWARD EARNINGS:
$NVDA | NVIDIA — 17.7×
$GOOGL | Alphabet — 19.6×
$META | Meta Platforms — 18.9×
$AVGO | Broadcom — 19.7×
$ORCL | Oracle — 16.5×
$MU | Micron — 5.4×
$DELL | Dell Technologies — 17.4×
$QCOM | Qualcomm — 19.6×
$WDC | Western Digital — 13.8×
$STX | Seagate Technology — 15.0×
These companies are powering the AI revolution.
AI Infrastructure.
Cloud Computing.
Semiconductors.
Digital Advertising.
Memory & Storage.
Yet investors keep screaming
“AI BUBBLE!”
Meanwhile, some of the biggest beneficiaries are trading at surprisingly low forward earnings multiples.
The disconnect between earnings growth and valuations is astounding.
Why aren’t more people talking about this?
Leif | Investing retweeted
I have only seen a few people on X cover $FTAI.
Take a peek if you haven’t yet.
$FTAI IS ROCKETING ON EARNINGS! 🚀
I’ve been calling $FTAI one of my
TOP PICKS for the next big move!
And today’s earnings reinforced the thesis.
• $2.3 BILLION 2027 adjusted EBITDA target reaffirmed (50+% YoY)
• $500 MILLION accelerated share buyback announced
At one point, shares traded around 16x forward earnings with projected FY2027 EPS growth of over 125%!
Absolutely unreal.
Shoutout to:
@LongGameEquity
@CKCapitalxx
We’ve all been bullish on this name!
What a move! 🫡
Who else owns $FTAI?
$FTAI IS ROCKETING ON EARNINGS! 🚀
I’ve been calling $FTAI one of my
TOP PICKS for the next big move!
And today’s earnings reinforced the thesis.
• $2.3 BILLION 2027 adjusted EBITDA target reaffirmed (50+% YoY)
• $500 MILLION accelerated share buyback announced
At one point, shares traded around 16x forward earnings with projected FY2027 EPS growth of over 125%!
Absolutely unreal.
Shoutout to:
@LongGameEquity
@CKCapitalxx
We’ve all been bullish on this name!
What a move! 🫡
Who else owns $FTAI?
Leif | Investing retweeted
$MRVL SHARES ARE BACK TO WHERE JENSEN HUANG CALLED IT:
“The next trillion-dollar company.”
That implies 400%+ upside from $220.
Marvell targets ~1,000% revenue growth by FY2031.
I’d pay attention. 🚀
YOU CAN BUY SOME OF THE WORLD’S BIGGEST TECH COMPANIES FOR CHEAP!
ALL UNDER 20× FORWARD EARNINGS:
$NVDA | NVIDIA — 17.7×
$GOOGL | Alphabet — 19.6×
$META | Meta Platforms — 18.9×
$AVGO | Broadcom — 19.7×
$ORCL | Oracle — 16.5×
$MU | Micron — 5.4×
$DELL | Dell Technologies — 17.4×
$QCOM | Qualcomm — 19.6×
$WDC | Western Digital — 13.8×
$STX | Seagate Technology — 15.0×
These companies are powering the AI revolution.
AI Infrastructure.
Cloud Computing.
Semiconductors.
Digital Advertising.
Memory & Storage.
Yet investors keep screaming
“AI BUBBLE!”
Meanwhile, some of the biggest beneficiaries are trading at surprisingly low forward earnings multiples.
The disconnect between earnings growth and valuations is astounding.
Why aren’t more people talking about this?
$MRVL SHARES ARE BACK TO WHERE JENSEN HUANG CALLED IT:
“The next trillion-dollar company.”
That implies 400%+ upside from $220.
Marvell targets ~1,000% revenue growth by FY2031.
I’d pay attention. 🚀