Eric Bryant | Multibagger Research (@MultibaggerRsch) header
Eric Bryant | Multibagger Research (@MultibaggerRsch) profile picture

Deep research on companies with 10x+ potential. Concentrated. Contrarian. | $LMND $TSLA $DUOL $HIMS $SPCX substack: https://nitter.cf/t.co/IinXeA1wlk

Joined January 2016
$HIMS is at historically low P/S while its revenue is reaccelerating and moat is quietly expanding.
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Replying to @Mindset4Money_X
100 trillion dollars! Bear case.
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Elon on $TSLA robotaxi’s future dominance: "Unless we're stopped by governments, which is certainly a possibility, like if they're trying to protect a domestic industry, I think Tesla will end up doing a majority of all passenger miles on Earth in any country where it is allowed to operate freely. And you can come back and look at this prediction, but I feel confident about this prediction."
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Elon on $SPCX advantage in AI data centers: "So that means that we can bring power online 12 to 18 months faster than anyone else."
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In Jan 2024, after its first major drawdown, $WIF was worth $68M, just 0.16% of $SOL’s market cap. It went on to reach $4.6B, a 68x, or 5.25% of $SOL’s market cap. Today, $ZCAT is 0.25% of $ZEC’s market cap. If we’re early in a new $BTC bull cycle, the similarities are intriguing, especially with Ansem championing both. Not a prediction, but an interesting historical precedent.
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I’ve tried a few and no language learning app is as engaging and fun as $DUOL. It is great to return to for 5 to 10 minutes every day and slowly but surely learn your chosen language.
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$NVDA $MSFT $SPCX $NBIS Compute demand will likely outpace supply for the foreseeable future and AI agents are a main reason why.
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$PLTR seems to be provide the most important bait in the age of AI: Make each token produce exponentially more value. I don’t see anyone else doing that outside of model builders improving their models.
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It’s crazy that after this move $NAUT is stilll under a $300 million market cap. Glad I bought the dip rather than sold. Peak fear is often peak opportunity.
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$TWST stock has certainly surpassed my expectations.
There's a company manufacturing synthetic DNA on silicon chips. 200+ patents. 99.8% fewer chemicals than competitors. Gross margins went from 31% to 52% in two years. And AI is beginning to create massive tailwinds. Full deep dive dropping Sunday. $TWST
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