To The Moon

I like companies that can turn revenue growth into even faster FCF growth — and then turn that FCF growth into even stronger FCF per share. That’s where the real compounding starts. 🔥 Three things can make the engine work even harder: 📈 Margin expansion means more cash from every dollar of revenue. 💵 Share buybacks spread that growing cash flow across fewer shares. 🚀 Multiple expansion can add another layer of upside when the market starts paying more for that growth. The result is powerful: Revenue ↑ → FCF ↑↑ → FCF/share ↑↑↑ The companies in this list are showing exactly that kind of progression over the next decade. A few standouts from the screen: Comfort Systems USA 21% revenue CAGR → 41% FCF CAGR → 42% FCF/share CAGR e.l.f. Beauty 24% revenue CAGR → 30% FCF CAGR → 30% FCF/share CAGR I

$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $Dow Jones(.DJI)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ The U.S. stock market closed August with a stronger-than-expected performance. Expectations of a potential breakthrough between the United States and Iran regarding the reopening of the Strait of Hormuz, combined with strong earnings from major technology companies, helped the market maintain a relatively solid

Some higher beta stocks that are at...or very close to being great r/r: 1. $NEBIUS(NBIS)$: A top 10 position already for me. ARR is at $3B now and I'm modelling ~$70B for 2030. 2. $Credo Technology Group Holding Ltd(CRDO)$: I want a slightly lower price to add but forecasting ~$10 EPS in FY28 which is 70% CAGR from today which at 35x multiple (0.5x PEG) gives you a $350 stock. 3. $Bloom Energy Corp(BE)$: Incredible business inflection with operating income +700% and revs +166%. $NEBIUS(NBIS)$ has cancelled a combustion order to switch to

Recently, the broader market and most asset classes have remained locked in a relatively measured, range-bound tug-of-war. Inflation and rate-hike discussions have driven short-term volatility, but they have not triggered any meaningful change in the overall trend. Meanwhile, in a less closely watched corner of the market, the 10-year U.S. Treasury yield has gradually climbed back toward the highs of the previous tightening cycle. If bond prices lose further control from here, both the Federal Reserve and the market itself could face significant challenges. In theory, changes in U.S. interest rates drive fluctuations in Treasury prices and, in turn, movements in Treasury yields. In other words, policy rates should serve as the anchor. This year, however, long-dated Treasury yields have cle