Oliver | MMMT Wealth (CPA)
@MMMTwealth
Technical/Fundamental analyst, CPA, Owner of http://www.mmmtwealth.com, Investing in the Second Wave of AI, Join 15,000 other investors 馃憞
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5 charts for the week just released (link in first comment)馃憞 $UNH $ALB $ABCL $VSCO $RKT
The next stage of AI will be with software disruptors using AI to rebuild legacy industries: $HOOD - Modern day brokerage $UPST - AI powered credit decisioning $LMND - AI native insurance platform $HIMS - Personalized digital healthcare $OSCR - Tech driven health insurance
$PYPL 馃Pay with Crypto Innovating. Slowly but surely. At just 15x NTM PE.

$NKE jumps 3% pre market as JP Morgan gives a PT of $93. Analyst estimates ~$3.5B in FCF in 2027 meaning they鈥檙e currently trading at 32x 2027 FCF. Cheap or no? 馃憖馃憞

HSBC says $AMD AI chip sales will be "SIGNFICANTLY HIGHER THAN THE PRIOR ESTIMATE OF $9.6B, AT $15.1B" 馃憖

$TSLA and Samsung partner in $16.5B deal to produce new AI6 chips at Samsungs fab in Texas. $TSLA +1.6% pre market

How long do you realistically think $OSCR should be trading at? 0.1x NTM sales would be ~$10. Is 0.1x sales cheap enough for you?
$ZETA has SaaS like growth characteristics but trades nothing like a successful SaaS company. Here's why I think $ZETA has huge upside from today 馃У馃憞