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The Analyst
@MMatters22596
We find asymmetric growth setups before the breakout Elliott Wave | Cycles | Fundamentals Business & IR: vizongbr@gmail.com NFA | DYOR Premium access on Patreon
参加 September 2024
127 フォロー中    78.5K ファン
Forget about $WYFI, $NOW or $IREN. These are the 3 biggest no-brainers for end of 2026 and beyond. Major re-rating ahead: 1. $META | Social Media → AI Monetization Platform - Revenue grew 28% YoY to $60.8B in Q2 - New AI agent Muse as a major revenue multiplier - Massive expansion of ad-revenue stil ahead, 2B DAU on Instagram 2. $BABA | E-Commerce → AI & Cloud Powerhouse - AI Cloud revenue grew 45%, already ~18% of total revenue - AI-related revenue grew triple digits for 12 straight quarters - Cloud adjusted EBITA surged 133%, proving monetization is scaling 3. $UBER | Ride-Hailing → Global Mobility Platform - Gross Bookings grew 22% YoY; TTM FCF surpassed $10B - Delivery, Freight and Advertising create additional monetization engines - Uber wants to become the world’s largest autonomous-vehicle platform
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