Jonah Lupton @JonahLupton Twitter profile

Pinned Tweet

Jonah Lupton

2 days

I forgot to do my end of month (April) investment portfolio update so here you go. Investment portfolio as of 5/1/24... up +106.2% YTD Top 11 positions (by size) for my investment portfolio: $TMDX $FOUR $CELH $ONON $META $NU $ASPN $UBER $DKNG $CPNG $NVDA $ASPN is up 28.5%…

Jonah Lupton

@JonahLupton

17 days

Mid-month update for my investment portfolio... up +104% YTD Top 20 positions (by size) in my investment portfolio: $TMDX $FOUR $CELH $ONON $META $UBER $NU $ASPN $DKNG $SMCI $CPNG $NVDA $TDW $HIMS $SQ $AMD $APP $MELI $TOST $ELF I also have some swing trades in my investment…

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Jonah Lupton

@JonahLupton

2 years

I don’t think I’m going back to an office anytime soon

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Jonah Lupton

@JonahLupton

9 years

These pics are the scumbag owner of @jimmyjohns killing beautiful animals. I beg everyone to never eat there again http://t.co/OsBLC6H2Iv

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Jonah Lupton

@JonahLupton

2 years

The new home office is almost complete 🤓

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Jonah Lupton

@JonahLupton

3 years

My Dad was just in a bad car accident. He’s at the hospital getting checked out. I’m trying to get updates from my Mom who is there. If everyone could just say a quick prayer or send positive thoughts I’d greatly appreciate it. Please don’t DM me. I’m off Twitter for the night.

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Jonah Lupton

@JonahLupton

2 years

Elon Musk did more for Twitter's stock price in one day than Jack Dorsey did in 8+ years.

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Jonah Lupton

@JonahLupton

3 years

Since I get lots of DM's asking about my current portfolio and what I own, I decided to create a Google spreadsheet and make it viewable for everyone. My plan is to update it every afternoon after the market closes. Feel free to bookmark this link:

Jonah's current portfolio

Personal Portfolio Signup for my weekly stock writeups: substack.jonahlupton.com Signup for my daily stock chat room: stocktwits.jonahlupton.com Signup for my valuation and price target model:

docs.google.com

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Jonah Lupton

@JonahLupton

3 years

This might be the greatest interview of all time

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Jonah Lupton

@JonahLupton

3 years

What's your favorite stock with a market cap under $5 billion that you think has the most upside over the next 2-3 years? Feel free to include why you picked this stock because it might help others get bullish too.

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Jonah Lupton

@JonahLupton

4 years

Here are 20 smaller companies (under $5 billion market cap) with explosive growth potential that I’m watching closely. I’m hoping to add some of these very soon with more due diligence and attractive technical setups. Keep reading👇🏽👇🏽👇🏽

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Jonah Lupton

@JonahLupton

3 years

I spent a good portion of my day putting this spreadsheet together which compares 100+ growth stocks on 2021/2022 metrics like rev growth, gross profit, EV/GP and EV/GP vs growth I hope it's helpful. Feel free to comment any stocks you'd like me to add.

200+ growth stocks

Sheet1 2021,2021,2021,2021,2021,2021,2022,2022,2022,2022,2022,2022,Enterprise,2020 Revenues,Rev Growth,Gross Profit,Gross Margins,EV / GP,EV/GP / Growth,Revenues,Rev Growth,Gross Profit,Gross...

docs.google.com

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Jonah Lupton

@JonahLupton

10 years

Best costume award goes to this kid http://t.co/nJbokV9lUH

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Jonah Lupton

@JonahLupton

3 years

People ask me about my investment strategy so I'll try to sum it up in a short thread. Here's what I look for: 1) small/mid cap stocks under $10B market cap 2) at least 30% revenue growth 3) potential of 50% upside within 12 months 4) potential of 5x returns within 5 years

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Jonah Lupton

@JonahLupton

10 months

@azternomic @VCBrags I’m sure if we trolled his LinkedIn page we’d see a post about him sleeping on the floor in his office so he didn’t have to waste time commuting and taking showers.

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Jonah Lupton

@JonahLupton

3 years

Climbing those 110 floors for his fallen comrades #NeverForget ** I was born and raised in Park Ridge, NJ

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Jonah Lupton

@JonahLupton

3 years

I see this guy every day at Dunkin and he's always smiling. Never in a million years would I have guessed he was homeless just a couple years ago and eating out of trash cans. I think it's a good reminder to be nice to people because you never know what they've been through.

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Jonah Lupton

@JonahLupton

7 years

Sorry @United but if this is how you treat people's pets than I'm never flying with you again. I encourage others to also #BoycottUnited .

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Jonah Lupton

@JonahLupton

3 years

Retweet if you're crushing it with $DMTK and $TMDX today 😉

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Jonah Lupton

@JonahLupton

3 years

Every single growth investor should be watching @CathieDWood on CNBC right now. When the Queen speaks we all should listen.

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Jonah Lupton

@JonahLupton

3 years

@chamath Thank you @Chamath for this incredible opportunity. I'm very excited to work with you, the @socialcapital team and the other emerging managers.

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Jonah Lupton

@JonahLupton

3 years

One of my long time friends was diagnosed yesterday with brain cancer. Her name is Sophie. Any prayers would be greatly appreciated 🙏🏽 I’m know she’s terrified but she’s a fighter and has a very strong support system.

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Jonah Lupton

@JonahLupton

2 years

It’s time for the Russian military to retreat from Ukraine and head straight back to Moscow so they can forcibly remove Putin from power. Russia needs new leadership.

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Jonah Lupton

@JonahLupton

3 years

Seems like two bad weeks in the markets brings out the worst in some people. It’s too bad b/c I love twitter but some people make it intolerable on certain days. It’s sad that these people have nothing better to do than create fake profiles for the purpose of harassing others.

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Jonah Lupton

@JonahLupton

3 years

Portfolio update: -monster day for $PAVM $FUTU $MYO $TIGR -excellent day for $YI $STPK -great day for $MP $MWK -good day for $RTP $TSIA $OCX $GHVI $GRWG -bad day for $UPST $DNMR $RIDE $EDAP $TMDX -started position in $GHVI $PAVM Day: +3.6% YTD: 128.5%

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Jonah Lupton

@JonahLupton

3 years

Congrats to all the $UPST shareholders 🥰

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Jonah Lupton

@JonahLupton

3 years

After the blowback Robinhood will get from cutting off the buying and selling of certain stocks could force them to postpone their upcoming IPO. Even though I have no interest in chasing these short squeezed stocks, they should be allowed to trade freely. We need free markets!!

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Jonah Lupton

@JonahLupton

4 years

Over the weekend I’m going to write a blog post...”12 reasons why every growth investor needs to own $FSLY for the next 12 months” If you’d like me to send you the link please favorite or retweet this. Disclosure: $FSLY is currently 49.8% of my portfolio so I know it well 🚀

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Jonah Lupton

@JonahLupton

2 months

Congrats to all the $CELH shareholders today 😍

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Jonah Lupton

@JonahLupton

3 months

Last summer when $SMCI had a market cap below $10B I thought the stock could 5x over the next 5 years. I didn’t expect the stock to 5x over the next 8 months. I came into the year with a 13.5% position in $SMCI. $SMCI is up more then 250% YTD I’ve been trimming my…

Jonah Lupton

@JonahLupton

11 months

@GBaller I’ve been trying to build a full position in $SMCI but it won’t pull back for me. I’ve put together some estimates and investment models; I think this could be a $50B company in 5-6 years.

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Jonah Lupton

@JonahLupton

1 month

Q1 is officially over and it went pretty well with my investment portfolio up +101.8% YTD Top 14 positions by size: $TMDX $FOUR $CELH $ONON $ASPN $UBER $NU $DKNG $SMCI $NVDA $HIMS $META $SQ $TDW My Q1 leaders in order: $SMCI up +255.3% $NVDA up +82.5% $HIMS up +73.8% $APP up…

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Jonah Lupton

@JonahLupton

3 years

Here's the recording from tonight's webcast that I hosted with @BrianFeroldi and @saxena_puru Passcode: lQSJ&2YS

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Jonah Lupton

@JonahLupton

3 years

My small cap stocks might be getting crushed but I just got my first vaccine shot and it’s 66 degrees out so I have at least two things to be happy about today 😁

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Jonah Lupton

@JonahLupton

3 years

Many of the people saying stocks are overvalued are the same people that never bought $AMZN $NVDA or $NFLX because they were always "overvalued". It's amazing how many investors spout off about stocks and valuations yet have horrible track records. Stop listening to clowns.

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Jonah Lupton

@JonahLupton

3 years

$UPST just smashed Q2 earnings beyond my wildest expectations Q2 revenues were $194M > up 1,018% YoY Bank partners originated 286,864 loans totaling $2.8 billion > up 1,605% YoY Contribution profit was $96.7M > up 2,171% YoY Adjusted EBITDA margin was 31% vs -18% in 2020 Q2

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Jonah Lupton

@JonahLupton

4 years

Last week I posted my first list of "20 stocks to watch with market caps under $5 billion and explosive growth potential” Considering that tweet got 220,000+ views it appears that others are also interested in finding these hidden gems. Keep reading 👇🏽👇🏽

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Jonah Lupton

@JonahLupton

2 years

Zelensky and Klitschko are the truest form of leaders. Putin is the truest form of a psychopathic coward.

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Jonah Lupton

@JonahLupton

3 years

For the past few weeks it’s become clear to me the shorts were attacking my favorite stocks. Over the past 24 hours I’ve received some evidence. These shorts don’t care about these companies or the shareholders, they are just greedy pricks. I’d love a good short squeeze.

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Jonah Lupton

@JonahLupton

3 years

After receiving this email and reflecting on the events from last week it reminded me our country does a horrible job of teaching young people about investing, so I'm going to help. In 2 weeks I'm hosting a free webinar to teach young people about stocks:

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Jonah Lupton

@JonahLupton

3 years

My portfolio might have been down today but I don’t really care because I just bought two tickets to a Red Sox game at Fenway Park in July and I’m taking my Dad 😎 #familyfirst

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Jonah Lupton

@JonahLupton

3 years

The market selloff the past few days has not been fun but I'm not worried. Inflation fears are exaggerated. Rising rate fears are exaggerated. I'm extremely bullish on stocks because we have an ideal setup for the next couple years which includes low rates and a booming economy.

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Jonah Lupton

@JonahLupton

3 years

I’m 100% done with the due diligence for my next stock writeup and 50% done with the writing. I’m heading to bed soon but will wake up at 5:30am to finish up. I’m hoping to have it sent out by 9am EST. Please stop sending me hundreds of DMs/emails to ask when it’s coming 😬 thx

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Jonah Lupton

@JonahLupton

3 years

Lots of great growth stocks pulling back to their 10d and 20d moving averages. This should get you excited as a long term investor. This is exactly when you should be adding to your favorite names or starting positions in stocks that you didn’t want to chase a few weeks ago.

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Jonah Lupton

@JonahLupton

3 years

Tomorrow at 7pm EST I'm hosting a live Zoom chat with @Saxena_Puru and @BrianFeroldi We'll be talking about the markets, stocks, hedging, volatility, interest rates and whatever else is on our minds. We're keeping it fun and casual. You can register at

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Jonah Lupton

@JonahLupton

2 years

How could a 4-day week be this fucking bad.

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Jonah Lupton

@JonahLupton

4 months

@TikTokInvestors She clearly took finance classes at FTX University

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Jonah Lupton

@JonahLupton

3 years

Looks like the big funds finally found $DMTK — good thing FinTwit found it first 🤓 Just imagine if this is @ARKInvest and $ARKG buying 👀

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Jonah Lupton

@JonahLupton

5 months

Yesterday my father celebrated his 80th birthday 🎉 Today in our family text thread I asked him… “now that you have 80 years of wisdom to share with us, what are 5 life lessons we need to know?” This was his response: 1. Always forgive including yourself 2. Save something…

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Jonah Lupton

@JonahLupton

3 years

I'm excited that so many CEO's are willing to speak with me during a live webcast, here's the lineup: 2/26 @MoneyLion 2/2 @ZynexMedical 2/3 @AppHarvest 3/5 @OwletBabyCare 3/9 @DermTech 3/10 @MohawkGP 3/12 @CelsiusOfficial 3/16 @DarioHealth 3/18 @Vuzix TBD @PorchDotCom

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Jonah Lupton

@JonahLupton

3 months

Quick stock screen before bed... Criteria: - 2023 rev growth above 30% - 2024 rev growth above 25% - 2025 rev growth above 20% - net income positive 2023, 2024 and 2025 - free cash flow positive in 2023, 2024 and 2025 - market cap above $1 billion Only 18 results: $CELH $CRWD…

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Jonah Lupton

@JonahLupton

3 years

I'm starting a YouTube channel to post a weekly video that recaps my portfolio, provides insight into my investment strategy and gives me a chance to explain my thesis behind my top stock ideas. Subscribe at:

Jonah Lupton

Interviews with Jonah Lupton

www.youtube.com

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Jonah Lupton

@JonahLupton

3 years

Here's something interesting for FinTwit and all you $SKLZ bulls -- the Morgan Stanley Institutional Fund is the #2 best performing small cap mutual fund over the past 12 months. YTD: +25.51% 1-YR: +232.98% Currently the funds largest position is $SKLZ 🤔

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Jonah Lupton

@JonahLupton

3 years

Thank you to everyone selling my favorite stocks today. Now I get to load up on Monday when I start running my @SocialCapital fund. I was partly hoping for a pullback so I'm glad we got one. I have no doubt these stocks are going much higher over the next 6-12 months. Giddy up!!

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Jonah Lupton

@JonahLupton

4 years

I've decided to launch a daily show about finance and investing. We'll be streaming it live every morning for 40-50 minutes. During this show we'll talk about the markets, economic data, individual stocks, fundamental analysis, technical analysis, option strategies & much more.

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Jonah Lupton

@JonahLupton

3 years

I’m definitely popping some champagne this weekend 🥳 $UPST 😘

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Jonah Lupton

@JonahLupton

2 months

Kind of funny that $AMD does better from $NVDA earnings than their own earnings.

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Jonah Lupton

@JonahLupton

4 years

16 investment themes I’m focused on: • e-commerce • digital payments • telehealth • cloud | infrastructure • software • EV • autonomous driving • alternative energy • gaming • cyber security • robotics • genomics • WFH • digital fitness • big data • sports betting

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Jonah Lupton

@JonahLupton

3 years

I haven't done one of these in a while... here's my current portfolio in alphabetical order: $AI $APP $CELH $CLPT $CPNG $CRWD $DLO $DM $DMTK $DNMR $DOCN $EXPE $HIMX $LOVE $MP $PAVM $PLTR $ROKU $S $SOFI $STEM $SWAV $TMDX $UPST $ZG $ZI $ZIM $ZIP Top 10 holdings = 65% of portfolio

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Jonah Lupton

@JonahLupton

2 years

Covid finally got me 🤒 Despite being vaccinated and masked up whenever I leave my apartment, I still tested positive this morning. Last night I felt horrible (headache, aches, fever, chills, etc) but I’m feeling 50% better today. Hopefully I’m back to normal by the weekend 🙏🏽

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Jonah Lupton

@JonahLupton

2 years

Twitter continues to prove its the most important media/communications platform in the world. Facebook, Instagram, Snapchat, TikTok, Pinterest and LinkedIn all serve their purpose in different ways but Twitter is the only platform that provides value on a daily basis.

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Jonah Lupton

@JonahLupton

3 years

I wanted to share a quick story from last night... I was at the gym working out when one of the employees from @DunkinDonuts came in with two full boxes of donuts and left them on the front counter.

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Jonah Lupton

@JonahLupton

3 years

I have exciting news to share for all $DMTK investors. I'll be interviewing John Dobak, CEO of @DermTech on March 9th. Get your popcorn ready!!!! $DMTK is still my largest position so I'm beyond excited for this one. $DMTK has a special place in my heart. I love this company.

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Jonah Lupton

@JonahLupton

7 years

Red. White. Blue. 🇺🇸🇺🇸🇺🇸

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Jonah Lupton

@JonahLupton

3 years

In the past hour I've had a cardiologist and a neurosurgeon slide into my DM's and pitch me their favorite stocks based on their first-hand experience with these products and the ability for them to save/improve lives with better surgical outcomes. Twitter is a magical place!!!

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Jonah Lupton

@JonahLupton

3 years

It’s official — the FinTwit Conference in Orlando over Columbus Day weekend has the green light 🚀 I signed the contract today. Now I’m just waiting for the sales team to send over the our special reservation links so everyone can book their rooms and get the negotiated rates.

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Jonah Lupton

@JonahLupton

3 years

Some of my favorite stocks are down 5-10% today. Does it suck? Yes. Am I worried? No. When you find a company with strong fundamentals, reasonable valuation, exciting story and growing TAM that can 5x over the next 5 years: 1) Be patient 2) Dollar cost average 3) Be patient

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Jonah Lupton

@JonahLupton

3 years

7 months ago I loaded up on $UPST $FUTU $CELH before the big revenue growth kicked in -- this worked out very well. Now I'm doing the same thing with $DMTK $DM $CLPT b/c the big revenue growth will kick in over the next 4-6 quarters which should move these stocks much higher.

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Jonah Lupton

@JonahLupton

4 years

Portfolio update 10/9: $FSLY 12% $TSLA 10% $SE 8% $CRWD 7% $SQ 6% $ETSY 6% $PTON 6% $ROKU 5% $PINS 5% $DOCU 5% $TDOC 5% $SHOP 5% $DDOG 4% $Z 3% $NET 3% $API 3% $BAND 2% $CYRX 2% $FTCH 2% $NLS 2% $ZYXI 1% $IIPR 1% YTD: Me: +175.6% S&P: +7.6% Dow: 0% Nasdaq: +29.1% Russell: -1.8%

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Jonah Lupton

@JonahLupton

3 years

I’ve been saying for the past month that $DMTK should average 200-250% rev growth over the next 5 years which takes them to $1+ billion in revs and a $15-20 billion valuation. Even with the 25% pop in after hours trading $DMTK is still a 10-20 bagger over the next 5 years.

Jonah Lupton

@JonahLupton

3 years

This is huge news for $DMTK and just the beginning I added aggressively today on the dip and I'll probably add again tomorrow.

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Jonah Lupton

@JonahLupton

3 years

I like to say "pendulum swings too far in both directions" We watched this happen a month ago; now it's happening again. Lots of quality growth stocks with strong fundamentals starting to look cheap. This is not the time to go hide in cash or chase value stocks. Be patient.

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Jonah Lupton

@JonahLupton

2 months

For the first time in 2+ years, $CELH or $SMCI are no longer my largest positions. In fact, as of Friday's close, $TMDX and $FOUR are now the two largest positions in my investment portfolio. Most of you probably know I've been buying $CELH since May 2020 when the stock was…

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Jonah Lupton

@JonahLupton

2 years

@elonmusk @SenWarren Dear @SenWarren , you should go to bed tonight being thankful that I don’t know how to do photoshop because @elonmusk just rolled you up and smoked you 🔥

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Jonah Lupton

@JonahLupton

3 years

Portfolio: -monster day for $STPK -excellent day for $TIGR $HIMS -great day for $DRIO $UPST $CCIV $ACTC -good day for $TSIA $FUTU $SE $NIU $GRWG $STIC $MP $MMYT $EXPC $OZON -sold $IPOE (can't own Social Capital SPACs in my account) Day: +8.2% YTD: +58.4%

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Jonah Lupton

@JonahLupton

3 years

Took my Dad to the Red Sox game tonight with some Green Monster seats

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Jonah Lupton

@JonahLupton

3 years

Portfolio update: -great day for $DMTK $CLPT $MYO -good day for $TIGR $UPST $CVLB $RTP $EXPC -bad day for $RIDE $APPH $FUTU -closed no positions -started new positions in $YI $SAII $MYO Day: +3.2% YTD: +120.26%

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Jonah Lupton

@JonahLupton

2 years

Wish I had been a panic seller 6 months ago 😂

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Jonah Lupton

@JonahLupton

3 years

We’re living in the golden age of stock investing for several reasons: 1) There’s so much data & information available compared to 5-10 years ago 2) There’s an incredible number of innovative, disruptive companies to invest in 3) $0 commissions on most platforms 4)FinTwit

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Jonah Lupton

@JonahLupton

3 years

Update: My brother is a Doctor at the hospital so he rushed over to check on Dad. Dad seems to be alright but they’re running a few more tests. His SUV got hit, rolled over and airbags deployed but thankfully he was wearing his seatbelt. The seatbelt probably saved his life.

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Jonah Lupton

@JonahLupton

3 years

We're looking pretty good today on $MWK $DMTK and $PRCH -- who else is making money on these? Don't miss my next stock writeup which should be out tomorrow morning although please don't DM me and ask me when it's coming. It will go out when it's ready.

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Jonah Lupton

@JonahLupton

3 years

Can everyone please say a quick prayer or send some happy thoughts for my little Lily — she doesn’t feel good and was yelping last night when it picked her up. 🙏🏽 Love you Lily 😍

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Jonah Lupton

@JonahLupton

3 years

This is huge news for $DMTK and just the beginning I added aggressively today on the dip and I'll probably add again tomorrow.

DermTech Enters Into Agreement with Blue Cross Blue Shield of Texas | DermTech

LA JOLLA, Calif. --(BUSINESS WIRE)--Feb. 10, 2021-- DermTech, Inc. (NASDAQ: DMTK) (“DermTech”), a leader in precision dermatology enabled by a non-invasive skin genomics platform, announced today it...

investors.dermtech.com

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Jonah Lupton

@JonahLupton

3 years

Portfolio update: -nothing good -everything bad Day: -6.8% YTD: +106% Today I added most aggressively to $DMTK $MWK $TMDX $UPST $CELH $FUSE $APPH $STIC Days like today are just part of the journey, you have to be willing to take the bad with the good.

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Jonah Lupton

@JonahLupton

3 years

Pretty cool that we got 200+ people to the first annual @FinTwitConf @alphatrends is giving his talk on VWAPs

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Jonah Lupton

@JonahLupton

3 years

Over the next couple days I'm going to put together a stock picking contest. Everyone has to pick 3 stocks, you can't make any changes and the person with the best average performance at the end of 2021 wins $2,000 that will come out of my personal account.

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Jonah Lupton

@JonahLupton

3 years

Portfolio update: -excellent day for $APPH $DNMR $CCIV -great day for $DMTK $PRCH $PACE $LSF $OZON -good day for $HIMS $CELH -no new positions Day: +5.8% YTD: +89.02% My next stock pick for paid subscribers comes out Monday:

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Jonah Lupton

@JonahLupton

3 years

My webcast last night went so well that I'm planning to do these 2-3 times per month. Who are some other investors that you'd like to see on the webcast?

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Jonah Lupton

@JonahLupton

3 years

It’s kind of scary how quickly/easily these 4 rolls went down 😋 Anyone else love sushi too?

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Jonah Lupton

@JonahLupton

2 years

I just heard this from a close friend that has a very reliable source in Ukraine — apparently Ukraine is letting prisoners out, arming them with AK-47s and putting them on the front lines to fight Russian forces.

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Jonah Lupton

@JonahLupton

3 years

I've never seen so many growth stocks down double digits at the same time. Insane washout!!! Even though it was painful it was needed. Now the big funds (that run the market) and have been sitting on cash can put it to work and buy these great growth stocks at cheaper prices.

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Jonah Lupton

@JonahLupton

4 years

6 months ago I began working on my own quant model that uses 16 data points/signals to help determine price targets for my stocks. The model is still a work in progress but feel free to give me one of your top stocks and I’ll run it through and give you a 12 month price target.

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Jonah Lupton

@JonahLupton

3 years

Can any of the parents on here confirm this 😂

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Jonah Lupton

@JonahLupton

2 months

This is going to blow a few minds so get ready... I will always be a $CELH shareholder because I really like the company and the products but the stock is up 2,200% since my first buys in 2020. $CELH is up 65% in the past 5 weeks and 30% in the past week. As of today $CELH…

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Jonah Lupton

@JonahLupton

2 years

I fucking love you $AMZN

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Jonah Lupton

@JonahLupton

3 years

Could my stocks go down next week? Yes. Am I selling my stocks today? No. Am I adding to my stocks today? Yes. If you say you're a long term investor then you need to start acting like one. Stocks go up and stocks go down. Long term investors can't make money every month.

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Jonah Lupton

@JonahLupton

1 month

Can someone please explain to me how Cathie Wood continues to get so much airtime on CNBC with her flagship fund down -70% in the past 3 years and flat over the past 5 years vs $QQQ which is up +141% over the past 5 years. I'm starting to wonder if ARK is paying CNBC for these…

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Jonah Lupton

@JonahLupton

2 months

I would welcome a pullback in the markets — there are plenty of stocks that look short-term overextended and need to consolidate before the next leg higher. With that said, anyone that thinks the current market/valuations/multiples looks anything like the “dot com bubble”…

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Jonah Lupton

@JonahLupton

4 months

Lots of investors and strategists are predicting that 2024 will be a strong year for small/mid caps so I ran a simple screener tonight... This was the criteria: - market cap between $1 billion and $20 billion - 20% or higher revenue growth in 2024 and 2025 (est.) - positive…

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Jonah Lupton

@JonahLupton

2 years

If you're going to be adding on these bloody days (which I'm doing), I suggest adding to the companies that posted the best earnings reports and issued strong guidance for 2022 because once we find a bottom and bounce it's those companies that will be the new market leaders.

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Jonah Lupton

@JonahLupton

3 years

Just be more respectful to others — it will make Twitter a much more enjoyable place for all of us. With that said, let’s hope we finish out the week with a big green day.

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Jonah Lupton

@JonahLupton

2 years

Not only did the January jobs number come in +300k above expectations but they revised the November number by +437k and December by +300k. The economy is doing well. We're not heading into a recession. We can absorb some rate hikes and the stock market will be just fine.

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Jonah Lupton

@JonahLupton

2 months

$NVDA continues to impress... Revenues up 265% YoY Operating income up 563% YoY Net income up 491% YoY Gross margins up to 76.7% Most impressive part is the operating leverage... revenues were up 265% YoY but operating expenses were only up 25% YoY $NVDA is expected to grow…

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Jonah Lupton

@JonahLupton

4 years

Yesterday I finished the book “100 Baggers” and if I had to share one lesson from the book it’s this: Monster Beverage ($MNST) was a 100-bagger in just 10 yrs 10x over those 10 yrs $MNST dropped more than 25% 3x over those 10 yrs $MNST dropped more than 40% Patience matters!!

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