Himmy Junior @HimmyJTheGoat Twitter profile | Pikagi

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Himmy Junior

@HimmyJTheGoat

2,195

Followers

81

Following

301

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3,732

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Economics nerd. High-growth/inflection investor focused on finding and owning undervalued gems. Always manage risk. GOAT mentality 🐐 One step at a time. Not FA

The great ol’ US of A

Joined December 2023

Don't wanna be here? Send us removal request.

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@HimmyJTheGoat

Himmy Junior

8 months

I created this account to openly share my investing ideas and information with the broader community. I had very high returns last year but I did not find immense joy in that to be frank. My true joy is seeing others wealth grow along mine as well, even surpassing me

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@HimmyJTheGoat

Himmy Junior

24 days

He’s a fraud. And I dont say that lightly. Ive been tracking him very closely for years as I was in his sub room. Wanted to see what he was really about. Learned that it was just lots of deceiving. Happy to have recently blocked him. Got sick of it. And the massive amount of

@Wexboy_Value

Wexboy

25 days

Jonah’s up abt 200% every year… …but still wants to sell you a sub:

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@HimmyJTheGoat

Himmy Junior

10 days

End of August Portfolio Snapshot: # of positions: 33 Avg position weight: 3.0% YTD Performance: +63.6% Top 10 holdings by weight: $TSSI $BKTI $DEFTF $ITMSF $IESC $EOSE $PSIX $ASPN $RAIL $RCAT Top 10 pos avg weight: 4.1% Top position weight: 6% Not investment advice. Sharing

@HimmyJTheGoat

Himmy Junior

1 month

End of July Portfolio Snapshot: # of positions: 38 Avg position weight: 2.6% YTD Performance: +40.5% Top 10 holdings by weight: $IREN $ASTS $TSSI $ML $IESC $CXDO $CREX $DEFTF $LPSN $NXGL Top 10 pos avg weight: 3.6% Not investment advice. Sharing for transparency

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@HimmyJTheGoat

Himmy Junior

23 days

Every stock I currently hold in my portfolio (which is my entire net worth) came from an idea that was shared on this very platform. I’ll always be indebted to you all. Thank you 🙏

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@HimmyJTheGoat

Himmy Junior

19 days

I dont usually share my DMs publicly but felt the need to this time. It does at many times feel like Im talking to myself on here so I do appreciate the kind words 🙏❤️

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@HimmyJTheGoat

Himmy Junior

10 days

I noticed that I have gained quite a number of new followers in a relatively short period of time. It has surprised me but I am much thankful for it 🙏. For this reason I would like to re-share my strategy for growing my wealth and how I manage my book. My entire net worth lies

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@HimmyJTheGoat

Himmy Junior

6 months

“He started off as a madman, but will go down as a legend” -Himmy Junior, Dec 2023 (No position) $MSTR $BTC

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@HimmyJTheGoat

Himmy Junior

1 month

$ASTS One of the wildest 3-month charts I’ve ever seen play out. Over a 9x

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@HimmyJTheGoat

Himmy Junior

9 days

There is a lot of noise on this app so following the right people is very important in my opinion as it has improved my performance considerably. 10 accounts I have found great value in this year. I recommend giving them all a follow 👌 @KyleAdamsStocks @sammccolgan

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@HimmyJTheGoat

Himmy Junior

1 month

This platform is so funny haha. When a stock is up everyone magically has a 50%+ portfolio allocation to that name. If a stock is down, everyone magically sold it all beforehand and dont own it anymore 😂

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@HimmyJTheGoat

Himmy Junior

7 months

Wowww $VKTX management said thats not enough!! Screw em, release the data!

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@HimmyJTheGoat

Himmy Junior

24 days

His current portfolio…. Can anybody point out 1 thats up 200% YTD? Just 1… Anybody?

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@HimmyJTheGoat

Himmy Junior

2 months

End of June Portfolio Snapshot: # of positions: 35 Avg position weight: 2.9% YTD Performance: +33.5% Top 10 holdings: $TMDX $IREN $ASPN $WULF $HIMS $NU $ML $ALAR $TSSI $APP Top 10 pos avg weight: 4.6% Not investment advice. Sharing for transparency

@HimmyJTheGoat

Himmy Junior

3 months

Will be posting this at the end of the month only going forward End of May Portfolio Snapshot: # of positions: 38 Avg position weight: 2.6% YTD Performance: +32% Top 10 holdings: $ASPN $ML $TMDX $VKTX $HIMS $NU $TSSI $DESP $APP $FOUR Top 10 pos avg weight: 4.3% Not

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@HimmyJTheGoat

Himmy Junior

23 days

A +52% week for $TSSI that was powered by a nice quarter with promising updates Revenue growth down 16.4% YoY as the lower margin procurement revenue was down 54%. But a more favorable revenue mix to higher-yielding services led to 41% YoY growth in gross profit. Mgmt saying

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@HimmyJTheGoat

Himmy Junior

1 month

There are so many small cap gems out there it is borderline ridiculous

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@HimmyJTheGoat

Himmy Junior

18 days

A few pre-market buys for me: $IREN (added. Full pos now) $NXGL (added) $RMTI (added) $EOSE (added) $VKTX (added. Full pos now) One buy at market open: $CVALF (added. Full pos already but wanted even more after further review) Note: a full position for me is anywhere from 2%

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@HimmyJTheGoat

Himmy Junior

2 months

Sold $FOUR $BLBD $POWL entirely Bought $CANOF, $RCAT (new pos), $IESC, $CREX, $DAVE, $PSIX, $RKLB, $BTBT (new pos), $INTR . All full positions now Im bullish all these names but prefer the latter bunch and don’t want too many holdings All transactions done in pre-market or

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@HimmyJTheGoat

Himmy Junior

2 months

$ASTS Is a great example of a stock price after an inflection in the fundamental story

@TheodorusAtheos

Theodorus The Atheist

@TheodorusAtheos

2 months

$ASTS 3 years vs. 3 months. "A picture is worth a thousand words". It's only the beginning 🚀

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@HimmyJTheGoat

Himmy Junior

1 month

End of July Portfolio Snapshot: # of positions: 38 Avg position weight: 2.6% YTD Performance: +40.5% Top 10 holdings by weight: $IREN $ASTS $TSSI $ML $IESC $CXDO $CREX $DEFTF $LPSN $NXGL Top 10 pos avg weight: 3.6% Not investment advice. Sharing for transparency

@HimmyJTheGoat

Himmy Junior

2 months

End of June Portfolio Snapshot: # of positions: 35 Avg position weight: 2.9% YTD Performance: +33.5% Top 10 holdings: $TMDX $IREN $ASPN $WULF $HIMS $NU $ML $ALAR $TSSI $APP Top 10 pos avg weight: 4.6% Not investment advice. Sharing for transparency

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@HimmyJTheGoat

Himmy Junior

2 months

If things go accordingly, I’m going to try to retire from my day job within the next 5 years. Its a great job that has truly done wonders for me but I plan to be a full time investor instead. Its my passion I hope some of you can/will join me by then 🙏 (No that doesn’t hint

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@HimmyJTheGoat

Himmy Junior

7 months

I came from a family of immigrants. I watched my parents work 20 hours a day for many weeks on end for decades. The ability to build compounding wealth passively at low cost through the stock market is a true blessing. Always respect the opportunity we have all been given,

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@HimmyJTheGoat

Himmy Junior

7 months

$VKTX long since Dec 2023 at $17. A dream. Much thanks to @Pharmdca and the greater X community for introducing me to this one. I did my own DD and immediately bought. Forever grateful

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@HimmyJTheGoat

Himmy Junior

12 days

$EOSE +17% today and climbing. Nothing sweeter than execution

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@HimmyJTheGoat

Himmy Junior

2 months

@TeraWulfInc $WULF 🐺 Hell of a job guys. Incredible

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@HimmyJTheGoat

Himmy Junior

2 months

Trimmed $TMDX some in AH yesterday Sold $INDI $NVTS $GCT at market open Bought $VISL And raised some cash $TMDX Position was a tad large for the risk/reward profile in my book. The tranche of shares sold returned 3x for me in less than 1 year. Thank you markets for offering

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@HimmyJTheGoat

Himmy Junior

2 months

$IREN Rugged just now on a short report by Culper this morning. Just reviewed it. A nothing burger but of course the stock will selloff today 🥱

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@HimmyJTheGoat

Himmy Junior

25 days

$ITMSF +9% this week after a solid quarter reported Revenue up 125% YoY to $3.55M Gross margins: 23.7%. Were negative last qtr Operating margins: 17.6%. Were negative last qtr Net income margins: 17.2% for $0.6M Free Cash flow margins: -38% as Capex was up 4x from the

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@HimmyJTheGoat

Himmy Junior

13 days

Call me ignorant, but if I didnt know any better, seems to me quite a few people on here spend more time trying to come up with clever tweets and engagement farming rather than doing any actual research

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@HimmyJTheGoat

Himmy Junior

3 months

Ive recently moved to a nicer, more upscale area of town and quite frankly Im already loving it. I cant help but thank $SMCI ‘s 14x returns in 2022 and 2023 for blessing me with this opportunity to improve my quality of life. Thank you 🙏Forever grateful 🤲 Markets change lives

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@HimmyJTheGoat

Himmy Junior

18 days

$TSSI +9% today. We’ve come quite a ways in 3 months. Up 3x on my shares purchased at time of tweet below. But the jobs not done yet imo as this company continues to execute beautifully #1 position

@HimmyJTheGoat

Himmy Junior

4 months

$TSSI Very high potential but with some risk. Listened to the CC. Lots more to come from a news standpoint this year. Reminds me a tad bit of early-ish $SMCI . After the $NVDA report last night, we got a re-confirmation that AI is nowhere close to be being done with the super

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@HimmyJTheGoat

Himmy Junior

22 days

New position $RAIL bought this morning in pre-market. This railcar and tank company looks mispriced and is currently undergoing a re-rating. Reported 66% YoY revenue growth this recent quarter Very low gross margins at 12.5% but mgmt confident this will increase as they

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@HimmyJTheGoat

Himmy Junior

7 months

I lost a lot of money before I ever made a dollar in markets. I was once that kid crying on his bed because he lost so much money. I capitulated and left markets for 3 years. Didn’t look at em. I came back and saw the stocks I capitulated on were way higher. It taught me a

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@HimmyJTheGoat

Himmy Junior

27 days

$APP +20% since ER a week ago. Remember when this fell 10% in AH that day? 😅 The markets offers some of the weirdest gifts sometimes

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@HimmyJTheGoat

Himmy Junior

24 days

Avoided talking about him but I did once earlier this year

@HimmyJTheGoat

Himmy Junior

8 months

Please remember that while you’re on this platform, more followers does not equal more value. There’s guys on here like Jonah Lupton that have literally bought over 500,000 of their X “followers”. Yes you read that right... fake followers. It’s that easy to deceive. Be careful

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@HimmyJTheGoat

Himmy Junior

21 days

Just listened to the $BTBT earnings call. Solid report yesterday Revenue up 220% YoY Gross margins up to a new high of 47.5% A few % pts away from operating and net break even. Cash flow margin continues to improve Mgmt is basically halting the growth of the $BTC mining

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@HimmyJTheGoat

Himmy Junior

3 months

Will be posting this at the end of the month only going forward End of May Portfolio Snapshot: # of positions: 38 Avg position weight: 2.6% YTD Performance: +32% Top 10 holdings: $ASPN $ML $TMDX $VKTX $HIMS $NU $TSSI $DESP $APP $FOUR Top 10 pos avg weight: 4.3% Not

@HimmyJTheGoat

Himmy Junior

4 months

Portfolio Snapshot as of Friday market close 5/17: # of positions: 37 Avg position weight: 2.7% YTD Performance: +29% Top 10 holdings: $ASPN $TMDX $VKTX $CELH $ML $NU $HIMS $DESP $GCT $MNDY Top 10 pos avg weight: 4.3% Not investment advice. Sharing for transparency. Have a

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@HimmyJTheGoat

Himmy Junior

29 days

Im a little late but tried to get this out as fast as I could. A few morning moves for me: $VISL (added, full pos) $EOSE (added, full pos) $BKTI (added, full pos) $ITMSF (added, full pos) $OPXS (added, full pos) $BTBT (new starter pos) $PGY sold entirely

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@HimmyJTheGoat

Himmy Junior

27 days

Lots of great earnings came out today for my portfolio 🔥 I have been and will continue reviewing numbers closely and listening to conference calls. Will also share thoughts on each one throughout this week 👍 $VISL $ASTS $TSSI $DEFTF $NXGL $SOWG $DLO

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@HimmyJTheGoat

Himmy Junior

1 month

Just seeing this, $ASTS +13.7% today for a new 52-week high today Awesome as its my #1 position currently 👍🛸🛰️

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@HimmyJTheGoat

Himmy Junior

6 days

$ASTS +14% today September 12th launch 👍

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@HimmyJTheGoat

Himmy Junior

1 month

Added to a few names this morning: $VISL $CANOF $DEFTF $IESC $AAOI $NXGL

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@HimmyJTheGoat

Himmy Junior

2 months

Sold $SYM $GLBE $ALAR entirely. Bought $VKTX $CANOF $LPSN

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@HimmyJTheGoat

Himmy Junior

15 days

My performance improved greatly once I really learned how to evaluate companies. I was able to start thinking for myself and no longer had to rely on borrowed conviction

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@HimmyJTheGoat

Himmy Junior

4 months

$DELL (no position) running hard off the back of its data center strength. Any positive developments here for them is very positive for $TSSI AI buildouts are nowhere close to topping yet

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@HimmyJTheGoat

Himmy Junior

1 month

A few buys for me this morning: Added to $DEFTF (full pos now) Bought $BKTI (new position, good size, still room to add)

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@HimmyJTheGoat

Himmy Junior

19 days

I was once a silent lurker on FinTwit. For years actually under my real account. I got tired of not saying anything though. I made very high returns but felt empty inside because nobody made that with me. So I decided to get on the other side and be an active account sharing my

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@HimmyJTheGoat

Himmy Junior

24 days

It makes sense. Buy fake followers, others will see that and think you’re a guru, then take their money for yourself. Genius

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@HimmyJTheGoat

Himmy Junior

1 month

Another big week of earnings for my portfolio. Cant wait! Mon: $WULF Tues: $IREN $PSIX $OPXS $OUST $ASTS Wed: $VISL $TSSI $CREX $DLO Thurs: $SOWG $DESP

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@HimmyJTheGoat

Himmy Junior

2 months

$ASTS $2.50 in Mid-May. $13 now 👍 Beautiful

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@HimmyJTheGoat

Himmy Junior

3 months

$S Looking to fully fill its prior ER gap above. Was one of the easiest dip buys the market’s presented in recent memory after that last ER As usual all buys were posted live

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@HimmyJTheGoat

Himmy Junior

2 months

$LPSN Is a classic turnaround story that with execution has some massive potential. A new management team is already writing the ship for this AI communications company. Will be patient with this one and add gradually with time. The turnaround is currently in motion and will take

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@HimmyJTheGoat

Himmy Junior

7 days

Wow this $ASPN pullback is absolutely ridiculous -10% today Whats the cause? Or just markets being markets?

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@HimmyJTheGoat

Himmy Junior

9 days

@RahulSetty_ Thanks brotha! And very good point you make. I have spread my capital out due to this exact reason. Over time Ive noticed that I personally like when its more spread out and I let everyone in a way fight for a larger allocation in my book. I do give a little higher weighting to

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@HimmyJTheGoat

Himmy Junior

3 months

New 52-week highs in my book this morning: $IREN $HIMS $TMDX $ASTS $DEFTF Awesome 👍

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@HimmyJTheGoat

Himmy Junior

2 months

$PSIX A very small Power Solutions name with a business segment in Power Systems growing well faster than the rest of the business off the back of AI/data center. Segment grew over 20% YoY this past year. Overall business trading at less than 1x fwd EV/Sales and 7 fwd P/E for a

@HimmyJTheGoat

Himmy Junior

2 months

New position about 15 mins ago. $PSIX One purchase. Full position. No more adds

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@HimmyJTheGoat

Himmy Junior

1 month

Just reviewed the $TMDX ER and listenened to the earnings call. Wow. Just wow. This company is in hyper-growth mode and is no where close to slowing down. Just printed a jaw dropping 118% YoY quarter. Ive lost count how many triple digit quarters in a row they’ve printed now.

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@HimmyJTheGoat

Himmy Junior

27 days

A few buys for me in the past couple of hours: $VISL (added) $CANOF (added) $DEFTF (added) $ITMSF (added) $NXGL (added)

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@HimmyJTheGoat

Himmy Junior

7 months

My top 10 holdings in order of weight as of Friday market close: $CELH $CRWD $NU $TMDX $MELI $S $ZS $FOUR $ASPN $VKTX Total they are 41% of my portfolio Going forward I will only be updating this list when there are changes Not investment advice. Sharing for transparency

@HimmyJTheGoat

Himmy Junior

7 months

My top 10 holdings as of Friday market close in order of weighting: $SMCI $CELH $CRWD $TMDX $MELI $NU $ZS $S $FOUR $AMD Total they are 54% of my portfolio. Due to their size I am not adding to any of them currently Not FA. Sharing for transparency

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@HimmyJTheGoat

Himmy Junior

4 months

$HIMS going global 🌍 Expansion

@AndrewDudum

andrewdudum

4 months

Today, we’re welcoming Anja Manuel to the $HIMS Board of Directors! A visionary leader with experience across government relations, foreign policy, technology policy and international markets, Anja is joining us at a time when we’re ready to push new boundaries in technology and

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@HimmyJTheGoat

Himmy Junior

22 days

$ASPN +6% today for a new 52-week high. Nice 👍 what a drawdown and comeback this one’s gone through Top 3 position

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@HimmyJTheGoat

Himmy Junior

25 days

Sold 1/3 of my $ASTS at $30 🙏 a truly incredible ride as those shares 5x’d on me in mere months. Grateful 🤲

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@HimmyJTheGoat

Himmy Junior

1 month

Just reviewed the $LPSN ER and listened to the call a couple of times. No real changes to the thesis here. Mgmt is executing to the exact plan they laid out when they took over in February if not beating it. The team has recently beefed up its executive and management teams

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@HimmyJTheGoat

Himmy Junior

1 month

$HIMS ER just out. Solid numbers. Huge revenue guidance raise for Q3 and full year 😯 I still need to dig into the print in detail but I dont think this stock should be down 5% in AH right now. Did Wall Street not just see that guidance smash and the adj EBITDA guidance?

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@HimmyJTheGoat

Himmy Junior

1 month

Idk why the Fed didnt just cut 25 bps yesterday 🤦‍♂️ Every datapoint coming is re-affirming economic weakness Knowing there is no meeting in August, they could have cut 25bps yesterday, “looked at the data” after, and have the option to do nothing in Sept. Instead they’ve now

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@HimmyJTheGoat

Himmy Junior

2 months

Most of the gains I ever make in markets wont end up being utilized by myself. It will be used by family. I love stocks and markets in general but family is who I really try to maximize gains for. I have taken to X to share ideas, info, and all actions though as I love seeing

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@HimmyJTheGoat

Himmy Junior

1 month

Huge earnings week for the portfolio. Lets do it 👊 Mon: $HIMS Tues: $DAVE $ML $EOSE $JMIA $CXDO $AAOI Wed: $SEZL $CORZ $INTR $APP $ASPN Thurs: $RKLB Fri: $PGY $PSIX $CREX

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@HimmyJTheGoat

Himmy Junior

8 months

Please remember that while you’re on this platform, more followers does not equal more value. There’s guys on here like Jonah Lupton that have literally bought over 500,000 of their X “followers”. Yes you read that right... fake followers. It’s that easy to deceive. Be careful

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@HimmyJTheGoat

Himmy Junior

2 months

Sold my $NU entirely pre-market. Bought $CXDO , $LPSN (full pos now), and $INTR Still like $NU but like the other 3 more at current valuations

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@HimmyJTheGoat

Himmy Junior

26 days

$VISL +10% since ER yesterday morning. And +21% from yesterday’s low in that bizarre initial sell-off. It was a decent quarter with solid updates Revenue up 72.6% YoY And up 1% QoQ Gross margins down to 53.6% from 56.3% the quarter before Operating margins down to -29.5% Net

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@HimmyJTheGoat

Himmy Junior

24 days

@Dillon_Valdez The thought of verifying his results sends serious chills down his spine. He’s avoided everyone who has asked him to like the plague. I’d bet he’d be more likely to delete his X account entirely and run off then to verify his moves for the community

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@HimmyJTheGoat

Himmy Junior

6 months

$S -10% in AH after a solid earnings report Ran up quite a bit coming into the print, but still too cheap imo. Now trading at 9x fwd sales To compare $CRWD is trading at 20x $CRWD is of course a better business but that disparity is a bit much imo Staying long both

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@HimmyJTheGoat

Himmy Junior

1 month

$DAVE went from +21% in pre-market, +15% at open, to -3% a few mins ago, and now +5% after ER this morning. A stellar report from them This market is something lol

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@HimmyJTheGoat

Himmy Junior

6 months

$FOUR and $TMDX at $70 rn when both should be in the triple digits imo. Interesting In due time rubber will meet the road

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@HimmyJTheGoat

Himmy Junior

2 months

I never quite understand the comments “I have a low cost basis so Im not going to sell” or “I have a low cost a basis so I have a nice cushion” Those are gains from the past. Thats irrelevant now. Are you not looking forward? What is the stock set to return you from here?

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@HimmyJTheGoat

Himmy Junior

26 days

$CREX +3% today after a pretty good quarter released yesterday morning Revenue up 42.6% YoY and nearly 7% QoQ Gross margins up to 51.8% Operating margins up to 4.5% Income margins currently negative at (-4.7%) Free cash flow up to 17.3% This company is expected to be

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@HimmyJTheGoat

Himmy Junior

15 days

@spacanpanman Holy smokes. If this guy’s estimates are even close, then $ASTS is a never sell for the next decade

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@HimmyJTheGoat

Himmy Junior

2 months

Sold $S $BTBT entirely Swapped $BTBT for $CIFR and $CORZ. Prefer the latter two. More expected future revenue growth Bought more $DEFTF (full pos) Bought $OPXS $AAOI $EOSE (all starters) All transactions done in AH yesterday, PM today, or at market open just now

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@HimmyJTheGoat

Himmy Junior

1 month

A few moves for me this morning: Sold $LFMD entirely Bought $APPS (new position) Bought $WGS (new position) Added to $ASPN

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@HimmyJTheGoat

Himmy Junior

26 days

$DEFTF +17% today after the ER release last night and CC today 👌

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@HimmyJTheGoat

Himmy Junior

2 months

$AEHR Smashing ER just now. Wow. This will never be a fun earnings season No position #SmallCapSummer

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@HimmyJTheGoat

Himmy Junior

2 months

$ASTS Great update +5% today

@spacanpanman

Anp🅰️nman

2 months

$ASTS: AST SpaceMobile Announces First Five Commercial Satellites Completed Final Assembly and Ready for Shipment the First Week of August Great to see company hit guidance for July/August delivery. See you all at launch in September!

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@HimmyJTheGoat

Himmy Junior

6 months

Sold $PGY entirely just now I reviewed the share offering from earlier this week in detail. It was up-sided from the original amount, priced on the far low end, and also confused why they are doing this when they are headed towards profitability very soon. This business clearly

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@HimmyJTheGoat

Himmy Junior

26 days

Wow. Massive day for my portfolio. I hope everyone’s making some money today

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@HimmyJTheGoat

Himmy Junior

2 months

$LPSN +22% now 👍

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@HimmyJTheGoat

Himmy Junior

19 days

My best example of this was $SMCI. I bought it at 0.3x fwd EV/sales back when nobody had ever heard of it. Sold my shares around 3x fwd EV/sales when it was all over CNBC, X, and was the first stock everyone looked in the morning when they woke up. Thats a 10x right there on

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@HimmyJTheGoat

Himmy Junior

6 months

My top 10 holdings in order of weight as of Friday market close: $VKTX $CELH $NU $CRWD $FOUR $TMDX $AMD $GCT $S $ASPN Total they are 42% of my portfolio Not investment advice. Sharing for transparency

@HimmyJTheGoat

Himmy Junior

7 months

My top 10 holdings in order of weight as of Friday market close: $CELH $CRWD $NU $TMDX $MELI $S $ZS $FOUR $ASPN $VKTX Total they are 41% of my portfolio Going forward I will only be updating this list when there are changes Not investment advice. Sharing for transparency

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@HimmyJTheGoat

Himmy Junior

6 months

Portfolio Snapshot as of Friday market close 3/22: # of positions: 45 Avg position weight: 2.2% YTD Performance: +26% Top 10 holdings: $VKTX $NU $CELH $ML $HIMS $CRWD $LFMD $PRCH $MELI $TMDX Top 10 pos avg weight: 3.8% Not investment advice. Sharing for transparency

@HimmyJTheGoat

Himmy Junior

6 months

Portfolio Snapshot as of Friday market close 3/15: # of positions: 42 Avg position weight: 2.3% YTD Performance: +25% Top 10 holdings: $CELH $VKTX $NU $GCT $FOUR $AMD $HIMS $TMDX $CRWD $ML Top 10 pos avg weight: 4.0% Not investment advice. Sharing for transparency

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@HimmyJTheGoat

Himmy Junior

12 days

$IREN +21% today after a strong ER lastnight 👍 LOTS of growth to come for this company through year end and next year in both $BTC mining capacity and AI/HPC Top 10 position

@IREN_Ltd

IREN

13 days

$IREN reported FY24 results - Record Adj. EBITDA of $54.7m - Record mining rev. of $184.1m (4,191 Bitcoin mined) - AI Cloud Services rev. of $3.1m - $404.6m cash, no debt - 15 EH/s installed; on track for 30 EH/s in 2024 - 10.5 EH/s S21 XP miners secured - 816 NVIDIA H100 GPUs

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@HimmyJTheGoat

Himmy Junior

2 months

The community here on X is absolutely amazing. I wake up everyday feeling grateful and blessed to even be apart of it. Through the noise, trolling, and fear mongering, there are pockets of deeply valuable information that is constantly shared on here. Gems after gems, DD after

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@HimmyJTheGoat

Himmy Junior

22 days

$DESP +6.9% today on the aftermath of its earnings report last week. The ER looked good. Gross margins up to a new high at 71.9% this qtr Op margins down QoQ to 14.2% Net income margins static at 3.3% Cash flow margins up QoQ to 5.7% Recently divested a crappy part of their

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@HimmyJTheGoat

Himmy Junior

15 days

Seeing many folks touting the profitability of a company and then using adjusted EBITDA to make that case. If you’re going to use EBITDA, please make sure you know what is being adjusted/backed out. Every company is using this metric differently. Some mgmts use EBITDA for fair

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@HimmyJTheGoat

Himmy Junior

1 month

Wild day in markets. Opened my book and saw it down -12% in pre-market 🤮. Looks like markets crawled back so finished down a little under 3% for the day. The VIX went absolutely nuts in both directions today. The volatility index with massive volatility itself 😂 Stocks like

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@HimmyJTheGoat

Himmy Junior

21 days

$RMTI Bought more of this hemodialysis concentrate provider this morning in pre-market This company has undergone a new management not too long ago and strides are already being taken. In the latest quarter revenue grew 43% YoY to $25.8M with help from an accretive acquisition

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@HimmyJTheGoat

Himmy Junior

19 days

Well said Trent and still stands today. Hence why I personally focus so much on valuations and lower multiple names with expansion potential

@TrentBlair19

Trent Blair

1 year

All the talk is about 10 baggers or 100 baggers. Much easier to predict a double or triple. Low multiple growth stocks that get valuation expansion can easily become a triple.

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@HimmyJTheGoat

Himmy Junior

4 months

$MNDY New 2 year high 👍

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@HimmyJTheGoat

Himmy Junior

3 months

It’ll be real interesting when the masses start viewing $IREN and $WULF as power/compute/infrastructure companies supporting Artificial intelligence, $BTC, and hyper-computing instead of viewing them as $BTC miners

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@HimmyJTheGoat

Himmy Junior

2 months

$ASTS +12% today to $18.60 now Beautiful move this one

@HimmyJTheGoat

Himmy Junior

2 months

$ASTS $16 now. Strong stock

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@HimmyJTheGoat

Himmy Junior

2 months

Some pre-market buys for me this morning $VISL (small add, full pos) $ULBI (new pos, still building) $CXDO (big add, full pos) $EOSE (small add, full pos) $AAOI (added, still building) $CORZ (added, full pos)

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@HimmyJTheGoat

Himmy Junior

25 days

$DEFTF +Another 5% today. When uplisting? A man can only dream 😴💭 Top 5 position

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@HimmyJTheGoat

Himmy Junior

27 days

$SOWG +21% this week. ER tomorrow

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