Kyle Adams Profile Banner
Kyle Adams Profile
Kyle Adams

@KyleAdamsStocks

4,719
Followers
508
Following
928
Media
7,289
Statuses

28 | Investing to $1,000,000 before age 30 | Crazy enough to jump out of planes for fun | not financial advice

Joined January 2019
Don't wanna be here? Send us removal request.
@KyleAdamsStocks
Kyle Adams
3 months
@amitisinvesting SEC trying to get someone posting memes in trouble 🤣 Let’s see how that goes in court.
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@KyleAdamsStocks
Kyle Adams
2 months
5 stocks under $100M market cap that could be multi baggers in the next few years. Check them out below 👇🏻
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@KyleAdamsStocks
Kyle Adams
2 months
@BrianLaManna_ Alright you convinced me to get TSA pre check. It’s been on my to list for a good while
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@KyleAdamsStocks
Kyle Adams
2 months
@amitisinvesting Easy solution. Post this right before he sells.
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@KyleAdamsStocks
Kyle Adams
2 months
One of my favorite sub $100M market cap companies is $OPXS. Here’s why I’m bullish 👇🏻
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@KyleAdamsStocks
Kyle Adams
2 months
$SMCI So many catalysts: 1) Nasdaq addition eventually 2) Stock split 3) Huge deal with xAI for their racks 4) Triple digit revenue growth and forward P/E only 27 for 2025. Am I crazy for thinking about starting a position at this price?
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@KyleAdamsStocks
Kyle Adams
1 month
“Why are you so happy all the time?” Someone asked me this at work. If you looked at my circumstances, you might ask the same thing. I’m chronically ill. I’m dependent on a feeding tube. I’m living at home with my family at 28. My life looks drastically different than I
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@KyleAdamsStocks
Kyle Adams
4 months
@NERDYXNiNJA Fun fact worked at a summer camp as a lifeguard and the entire swim staff was Australian. They said it was 100% not Australian food, but they loved the food
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@KyleAdamsStocks
Kyle Adams
2 months
If I had to make a 10 stock portfolio equally weighted for the next 18 months: 1) $ALAR 2) $ARDX 3) $APP 4) $POWL 5) $CXDO 6) $S 7) $ML 8) $CREX 9) $BLBD 10) $IESC What 10 would you pick?
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@KyleAdamsStocks
Kyle Adams
2 months
$POWL is a steal in the $150s. The company will likely do $150M in free cash flow over the next 12 months. You’re paying 12.3x forward FCF for a company that just grew their revenue 42% YoY, and will likely do close to 25% again in 2025. This is also going off analyst
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@KyleAdamsStocks
Kyle Adams
1 month
Here’s 10 stocks under $500M valuation that could be multi-baggers over the next 3-5 years 👇🏻 1) $ORN | Construction 2) $FTLF | Nutrition & Supplements 3) $TATT | Aerospace & Defense 4) $ALAR | Software (Data) 5) $CXDO | Software (UCaaS) 6) $CREX | Digital Signage 7) $VTSI |
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@KyleAdamsStocks
Kyle Adams
3 months
Alright, I’m going to give someone $100. Pitch me your best stock that you think is a multi-bagger in the next few years. I can’t own the stock (pinned post). I’ll announce a winner by this Friday (5/31).
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@KyleAdamsStocks
Kyle Adams
18 days
I’m going to make over $300,000 in the next 12 months. Software sales is a life changing opportunity for someone in their 20s. I’m making more than most doctors, and I’m only 28 with zero debt. All that being said, I have zero desire to do this the rest of my life. Talking
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@KyleAdamsStocks
Kyle Adams
1 month
I haven’t posted this picture in a while. A lot of new followers, so I wanted to do it again, and just share my story a little bit. In December of 2022, I started having severe stomach pain. They thought it was my gallbladder, so they removed it, but the pain persisted it.
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@KyleAdamsStocks
Kyle Adams
2 months
I started posting on here less than 90 days ago. I’m now at over 2,000 followers. Many of you probably already know this, but I’m diagnosed with idiopathic chronic pancreatitis. I can hardly eat by mouth and have a feeding tube today to help meet my nutritional goals. I’m
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@KyleAdamsStocks
Kyle Adams
17 days
A few sub-$100M market cap companies that could be multi-baggers over the coming few years: 1) $NXGL 2) $VISL 3) $OPXS 4) $CREX What companies do you like under $100M market cap?
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@KyleAdamsStocks
Kyle Adams
1 month
Israel has some great companies. Here’s 5 that I really like right now (🧵)
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@KyleAdamsStocks
Kyle Adams
2 months
Chronic pancreatitis Pain everyday Feeding tube Easy to just quit and give up. I have thought about it many a time. But, I refuse to give up. I’m going to keep working towards my goals. I’m going to be a millionaire in my early 30’s. I’m going to be in incredible shape.
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@KyleAdamsStocks
Kyle Adams
2 months
I’m chronically ill with idiopathic chronic pancreatitis. I get 90% of my nutrition through a feeding tube today. But I won’t let this disease stop me from my goals. A month ago I started back at Vanta. I was scared after not selling for so long and being on medical leave.
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@KyleAdamsStocks
Kyle Adams
1 month
11 stocks with large backlogs and double digit revenue growth 👇🏻 1) $POWL 2) $IESC 3) $BLBD 4) $CREX 5) $NXT 6) $ULBI 7) $OPXS 8) $TAYD 9) $MPTI 10) $CXDO 11) $GHM
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@KyleAdamsStocks
Kyle Adams
25 days
Favorite stock under $25M market cap. I really like $VISL. Market cap: $15.92M Cash on hand: $13.8M Revenue (TTM): $28.9M EV/sales: .13 They are expecting cash flow neutrality in 2024, and to be cash flow positive in 2025. What microcap under $25M market cap do you like?
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@KyleAdamsStocks
Kyle Adams
2 months
@stocksandreales “He made $330,000 and will never have to work again” - in what world will $330,000 allow someone to retire. That alone tells me you are full of it.
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@KyleAdamsStocks
Kyle Adams
2 months
3,000 followers in less than 3 months. And honestly, I don’t even count the first month where I was posting Robinhood charts with absolutely zero value. This platform has helped me feel more alive battling my chronic illness. Thank you to everyone who has followed along. Your
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@KyleAdamsStocks
Kyle Adams
3 months
I do enterprise software sales. I’ll be the first one to tell you customers of NetNut ( $ALAR ) are not leaving to go over to Bright Data or OxyLabs or whoever else even if they save a few thousand $ Here’s why: At an enterprise, there are many different levels of management.
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@KyleAdamsStocks
Kyle Adams
2 months
Chronic pancreatitis won’t stop me 💪🏻 Three mile walk now hitting the weights. Don’t let something stop you from achieving your goals.
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@KyleAdamsStocks
Kyle Adams
1 month
7 Aerospace & Defense Companies under $200M market cap that could be multi baggers in the next 3-5 years 👇🏻 1) $TAYD 2) $OPXS 3) $MPTI 4) $MTEK 5) $VTSI 6) $TATT 7) $ISSC Do you own any of these names?
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@KyleAdamsStocks
Kyle Adams
2 months
5 data center stocks to invest in today. Check them out below 👇🏻
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@KyleAdamsStocks
Kyle Adams
2 months
$APP is one of the best buys even after the incredible run. The software platform revenue grew 91% YoY from $355M to $678M in Q1 of 2024.
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@KyleAdamsStocks
Kyle Adams
2 months
My favorite sub $50M market cap company is $CREX. 30% top line growth and trading at less than 5X 2024 EBIDTA. The 3 analysts covering the stock have a $7.83 price target average, which is over 100% upside from today’s price. Anyone else invested in $CREX or have another
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@KyleAdamsStocks
Kyle Adams
1 month
A couple people have asked me about a few stocks, so a few updates: 1) $ALAR - I sold out. It’s on my WL, and if the stock dips more, then I’ll buy it again. I just didn’t like the pre-announced earnings. I expected to see more. I’ll be listening to the earnings call. I don’t
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@KyleAdamsStocks
Kyle Adams
2 months
A few companies on my watch list: $INTR - Foreign bank with 30% top line growth and an 11 P/E for 2025. $ARQ - EV/sales of just 1.5X and will benefit greatly from the new drinking water regulations passed. $ACMR - Makes cleaning chip wafers and trades at <12 Forward P/E with
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@KyleAdamsStocks
Kyle Adams
2 months
Five stocks I own and price targets for end of 2024. Will come back and see how I did on January 1, 2025. 1) $ALAR - $55 2) $CREX - $6.25 3) $APP - $115 4) $ML - $110 5) $LFMD - $11 Comment five stocks below and your guess for a price target 👇🏻
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@KyleAdamsStocks
Kyle Adams
3 months
If someone told me to buy 5 stocks right now I’m picking these: $ALAR $POWL $BLBD $SEZL $ML What about you?
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@KyleAdamsStocks
Kyle Adams
2 months
Pancreatitis sucks. This was in November of 2023. An absolute low in my life, and I was seriously ready to give up. But, I’m so glad I didn’t. Yes, I deal with daily pain and wouldn’t wish chronic pancreatitis on anyone, but I’m so happy that I have an incredible job, a
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@KyleAdamsStocks
Kyle Adams
2 months
Ended the day 📉 But overall, a good May. I’m still learning, and definitely making mistakes, but overall very happy with how far I’ve come from earlier this year. Looking forward to June 😃
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@KyleAdamsStocks
Kyle Adams
2 months
I was just scrolling on my phone and came across this picture. October 14, 2023 is the date. I was down to under 140 pounds from an initial weight of 215 just 8 months before. Probably one of the worst days of my life. Bad pancreatitis flare up lasting months. Unable to
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@KyleAdamsStocks
Kyle Adams
1 month
Every stock I own and a short why (🧵) Plan on doing this every few weeks. Deeper write ups during the week on individual names.
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@KyleAdamsStocks
Kyle Adams
24 days
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@KyleAdamsStocks
Kyle Adams
4 months
@stocksandreales You want me to photoshop an account balance real quick? I might have to charge you more than the $5 usual
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@KyleAdamsStocks
Kyle Adams
1 month
Alright, you have a 6 stock portfolio. You have to do this: 1) More than $100B market cap. 2) Between $20-100B market cap. 3) Between $5-20B market cap. 4) Between $1-5B market cap. 5) Between $200M-$1B market cap. 6) Under $200M market cap. I’d do this: 1) $TSM 2) $APP 3) $S
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@KyleAdamsStocks
Kyle Adams
1 month
Spoke with $CXDO leadership today. A couple things came up: 1) They are moving their data center workloads to the cloud. This will save north of $1M/year in expenses since they won’t have to host 3 data centers on prem. Oracle will also allow them to grow their international
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@KyleAdamsStocks
Kyle Adams
2 months
Found an interesting company in one of my screeners. Massimo Group ( $MAMO ) makes ATVS, UTVs, and bikes. They only just recently IPO’d in April of this year with a small float of 1.3M shares. The company has a trailing P/E of 10.58, EV/EBIDTA of only 9.16, and revenue growth
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@KyleAdamsStocks
Kyle Adams
2 months
Maybe it is time for me to actually buy $HIMS stock 🤣
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@KyleAdamsStocks
Kyle Adams
1 month
$ALAR estimates record revenue of $17.2M and operating cash flow of $6.3M for the first half of 2024. NetNut first half revenue was $16.7M, a growth of more than 95% in the first half of 2024 compared to the equivalent period in 2023. NetNut revenue in the second quarter of
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@KyleAdamsStocks
Kyle Adams
1 month
Feels like 5 years ago when all of X was trying to 🔪 me because $ALAR dipped to the $24s, but it was only two weeks ago. Today, it hit a 52-week high of $46.66. I hear there is this new competitor now called Bright Data - you may want to sell all your shares! 🤣
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@KyleAdamsStocks
Kyle Adams
2 months
$ALAR was at $25 2 weeks ago. Now, it is at $45. Buy when others are fearful! @geokoutalidis
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@KyleAdamsStocks
Kyle Adams
29 days
$CREX is one of my favorite stocks. The stock is already up well over 100% YTD, but I believe could be a multi bagger even from the current price. Check out why below (🧵)
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@KyleAdamsStocks
Kyle Adams
2 months
I’ve personally found a lot more value out of tracking things that aren’t so obvious to the public. Employee count/trends - LinkedIn Premium has been an incredible asset to not only know the total # of employees, but it has allowed me to see hiring trends, department growth,
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@KyleAdamsStocks
Kyle Adams
2 months
$S will be inflecting to profitability some time in the next few quarters. EV/S is around a 7 today with over 40% revenue growth. Sentinel One has nearly $800M in cash on hand as well. The stock is down 31% YTD, and I believe has bottomed out. If the company can indeed
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@KyleAdamsStocks
Kyle Adams
2 months
I’m not going to post about $ALAR any more until July 8th, but here is my bull and bear take. BULL CASE 🐂 1) Market growing 28% CAGR until 2030. 2) Net retention rate is 1.66 (considered elite in software) 3) NetNut growing well over 100% YoY 4) Customer base doubling in past
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@KyleAdamsStocks
Kyle Adams
4 months
@MatthewLennig Sales going down. Laying off key executives. Massive competition in China. Delivery numbers being missed. Negative free cash flow for this year. Trading at a P/E way higher than Nvidia. FSD is not a trillion dollar business in the next few years. Even if solved today, they would
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@KyleAdamsStocks
Kyle Adams
2 months
$ALAR has been a 🚀 this year! Here’s why I think the run continues 👇🏻
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@KyleAdamsStocks
Kyle Adams
1 month
If you own @SeekingAlpha and want to read up on $CXDO, then I highly encourage you to check out the last article by @sammccolgan . After speaking with their management yesterday, this might be my favorite new stock. The high margin business is slowly becoming the majority.
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@KyleAdamsStocks
Kyle Adams
2 months
Just spent the last few hours diving into some companies. Here’s the list: $DAKT $TAYD $LWAY $FTLF $SOWG $BWEN $SMLP $ISSC $TATT Would love to hear some thoughts on any of these names.
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@KyleAdamsStocks
Kyle Adams
4 months
@stocksandreales Better work on the photoshop skills first
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@KyleAdamsStocks
Kyle Adams
11 days
My portfolio looks drastically different, so here’s the names right now: $CXDO $CREX $BLBD $NXGL $IESC $ARDX $ML $APP $OPXS $ISSC $VISL $TAYD $ULBI $IREN - barely can count it after selling a lot. Sitting on 30% cash at the moment waiting to deploy it.
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@KyleAdamsStocks
Kyle Adams
4 months
@GrindeOptions I just went to 2034, and I can confirm you will have $51,000
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@KyleAdamsStocks
Kyle Adams
30 days
$CXDO is my latest investment. Here’s 7 reasons why I’m bullish (🧵)
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@KyleAdamsStocks
Kyle Adams
2 months
A few $ALAR recent updates: 1) Sponsoring an AI conference as a gold sponsor. Some of the other names that are sponsors include $NVDA and $MSFT. 2) They just hired 6 people in May, and have 6 new job openings on their website now. For an 80 person company today, that seems
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@KyleAdamsStocks
Kyle Adams
1 month
The 5G market is growing from $15B today to $230B by 2032. Here’s a stock to play it: $CRNT -Market cap of $209M -Forward P/E of only 7.9 -Revenue (TTM) of $352.3M -Growing revenue 11-17% in 2024 -Landed $150M contract earlier this year
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@KyleAdamsStocks
Kyle Adams
2 months
Just trimmed some $ALAR at 37.50. I’m still bullish, but after running 30%+ in 2 days I think it was a wise move 😃
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@KyleAdamsStocks
Kyle Adams
21 days
Had my best day in sales ever. Closed won 5 deals today. 4 of them were ultra competitive. Lot of crappy days in sales, but days like today make me love it.
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@KyleAdamsStocks
Kyle Adams
2 months
$CREX is going to be at least $200M market cap by 2027. That’s about 5X over today’s price. The company has a simple business model. Installs screens, put software on those screens, and enjoy free cash flow. Customers rarely even churn, and most have been with $CREX for a
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@KyleAdamsStocks
Kyle Adams
3 months
Digital signage is slowly taking over. It’s growing at a CAGR in the 8-10% range year-over-year. $CREX is my play to take advantage of the growth. They are one of the largest digital signage companies in the country, and they are expecting to grow revenue from 45M to 60-80M
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@KyleAdamsStocks
Kyle Adams
2 months
New day. I have limitations and pain daily, but I refuse to quit. I’m going to be the most jacked person in the world with a bad pancreas and a feeding tube. Probably a small minority, but that’s my goal 🤣 Let’s have a great day 💪🏻
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@KyleAdamsStocks
Kyle Adams
2 months
Should I buy $HIMS now 🤔
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@KyleAdamsStocks
Kyle Adams
16 days
My dream has finally been achieved. I officially have a fake account trying to be me. Just a heads up, this is my only account, and I do not live in Paraguay 🤣
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@KyleAdamsStocks
Kyle Adams
4 months
Less than 18 months ago, my life forever changed. Diagnosed with chronic pancreatitis with no known cause. If you look up pancreatitis, it is one of the most painful conditions. The organ digests itself with every single bite of food, and even sipping water can hurt when
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@KyleAdamsStocks
Kyle Adams
22 days
$NXGL revenue guidance with zero contribution from Abbvie and Europe. Next year, I wouldn’t be surprised to see $3-5M quarters and positive cash flow with massive margin improvement with scale. For a sub 20M market cap company, this in my opinion is a steal. I’m speaking with
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@KyleAdamsStocks
Kyle Adams
2 months
$ALAR Here is the CEO giving a presentation yesterday: He talked a good bit about the product roadmap, and said the future will be providing customers the ability to not only scrape the data, but to perform data analysis on the data (pictured below).
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@KyleAdamsStocks
Kyle Adams
2 months
No excuses. 3 C-suite sales meetings this morning. 3 mile walk. 30 minutes of weights now. More meetings this afternoon. Nothing stopping me 💪🏻
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@KyleAdamsStocks
Kyle Adams
2 months
I’m fully convinced $ARDX will have an explosive movement like $ALAR just had soon. -Two blockbuster drugs -Sales team ramped up -HR 5074 passing soon -International expansion -Inflecting to profitability -Triple digit revenue growth -70% institutional ownership -Potential
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@KyleAdamsStocks
Kyle Adams
2 months
I’m going to raise my $CREX position tomorrow a good bit. I don’t think we will be in the $3s after Q2 results come out. More screens = More SaaS = More free cash flow A very simple business model. If they hit their 1,000,000 screen goal by 2027-28, then the company will
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@KyleAdamsStocks
Kyle Adams
3 months
People willing to pay 100x earnings for a software company growing 25% when you have a company like $ALAR that is growing their software triple digits and trading under 20x earnings for 2024 🤷‍♂️ Bookmark this X post. One year today $ALAR will be north of $60 minimum.
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@KyleAdamsStocks
Kyle Adams
3 months
Wow, what a week! Can’t say this is normal at all, but so many of my stocks absolutely crushed it this week. $ALAR, $ML, $POWL, $BLBD, $TSM just to name a few. How did you end up doing this week?
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@KyleAdamsStocks
Kyle Adams
1 month
Do you agree or disagree with this?
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@KyleAdamsStocks
Kyle Adams
1 month
I’m going to write about these stocks next week: Monday (7/15): $CXDO Tuesday (7/16): $CREX Wednesday (7/17): $ULBI Thursday (7/18): $IESC Friday (7/19): $DAVE Too much content on one name at a time, so going to focus on a new name every single weekday. Of course, if big news
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@KyleAdamsStocks
Kyle Adams
2 months
My biggest mistake in the last month was not buying $HIMS. When it gets under $20, then I’ll likely pull the trigger. It has a clear path to dominant their market for the next few years, and be a multi-bagger from this level. They will hit their 2025 numbers in 2024, and
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@KyleAdamsStocks
Kyle Adams
2 months
$ALAR IR response to the article: Thank you for your inquiry, it is important to emphasize that the product mentioned in Oxy Labs' announcement of a competitive product is one that we have had for several years and represents a minimal portion of our overall revenues, it is not
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@KyleAdamsStocks
Kyle Adams
4 months
@amitisinvesting I bet $META bounces back fairly quick. It was such an overreaction. They raised capex, but that capex is clearly being put to good use. Never bet against Zuckerberg. He will beat you in business and in UFC
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@KyleAdamsStocks
Kyle Adams
1 month
Five companies I think will crush their next earnings estimates 👇🏻 1) $TSM 2) $BLBD 3) $POWL 4) $APP 5) $NXT What company do you think will crush their earnings?
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@KyleAdamsStocks
Kyle Adams
3 months
@jackiekenoyer If you are second guessing the trip because of the finances, then that’s clearly your sign you don’t have the means to go.
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@KyleAdamsStocks
Kyle Adams
1 month
LinkedIn Premium is low key an amazing tool to analyze stocks. I can see open roles, headcount growth by department, and even track historical data over time. A good example I just found was $POWL. They have 221 open roles, and are aggressively hiring more
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@KyleAdamsStocks
Kyle Adams
2 months
You can tell the health of a sales organization by looking at churn and median tenure. Let’s take $ALAR for example. They have 33 people on their sales team. The median tenure is 1.8 years on the team. Considering half were hired in the last 18 months, that tells me right away
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@KyleAdamsStocks
Kyle Adams
4 months
$MPTI might be the best micro-cap under $100M. They are highly profitable. They have a strong backlog. They benefit from strong defensive spending. Forward P/E of just 13 today, and they grew revenue 29.28% this past year to $41.2M. What’s your favorite micro-cap under $100M?
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@KyleAdamsStocks
Kyle Adams
3 months
@Micro2Macr0 @AndrewDudum I also cancelled my orders. Never buying $HIMS again.
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@KyleAdamsStocks
Kyle Adams
1 month
New day let’s get after it 💪🏻
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@KyleAdamsStocks
Kyle Adams
3 months
@amitisinvesting Looks at these numbers…it should be $500
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@KyleAdamsStocks
Kyle Adams
2 months
Let’s get it 💪🏻 No excuses this Friday.
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@KyleAdamsStocks
Kyle Adams
2 months
5 AI plays that could be multi baggers in the next few years 👇🏻
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@KyleAdamsStocks
Kyle Adams
2 months
$ALAR Q2 numbers in just a few weeks. G2 reviews almost to 100. 86 full time employees, which is 8 more than 2 weeks ago. 6 new job postings on their LinkedIn. Attending more conferences. Building two new products. Hiring sales people from Bright Data. I’m having a hard time
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@KyleAdamsStocks
Kyle Adams
1 month
I’m not selling one share of $ARDX before earnings. The script data is coming back extremely strong 💪🏻 I’m thinking we push to $8+ even before earnings, and then potentially shoot up to $10+ if it’s a strong beat, which seems likely given the script data. When I saw the
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@KyleAdamsStocks
Kyle Adams
11 days
No excuses this Saturday. Let’s get it 💪🏻
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@KyleAdamsStocks
Kyle Adams
12 days
$IESC 🤯 Revenue grew 31% to $768M. Net income grew 175% to $62.1M. Diluted EPS was $2.67. $200M buyback program. No conference calls, minimal press releases, but they continue to execute quarter-over-quarter.
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@KyleAdamsStocks
Kyle Adams
1 month
Long week of work. Had over 30+ customer meetings. Didn’t have a ton of time to write a ton of content on here. Going to do absolutely nothing tonight except watch Netflix 🤣 Tomorrow, I plan on spending most of the day writing up my $CXDO investment thesis. This week, the
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@KyleAdamsStocks
Kyle Adams
3 months
Just realized I passed 1,000 followers today. When I started 2 months ago, I had no idea what to expect, but I’ve absolutely loved this platform. It all started because I was chronically ill and needed to find something to help me pass the time, and I can legitimately say this
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@KyleAdamsStocks
Kyle Adams
19 days
Yesterday, I spoke with the $NXGL CEO with a group of people in the @BreakoutInvestr community. Here are my biggest takeaways: 1) The Abbvie project was delayed because the company acquired Soliton, then proceeded to completely redesign the machine, which took well over a year
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@KyleAdamsStocks
Kyle Adams
1 month
$CXDO is the kind of micro-cap I love to invest in because I see the story that most miss. It’s a name that won’t necessarily show up on most screeners. The stock is down 36% YTD and isn’t necessarily generating a lot of free cash flow today. But here’s what people are
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@KyleAdamsStocks
Kyle Adams
1 month
$CXDO rolling today 😏 Full size position as of this morning. I’m going to do a write up this weekend, but my fair value is $10+ by 2026 if they execute like planned, and with the cost reductions coming.
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