My first 100-bagger: AMD 💎💰

I was asked to write a few more lines about AMD.

I was a gamer at the time and was familiar with the products and knew that AMD only needed a good processor architecture to be a runt in the duopoly with Intel. That didn't come with Bulldozer, but later with Zen. I wasn't immediately in the black, but about five years (2011-2016) in the red. I never sold, but bought three more times because I believed in the potential. Now the products are better than Intel's and are also used in gaming consoles, data centers and for AI. AMD was my very first stock in February 2011.

I had bought AMD in

2011: 6,63€

2012: 1,70€

2014: 1,93€

2015: 1,97€

Current share price: €184

All-time high this week: € 202

I still hold 1,000 of my total of 2,500 AMD shares, which now have a total value of almost €200,000. I continue to hold.

Haters will say it was just luck. But they would have sold the stock long before it became a 10-bagger. "No one has ever died from taking profits", says every beginner who sells their winners out of fear. But not selling shares is an active decision. Buying and holding even with +50%, +100% or +500% gains are also your own decisions. Many times people asked me to finally sell. But none of these people had ever had a Tenbagger. And if they don't let profits run, they will never have one. When AMD was up 2,000% at some point, nobody wanted to give me any more clever tips.

I had been constantly watching videos from YouTubers who had leaks from the industry. So I knew a lot about promising future AMD products. That gave me the confidence to hold on. The YouTube channels worth mentioning here are

"Moore's Law is dead"

https://www.youtube.com/@MooresLawIsDead

and "Coreteks".

https://www.youtube.com/@Coreteks

I would not recommend holding every crashed or very successful share unconditionally forever. I only do that if I see further potential in the future. With Aurora Cannabis, for example, it was different in March 2019. I no longer saw any potential there and sold at +417% / +11,000 euros. This decision was also the right one, because otherwise I would have lost all my profits later and would still be in the red today.

At the moment I am even invested in AMD with a warrant alongside the share. This had quintupled in three months. What will be your next 100-bagger?

$AMD (+8.53%)
$NVDA (+0.46%)
#100bagger
#10bagger
#tenbagger

TRUMP:

- Don't worry about China, everything will be fine

- PRESIDENT XI JUST HAD A BAD MOMENT

- The US wants to help China, not hurt it

JD VANCE CONTINUES DE-ESCALATION WITH CHINA:

- WE APPRECIATE THE FRIENDSHIP TRUMP HAS DEVELOPED WITH CHINA'S XI

- TRUMP HOPES USA WON'T HAVE TO EXERT INFLUENCE ON CHINA

- TRUMP IS WILLING TO BE A REASONABLE NEGOTIATING PARTNER WITH CHINA

Nasdaq 100 futures are currently up 1.5%

The time has finally come for private investors to invest in the 2x MSCI World. $FR0014010HV4 (+1.34%)

This opens up completely new opportunities.

My "Pyramized Investment Reserve and the Do-It-Yourself-Leveraged-Getto-ACWI" strategy for example, will be MUCH MUCH easier to implement.

https://getqu.in/wtMaho/

Or you can have a

50% cash

50% 2X World

And play around with different rebalancing strategies...

Amundi is our Prometheus and has brought us the fire... now we just have to make sure we don't get burned by it. 😘

Disclaimer/Disclaimer

This image is for humorous purposes only and is intended to emphasize the absurdity of the situation depicted and the person acting. It can be interpreted ambiguously or ironically.

It is not the intention of the creator to offend or disparage anyone personally or to make fun of disadvantaged persons or groups.

Reading time: approx. 6-8 minutes

The 10B model is my attempt to systematically identify tenbagger candidates. The aim is to find companies that realistically have the potential to grow tenfold over the next few years. Of course, this will only work for very few - but even one hit can shape a portfolio.

The basic rule: size matters. A tenbagger rarely starts at 200 billion market capitalization. The entry hurdle in the model is therefore less than 10 billion euros. Companies in the EUR 1-5 billion corridor are the most exciting because they still have growth potential but are no longer pure early-stage gambles.

I set up the screening with ChatGPT - for data collection, pre-filtering and peer comparisons. Exciting candidates are followed by manual checks: annual reports, management calls, competitive position, balance sheet quality.

Criteria (scoring 0-20 points each, 100 in total):

• Growth & profitability: strong sales growth (ideally > 20% p.a.) and progress in profitability. Ideally, the Rule of 40 (sales growth % + operating margin % > 40) is fulfilled.
• Moat: sustainable competitive advantage (technology, network effects, market access, regulation).
• Market size: addressable market ideally ≥ 10× current market capitalization.
• Financial stability: solid balance sheet, debt ratio < 3× EBITDA, sufficient cash buffer.
• Valuation & momentum: multiples vs. growth, downside scenario, timing (e.g. RSI).

Interpretation: > 80 points = real 10B candidate; 70-79 = watchlist material; < 70 = mostly quality stock without tenbagger potential.

$INOD (+8.56%) Innodata - ≈ USD 2.7 bn / ≈ EUR 2.28 bn - 74 points (in the portfolio)

Growth & profitability: 15/20 - strong double-digit growth, but still volatile.

Moat: 12/20 - niche IP and data sets, but no insurmountable moat.

Market size: 17/20 - AI data services highly scalable.

Financials: 12/20 - freshly profitable, but still volatile.

Valuation & Momentum: 18/20 - very hot (RSI > 70).

Exciting stock, but the momentum masks the financial fluctuations - watchlist for me, not core.

$AMPX Amprius Technologies - ≈ USD 1.6 bn / ≈ EUR 1.36 bn - 73 points (watchlist)

Growth & profitability: 15/20 - great potential in the battery and aviation sector, still early stage.

Moat: 16/20 - technology clearly differentiated, provides lead in certain segments.

Market size: 18/20 - batteries remain a global multi-billion topic.

Financials: 8/20 - high CapEx, no positive cash flow yet.

Valuation & Momentum: 16/20 - volatile but attractive valuation.

An exciting innovation stock - if the transition from pilot to series production is successful, this could be exciting.

$NXE (-0.31%) NexGen Energy - ≈ USD 5.0 bn / ≈ EUR 4.26 bn - 76 points (watchlist)

Growth & profitability: 14/20 - no revenues yet, but clear leverage at project start.

Moat: 15/20 - high-quality uranium reserves, strong project know-how.

Market size: 18/20 - uranium is experiencing a global surge in demand.

Financials: 12/20 - good cash, but dilution risks after capital rounds.

Valuation & Momentum: 17/20 - positive sentiment in the uranium sector, clear trend.

NexGen is closely linked to my contribution to the uranium supercycle - for me one of the most exciting levers in the energy sector.

$NICE NICE Ltd - ≈ USD 9.1 bn / ≈ EUR 7.77 bn - 79 points (watchlist)

Growth & Profitability: 18/20 - Cloud & AI drive CX platform, Rule of 40 fulfilled.

Moat: 17/20 - technological depth, high customer loyalty.

Market size: 18/20 - huge CX/AI potential.

Financials: 16/20 - strong cash flow and margins.

Valuation & Momentum: 10/20 - expensive, timing is critical.

Top quality - but I would be patient and wait for better entry windows.

$NU (+1.32%) Nu Holdings - ≈ 73-75 bn USD / ≈ 62-64 bn EUR - 85 points (in portfolio)

Growth & Profitability: 19/20 - high double-digit customer growth, profitability significantly improved.

Moat: 15/20 - strong brand and network effects, but intense competition.

Market size: 20/20 - Latin America with huge address market; US expansion underway.

Financials: 16/20 - stable margins and high capital ratio.

Valuation & momentum: 15/20 - ambitious, but covered by growth.

A quality stock and good benchmark for the model - but at over EUR 60 bn no longer a classic 10B candidate; a tenfold increase from this level is unlikely.

These examples show how differently candidates perform in the 10B model. INOD, AMPX, NXE and NICE are between 73 and 79 points and are therefore exciting watchlist material with clear triggers. NU stands out with 85 points, but no longer fulfills the original "below 10 billion" rule - here I am more interested in confirmation that the model criteria work and that a company can grow strongly in the long term.

The 10B model is not a promise of returns, but a tool for filtering out the most exciting companies at an early stage and then critically examining them. The combination of systematic screening and manual analysis ensures that fantasy and reality are clearly separated - and in my opinion, this is where the best opportunities arise.

Next, if there is interest, I will introduce my Hidden Quality Radar (HQR) - a framework that attempts to identify "under the radar" quality scores through 100-point scoring and link them to visibility factors.

What do you think of the approach - and which small/mid caps under 10 billion would you currently place in the 10B category?

Hello my dears,

Today I've reached into my bag of tricks for you.

I've been looking for shares that can show double-digit earnings growth next year.

Then I only considered profitable companies or companies that will become profitable.

Furthermore, an acceptable and falling P/E ratio was important to me.

In order to make the stocks interesting for traders, I only considered stocks where I could recognize momentum in the chart.

Here, however, I am dependent on the opinion of traders from the community.

" Successful together " @Multibagger
@TradingHase
@TomTurboInvest

Some companies may not be suitable for a long-term investment.

A more detailed joint analysis is required here. If required, please leave a comment.

(Of course, this is not investment advice, because the crystal ball has only @Propheteus ).

Since I cannot exactly assess whether such an approach and presentation will be accepted and desired by the community. I will first present 4 stocks as a test.

Please let me know in the comments or with a Like if you are interested in further stocks. Because it also costs me time, and I'm here on a voluntary basis.

The 4 shares:

$AMKR (+1.9%) Amkor Techn.

Amkor Technology, Inc. is one of the world's largest providers of outsourced semiconductor packaging and test services. Founded in 1968, Amkor pioneered the outsourcing of IC packaging and test and today is a strategic manufacturing partner to the world's leading semiconductor companies, foundries and electronics OEMs. Amkor's operational base includes manufacturing facilities, product development centers and sales and support offices in key electronics manufacturing regions in Asia, Europe and the US.

My dears,

I like the PEG of 0.75, the earnings growth is +37.39% and thus the P/E ratio falls to 20.25 and 2027 to 16.

The share has made a good start and is perhaps also interesting for a long-term investment?

$AMPG AmpliTech Group

AmpliTech designs, develops and manufactures customized state-of-the-art RF components for the commercial, SATCOM, space and military markets. These designs cover frequencies from 50 kHz to 44 GHz. AmpliTech has also developed new products for the 5G/6G wireless ecosystem and infrastructure with unprecedented performance. In addition to this fast-growing market, AMPG has also developed solutions for quantum computing with cutting-edge technology. We continue to lead the way in our commitment to enable and accelerate the adoption of true 5G/6G architecture, helping the U.S. lead the way and be the first to achieve the coveted position of quantum supremacy.

My dears,

I like the fact that we have a company here that is also active in the quantum sector and will be profitable next year.

In 2026, the P/E ratio will be 64.86 and fall to 30.27.

Sales, profit and free cash flow will increase substantially. 2027 profit increases by +114%.

However, the share has already achieved an annual performance of 493%.

Do you still see potential here?

$AMR Alpha Metallurgical @Multibagger (commodities expert)

Alpha Metallurgical Resources Inc (AMR) has established itself as one of the leading players in the metallurgical coal mining industry in the United States. With an extensive portfolio of coal mines in the central Appalachian region, the company produces a wide range of coal grades that are essential for steelmaking. The metallurgical coal market is dynamic and is influenced by global economic conditions and industry trends. Recently, the price of metallurgical coal on the world market has been under pressure.

The Group is strategically well positioned to benefit from a possible recovery in prices. One decisive factor that could significantly change the market dynamics is the initiative recently announced by China. China is planning to reduce overcapacity in its steel industry. As China is one of the largest consumers of metallurgical coal, a reduction in steel production could affect demand and therefore pricing. Investors are watching this development closely as it could have a significant impact on global trade flows and coal prices.

Based on this, Texas Capital added the share to its rating on September 24 with a "Buy" and a target of USD 183. The analyst explains that the company is the largest producer of metallurgical coal in the United States and has an extensive portfolio of coal assets in central Appalachia that produce a variety of coal grades. Although metallurgical coal prices have come under pressure in 2025, the company believes that the current price of approximately $185 per ton is not sustainable over the long term and that the industry will require $240 to $250 per ton to ensure adequate long-term supply. Texas Capital also notes that the main catalyst at present is the announced Chinese initiative to reduce overcapacity in the steel industry.

Alpha Metallurgical Resources: Texas Capital empfiehlt den Kohlespezialisten zum Kauf!

Alpha Metallurgical Resources: Insider purchases add up to USD 16.0 million!

Alpha Metallurgical Resources Inc. could benefit from US policy, as current efforts are aimed at strengthening domestic production and reducing dependence on foreign raw materials. Policy initiatives such as infrastructure programs that include the construction of bridges, roads and other major projects are increasing demand for steel, which requires metallurgical coal to produce. This could lead to a more stable and potentially higher demand for Alpha Metallurgical Resources' products. In addition, trade defense measures and tariffs on imports could improve the competitiveness of US producers against foreign suppliers, which could give the company a further advantage.

Alpha Metallurgical Resources: Insiderkäufe summieren sich auf 16,0 Mio. USD!

$AMRC (+4.78%) Ameresco

Ameresco: Share price jump due to AI data center partnership with the US Navy!

Ameresco, Inc (NYSE:AMRC) is a leading energy solutions provider that helps customers reduce costs, increase resiliency and decarbonize to net zero as part of the global energy transition. Our comprehensive portfolio includes the implementation of smart Energieeffizienzlösungenmodernization of aging infrastructures as well as the development, construction and operation of dezentraler Energieressourcen.

My dears,

I also really like the profit growth here.

2026: 30,72% 2027: 81%

P/E RATIO

2025: 50,96 2026: 36,54 2027: 25,03

This share has also jumped with a monthly performance of 59%

My dears, leave me your positive and negative opinions in the comments.