4Lun·

Core / Satellite growth stocks wanted

Good morning everyone,

In the past, the community has clearly demonstrated that together we are an absolute added value for 🤑🤑🤑.

That's why I'm asking for your help :-) I am looking for mid-/long-term growth stocks to complement my core around $IWDA (-0,1 %)
$CSPX (-0,01 %)
$MEUD (-0,8 %)
$EIMI (+0,34 %)
$QDV5 (-0,38 %) to complement it.

Currently set are $NVDA (-0,69 %)
$GOOGL (-0,11 %)
$IBM (+0,27 %)
$SOFI (+0,32 %)
$IREN (+1,51 %)
$LMND (+5,42 %)
$RKLB (+0 %)
$BTC (+1,6 %) - DCA

What ideas do you have?

12 Comentarios

Chris@Multibagger

4Lun

I think that $AMZN is definitely missing from the other shares

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Tigawutz@Tigawutz

4Lun

@Multibagger do you have any ideas for mid- /long-term raw materials ? $MP ? $UEC ? $CCO ?

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Jakob C.@Creutzfeldt_Jakob

4Lun

Mercadolibre $MELI, Nu Holdings $NU, MSCI Inc $MSCI, Futu Holdings $FUTU, and more speculatively Atai Lifesciences $ATAI or Aixtron $AIXA would be good candidates in my view.

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BamBamInvest@BamBamInvest

4Lun

Today $LMND figures, continue to expect an improvement, will be exciting. $SOFI remains my top candidate in the long term, really incredible how they always deliver. You can also see from the terrible figures from $UPST yesterday and yes $IREN, $CIFR $BITF, $NBIS you could also take a look at them. As I was not yet invested in the robotics & automation sector, I also opened my first position yesterday $PATH. 👌

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Tigawutz@Tigawutz

4Lun

@BamBamInvest $IREN has a very large position 😬 $CIFR $BITF I also have smaller positions, but am reluctant to expand further in this area. $PATH was more of a short-term position in the portfolio, but I'll do some more research. @EpsEra has already done some good research.

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BamBamInvest@BamBamInvest

4Lun

@Tigawutz I didn't look at the portfolio 😂. I will soon sell $CIFR was only one trade and the position was very small. I find $IREN more promising, especially with a view to the end of 2026/beginning of 2027. $PATH I will probably increase further if the price falls.

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Max@MaxtheCat

4Lun

@BamBamInvest What motivated you to get into UI Path now?) What do you expect in the medium term?

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BamBamInvest@BamBamInvest

4Lun

@MaxtheCat I don't expect anything in the medium term, but in the long term I expect that all major players and software solutions can be managed on the platform and that this will also lead to efficiency gains. To summarize briefly.

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Max@MaxtheCat

4Lun

@BamBamInvest Yes, that would also be my wishful thinking. I compared the chart at the time, including Robinhood, Palantir and Rocketlab. Looked very identical before the above broke out.
But wishful thinking :D

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Chris@Multibagger

4Lun

@BamBamInvest what do you expect at the end of 26/beginning of 27

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BamBamInvest@BamBamInvest

4Lun

@Multibagger well, by then they should have completed the 3GW they have in the pipeline.

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BamBamInvest@BamBamInvest

4Lun

@MaxtheCat They haven't just been doing this since yesterday and the pilot projects with NVIDIA , SalesForce and co are certainly promising. High risk / high return investment. 👌

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