Value Investing Edge ✓
@StonkValue · Growth portfolio Access → · joined 15 Feb 2017
Engineer | MBA | Multibagger Stock Investor & Traders | Not a Financial Advice Subscribe to my trades: https://t.co/1G8kjIbVIO
27 445Followers
71Following
2 538Posts total
550.9KViews on collected posts
Ultimi post
Cerchiamo nuovi post…
A little Labor Day thank-you for everyone who’s been following Value Investing Edge.
For a limited time, I’m offering 25% OFF all plans.
If you’ve been thinking about joining, this is a good chance to get access to my:
• Full portfolio + trade updates
• Premium stock deep htt
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I’ve been digging into earlier-stage growth companies that could potentially deliver 10X+ long-term upside if execution goes right.
But look at the numbers-
Revenue growth: about 48%
Gross margins: about 80-85%
Emerging second growth engine
Massive cardiovascular TAM
The
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I post all my trades, portfolio updates, watchlists, and deep dives with full transparency.
Over 400 investors have already joined in just over 2 months.
All my research, watchlists, and trades are posted here:
https://t.co/YcmZ2gNKia
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10. $RKLB | Vertically integrated space company spanning launch vehicles, satellites and space infrastructure. Next major catalyst is Neutron, with first-flight Stage 1 hardware targeted for delivery to the launch pad in Q4 2026. They also completed Iridium acquisition which will
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9. $UMAC | Building the domestic supply chain for NDAA-compliant drone components, including motors and electronics. Q2 2026 revenue reached $16.7M, +687% YoY. Major motor/camera manufacturing ramp beginning in Q4 2026. https://t.co/L8veSl2AYG
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8. $ONDS | Autonomous drones, counter-UAS and defense/critical-infrastructure intelligence systems. Q2 2026 revenue hit $83.8M, more than 13x YoY. I think the next rebound will be massive for $ONDS. https://t.co/fB1gLx3wZT
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7. $MU | Leading AI memory supplier spanning HBM, DRAM and NAND. Fiscal Q3 2026 revenue surged to $41.46B, +346% YoY. https://t.co/CG6nt5nVlB
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6. $INTC | One of the few leading edge semiconductor foundries outside Asia. Next major catalyst is scaling Intel 18A, growing Xeon AI-server demand and landing meaningful external foundry customers. https://t.co/l95IJIqLcB
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5. $IREN | Vertically integrated AI cloud platform combining power, data centers. $IREN is delivering Horizon 2–4 in Q4 2026 and converting roughly $4B of contracted ARR into operating revenue. https://t.co/BzW9Y3oS27
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4. $NBIS | AI cloud and hyperscale AI infrastructure. Q2 2026 revenue reached $582.3M, +454% YoY, with AI Cloud revenue up 514%. They are bringing its rapidly expanding 5 GW power footprint online and converting four new $1B+ average AI contracts into revenue. https://t.co/2S5MC
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2. $BE | On-site fuel cell power for hyperscale AI data centers. Q2 2026 revenue hit 166% YoY. Next major catalyst: converting the Oracle 2.8 GW agreement and $25B Brookfield financing partnership into large-scale deployments and recurring revenue. https://t.co/7U22pmULjS
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3. $TE | Building a vertically integrated U.S. solar manufacturing platform. G2_Austin beginning domestic solar-cell production, alongside ramping the new 641 MW Clearway supply agreement. https://t.co/XpLWjGHnNa
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The White House is literally telling investors where the next trillions will flow.
Top 10 stocks to benefit from each market theme:
1. $OKLO | Developing compact fast-fission nuclear powerhouses for AI data centers and industrial customers. Still pre-revenue, but its pipeline h
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TOP 5 PORTFOLIO HOLDINGS:
1. $AXTI | Axt Inc
2. $ONDS | Ondas Holdings Inc.
3. $AAOI | Applied Optoelectronics Inc
4. $IREN | Iren Ltd.
5. $NBIS | Nebius Group NV
Portfolio Update:
184% YTD VS $SPY 9.15%
P.S. - My portfolio drooped about 25% back in April 2026 before giving
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Rispetto ad account della stessa dimensione
14 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.
Visualizzazioni mediane18 040questo account924mediana per 10K–100K
Copertura, %65.73%questo account3.62%mediana per 10K–100K
Interazione, %0.19%questo account1.52%mediana per 10K–100K
| Metrica | Questo account | Mediana per 10K–100K | Rapporto |
|---|---|---|---|
| Visualizzazioni mediane per post | 18 040 | 924 | 19.5× |
| Copertura (visualizzazioni ÷ follower) | 65.73% | 3.62% | 18.2× |
| Tasso di interazione | 0.19% | 1.52% | 0.12× |
Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
317.4K5 Sep
21.7K
22.8K
20.7K
19.5K
18.7K
18.2K
17.9K
17.5K
16.3K
13K6 Sep
4.8K
2.2K
2K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.55%5 Sep
0.23%
0.17%
0.15%
0.17%
0.14%
0.10%
0.25%
0.13%
0.26%
0.11%6 Sep
0.21%
0.23%
0.34%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes33.8%1 901 in total
Reposts4.7%262 in total
Replies1.2%66 in total
Quotes0.1%4 in total
Bookmarks60.3%3 385 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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Frequently asked questions about @StonkValue
How many followers does @StonkValue have?
27 445 followers.
How many posts has @StonkValue published?
2 538 posts.
How do posts by @StonkValue perform?
Collected posts: 15. Views: 550 945. Likes: 1 901.