Stocks, Crypto, AI & Infrastructure | Backlogs, Growth & Valuation | Breaking Down the Companies Building the Future | Not Financial Advice
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This might be one of the most legendary resumes in business history. 🤯
Microsoft. Gates Foundation. TerraPower. Breakthrough Energy.
Bill Gates dropped out of Harvard and co-founded $MSFT with Paul Allen in 1975.
What started as a small software company helped transform the entire personal computing industry.
He went from writing code to building one of the most influential technology companies in history.
And he didn’t stop there.
After stepping away from Microsoft’s daily operations, Gates turned his attention to global health, clean energy, and next-generation nuclear technology.
As investors, sometimes you’re not just betting on a company’s financials.
You’re betting on someone who sees the future before everyone else does.
And Bill Gates might be one of the greatest examples of that.
Would you have invested in $MSFT back in 1975 if you knew Bill Gates was leading it? 👀
🔔 THE STOCK MARKET IS OFFICIALLY CLOSED FOR THE WEEK!
5 days of watching charts, chasing opportunities, buying dips, and questioning every financial decision we’ve ever made. 😂
Now it’s finally time to relax.
📉 No more watching red candles.
📈 No more refreshing your portfolio every 5 minutes.
💰 No more convincing yourself that the next dip is the bottom.
Just 2 days of peace before the madness starts all over again on Monday.
But before we enjoy the weekend, I have two questions:
🏆 What was your BIGGEST winner this week?
💀 What was your BIGGEST loser?
Drop your tickers below. I want to see how everyone survived this week! 👇
$SPY $QQQ $NVDA $TSLA
🚨 $UBER is starting to look seriously undervalued.
The numbers are getting hard to ignore.
📈 Free cash flow yield:
• Q4 2023: 2.65%
• Q4 2024: 5.43%
• Q4 2025: 5.75%
• October 2026: 7.08%
Meanwhile:
💰 Forward P/E: 17.34x
💵 Trailing 12-month free cash flow: Over $10 BILLION
Uber is generating more cash than ever, yet investors are paying a much lower multiple for its earnings.
A higher FCF yield doesn’t automatically make a stock cheap, but combined with continued growth, it’s worth paying attention to.
Is $UBER one of the most overlooked opportunities in the market right now? 👀
🛰️ $ASTS IS BUILDING THE NETWORK ON THE GROUND TOO.
More than 60 gateways worldwide across deployment, installation and planning.
AST SpaceMobile is targeting initial, intermittent smartphone coverage in key markets before year-end 2026. 📱
The next test: turning that infrastructure into reliable service and recurring revenue.
Groundwork matters. Launch execution still has to deliver. 👀
What’s the biggest milestone you’re watching for $ASTS?
$ASTS now has over 60 ground gateways in development worldwide as it targets initial satellite coverage on regular smartphones before end of 2026.
Great to see carrier partners helping fund the ground infrastructure so ASTS can focus more of its capital on expanding its constellation as commercial service gets closer.
5 stocks I’d be happy holding for the next 25 years. 📈
Not because I expect them to go up every year, but because I believe their businesses have what it takes to keep growing for decades.
🟢 $AMZN — E-commerce, AWS, advertising, and AI infrastructure.
🟢 $MSFT — Enterprise software, Azure, and recurring revenue.
🟢 $GOOGL — Search, YouTube, Google Cloud, and AI.
🟢 $V — A global payments network benefiting from the shift away from cash.
🟢 $BRK.B — Diversified businesses, insurance, and long-term capital allocation.
The goal isn’t to find the next stock that doubles in six months.
It’s to own great businesses that can compound wealth for decades.
Of course, valuation still matters, and even great businesses need to be monitored.
If you could only buy 5 stocks and hold them until 2051, which ones would you choose? 👇
Software stocks have had a WILD year. 📊
Some are trading at over 100x forward earnings, while others are sitting below 20x.
The valuation gap is MASSIVE.
But expensive doesn’t always mean overvalued, and cheap doesn’t always mean a bargain.
The real question is which companies can actually deliver the growth to justify their valuations.
If you could buy just ONE software stock at these multiples, which would it be? 👀
$CRWD $SNOW $PLTR $PANW $SHOP $NOW $ZETA $MSFT $CRM $ORCL $ADBE
🚨 BREAKING: TOM LEE’S BITMINE JUST BOUGHT MORE ETHEREUM!
BitMine $BMNR has purchased another 12,535 ethereum:native, worth approximately $30 MILLION.
Here’s where its holdings now stand:
💰 Latest purchase: 12,535 ETH ($30M)
🔹 Total ETH holdings: 6,041,481 ETH
🔹 Total ETH value: $14.3 BILLION
🔹 Total assets, including cash and other holdings: $15.1 BILLION
🔹 Share of Ethereum’s supply: 4.9%
BitMine now controls nearly 5% of all Ethereum in circulation, making it the world’s largest corporate ETH treasury.
While the market remains uncertain, Tom Lee keeps accumulating.
The question is simple:
Is BitMine making one of the greatest long-term crypto bets, or taking on too much risk?
Bullish or bearish on $ETH and $BMNR ? 👇
This might be one of the most impressive resumes in tech history. 🤯
Harvard. Facebook. Meta. Chan Zuckerberg Initiative.
Mark Zuckerberg started Facebook in his Harvard dorm room in 2004.
More than two decades later, he’s still running the company he built.
From a college social network to an empire that includes Instagram, WhatsApp, and Facebook, his journey has been remarkable.
And now he’s betting billions on AI, smart glasses, and the future of computing.
As investors, sometimes you’re not just investing in revenue, earnings, or growth.
You’re betting on the person making the biggest decisions.
And Mark Zuckerberg has spent over 22 years proving just how much one founder can shape a company.
Would you buy $META purely because you believe in Mark Zuckerberg? 👀
Backlog Alpha retweeted
🚨 NASA JUST OPENED THE DOOR TO A $34 BILLION SPACE OPPORTUNITY.
But there’s something investors need to understand.
$34.06 BILLION — Maximum contract value.
$100 MILLION — Guaranteed minimum.
That’s a massive difference.
NASA is looking for commercial space stations to take over operations after the ISS retires.
Here’s the timeline:
• December 8, 2026 — Bidding deadline
• April 15, 2027 — Target contract award date
• 2030 — Planned ISS retirement
And one company I’m watching closely is $SPCX (SpaceX).
SpaceX already transports NASA astronauts with its Dragon spacecraft. Since the new contracts can include crew transportation, that existing capability could be a competitive advantage.
But here’s the part Wall Street shouldn’t ignore:
A $34 billion contract ceiling doesn’t mean $34 billion in guaranteed revenue.
Winning a contract doesn’t mean immediate cash flow.
And a massive opportunity doesn’t automatically translate into a profitable business.
The real winners will be the companies that turn government opportunities into funded contracts, growing backlogs, and actual revenue.
The next chapter of commercial space is beginning.
Which space stock do you think benefits the most? 🚀
$SPCX $RKLB $LUNR $RDW
🚨 AI MEMORY COULD BE A MASSIVE OPPORTUNITY.
2030 HBM market forecasts:
🔹 Bank of America: $246B
🔹 Yole Group: $98B
🔹 Bloomberg Intelligence: Reportedly $64.1B
$MU and SK Hynix could benefit as AI demand drives adoption of advanced HBM4 chips.
But here’s the risk. 👀
If manufacturers expand capacity too aggressively, oversupply could crush prices and margins.
The AI memory boom is real. But how much of it is already priced in?
#MU #HBM #AI #Semiconductors
🚨 NASA JUST OPENED THE DOOR TO A $34 BILLION SPACE OPPORTUNITY.
But there’s something investors need to understand.
$34.06 BILLION — Maximum contract value.
$100 MILLION — Guaranteed minimum.
That’s a massive difference.
NASA is looking for commercial space stations to take over operations after the ISS retires.
Here’s the timeline:
• December 8, 2026 — Bidding deadline
• April 15, 2027 — Target contract award date
• 2030 — Planned ISS retirement
And one company I’m watching closely is $SPCX (SpaceX).
SpaceX already transports NASA astronauts with its Dragon spacecraft. Since the new contracts can include crew transportation, that existing capability could be a competitive advantage.
But here’s the part Wall Street shouldn’t ignore:
A $34 billion contract ceiling doesn’t mean $34 billion in guaranteed revenue.
Winning a contract doesn’t mean immediate cash flow.
And a massive opportunity doesn’t automatically translate into a profitable business.
The real winners will be the companies that turn government opportunities into funded contracts, growing backlogs, and actual revenue.
The next chapter of commercial space is beginning.
Which space stock do you think benefits the most? 🚀
$SPCX $RKLB $LUNR $RDW
☀️ GOOD MORNING EVERYBODY! HAPPY FRIDAY! 📈
After yesterday’s brutal tech selloff, all eyes are on Wall Street today! 👀
📉 Yesterday’s market:
🔴 S&P 500: -1.21%
🔴 Nasdaq: -2.60%
🟢 Dow Jones: +0.02%
$META got hit hard, semiconductor stocks were crushed, and concerns around AI spending are starting to weigh on sentiment.
📅 WHAT TO WATCH TODAY:
💰 Earnings:
• $AXP — American Express
• $SLB — SLB
📊 Economic data:
• US Flash Manufacturing & Services PMI
👀 THE BIG QUESTION:
Can tech stocks bounce back before the weekend, or is Wall Street setting up for another leg lower?
Next week brings a major Federal Reserve decision, so volatility may be far from over.
🐂 Bulls or bears today?
Have a great Friday, everyone! ☕📈
#StockMarket #Stocks #Investing #WallStreet
🌙 GOOD NIGHT EVERYBODY! 📉
What a brutal day for tech stocks on Wall Street!
📊 Today’s market recap:
🔴 S&P 500: -1.19%
🔴 Nasdaq: -2.58%
🟢 Dow Jones: +0.03%
💥 Semiconductors got crushed.
📉 $META and $TSLA fell as AI spending concerns intensified.
🛢️ Oil surged amid Middle East tensions.
🛡️ $LMT and $PG were among the bright spots.
AI stocks are facing some serious selling pressure, but the broader market held up better than the Nasdaq suggests.
Tomorrow is another trading day!
🐂 Are you buying this dip or waiting for more downside?
#StockMarket #Stocks #Investing
🚨 16 DIVIDEND ARISTOCRATS WITH INCREDIBLE DIVIDEND GROWTH STREAKS! 💰📈
Forget the hype for a second. These companies have been raising their dividends for over HALF A CENTURY.
Here they are, ranked from longest to shortest streak:
🏭 $DOV Dover — 71 years
🚗 $GPC Genuine Parts — 70 years
🧴 $PG Procter & Gamble — 70 years
⚙️ $EMR Emerson Electric — 69 years
🏦 $CINF Cincinnati Financial — 66 years
🩺 $JNJ Johnson & Johnson — 64 years
🥤 $KO Coca-Cola — 64 years
🏠 $LOW Lowe’s — 64 years
🪥 $CL Colgate-Palmolive — 63 years
🏭 $NDSN Nordson — 63 years
🥓 $HRL Hormel Foods — 60 years
🏢 $FRT Federal Realty — 59 years
🛠️ $SWK Stanley Black & Decker — 59 years
🚚 $SYY Sysco — 56 years
⚙️ $GWW W.W. Grainger — 55 years
🎯 $TGT Target — 55 years
📊 Recessions. Inflation. Market crashes. These businesses kept finding ways to reward shareholders.
The goal isn’t just getting paid dividends. It’s getting paid MORE every year.
👀 Which ONE would you trust in your portfolio for the next 20 years?
#DividendInvesting #Stocks #PassiveIncome
Backlog Alpha retweeted
This might be one of the most legendary resumes in business history. 🤯
Microsoft. Gates Foundation. TerraPower. Breakthrough Energy.
Bill Gates dropped out of Harvard and co-founded $MSFT with Paul Allen in 1975.
What started as a small software company helped transform the entire personal computing industry.
He went from writing code to building one of the most influential technology companies in history.
And he didn’t stop there.
After stepping away from Microsoft’s daily operations, Gates turned his attention to global health, clean energy, and next-generation nuclear technology.
As investors, sometimes you’re not just betting on a company’s financials.
You’re betting on someone who sees the future before everyone else does.
And Bill Gates might be one of the greatest examples of that.
Would you have invested in $MSFT back in 1975 if you knew Bill Gates was leading it? 👀
🚨 SpaceX is making a serious move into wireless.
The company has agreed to acquire Grain’s nationwide 800 MHz spectrum portfolio, and Reuters reported the price at nearly $8 billion.
SpaceX called it a critical next step for Starlink Mobile.
That matters because low-band spectrum helps with coverage, especially indoors and across wide areas.
But here’s the catch:
Buying spectrum does not automatically make SpaceX a real rival to $T , $VZ , and $TMUS .
To seriously compete, it still needs:
• terrestrial infrastructure
• customer acquisition
• handset compatibility
• distribution
• support and service
Spectrum is the asset.
Execution is the hard part.
👀 The opportunity is massive, but becoming a true fourth wireless giant will take a lot more than just airwaves.
#SpaceX #Starlink #Wireless #Stocks #Investing
🚨 Calling everyone in finance, stocks, crypto, and investing!
One of the best things about @X is bringing people together who share the same passion for the markets. 📈
I’m looking to connect with more investors, traders, and finance enthusiasts!
✅ Follow @BacklogAlpha
❤️ Like this post
💬 Drop a comment so we can connect!
Let’s build a strong community, exchange ideas, and grow together! 🤝
#FinX #StockMarket #Crypto #Investing
🚨 $WOLF INVESTORS NEED TO WATCH CHINA.
China is aggressively expanding its silicon carbide (SiC) industry.
These chips are critical for:
⚡ Electric vehicles
☀️ Solar energy
🖥️ AI data centers
🏭 Industrial equipment
Here’s the problem.
TrendForce warns that excess SiC manufacturing capacity could take 2–3 years to absorb.
More supply + weak demand = lower prices and shrinking margins.
That’s a serious challenge for $WOLF.
Wolfspeed has exposure to a growing industry, but Chinese competition could put its turnaround under pressure.
The real question isn’t whether SiC demand will grow.
It’s whether $WOLF can become profitable before oversupply eats into its margins.
👀 Is $WOLF a hidden turnaround opportunity or a value trap?
#WOLF #Semiconductors #Investing
This is how “Buy, Borrow, Die” works:
Dad buys stock for $100K.
It grows to $6M.
If he sells → $5.9M capital gain becomes taxable.
So instead, he keeps the stock.
He may place it into an estate-planning trust and borrow against the asset.
Loans generally aren’t treated as taxable income.
So he spends the borrowed money while the $6M asset stays invested.
He dies without selling.
His heirs may receive a step-up in cost basis to the asset’s value at death potentially wiping out the embedded capital gain for income-tax purposes.
$100K → $6M.
No sale.
No realized capital gain during his lifetime.
That’s the strategy wealthy families call:
BUY. BORROW. DIE. 💰
Estate taxes, trust structure, interest costs, and individual circumstances can change the outcome.
#Stocks #Investing #Wealth #TaxStrategy #PersonalFinance #StockMarket #Money #BacklogAlpha
💎 LUXURY NEVER GOES OUT OF STYLE!
Some of the world’s most iconic luxury brands are also part of publicly traded businesses. 💰
👜 Louis Vuitton & Dior — $MC.PA (LVMH)
🐎 Hermès — $RMS.PA
💍 Cartier & Van Cleef & Arpels — $CFR.SW (Richemont)
🏎️ Ferrari — $RACE
👜 Gucci & Saint Laurent — $KER.PA (Kering)
👗 Chanel — Privately owned, not publicly traded.
What makes luxury businesses so interesting?
💰 Premium pricing power
💎 Brand exclusivity
🌍 Global recognition
👑 Loyal high-end customers
But even luxury stocks aren’t immune to economic slowdowns and changing consumer demand.
If you could invest in just ONE luxury brand for the next 20 years, which one would you choose? 👀
#Stocks #Investing #Luxury #StockMarket
