3/20/25 :: VROCKSTAR :: 
NXT
better than bitcoin
- i fkn love bitcoin
- but nextracker generates mountains of cash
- and it's not subtle about eating competition. array is getting it's skin torn off as we speak by TrueCapture
- forget the wallsheet estimates. they're pansies. they don't neck out. because their job is "keep muh job" been there done that.
- then i joined the make money world and what u do in this world is develop an edge.
- u ready?
- billion dollar revenue quarters
- $800 mn in FCF.
- buybacks
- absolutely irreplaceable A team C-team. even calling them C-level is an insult. these guys r A-team.
- mr T and chuck norris are dan shugar's personal driver and security staff.
- i've posted about this stonk so much. mainly because there's LITERALLY nothing like it listed in the public markets. michael saylor couldn't even wish bitcoin high enough to make
MSTR a relevant challenge to what NXT will deliver in the coming quarters AND YEARS.
- so bags are packed. and i'm paying for the second carry on should we go lower. we're packing DD YTD returns so far. and that's going into the rocket boosters. elon's mars isn't far enough.
- so LMK what i'm missing. or please recommend a company that does >30% ROICs, will grow 15-20% CAGR, reps A-team mgmt and will start to turn on the buyback boosters. never. missed. any. quarters. ripped. the ball. only. up. only.
there is no second best.
and it rhymes with REX tracker.
V
ps - i like bitcoin too :) and a lot ...
OBTC gets u 8% off ;)
NXTbetter than bitcoin
- i fkn love bitcoin
- but nextracker generates mountains of cash
- and it's not subtle about eating competition. array is getting it's skin torn off as we speak by TrueCapture
- forget the wallsheet estimates. they're pansies. they don't neck out. because their job is "keep muh job" been there done that.
- then i joined the make money world and what u do in this world is develop an edge.
- u ready?
- billion dollar revenue quarters
- $800 mn in FCF.
- buybacks
- absolutely irreplaceable A team C-team. even calling them C-level is an insult. these guys r A-team.
- mr T and chuck norris are dan shugar's personal driver and security staff.
- i've posted about this stonk so much. mainly because there's LITERALLY nothing like it listed in the public markets. michael saylor couldn't even wish bitcoin high enough to make
MSTR a relevant challenge to what NXT will deliver in the coming quarters AND YEARS.- so bags are packed. and i'm paying for the second carry on should we go lower. we're packing DD YTD returns so far. and that's going into the rocket boosters. elon's mars isn't far enough.
- so LMK what i'm missing. or please recommend a company that does >30% ROICs, will grow 15-20% CAGR, reps A-team mgmt and will start to turn on the buyback boosters. never. missed. any. quarters. ripped. the ball. only. up. only.
there is no second best.
and it rhymes with REX tracker.
V
ps - i like bitcoin too :) and a lot ...
OBTC gets u 8% off ;)
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.