Jun. 8 at 1:08 PM
My 4 highest-conviction asymmetric setups over the next 12 months:
$CRWV - Revenue growth expected around 144% YoY. Backlog sits near
$99.4B, giving strong visibility as AI infrastructure demand accelerates.
$OSCR - Revenue growth expected around 61% YoY. Membership growth remains one of the strongest in the health insurance space.
$SYM - Revenue growth expected around 23% YoY. Massive backlog continues to support long-term automation and robotics adoption.
$TEAM - Revenue growth expected around 24% YoY. Cloud remains the key driver, improving recurring revenue, margins, and AI monetization potential.
Different sectors. Same theme: strong growth, expanding fundamentals, and upside that still looks underappreciated.