Growth Investing and Portfolio Building by Jonah Lupton
SK Square valuation does not reflect possible SK Hynix upside, Jonah Lupton notes
SK Square, which owns 20% of SK Hynix, is currently trading at twice its estimated CY2027 earnings per share, not accounting for SK Hynix buybacks, cash dividends through next year, or the ...
Jonah Lupton: People selling memory stocks due to CXMT threat are mistaken
Jonah Lupton, an investor and market commentator, argued that selling shares of the leading memory companies based on claims that CXMT is a significant threat is misguided. Lupton made this ...
SK Hynix trades at 2.6x CY2027 estimates after adjustments, Jonah Lupton notes
SK Hynix's enterprise value is approximately $890 billion after accounting for the 6% of operating profits attributed to Solidigm and subtracting ownership stakes of $100–150 billion and more ...
Jonah Lupton: Personal AI agents help users save thousands on insurance and travel
Jonah Lupton, investor and market commentator at Social Media / FinTwit, describes how personal AI agents are helping users save significant amounts of money. According to Lupton, his contacts ...
TSMC and Samsung post strong results but tech stocks drop, Jonah Lupton argues
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlighted that despite robust financial outcomes from TSMC and Samsung, technology stocks declined. He pointed to ...
Jonah Lupton: Samsung reports strong preliminary Q3 revenue and profit outlook
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights that Samsung delivered exceptional preliminary results for the third quarter. According to Lupton, Samsung ...
Samsung set for significant gains in revenue and profit, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, draws attention to the upcoming preliminary results from Samsung. Lupton notes that expectations are high, with revenues ...
Jonah Lupton: Marvell forecasts $20 billion revenue for FY2028 driven by connectivity
Jonah Lupton, investor and market commentator at Social Media / FinTwit, notes that optical stocks are seeing strong gains following Marvell's investor day. Management expects total company ...
Balancing a potential 20-bagger against a total loss in options, Jonah Lupton examines
Jonah Lupton, investor and market commentator at Social Media / FinTwit, poses a question on portfolio management strategy. He asks what percentage of one's portfolio should be allocated to an ...
Jonah Lupton: Launches FirstWave Manager Platform for emerging investment managers
Jonah Lupton, investor and market commentator at Social Media / FinTwit, has announced the launch of the FirstWave Manager Platform. This new platform is designed for emerging investment ...
September 2026 flights averaged 32.2 per day, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, reports that TMDX saw an average of 32.2 flights per day in September 2026, making it the third best month on record. ...
Jonah Lupton: MU could achieve 90% EPS growth CAGR over 2 years
Jonah Lupton, investor and market commentator at Social Media / FinTwit, projects that MU might grow its earnings per share at approximately a 90% compound annual growth rate over the next 2 ...
Micron's FY2026 Q4 revenue jumps 379 percent, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights Micron's FY2026 fourth-quarter performance as extraordinary. The company posted revenue of $54.2 billion, up ...
Jonah Lupton: DRAM and SMH compared for ETF performance
Jonah Lupton, investor and market commentator at Social Media / FinTwit, invites investors to consider between DRAM and SMH exchange-traded funds over the next two years. DRAM's top seven ...
Market reacts to Anthropic leaks not realizing 2025 data, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, comments on the widespread reactions to recent leaked Anthropic financial figures. He points out that many people have ...
Jonah Lupton: APP valued as growth stock with ecommerce momentum
Jonah Lupton, investor and market commentator at Social Media / FinTwit, observes that APP is a growth company currently priced like a value stock. Lupton highlights the recent progress of ...
SK Hynix has $50B cash and strong net income, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights that SK Hynix's wholly owned subsidiary Solidigm could be coming public soon at a valuation exceeding $150B. ...
Jonah Lupton: NBIS rises 8 percent as upgrade from BNP boosts sentiment
Jonah Lupton, investor and market commentator at Social Media / FinTwit, reported that NBIS rose 8 percent today and remains his largest portfolio position. He observed that the move may be ...
Depreciating machines while earning $70k per year can be very profitable, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, discusses the profitability of purchasing the B200 machine for $50k, depreciating it over four to five years, and ...
Jonah Lupton: MU rises 740 percent and AMD gains 290 percent since June 2024
Jonah Lupton, investor and market commentator at Social Media / FinTwit, reflected on earlier posts about MU and AMD from June 2024. He observed that MU has increased 740 percent and AMD has ...
AMD market cap rose from $3 billion to $1 trillion in 12 years, Jonah Lupton notes
Jonah Lupton, investor and market commentator at Social Media / FinTwit, draws attention to the significant achievements of AMD under CEO Lisa Su. Lupton notes that when Lisa Su took charge 12 ...
