Logo
Search
Home
Archive
About
Login
Sign Up

Archive

Dive into a collection of past posts and rediscover timeless content.
My Highest Conviction Trade: Why $NU Is 10% of My Portfolio

Nov 24, 2025

•

2 min read

My Highest Conviction Trade: Why $NU Is 10% of My Portfolio

Why Wall Street is mispricing a tech monopoly as a legacy bank. Download the full valuation model.

Tom Alpha Trades
Tom Alpha Trades
[DEEP-DIVE] WIZZ: +26% profit with 20% fewer planes

Nov 18, 2025

•

4 min read

[DEEP-DIVE] WIZZ: +26% profit with 20% fewer planes

Wall Street missed it. €360M recovery priced at zero. £10.68 → £18 (68% upside, 12-18mo)

Tom Alpha Trades
Tom Alpha Trades
BYD Analysis: +64% Upside on China's EV Leader

Nov 13, 2025

•

3 min read

BYD Analysis: +64% Upside on China's EV Leader

Q3 was a trough, not a trend. Margins recovering, valuation absurd.

Tom Alpha Trades
Tom Alpha Trades
AMD: The AI Challenger

Nov 7, 2025

•

3 min read

AMD: The AI Challenger

OpenAI's $100B Bet Validates AMD as Credible NVIDIA Alternative

Uber: Hidden Gem at the Inflection Point

Nov 6, 2025

•

4 min read

Uber: Hidden Gem at the Inflection Point

Why UBER is one of the best investment opportunities of 2025 – deep dive analysis shows 21% upside potential

PayPal: Wall Street Says "Pass". I See 56% Upside.

Nov 3, 2025

•

4 min read

PayPal: Wall Street Says "Pass". I See 56% Upside.

Deep-dive analysis reveals why the market's skepticism is creating a compelling value opportunity.

Euronet (EEFT): When Bad News Creates the Best Opportunities

Oct 27, 2025

•

12 min read

Euronet (EEFT): When Bad News Creates the Best Opportunities

The market sees a dying ATM company. I see a fintech platform with margins expanding, market share surging, and three catalysts loading—all at a 40% discount. Why $82 becomes $165.

Johnson & Johnson: Deep Dive Investment Report

Oct 17, 2025

•

2 min read

Johnson & Johnson: Deep Dive Investment Report

While Wall Street chases the latest hype, JNJ is quietly executing the best pharma transformation in years - and trading at a 15% discount

NYSE: NU - This $15 Stock Has a Proven Path to $22

Oct 15, 2025

•

4 min read

NYSE: NU - This $15 Stock Has a Proven Path to $22

Three catalysts already delivering. Q2'25 proved the inflection is real.

 HOW TO SURVIVE THE NEXT MARKET CRASH

Oct 13, 2025

•

5 min read

HOW TO SURVIVE THE NEXT MARKET CRASH

Load more

TomALPHA Trades

Deep-dive investing insights, real trades, and transparent performance.

© 2025 TomALPHA Trades.

Privacy policy

Terms of use

Powered by beehiiv