Next’s Substack
Next 100 BaggersMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 14 | Subscribers | Read | next100baggers.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Nebius: The AI Cloud Rocket Already Priced for Perfection
is the post Yandex, AI first infrastructure play. After Yandex N.V. sold its Russian assets in 2024 and rebranded, Nebius refocused on building AI cloud data centers across Europe and the U.S., with Arkady Volozh back in the CEO seat. In la...
AI Doesn’t Sleep. Neither Should Your Watchlist.
A few years ago, if you wanted exposure to the AI boom, you bought Nvidia. Maybe . Maybe a little if you were feeling global. That playbook worked until it didn’t.
Oscar Health at the Edge: From Turnaround to Takeoff—Repriced, Not Broken
In Part 1 , we laid the foundation: Oscar Health isn’t your typical insurer. It’s a misunderstood healthtech hybrid with a real moat, explosive revenue growth, and an embedded call option on a trillion dollar market.
Wall Street Is Sleeping on This $4B Healthtech Disruptor
Part 1 of 2: This deep dive covers Oscar’s business model, valuation setup, growth trajectory, and management alignment.
Authors
The writers behind this newsletter.
Engineer • Investor • ex-Commodity Trader Hunting 10–100X SMID caps ahead of the Street. +50 % CAGR since ’12. Real earnings. No fluff. Opinions only. Not financial advice. DYOR.
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