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YOU SEES? YOU SEES?? YOU ALL SEES???
I HAVE DONE IT AGAIN.
Thirty-five. Count them. THIRTY-FIVE consecutive profitable trades of 15% or better.
Today I sold AGX at $756.61.
Remember when I bought it at $655.01 on April 30, 2026?
No? Of course you remember. Historians will write entire chapters about it.
That’s a 16% gain in less than two months.
A 107% annualized return.
Meanwhile the S&P 500 was over there proudly waddling along with its little 4% gain like a toddler showing off a finger painting.
I am HUGE.
Not regular huge.
Not football-stadium huge.
I am "visible-from-low-earth-orbit" huge.
NASA recently classified me as a navigational landmark.
SpaceX launches rockets so they can get a better look at me.
The Federal Reserve studies my portfolio before making interest rate decisions.
When Warren Buffett wants investing advice, he leaves a note under my door.
Bring me your finest meats and cheeses.
Not the ordinary cheeses.
The cheeses locked in vaults beneath mountains.
The cheeses spoken of only in ancient prophecies.
Can you do that?
YOU?
YOU??
YOU???
Did you buy AGX?
YOU?
YOU??
YOU???
If so, congratulations. For one brief shining moment, you stood in the warm glow of my stock-picking magnificence.
If not, don't worry. Archaeologists will eventually discover this post and teach it in schools.
Thirty-five consecutive winners of 15% or more.
THIRTY-FIVE.
Do you realize how absurd that is?
I am rarer than Halley's Comet.
Rarer than a unicorn riding a bicycle.
Rarer than a cable company lowering prices.
I am the Joe DiMaggio hitting streak of stock picking.
The Babe Ruth of balance sheets.
The Michael Jordan of momentum.
The Secretariat of spreadsheets.
I possess 20-inch biceps fueled entirely by grilled chicken, black coffee, and the tears of short sellers.
And while hedge fund managers in the Hamptons are busy constructing mansions with seventeen bathrooms and a climate-controlled room dedicated exclusively to decorative throw pillows, I promised that a portion of my AGX profits would go to charity.
And unlike most Wall Street promises, I already did it.
Please consider supporting:
Jason Garrett Starfish Charities
If you made money on AGX, maybe help somebody who needs a hand. There are plenty of worthy causes out there.
As for me?
The great news is that there will be YET ANOTHER $$$MR. MARKET$$$ winner.
The market keeps serving them up faster than I can write about them.
I am actually falling behind.
A burden few can understand.
How HUGE is $$$MR. MARKET$$$?
• His passport has no photograph because cameras cannot capture his full magnificence.
• When he drives a new car off the lot, it appreciates immediately.
• The circus once ran away to join $$$MR. MARKET$$$.
• His shadow has its own ZIP code.
• Mount Rushmore is considering adding a fifth face.
• The stock market opens because $$$MR. MARKET$$$ allows it.
• The sun rises each morning merely to check his latest trades.
If you enjoy my analysis, let me know and I will continue sharing winners.
If you don't say anything, I'll assume you'd rather I quietly keep making money and hoarding stock picks like a dragon sitting on a mountain of gold.
Either way...
I remain enormous.
I remain magnificent.
I remain HUGE.
I AM HUGE!
$$$MR. MARKET$$$
Bring me your finest meats and cheeses!
www.mrmarketishuge.com
================================================== ======================
AGX ==> The Dominos Winner
04-30-2026, 08:19 PM
($$$MR. MARKET$$$ is a proprietary investor and does not provide individual financial advice. The stocks mentioned on this forum do not represent individual buy or sell recommendations and should not be viewed as such. Individual investors should consider speaking with a professional investment adviser before making any investment decisions.)
When $$$MR. MARKET$$$ gets on the bench press and displays his unbelievable power, people look on in awe. Power is important. Listen up, because the market is handing you a golden ticket on a silver platter, and most people are too busy looking at "flashy" tech to notice the engine room powering the entire revolution. We are talking about a structural shift in the American economy. We are talking about Argan (AGX).
Today I bought AGX at $655.01, I will sell it within the next 4 to 6 weeks, at $756.54 and quite frankly, that might be conservative. Here is why I like AGX.
1. The "AI Needs Juice" Catalyst
Everyone is obsessed with AI chips, but what do those chips run on? Pure, unadulterated power. Data centers are being built at a record pace, and the grid is screaming for help. AGX doesn’t just "participate" in this sector; they own it. Through their subsidiary, Gemma Power Systems, they are the elite "solvers" for the massive electricity demand surge.
The Reality: Electricity demand is expected to grow 25% by 2030.
The Supply Gap: 104 GW of power plant retirements are coming by 2030.
The Winner: AGX is the pure-play EPC (Engineering, Procurement, and Construction) firm that builds the gas-fired plants providing the reliable "baseload" power that wind and solar simply can't deliver.
2. The Numbers are Absolute Monsters
If you like "Alpha," AGX is screaming it from the rooftops. Look at these returns compared to the S&P 500:
12-Month Return: AGX 377.8% vs. S&P 11.5%
3-Month Return: AGX 74.5% vs. S&P -8.1%
This isn't a fluke; it's a blowout. In Q4, AGX reported revenue of $262.1 million (up 13% YoY) and a net income jump to $3.47 per share, obliterating estimates by $1.49. When a company beats the street by that much, the "smart money" starts chasing. That chase is what fuels our 15% price target.
3. A $2.9 Billion Fortress of a Backlog
In the world of construction, "Backlog is King." AGX’s backlog hasn't just grown; it has doubled to $2.9 billion.
"This isn't just a lucky quarter. This is a three-year visibility window into guaranteed revenue."
While other firms are retreating from the niche, AGX is leaning in with "disciplined execution." They are winning the right bids with the best margins. Their Power segment gross margins hit 29% this quarter. Those are software-level numbers in a hard-hat industry!
4. The "Fort Knox" Balance Sheet
Most infrastructure plays are buried in debt. Not Argan.
Debt: $0. Zero. Zilch.
Cash on Hand: $895 million. With a nearly billion-dollar war chest and no interest payments to suck away profits, AGX has the ultimate flexibility for strategic M&A or to simply fund their massive projects internally. They are the "un-leveraged" king of a high-interest-rate world.
5. Technical Perfection: The "Gap and Go"
Technically, the stock is in a Stage 2 Uptrend (the most profitable phase for any investor). After the March 26th earnings, the stock "gapped up" and hasn't looked back. It is currently ranked #17 in our entire database of 5,300+ stocks with a Stock Grade of A.
The Bottom Line
We have a company with a doubled backlog, zero debt, $895M in cash, and a monopoly-like position in the most critical infrastructure sector of the decade.
At a price of $655.01, I am buying a high-speed locomotive that is just leaving the station. With the 15% growth expected this year and a five-year upside potential of 85.6%, the next 4-6 weeks will see a massive re-rating as the market realizes AGX is the backbone of the AI era.
We're gonna turn it on
We're gonna bring you the power
It's comin' down the lines strong as it can be
Through the courtesy
Of The Electric Company!
I am HUGE!
$$$MR. MARKET$$$
www.mrmarketishuge.com
I HAVE DONE IT AGAIN.
Thirty-five. Count them. THIRTY-FIVE consecutive profitable trades of 15% or better.
Today I sold AGX at $756.61.
Remember when I bought it at $655.01 on April 30, 2026?
No? Of course you remember. Historians will write entire chapters about it.
That’s a 16% gain in less than two months.
A 107% annualized return.
Meanwhile the S&P 500 was over there proudly waddling along with its little 4% gain like a toddler showing off a finger painting.
I am HUGE.
Not regular huge.
Not football-stadium huge.
I am "visible-from-low-earth-orbit" huge.
NASA recently classified me as a navigational landmark.
SpaceX launches rockets so they can get a better look at me.
The Federal Reserve studies my portfolio before making interest rate decisions.
When Warren Buffett wants investing advice, he leaves a note under my door.
Bring me your finest meats and cheeses.
Not the ordinary cheeses.
The cheeses locked in vaults beneath mountains.
The cheeses spoken of only in ancient prophecies.
Can you do that?
YOU?
YOU??
YOU???
Did you buy AGX?
YOU?
YOU??
YOU???
If so, congratulations. For one brief shining moment, you stood in the warm glow of my stock-picking magnificence.
If not, don't worry. Archaeologists will eventually discover this post and teach it in schools.
Thirty-five consecutive winners of 15% or more.
THIRTY-FIVE.
Do you realize how absurd that is?
I am rarer than Halley's Comet.
Rarer than a unicorn riding a bicycle.
Rarer than a cable company lowering prices.
I am the Joe DiMaggio hitting streak of stock picking.
The Babe Ruth of balance sheets.
The Michael Jordan of momentum.
The Secretariat of spreadsheets.
I possess 20-inch biceps fueled entirely by grilled chicken, black coffee, and the tears of short sellers.
And while hedge fund managers in the Hamptons are busy constructing mansions with seventeen bathrooms and a climate-controlled room dedicated exclusively to decorative throw pillows, I promised that a portion of my AGX profits would go to charity.
And unlike most Wall Street promises, I already did it.
Please consider supporting:
Jason Garrett Starfish Charities
If you made money on AGX, maybe help somebody who needs a hand. There are plenty of worthy causes out there.
As for me?
The great news is that there will be YET ANOTHER $$$MR. MARKET$$$ winner.
The market keeps serving them up faster than I can write about them.
I am actually falling behind.
A burden few can understand.
How HUGE is $$$MR. MARKET$$$?
• His passport has no photograph because cameras cannot capture his full magnificence.
• When he drives a new car off the lot, it appreciates immediately.
• The circus once ran away to join $$$MR. MARKET$$$.
• His shadow has its own ZIP code.
• Mount Rushmore is considering adding a fifth face.
• The stock market opens because $$$MR. MARKET$$$ allows it.
• The sun rises each morning merely to check his latest trades.
If you enjoy my analysis, let me know and I will continue sharing winners.
If you don't say anything, I'll assume you'd rather I quietly keep making money and hoarding stock picks like a dragon sitting on a mountain of gold.
Either way...
I remain enormous.
I remain magnificent.
I remain HUGE.
I AM HUGE!
$$$MR. MARKET$$$
Bring me your finest meats and cheeses!
www.mrmarketishuge.com
================================================== ======================
AGX ==> The Dominos Winner
04-30-2026, 08:19 PM
($$$MR. MARKET$$$ is a proprietary investor and does not provide individual financial advice. The stocks mentioned on this forum do not represent individual buy or sell recommendations and should not be viewed as such. Individual investors should consider speaking with a professional investment adviser before making any investment decisions.)
When $$$MR. MARKET$$$ gets on the bench press and displays his unbelievable power, people look on in awe. Power is important. Listen up, because the market is handing you a golden ticket on a silver platter, and most people are too busy looking at "flashy" tech to notice the engine room powering the entire revolution. We are talking about a structural shift in the American economy. We are talking about Argan (AGX).
Today I bought AGX at $655.01, I will sell it within the next 4 to 6 weeks, at $756.54 and quite frankly, that might be conservative. Here is why I like AGX.
1. The "AI Needs Juice" Catalyst
Everyone is obsessed with AI chips, but what do those chips run on? Pure, unadulterated power. Data centers are being built at a record pace, and the grid is screaming for help. AGX doesn’t just "participate" in this sector; they own it. Through their subsidiary, Gemma Power Systems, they are the elite "solvers" for the massive electricity demand surge.
The Reality: Electricity demand is expected to grow 25% by 2030.
The Supply Gap: 104 GW of power plant retirements are coming by 2030.
The Winner: AGX is the pure-play EPC (Engineering, Procurement, and Construction) firm that builds the gas-fired plants providing the reliable "baseload" power that wind and solar simply can't deliver.
2. The Numbers are Absolute Monsters
If you like "Alpha," AGX is screaming it from the rooftops. Look at these returns compared to the S&P 500:
12-Month Return: AGX 377.8% vs. S&P 11.5%
3-Month Return: AGX 74.5% vs. S&P -8.1%
This isn't a fluke; it's a blowout. In Q4, AGX reported revenue of $262.1 million (up 13% YoY) and a net income jump to $3.47 per share, obliterating estimates by $1.49. When a company beats the street by that much, the "smart money" starts chasing. That chase is what fuels our 15% price target.
3. A $2.9 Billion Fortress of a Backlog
In the world of construction, "Backlog is King." AGX’s backlog hasn't just grown; it has doubled to $2.9 billion.
"This isn't just a lucky quarter. This is a three-year visibility window into guaranteed revenue."
While other firms are retreating from the niche, AGX is leaning in with "disciplined execution." They are winning the right bids with the best margins. Their Power segment gross margins hit 29% this quarter. Those are software-level numbers in a hard-hat industry!
4. The "Fort Knox" Balance Sheet
Most infrastructure plays are buried in debt. Not Argan.
Debt: $0. Zero. Zilch.
Cash on Hand: $895 million. With a nearly billion-dollar war chest and no interest payments to suck away profits, AGX has the ultimate flexibility for strategic M&A or to simply fund their massive projects internally. They are the "un-leveraged" king of a high-interest-rate world.
5. Technical Perfection: The "Gap and Go"
Technically, the stock is in a Stage 2 Uptrend (the most profitable phase for any investor). After the March 26th earnings, the stock "gapped up" and hasn't looked back. It is currently ranked #17 in our entire database of 5,300+ stocks with a Stock Grade of A.
The Bottom Line
We have a company with a doubled backlog, zero debt, $895M in cash, and a monopoly-like position in the most critical infrastructure sector of the decade.
At a price of $655.01, I am buying a high-speed locomotive that is just leaving the station. With the 15% growth expected this year and a five-year upside potential of 85.6%, the next 4-6 weeks will see a massive re-rating as the market realizes AGX is the backbone of the AI era.
We're gonna turn it on
We're gonna bring you the power
It's comin' down the lines strong as it can be
Through the courtesy
Of The Electric Company!
I am HUGE!
$$$MR. MARKET$$$
www.mrmarketishuge.com
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