$DigitalOcean Holdings, Inc.(DOCN)$ I believe there are a few moments each cycle when the market hands you a gift -- and DigitalOcean has been one of them. Last weekend, I published a deep dive to subscribers explaining why this was one of the biggest disconnects in the market and why I have been adding aggressively. Now the rerating is underway. The stock is up 28% today while most of the market is red. This is what it looks like when the story finally catches up to the numbers.Heading into this print, DigitalOcean was trading at just 10x EBITDA -- despite management quietly guiding to 20% topline growth by 2027 while maintaining 35% EBITDA margins.Nobody was talking about this name. No headlines. No hype. And that’s exactly why conviction -- and

Hello everyone! Today i want to share some trading skills with you! $Oscar Health, Inc.(OSCR)$ earnings dropped, nothing unexpected.Revenue of $2.86B vs $2.92 Est. ❌EPS of -$0.89 vs -$0.88 Est. ❌Healthcare is going through a great reset.OSCR is going at the right direction.Revenue doubled YoY and it added 500,000 members.They mispredicted the activity rates and medical costs, so the loss ratio is off the roof, just like the whole healthcare sector.It won’t remain this way.The sector accurately predicted medical costs and activity rates before 2023, they’ll return to that for sure.If you can deploy capital with an illiquid mindset, healthcare now offers a great opportunity.OSCR, in particular, will surely be an at least 3-4x stock in the next coupl

$NEBIUS(NBIS)$ destroyed expectations and now going vertical pre-market:Revenue of $105.1M vs. $101.2M Est.✅Adj. EBITDA of -$21M vs. -$59.6M Est. ✅They also raised the bottom end of full year guidence to $900M from $700M!It’s just beginning.Management announced that they are on schedule to reach 1GW capacity in 2026.Assuming 70% utilization rate, it’ll achieve $7 billion revenue.At 5x sales, we have a $35 billion company.It’s valued at just $15 billion now…Still a massive potential ahead.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：

$Monday.com Ltd.(MNDY)$ Monday’s earnings were solid -- this drop isn’t about last quarter. It’s about whether a mid-market CRM can still justify a ~40x 2025 FCF multiple when this space will get swallowed by the AI tsunami.Only two pure-play CRMs will still matter a decade from now: one for the enterprise market -- $CRM and one for the mid-market -- $HUBS or MNDY. AI is rewriting CRM economics -- what once required massive databases, sales ops teams, and manual pipeline management is now automated by AI copilots and embedded workflow engines. The moat is shifting from “how well you track” to “how deeply you integrate into decision-making.”That’s where the pressure comes in: $Microsoft(MSFT)$ ,

Never invest in the present, always invest in the future—says Stanley Druckenmiller.This one sentence perhaps best summarizes the nature of investment returns.Everybody likes profitable businesses that are still growing fast. Yet, when it’s obvious that this is the case, the price is generally in the sky already. Most future growth is priced in, and there is not much money left in it to be made.Conversely, those who invest before it’s obvious make insane amounts of money.For most companies, you have plenty of opportunity to invest before the inflection point. If you look right, you can see it coming and invest before the masses.First, unit economics drastically improve; then operating cash flow shifts positive and GAAP profitability follows— when it happens, the stock price skyrockets.Resu