Here’s everything you need to know about the earnings reports: SOFI $SOFI Members New members grew by 643,000 in Q2 alone bring the total members to 8.8M. This was a 41% YoY growth rate. New members are the primary growth driver for the business so this was huge. Lending Revenue Lending revenue was light but this was completely expected as management have continuously outlined they are upping their lending at the moment despite the room in their capital ratios to do so. Tech Revenue The tech platform was good with total accounts up 23% YoY, however, revenue increased 8%. Financial Services Revenue The financial services division was the star of the show with revenues up 80%. For me, the high of the earnings report was the increase in guidance up to $2,465M and EPS up to $0.08 for the

Yesterday, $Microsoft(MSFT)$ CEO Satya Nadella said $Palantir Technologies Inc.(PLTR)$ was the “leader in their industry” which is a huge shout-out.Below I’ll outline 5 reasons why $PLTR is one of the best investments over the next 10 years.Image1/ $Palantir Technologies Inc.(PLTR)$ are clear leaders in an absolutely booming industry. We are quickly moving towards commoditizing anything that can be produced by a machine. The key to this is data.The collection, analysis, and utilization of data will be one of the most important activities in business. This is $PLTR.Image2/ Customers are flocking to the $PLTR AIP.The AIP allows customers to use their data to create

You can build an incredible portfolio picking a few of these 20 stocks: AI Hardware |$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ Hyperscalers | $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ Fintech | $Nu Holdings Ltd.(NU)$ $SoFi Technologies Inc.(SOFI)$ $DLocal Limited(DLO)$ Healthcare | $Hims & Hers Health Inc.(HIMS)$

The most undervalued Mag 7 stock is $Amazon.com(AMZN)$ The most undervalued fintechs are $Shift4 Payments, Inc.(FOUR)$ $Nu Holdings Ltd.(NU)$ and $PayPal(PYPL)$ The most undervalued cybersecurity stocks are $SentinelOne, Inc(S)$ and $Zscaler Inc.(ZS)$ The most undervalued semiconductor stocks are $ASML Holding NV(ASML)$ and $Taiwan Semiconductor Manufacturing(TSM)$ . Other undervalued companies are $Airbnb, Inc.(ABNB)$

The PEG ratio is an incredible metric to look at.Here's 10 quality companies with a PEG below 0.9x (undervalued) 1. Uber | $Uber(UBER)$ Revenue growth: 17.9%PEG: 0.70xNet income margin: 57.6%Commentary: A lot of the sentiment around $UBER today is purely down to the AV competition with $TSLA. Personally, I think $UBER will compete very well in the AV market if they partner with $TSLA or not. They have tons of growth avenues available to them outside of the AV market too.2. PDD holdings | $PDD Holdings Inc(PDD)$ Revenue growth: 89.6%PEG: 0.51xNet income margin: 25.1%Commentary: A Chinese company growing revenues at 89% yet trading at just 2.0x sales on paper is an absolute bargain. I personally own $BABA an

1. NuBank | $Nu Holdings Ltd.(NU)$ Niche：LatAm fintech $NU has rapidly become one of largest fintechs globally, let alone in LatAm.- In Q3, $NU added 5.2 million new customers. They are completely dominant in Brazil where they now have over 100 million customers.- They added 13% of their Mexico customer base in Q3 alone.- Mature accounts in Brazil now have an ARPAC of $25 (far higher than the average of $11) which shows the stickiness of the platform over time.Image2. TransMedics | $TransMedics Group, Inc.(TMDX)$- The recent investor day was very strong. Management stated that their goal is FAR more than 10,000 transplants annually.- The new Command Center at HQ highlights the complete control that $TMDX ha

Here is a summary of the top 10 NASDAQ performers of 2025 so far, along with their year-to-date (YTD) performance and next twelve months (NTM) sales multiples:1. Constellation Energy $Constellation Energy Corp(CEG)$ +38%A leading provider of nuclear energy in the U.S.,NTM Sales multiple: 4.3x2. Arm $ARM Holdings(ARM)$ +32%Focused on semiconductor design for AI infrastructure, NTM Sales multiple: 35.4x3. Atlassian $Atlassian Corporation PLC(TEAM)$ +29% Provides project management and collaboration software,NTM Sales multiple: 14.3x4. CrowdStrike $CrowdStrike Holdings, Inc.(CRWD)$ +23% A leading cybersecurity company, focuse

1. $Amazon.com(AMZN)$AWS grew 18.7% to $26.3b which beat Wall St.Diluted EPS grew by 96% YoY in Q2 and 137% in H1 2024.AWS now boasts a 35.5% margin.$AMZN is dominant in rapidly growing industries.Image2. $SoFi Technologies Inc.(SOFI)$Added 643k members (highest in 1 quarter ever)Was conservative on lending, yet grew home loan originations by 71% and student loan by 86%80% YoY increase in total deposits80% YoY increase in financial services with 129% increase in debit spend.Stock down 16% in a week.Image3. PayPal | $PYPL1.8M accounts addedActive transactions per account grew 11% YoYFCF up 31% YoY and a FCF margin of 14% QoQ allwing $PYPL to raise FCF guidance and increase buybacks to $6b.$PYPL currently h

Not many companies have growing revenue rates AND great margin expansion. Here's 5 that do 👇1. Palantir | $Palantir Technologies Inc.(PLTR)$ NTM EV/Sales: 53.0x Revenue growth Q4 23: 19.6%Revenue growth Q4 24: 36.0% Margins have expanded from 4.4% in 2022 to 9.6% in 2024. Safe to say there's no company that has executed as well as $PLTR over the last 24 months.2. Lemonade | $Lemonade, Inc.(LMND)$ NTM EV/Sales: 3.4x Revenue growth Q2 24: 16.7% Revenue growth Q4 24: 29.6% Net income margin is booming at $LMND as they scale up. They are currently already FCF profitable and expect EBITDA profitability in 2026 and net income profitability in 2027.3. Shopify | $Shopify(SHO

1. Lemonade | $Lemonade, Inc.(LMND)$ Despite being a young and unprofitable insurance company ~12 months away from EBITDA profitability, $LMND are growing extremely quickly with very limited increases in operating costs. Forecasting ~25% top line growth, and a big bet on the auto market coming up, $LMND at 3.8x sales seems like a great bet to be making. I have a newsletter article release on $LMND coming up. It's a big deep dive into this future Gen AI giant.2. Lantheus Holdings | $Lantheus(LNTH)$ $LNTH is a radiopharma company currently with 3 main products:- PLYARIFY (mature)- DEFINITY (mature)- TechneLite (high growth)There's also investing heavily into the Alzheimer's market which management expect to

Over the last 3 years, we've had: $Meta Platforms, Inc.(META)$ at $120 being a clear buy. $Palantir Technologies Inc.(PLTR)$ below $10 being a clear buy. $TransMedics Group, Inc.(TMDX)$ below $50 being a clear buy. Over the next 3 years we have: $Celsius Holdings, Inc.(CELH)$ in the $40s is a clear buy. $Amazon.com(AMZN)$ today is a clear buy. $SoFi Technologies Inc.(SOFI)$ in the $6s is a clear buy. $PayPal(PYPL)$ in the $60s is a clear buy. $Alibab

1. $Tesla Motors(TSLA)$ Robotaxi Bear Case DebunkedPeople say $Uber(UBER)$ is competing against $TSLA. That's wrong. $UBER is not an AV manufacturer. Is $Amazon.com(AMZN)$ e-commerce going out of business because merchants can sell directly to consumers? Of course not. AV manufactures will need $UBER's 170M monthly active users will to fill the demand. Plus, the AV manufactures will not have to worry about pricing, route optimization, daily operations, fraud, lost items, and so much more that comes into running a ride hailing platform. Long $TSLA and long $UBER. If they partner, even better.2. Competitive Advantage The $Uber

Full $Nu Holdings Ltd.(NU)$ investment thesis 👇 $Nu Holdings Ltd.(NU)$ is the largest fintech in Latin America and one of the largest in the world. To put it into perspective, they have 109.7 million customers and 91.7 million monthly active customers with 100 million of these being in Brazil. The population of adults between 16-65 in Brazil is 143 million meaning they've acquired 70% of Brazil's population. That's incredible. To add to this, $Nu Holdings Ltd.(NU)$ are growing incredibly fast in Mexico and Colombia and I think Argentina will be the next area for investment in 2-3 years. This thread will dive into what $Nu Holdings L

1/ STRONG MOAT $SoFi Technologies Inc.(SOFI)$ are building a one-stop-shop for all financial services and it's clearly working. If they add just 613k members in both Q3 and Q4 they'll be at 10 million members which is a huge milestone. This growth is testament to $SOFI's brand and execution over the last 3-4 years. Members are flocking to $SOFI at rates not seen in any other financial institution. 2/ FINANCIAL SERVICES SEGMENT 7 years ago, 99% of $SoFi Technologies Inc.(SOFI)$ revenue came from only lending...today that figure is 57% which shows just how diversified the business is becoming. The financial services segment grew 80% YoY with a 129% YoY increase in debit spend. The best part of this segment

For me the 3 best investments right now are: $Palantir Technologies Inc.(PLTR)$ | If Palantir AIP takes off like I believe it will, $PLTR is set to absolutely dominate one of the fastest growing industries in the market. $Tesla Motors(TSLA)$ | A love hate stock where I see a huge risk to reward. With a cheaper EV on the way to expand TAM, FSD improvements, and Optimus possibilities over the next decade, the opportunities ahead are massive. $Amazon.com(AMZN)$ | One of the most confident value plays in the market today. Down 20% this month on 78% increase in operating income for AWS is insane. $AMZN stock will recover.The hours of research and conviction you dev

Here’s the top stocks in the highest growth industries over the next decade E-commerce | $MercadoLibre(MELI)$ $Shopify(SHOP)$ $Amazon.com(AMZN)$ $Alibaba(BABA)$ Data | $Palantir Technologies Inc.(PLTR)$ (and Palantir only) Fintech | $Nu Holdings Ltd.(NU)$ $DLocal Limited(DLO)$ $SoFi Technologies Inc.(SOFI)$ $PayPal(PYPL)$Cybersecurity | $SentinelOne, Inc(S)$

DCA heavily into $UnitedHealth(UNH)$ below $12.50. DCA heavily into $ASML Holding NV(ASML)$ below $730. DCA heavily into $TransMedics Group, Inc.(TMDX)$ below $85. DCA into $MercadoLibre(MELI)$ bi-weekly. DCA into $Starbucks(SBUX)$ bi-weekly. DCA into $DraftKings Inc.(DKNG)$ bi-weekly. DCA into $Occidental(OXY)$ bi-weekly. DCA into $Amazon.com(AMZN)$ bi-weekly. Add to $Silvercorp Metals Inc(SVM)$ below $2.80. Sit

1. What does Palantir do? 👇 $Palantir Technologies Inc.(PLTR)$ is a software business that allows organizations to integrate data (from many different sources) and create solutions in the form of risk detection, efficiency gains, or new opportunities etc. $Palantir Technologies Inc.(PLTR)$ started focusing purely on governments centering their work around defense such as detecting terrorist attacks. This segment is called Palantir Gotham. Today, is nearly 50:50 split between government and commercial. The commercial segment is called Palantir Foundry and helps businesses create solutions to challenges they face. These challenges may come from money laundering, supply chain issues, or network stability for