Seriously, who’s buying this at $186?

AI-Infrastructure isn't actually the biggest opportunity in the market anymore. It's software. This is most likely going to be the best performing sector over the next 2 years. Here are the best setups with my LT price-targets: 1. $RDDT - $446 One of the fastest growing software companies right now, currently forming a generational bottom. Deals with $GOOG and OpenAI for Data licensing. This is turning into a cash machine. 2. $NOW - $438 Massive Insider buys from the CEO. Turning into the contro-tower for Enterprise AI Integration. CEO convinced of it becoming a $1T company. That'd be a 10x from here. 3. $APP - $1365 AI-Driven advertising platform. The platform is evolving rapidly due to AI and a growing market. Growing at over 40% annually with a 72% FCF margin. This is a one of one company trading at an extreme discount. 4. $TEAM - $843 High-quality SaaS compounder in the middle of a successful cloud AI transition. Margins, predictability and scalibility are improving, while AI is being turned into a competitive advantage with strong monetization. All of these stocks have been sold off due to AI-Disruption concerns. But all of these stocks are now massively profiting from it. Growth is accalerating, margins improving and the moat is getting wider. You will never again get such an opportunity on SaaS stocks.

Bullish on $GOOGL for the long haul 📈 I’ve been buying Alphabet aggressively under $150 and never stopped believing in this beast. Google Search remains untouchable, YouTube is a cash machine, Cloud is accelerating fast, and their AI push with Gemini is gaining real traction. The fundamentals are as strong as ever, this company is built for decades of dominance. This mini dip has me adding more right now through DCA, and I’ll happily keep stacking if it goes even lower. Long-term conviction is sky high.

$META is up big this morning!

$ZETA is expected to become profitable next quarter trading at a 3x P/S they don't need high margins for the stock to quickly become very cheap Current 2027 P/E is at 18x while revenue is compounding at 30%

Oscar Health $OSCR is one of the most mispriced growth stories in healthcare right now! Oscar Health posted a blowout Q1: $4.65B revenue ( 53% YoY), 3.17M members ( 56%), MLR improved to 70.5%, and operating profit more than doubled to $704M. It has reaffirmed 2026 guidance for $18.7–19B revenue and its first year of meaningful profitability ($250–450M operating earnings). At ~$8.5B market cap, it trades at roughly 0.45x 2026 revenue. A thread (1/4)

Is $NOW a good stock to buy? 🤔

The Middle East resolution is great news for $NOW. War drove delays in on-premise deal closures. This slowed subscription revenue growth guidance down by nearly a point & prevented them from raising their annual forecast. With the war now wrapping up… That should mean this headwind is gone. And it should mean the company has an easy source of potential upside vs. its current 2026 targets.

$OSCR JUST HIT $30 OVERNIGHT! ON ITS WAY TO $45-$55 BY EOY!!

FINAL CHANCE MISSED BY MANY. We added in discord at $20 on the pullback. We are now at $30 for the first time since IPO. $OSCR bears in shambles.

Which software giant would you rather buy at today’s price? $MSFT at $390 (21x fwd P/E) or $NOW at $102 (23x fwd P/E) And why?👇

TRUMP: - DEAL WITH IRAN IS COMPLETE - STRAIT OF HORMUZ IS NOW OPEN - NAVAL BLOCKADE WILL STOP IMMEDIATELY Official signing will be on June 19th in Switzerland, as per the Pakistani PM. nice of Trump to do this 30 minutes before futures opening 😂

JUST IN: Oil prices crash 4% following US-Iran peace deal.

Oscar Health $OSCR is on the Fortune 500 at #376 — up 61 spots! With ~3.2M members, they posted strong Q1 2026 results: Revenue 53% YoY to $4.65B, record net income of $679M, and reaffirmed full-year guidance. Tech-powered individual market leader on the rise. 🚀 #Fortune500

$SOFI Show me another bank growing 40% trading at 0.6x PEG. I’ll wait.

Insiders are only buying for one reason. These are the most attractive setups with recent insider buys: 1. $OSCR CEO Mark Bertolini bought $11.920M in the open market. Growing revenue by over 60% YoY. And the move has only just staarted. 2. $NOW CEO Bill McDermott bought nearly 29 thousand shares for over $3M One of the most important platforms for AI Enterprise Integration. This is a generational buying opportunity. 3. $EOSE CEO Joe Mastrangelo bought nearly 84 thousand shares in march. The company is selling groundbreaking technology, the only important question is how well the management can execute. That's why confidence signals like this are extremely important for this stock. 4. $SOFI CEO Anthony Noto bought over $2M of shares over the last 2 months. The fact that his base salary is only $1M makes this even more interesting. The stock is currently down 50% from the last high, and about to build a generational bottom. Which of there are you invested in?

Going heavy on these 4 stocks right now: $META $SOFI $AMZN $NOW 👀📈 • $META: Ad machine AI momentum. Strong growth, buybacks, and upside to $800 . • $SOFI: Fintech turning profitable fast. Pulled back sharply, great entry for growth. • $AMZN: AWS AI boom e-comm strength. Dominant and compounding. • $NOW: AI platform leader on sale (down big YTD). Rebound setup with huge runway. High-conviction buys on the dips. AI tailwinds everywhere. Not financial advice, DYOR.