“Nobody uses AI better than $META.” Those are the words of Jensen Huang $NVDA. Yet the most beaten-down AI stock is $META. The fastest-growing Big Tech company grew revenue 33% YoY in Q1 2026. And despite that growth, it trades at just 16.5x forward earnings, the lowest multiple among the mega-cap tech names. That disconnect is the opportunity. $META today is what $GOOGL was in March 2025.

You don’t need to spend months studying companies to make money in the stock market. Managing your emotions is far more important. If you can master these three things, you’ll make a ton of money: • Never chase stocks that have already gone parabolic. • Buy when sentiment is at its lowest. That’s when the best opportunities are usually found. • Never panic sell. Volatility is the price of admission. Most investors know these rules. Very few have the discipline to follow them.

One of the strongest bullish signals in the market is insider buying. Insiders sell for many reasons, but they buy for only one: they believe their stock is undervalued. Some notable recent insider purchases: • CEO of $SOFI: $2M at $17.20 • CEO of $SNOW: $3M at $105 • $HIMS Director David Wells: $1.17M at $24.23 • $HOOD Director Meyer Malka: $35M at $83.50

The "SaaSpocalypse" seemed to be over. But over the last two weeks: $NOW went from $139 to $102 $CRM went from $211 to $165 $PLTR went from $163 to $127 $ADBE went from $274 to $204 The market is once again questioning whether AI will replace enterprise software. The CEO of $NOW explained it perfectly: "The market thinks maybe I can do everything with a language model and build the software myself. But that's not gonna happen. Why would companies rebuild software like $NOW and pay 10x more?" Building software with LLMs is possible. Replacing mission-critical software used by thousands of enterprises is a completely different challenge. Custom-built solutions are more expensive, harder to maintain, and create additional complexity. Meanwhile, companies like $NOW and $CRM are integrating AI directly into their platforms. AI isn't replacing enterprise software. It's becoming another feature inside it.

3 stocks I’m buying: • $CRWV • $HIMS • $SOFI 3 stocks I’m avoiding: • $PLTR • $AAPL • $SPCX 3 stocks that are easy money: • $META • $MSFT • $AMZN

This is crazy: $SPCX is now the 6th most valuable company in the world and is worth more than $TSLA. To put that into perspective, even as an Elon bull: • $TSLA 2025 revenue: $94.8B • $SPCX 2025 revenue: $18.7B Don't chase SpaceX here.

AI compute capacity will need to increase 100x over the next five years. That's according to Lisa Su $AMD. By 2030, AI is expected to be used by 5 billion people. Today, ChatGPT reached 1 billion monthly active users, becoming the fastest app ever to hit that milestone. The number of users is growing. The number of AI use cases is growing. The amount of compute required per user is growing. It’s impossible to be bearish on the companies building the infrastructure that enables all of this. Chip designers: $NVDA, $AMD, $AVGO Cloud providers: $AMZN, $MSFT, $GOOGL Neo-cloud companies: $NBIS, $CRWV, $IREN

Kevin Warsh's view is clear: AI will eventually force interest rates lower because it will be highly deflationary. "AI is going to make almost everything cost less. We're at the front end of a productivity boom." The problem is that today's economy is telling a different story. Inflation is at 4.2%, its highest level in three years. Tensions with Iran continue to threaten oil supplies. The labor market remains strong. AI may be deflationary in the long run, but the Fed has to deal with today's inflation first. I don't expect a single rate cut before the end of 2026.

$ORCL backlog is exploding. The AI revolution is still in its earliest innings, and demand for AI infrastructure continues to accelerate. We're living through a once-in-a-lifetime opportunity. An enormous amount of wealth will be created over the coming years.

Interest rates are the key to understanding $SOFI. As Anthony Noto explained: "When rates rise, $SOFI multiple contracts. When the market believes rates will stay flat, $SOFI multiple expands. When the market expects rate cuts, the multiple expands even further." Yesterday, inflation came in at 4.2%. At the same time, Trump's threats toward Iran raised concerns that higher oil prices could add further inflationary pressure. The market quickly shifted toward pricing in a higher probability of rate hikes rather than rate cuts. That's exactly why $SOFI sold off. Today, that fear is fading. Iran concerns have eased, long-term inflation looks less threatening, and the odds of additional rate hikes have declined. And it's exactly why sentiment can reverse just as quickly. Once the conversation shifts back toward rate cuts, $SOFI will take off. This is the time to buy.

Just bought more shares of: $CRWV $SOFI $META $GRAB All of them are getting crushed by the market right now. That's when I like buying. When sentiment is extremely negative, that's usually when I find the best opportunities.

Stanley Druckenmiller, who made extensive use of technical analysis throughout his career, says: "I can unequivocally tell you that technical analysis is about 20% as effective today as it was 30 years ago, because no one was using it. But when everybody's using it, it doesn't work anymore because you don't have a unique thing to act against." As Peter Lynch said many times, technical analysis is largely a waste of time. In the long run, stock prices follow the economic results of the business. "If charts could really predict the future, technical analysts would all be billionaires." Personally, I combine fundamental analysis with a bit of technical analysis to identify the best moments to buy aggressively and when to sell. Stocks lose 50% or more of their value all the time "without reason." That's when I pay the most attention. Let's take advantage of those moments.

What a day. • Inflation came in at 4.2% YoY in May, the highest reading in 3 years. • Real wages fell 0.7% YoY. Inflation is rising faster than wages, meaning Americans are losing purchasing power. • The U.S. is striking Iran again. The war is dragging on and the pressure on oil supplies is getting even worse. • The market is in FEAR. • Rate cuts are off the table. Just another great day for the economy.

My 3-year price targets: • $SOFI: $70 • $META: $1,500 • $CRWV: $400 • $IREN: $300 • $HIMS: $500

Tom Lee says buying the SpaceX IPO $SPCX is a good idea and that it won’t mark the top of the market. I disagree. Elon is the GOAT and SpaceX will become one of the greatest companies in the world. But a $1.75T valuation on $18B of revenue is pure FOMO. Highly anticipated IPOs almost always spike hard on day one and then cool off. In 90% of cases, they eventually trade well below their initial entry price. SpaceX won’t be any different. I love the company. I wouldn’t touch it at these prices. Wait for the pullback.

The S&P 500 is down 3%. The Fear & Greed Index says FEAR. Imagine what happens when we get a real bear market. Most investors think they can handle volatility. Very few actually can.

$LMND is down 72% from ATH $SOFI is down 50% from ATH $HOOD is down 46% from ATH $HIMS is down 60% from ATH $GRAB is down 81% from ATH $NVO is down 72% from ATH These are the situations where I like to buy, not when stocks keep making new all-time highs. Buying beaten-down stocks while fundamentals improve means: • Less downside risk • More upside potential Buying at all-time highs is often the opposite: • More downside risk • Less upside potential

Some predictions: • $LMND becomes the largest insurance company in the world • $AMZN becomes a $10T company by 2030 • $HOOD builds 10 revenue streams generating $10B each • $IREN monetizes its full 5.8 GW and becomes a $100B company • $HIMS offers the most valuable subscription in the world