🚀 𝗬𝗼𝘂'𝘃𝗲 𝗼𝗻𝗹𝘆 𝗵𝗲𝗮𝗿𝗱 𝗮𝗯𝗼𝘂𝘁 𝗦𝗽𝗮𝗰𝗲𝗫, 𝗿𝗶𝗴𝗵𝘁? That’s a mistake. 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 $RKLB is building a full-stack space business - launch, spacecraft & Neutron. In our latest blogpost, we break down execution, valuation tension & what investors are missing 👇🔗 thesmartfin.com/blog/rocket-…

If you want to actually track valuation metrics like this across stocks. I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place. Makes finding opportunities like this way easier.thesmartfin.com/dashboard

Fun fact: Google owns 7% of SpaceX and 14% of Anthropic.

If you want to actually track valuation metrics like this across stocks. I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place. Makes finding opportunities like this way easier. thesmartfin.com/home

If you want to actually track valuation metrics like this across stocks. I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place. Makes finding opportunities like this way easier. thesmartfin.com/home

If you want to actually track valuation metrics like this across stocks. I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place. Makes finding opportunities like this way easier. thesmartfin.com/dashboard

Meta just lost $130 billion in market cap.

The best opportunities in the market right now are not the stocks that feel easy to buy. They’re the companies still executing, still compounding, and still being priced like the story is broken. Here are 9 stocks I think the market is still mispricing: 1/ $SOFI $SOFI is no longer just a turnaround story. It’s becoming a real scaled financial ecosystem. In Q4 2025, SoFi reported record net revenue of $1.03B, net income of $174M, and record member and product growth. Why I’m bullish long term: - The company keeps adding members into a broader ecosystem, not just one product - Deposits and financial services keep making the model stronger - Profitability is improving while the business is still growing fast The long-term upside is in SoFi becoming a much larger, more complete financial platform To me, this still feels like a company the market is undervaluing because many people are stuck on the old version of the story.

If you want to actually track valuation metrics like this across stocks. I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place. Makes finding opportunities like this way easier. thesmartfin.com/

🚨 Updated Watchlist — March 13th, 2026 These are some companies I’m watching very closely right now. A mix of high-quality compounders and potential opportunities if the price is right. $ADBE $META $MSFT $NKE $HIMS $MELI $HNST Let’s break them down 🧵

I use SmartFin to track valuation, margins, and long-term trends across names like these. It helps cut through the noise and focus on what actually matters. You can check it out here: thesmartfin.com/

Stocks that are massive opportunities in this market today Everyone sees “indexes near all-time highs” and assumes the easy money is gone. But under the surface, a lot of high-quality companies have been repriced, reset, or simply ignored. This market isn’t about buying everything. It’s about being selective and buying businesses that are still executing while sentiment is shaky. Here are 7 stocks I think are real opportunities right now (for different reasons), with a long-term lens: 1. $SOFI SoFi is quietly shifting from “story stock” to “real business.” They’ve been putting up record quarters, scaling fee-based revenue, and proving they can grow while improving profitability. When a company starts stacking member growth, product growth, and bottom-line progress at the same time, it changes the conversation. The reason people miss it is simple: the stock doesn’t move in a straight line. But the business has been building an ecosystem (banking, lending, investing, tech platform), and the longer they execute, the harder it gets to ignore.

Just In: Payments giant Stripe is considering an acquisition of PayPal.

10 Stocks with real value and big upside - $AMZN: Under-penetrated cloud (<20% workloads) AI supercycle; EV/EBITDA ~15x with double-digit op margin and $240B backlog = I’m buying quality growth at a fair price. - $APP: Massive Q4 beat and 66% YoY rev surge; 60% net margin TTM and strong FCF momentum keep this on breakout watch. - $UBER: Real profits now (10.7% op margin, strong FCF) at ~14x P/E; network effects compounding: top of my watchlist on any dip. - $SPGI: Blue-chip data/indices compounding machine; guidance wobble created a setup to buy quality at ~27x P/E and 40% op margin. - $HIMS: 75% gross margin, positive GAAP, P/S ~1.6; partnership momentum skepticism = asymmetric setup: I’ll size if it dips. - $ZETA: Identity-driven ad/CRM moat, 34% rev growth trajectory and P/S ~3.5; operating profitability inflecting: undervalued compounder vibes. - $GOOG: 30% net margin fortress with AI optionality, ~28x P/E; still cheaper than many peers given growth/FCF. - $META: 41% op margin, buyback dividend kicker; rerate potential after recent pullback: I’m watching for a higher-low base. - $NVDA: 58% op and 53% net margins are elite; momentum cooled, but secular AI demand intact: respect the setup, buy strength. - $NBIS: Hypergrowth AI infra (sold out Q1, 2026 targets) with high-risk/high-reward multiple: momentum trade only, size smart.

$NOW is down from its highs… but the fundamentals aren’t. That disconnect is exactly why I started buying. A Thread 🧵👇 1/ Consistent Revenue Growth in a Weak Tech Market ServiceNow just reported ~20–21% year-over-year subscription revenue growth, with total revenue also up ~20%. That kind of growth in a tough macro tech sentiment environment tells me demand for enterprise workflow automation remains strong. Reliable revenue growth is the foundation of long-term winners.

I use SmartFin to track valuation, margins, and long-term trends across names like these. It helps cut through the noise and focus on what actually matters. You can check it out here: thesmartfin.com/companies/NO…

Looks like they will be opening ~26 new locations in fiscal year 2026. Love the sound of that.

Watchlist for this week - $AMZN: Cloud/AI capex flywheel; fair multiple for the moat. - $APP: Post-earnings momentum; watching for a clean breakout continuation. - $ZETA: Undervalued growth (P/S ~3.5) with improving profitability. - $HIMS: High-margin consumer health; partnership catalyst, P/S ~1.6. - $UBER: Cash machine at scale; trend strong, buy-the-dip candidate. - $SPGI: Guidance reset = quality on sale; 40% op margin. - $GOOG: Elite margins, AI monetization optionality, still reasonable multiple. Any on your radar?

$PDD is quietly printing. 50% revenue CAGR. 24% net margin. Virtually no debt. Trading at 12.8x earnings. Analyst target: $151 Price: $105

$SLM investors take note. Investors in Sallie Mae (SLM/SLMBP) who bought between July 25–Aug 14, 2025 have until Feb 17, 2026 to seek lead plaintiff status in a class action lawsuit. If you were holding during that window, this could matter.

When investing in the stock market it’s important to buy broken stocks, not broken companies. Here are 10 names that have been drastically improving fundamentally, but the stock price hasn’t fully caught up yet. 1/ $SOFI SoFi continues to grow members and deposits while delivering profitability. Their fintech ecosystem - from lending to wealth and banking, is being built for recurring revenue. While member engagement keeps increasing quarter after quarter.