Going heavier on these names o

Going heavier on these names on dips—the pullbacks are starting to look interesting again.

Still the cleanest AI ad and engagement machine in the market. Buybacks, ad strength, and AI layering keep the trend intact.

$SoFi Technologies Inc.(SOFI)$

Pulled back hard, but fundamentals are improving quickly. The profitability story is finally catching up to the growth narrative.

$Amazon.com(AMZN)$

AWS, AI infrastructure, and retail scale. It's still one of the most consistent compounders in the market structure.

$ServiceNow(NOW)$

Down year-to-date but still a core AI workflow platform. It feels more like a re-rating setup than a broken story.

Not chasing strength here—just leaning into quality on weakness. AI tailwinds are still doing the heavy lifting.

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