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

I had a look through some major drawdowns of some of the best investments of the last decade: 1. $NVIDIA(NVDA)$: - Up 12,400% in the last decade. - Fell 66% 2021 and 2022 2. $Micron Technology(MU)$: - Up 5,300% in the last decade. - Fell 58% between 2024 and 2025. 3, $Arista Networks(ANET)$: - Up 3,400% in the last decade - Fell 52% between 2019 and 2020 4. $Lam Research(LRCX)$: - Up 2,700% in the last decade - Fell 58% in 2022 5. $Broadcom(AVGO)$: - Up 2,500% in the last decade - Fell 48% between 2019

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 $Airbnb, Inc.(ABNB)$

Mix of lower-beta and higher-beta names I'd prioritize today being bullish AI infra through to FY28. Lower beta: - $Amazon.com(AMZN)$: $1T in AWS revs forecasted by 2035. Current MC ~$2.8B (e-comm, digital ads, moonshot bets, Anthropic stake etc). - $NVIDIA(NVDA)$: 70% FY28 revenue growth despite being capacity constrained. Sub 0.3x PEG for FY28. - $Marvell Technology(MRVL)$: Jensen's "trillion dollar" company. $Alphabet(GOOGL)$ has option to buy $12.2B of the company which could translate to $120 billion in revs over the next 7 years. Medium-beta: -

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 Some high risk thematic bets. You don't need all of these to win to do very well: Optics:$Applied Optoelectronics(AAOI)$ now trades below the forecasted transceiver revenue run rate in 2027. Neoclouds: $NEBIUS(NBIS)$ now trades ~0.4x my base case FY30 ARR figure. Copper: $Trilogy Metals(TMQ)$ is now down 32% in the last month and back to the same level as when it was announced the US Gov owned 10%. Robotics: $Ouster Inc.(OUST)$ set to grow at ~40% CAGR whilst trading sub 8x sales. $Aeva Technologies Inc

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