I’ll say this once before fair value catches up.
These 7 companies are trading below what their futures are worth, & remain obvious buys:
1. Qualcomm ~ $QCOM
2. Hims & Hers ~ $HIMS
3. Tempus AI ~ $TEM
4. Guardant Health ~ $GH
5. Natera ~ $NTRA
6. Schrödinger ~ $SDGR
7. CRISPR Therapeutics ~ $CRSP
Return to this post when today’s uncertainty has become tomorrow’s consensus…
I’ll say this once: the market is still discounting the next seven winners.
These 7 companies are trading below their fair values right now, & remain obvious buys:
1. Rocket Lab ~ $RKLB
2. Cipher Digital ~ $CIFR
3. Iren ~ $IREN
4. Applied Digital ~ $APLD
5. TeraWulf ~ $WULF
6. Bitdeer ~ $BTDR
7. Vertiv ~ $VRT
Come back when the market stops debating them and starts chasing them…
I’ll say this once while the window is still open. These 8 stocks are going to create generational wealth for many before year end…
1. Nebius ~ $NBIS
2. CoreWeave ~ $CRWV
3. Astera Labs ~ $ALAB
4. Credo Technology ~ $CRDO
5. Vertiv ~ $VRT
6. Celestica ~ $CLS
7. Marvell Technology ~ $MRVL
8. Arista Networks ~ $ANET
These names are the next wave of opportunities the market will understand after the move.
Save this before higher prices rewrite the story…
I’ll say this once before the rerating begins.
These 8 stocks are going to create fortunes before year end….
1. USA Rare Earth ~ $USAR
2. Iren ~ $IREN
3. MP Materials ~ $MP
4. Energy Fuels ~ $UUUU
5. Centrus Energy ~ $LEU
6. Cameco ~ $CCJ
7. Oklo ~ $OKLO
8. NuScale Power ~ $SMR
These names are the opportunities investors will wish they recognized before the next wave.
Save this before the market makes the case for me….
I’ll say this once: the discount is still there.
These 7 companies are still trading below the value this cycle will reveal, & remain obvious buys:
1. Qualcomm ~ $QCOM
2. Nebius ~ $NBIS
3. Broadcom ~ $AVGO
4. Marvell Technology ~ $MRVL
5. Arm Holdings ~ $ARM
6. Taiwan Semiconductor ~ $TSM
7. Micron Technology ~ $MU
Come back after the market finally reprices them, & you’ll know exactly why this list mattered….
I’ll say this once.
These 7 companies are being priced for yesterday, not tomorrow, & remain obvious buys:
1. Cipher Digital ~ $CIFR
2. CoreWeave ~ $CRWV
3. Nebius ~ $NBIS
4. Applied Digital ~ $APLD
5. Iren ~ $IREN
6. Vertiv ~ $VRT
7. Credo Technology ~ $CRDO
Come back after the next revaluation, & you’ll understand why this was the list to keep….
I’ll say this once.
These 7 companies are still trading below what they can become, & remain obvious buys:
1. Hims & Hers ~ $HIMS
2. Sofi Technologies ~ $SOFI
3. TransMedics ~ $TMDX
4. Tempus AI ~ $TEM
5. Intuitive Surgical ~ $ISRG
6. Recursion Pharmaceuticals ~ $RXRX
7. Eli Lilly ~ $LLY
Come back to this post after the market catches up, & you’ll understand why this list mattered….
I’ll say this once. These 8 stocks are going to create fortunes before year end….
1. ServiceNow ~ $NOW
2. Palantir ~ $PLTR
3. Salesforce ~ $CRM
4. Snowflake ~ $SNOW
5. Datadog ~ $DDOG
6. MongoDB ~ $MDB
7. Confluent ~ $CFLT
8. Rubrik ~ $RBRK
These names are the next opportunities the crowd will recognize too late.
Keep this post where you can find it….
I’ll say this once. The market is still pricing these names too low.
These 7 companies are trading below their future values right now, & remain obvious buys:
1. Rocket Lab ~ $RKLB
2. Qualcomm ~ $QCOM
3. AST SpaceMobile ~ $ASTS
4. Intuitive Machines ~ $LUNR
5. Redwire ~ $RDW
6. Red Cat Holdings ~ $RCAT
7. AeroVironment ~ $AVAV
Come back to this post after the next major run, & you’ll understand why early conviction mattered….
I’ll say this once. These 8 stocks are going to create generational wealth for investors who act before year end….
1. CoreWeave ~ $CRWV
2. Nebius ~ $NBIS
3. Applied Digital ~ $APLD
4. Iren ~ $IREN
5. Vertiv ~ $VRT
6. Credo Technology ~ $CRDO
7. Astera Labs ~ $ALAB
8. Oracle ~ $ORCL
These names could become the next wave of opportunities everyone recognizes too late.
Keep this list where you can find it….
I’ll say this once. The discount will not last forever.
These 7 companies are trading below where the next major cycle can take them, & remain obvious buys:
1. CoreWeave ~ $CRWV
2. Nebius ~ $NBIS
3. Applied Digital ~ $APLD
4. Iren ~ $IREN
5. Vertiv ~ $VRT
6. Astera Labs ~ $ALAB
7. Credo Technology ~ $CRDO
Return to this post later this year, & you’ll wish you had taken the list more seriously….
I’ll say this once. These 8 stocks are going to create serious wealth for investors positioned before year end….
1. Cipher Digital ~ $CIFR
2. Iren ~ $IREN
3. TeraWulf ~ $WULF
4. Applied Digital ~ $APLD
5. Vertiv ~ $VRT
6. Oklo ~ $OKLO
7. NuScale Power ~ $SMR
8. Constellation Energy ~ $CEG
These names could become the next wave of opportunities everyone tries to chase too late.
Keep this list close….
I’ll say this once.
These 7 companies are trading far below what the next cycle could make them worth, & remain obvious buys:
1. Booking Holdings ~ $BKNG
2. Airbnb ~ $ABNB
3. Uber ~ $UBER
4. Expedia Group ~ $EXPE
5. Marriott International ~ $MAR
6. Hilton Worldwide ~ $HLT
7. Delta Air Lines ~ $DAL
Return to this post after the next major run, & you’ll understand why hesitation was the expensive choice….
I’ll say this once. These 8 stocks are going to create life-changing returns before this cycle reaches its peak….
1. Palo Alto Networks ~ $PANW
2. CrowdStrike ~ $CRWD
3. Zscaler ~ $ZS
4. Cloudflare ~ $NET
5. Rubrik ~ $RBRK
6. Okta ~ $OKTA
7. SentinelOne ~ $S
8. Fortinet ~ $FTNT
These names will become the opportunities everyone claims they saw coming.
Keep the list where you can find it….
I’ll say this once. These 8 cloud-software stocks will become the year-end opportunities most investors recognize too late…
ServiceNow ~ $NOW
Snowflake ~ $SNOW
Datadog ~ $DDOG
MongoDB ~ $MDB
Confluent ~ $CFLT
Rubrik ~ $RBRK
Palantir ~ $PLTR
Salesforce ~ $CRM
Enterprise AI cannot scale without the software layer these companies control.
Save the map before the rotation reaches them…
I’ll say this once.
These 7 semiconductor companies are still trading below their real long-term value, & remain obvious buys:
Advanced Micro Devices ~ $AMD
Micron Technology ~ $MU
Marvell Technology ~ $MRVL
Qualcomm ~ $QCOM
Arm Holdings ~ $ARM
Taiwan Semiconductor ~ $TSM
ASML Holding ~ $ASML
The next chip cycle will reward the investors who bought capacity before demand became impossible to ignore.
Return to this list when the next breakout begins…
I’ll say this once: these 8 strategic-materials stocks could create generational wealth before year-end…
1. MP Materials ~ $MP
2. USA Rare Earth ~ $USAR
3. Energy Fuels ~ $UUUU
4. Lithium Americas ~ $LAC
5. Albemarle ~ $ALB
6. Cameco ~ $CCJ
7. Centrus Energy ~ $LEU
8. NexGen Energy ~ $NXE
This is the next supply-chain opportunity most investors are still underestimating.
Save the list before the rerating becomes obvious…
I’ll say this once: the market is still giving away quality at the wrong prices.
These 7 companies are trading below fair value right now, & still look like clear buys:
1. Amazon ~ $AMZN
2. Alphabet ~ $GOOG
3. Adobe ~ $ADBE
4. Salesforce ~ $CRM
5. PayPal ~ $PYPL
6. Uber Technologies ~ $UBER
7. Airbnb ~ $ABNB
Reopen this post near year-end, & you’ll be glad you kept the receipts…
I’ll say this once:
These eight high-upside technology stocks could become some of the biggest wealth-building stories of the second half of 2026.
1. Ouster — $OUST
2. ServiceNow — $NOW
3. One Stop Systems — $OSS
4. Ondas — $ONDS
5. UiPath — $PATH
6. Nebius — $NBIS
7. Rocket Lab — $RKLB
8. Palantir — $PLTR
Save this list, & come back later on this year and you’ll be thankful that you listened.
You can count on that…
I’ll say this once. These 8 stocks are going to make generational wealth for many by year end…
1. ServiceNow ~ $NOW
2. Cipher Digital ~ $CIFR
3. Nebius ~ $NBIS
4. CoreWeave ~ $CRWV
5. Iren ~ $IREN
6. USA Rare Earth ~ $USAR
7. Rocket Lab ~ $RKLB
8. Palantir ~ $PLTR
These names will be your next wave of opportunities that you need to take advantage of.
Save this to look back on later…