Grow or Go

Growth Investor since 02|21; Born in '95; Law PhD

[Grow or Go @Jim_Knopf_95]

Everybody ist talking about #AI and $NVDA. But only a few recognize that $SNOW, $NET, $ZS and $CRWD are an #AI pureplay aswell.

They represent stocks to buy and hold forever.

#fintwit

[Celeritas Research @CeleritasRe]

If $TTD puts up a big Q. & guide, the pain out there is gonna be muy muy grande.

[Kaushik @WisemanCap]

Anyone else thinks $HUBS is heading back to $300?

[John J @JRambo0810]

The craziest part about $HUBS being down 70%+ in the last 12 months is they’ve beaten all earnings expectations and analyst estimates have not changed. Pure multiple compression down to single digit FCF multiple. When sentiment changes this will be a monster

[Red Panda @RedPandaTrades]

I've been quietly watching one of the most hated stocks in the market for months, and I finally sat down this weekend to do a proper deep dive on it.

$TTD (The Trade Desk) Deep dive!

Down 85% from its peak, sentiment in the dumpster, retail completely checked out, and the headlines reading like an obituary. Mention this ticker in most trading circles right now and people will either laugh at you or just change the subject. And yet something about the whole story didn't sit right with me.

So I started pulling the filings. That's where it got interesting:

🟢 CEO Jeff Green didn't go on CNBC and say "we believe in the long term vision." He walked into the open market in March 2026 and bought $148 million of his own stock.

🟢 Then I found Alyeska Investment Group, increased their $TTD ownership by 14,590 percent. A number so absurd I genuinely thought I'd misread it the first time.

🟢 And then State Street, casually adding around $400M and pushing their position past $1 billion.

All of this hiding in plain sight on the filings while retail was busy panic selling the lows.

Here's the part that really gets me though. The business itself never actually broke. $2.9 billion in revenue in 2025, still profitable, still cash flowing, and Q1 2026 just came in at $689M, up 12 percent year over year through one of the ugliest macro setups in years.

Then I pulled up the chart, and that's when I really started smiling..

The Elliott Wave structure looks like a complete W-X-Y correction right here, MACD curling up, volume quietly accumulating, momentum divergence forming under the surface. If the impulse wave plays out from these levels, the Fibonacci targets stack at $41, then $100, then $125.

The full Elliott Wave breakdown is in the first comment. Genuinely curious what you guys read into it.

**Not financial advice, just one of those setups where the filings, the fundamentals, and the chart are all whispering the same thing while the crowd is screaming the opposite, and those are usually the ones worth paying attention to. 👀

[Richie Rich @RichieRTrades]

Everyone is selling HubSpot $HUBS because they think AI makes CRM obsolete. They have it backwards. You do not need less customer data in an agentic world. You need better data. HubSpot has 300,000 companies running their entire GTM on one platform. That just became a moat.

[Grow or Go @Jim_Knopf_95]

Heading into an important week with $HUBS $TTD $ADBE $NVO

[Investor Denis @InvestorDenis]

It’s insane to me that the P/S ratio of $TTD went from 45 in 2020 to 3,3 in 2026.

2020:

Revenue $836 million
Net income $242 million

2025:

Revenue $2,9 billion
Net income of $444 million

$TTD more than tripled its revenue and nearly doubled its earnings.

Yet the stock is down 79% from the 2020 highs.

For a long-term investor, that is exactly the kind of divergence you want to see.

I don’t own $TTD but it seems like a bargain.

[Shay Boloor @StockSavvyShay]

Be Jeff Green:

• Sold $162M of $TTD at ~$120 in Jan 2025
• Stock later collapsed ~80%
• Just bought $148M at ~$25

Sold ~5x higher than he’s buying it back now.

[Henry Hunt @subtlepapi]

Software due a mean reversion.

Risky but liking $HUBS and $MSFT

[Jared Sleeper @JaredSleeper]

Amidst all of this, January was the biggest month for SaaS hiring in the last two years...🤦‍♂️

[Lumida Wealth Management @LumidaWealth]

AI-will-eat-SAAS

$HUBS reported earnings, and it tells exactly what happens to SAAS after AI. 

Hubspot's revenue retention rose to 105%, and customers grew by 16%.

HUBS isn't only gaining more customers, but existing customers are also spending more. 

It is the opposite of what the market fears.

The reason?

HUBS is integrating AI features in products that customers already use. 

50% of customers are already using HUBS' AI offerings.

Read more about it: https://t.co/2LFZQ332rY

[Grow or Go @Jim_Knopf_95]

@STierStocks @grok is this an attractive metric compared to other SaaS companies?

[jbulltard @jbulltard1]

JPM is bagholding software plz help

[Rihard Jarc @RihardJarc]

The unconditional selling in software stems from the investors' lack of fundamental understanding of many of these software names.

For some, AI is an enhancer, not a disruptor.

[Grow or Go @Jim_Knopf_95]

@stwboerse Lieber Stefan, bist du noch an Board? Die fundamentaldaten sind weiterhin in Ordnung

[𝗧𝗵𝗲 𝗨𝗺𝗽𝗶𝗿𝗲 @EricTheUmpire]

$NFLX Ad revenue expected to double this year.

They are partnered with $TTD

[Freedom 🇳🇵🇦🇺 @Millyonic]

$ADBE is trading around 15x forward P/E, compared to its 5-year average of 28x, and is 51% below its 2-year high — making it the cheapest it’s been in a decade. This is happening while the company is posting record revenue, ARR, net income, and free cash flow.

In past crashes, Adobe fell 72% during the dot-com bust and 60% in 2022, but each time it recovered strongly.

AI fears look overdone. Firefly and Foundry are doing well, with partnerships with OpenAI and Runway, 15%+ MAU growth, and $12.3B in buybacks.

Tech is weak right now, but for long-term bulls, a small position looks reasonable.
#StocksToWatch #stocktobuy

[Paul C Wallis @SeanCarpen5151]

$ADBE

The headline says Oppenheimer downgraded to Market Perform.
What nobody mentions? Their lowered target is still $650.
So let me get this straight:
The stock drops 6%, yet the analyst target still implies more than 2x upside within a year?

I’m not panicking.

[Za @ZaStocks]

The next major winners are quietly building big bases underneath the surface.

Only in hindsight will they be deemed “obvious” by the masses… outsized returns often come from being early.

[Grow or Go @Jim_Knopf_95]

Heading into '26 with this Portfolio.

All the best in '26 to everyone!

$TTD $NVO $ADBE $SNOW $MDB $NET $ZS