Leif | Investing

Markets | Investing 📈
Analysis • Reaction • Opportunities ⚡️
Investor community | NFA 🫡
$VST | $CRWD | $ANET & More 🚀

[Leif | Investing @LeifInvests]

Leif — tracking high-upside stocks across AI, power, and finance.

Here’s what you’ll get 👇
• Stocks I’m researching & breaking down
• Portfolio updates + risk management insights
• High-quality stock ideas (NFA)
• Market memes + geopolitical events impacting stocks
• Community-driven discussion and ideas
• Real-time market news and analysis

Follow for real-time market insights, analysis, and high-upside ideas 📈

[Leif | Investing @LeifInvests]

@OBPinvestments We will see, it just seems to keep going below consensus bottoms

[Leif | Investing @LeifInvests]

🚨 $BTC has officially been CUT IN HALF from its all-time high‼️📉

ATH: $126,198
Current Price: ~$63,000

You would think a “world-class” asset wouldn’t experience a 50% drawdown.

The challenge is that nobody knows exactly why Bitcoin is trading this low right now.

So how will investors know when the next major move higher begins? 🤔

Is the bottom close for $BTC and is this a major buying opportunity or the beginning of the end?

👇👇👇

[Leif | Investing @LeifInvests]

@HunterAllen4 Agree with you on $CRWD 🚀

[Leif | Investing @LeifInvests]

@flexacarn Thanks for the extra info

[Leif | Investing @LeifInvests]

FLASH SALE ON GROWTH STOCKS‼️

$SPY -0.50% 🔴

$CRDO -10.0% 🔴
$ONDS -10.0% 🔴
$RDW -9.0% 🔴
$ZETA -8.5% 🔴
$OKLO -8.5% 🔴
$FLNC -8.5% 🔴
$ASTS -8.0% 🔴
$DDOG -8.0% 🔴
$RBRK -7.0% 🔴
$CRWV -7.0% 🔴
$LEU -6.5% 🔴
$LMND -6.5% 🔴

Growth stocks are getting hit hard while the broader market takes a breather.

Are you buying the dip on any of these?

[Leif | Investing @LeifInvests]

@LHJoshuaWrites We see one red day and we got people wanting a recession.

[Leif | Investing @LeifInvests]

After hours across most AI ecosystem stocks is bloody…

Prepare for some buying opportunities tomorrow‼️

Some stocks down more than 2% AH👇
$AVGO $CRWD $ORCL $ANET $LITE $ZETA $NOW $PANW $INOD $RBRK $CLS $NET $IREN $ALAB $MRVL $ARM

Hope you have some cash on the sidelines🫡

[Leif | Investing @LeifInvests]

@LongGameEquity If it goes down to 40K that would be insane!

[Leif | Investing @LeifInvests]

@sabrinaoptions Very nice 😊

[Leif | Investing @LeifInvests]

FINANCIAL SECTOR THAT RARELY GOES ON SALE IS APPROACHING HISTORICAL LOW VALUATIONS‼️

Credit Cards 🔥

$AXP $302 (under $300 is a MASSIVE support level)

$MA $465 (-23% from ATH)

$V $309 (getting BLOWOUT earnings for free now!)

VALUATIONS (FWD P/E) 👀

$AXP — 16.8x (at MULTI-YEAR support level)

$MA — 23x (AT decade lows‼️)

$V — 22.3x (NEAR decade lows‼️)

Why I’m watching this space: 👇

• As the economy grows, transaction volumes grow

• The world continues shifting toward digital payments

• Some of the strongest moats and highest margins in the entire market

• Consumer and government debt continue reaching record levels, creating a massive long-term opportunity for payment networks and lenders

• Current selloff is for unjustifiable reasons IMO (regulation/unemployment risk/Credit worries)

The market is handing investors elite businesses at valuations we rarely see.📈

This may be one of the BEST risk/reward opportunities in the entire market right now.😳

🚨We may not get another chance like this in the payments space for years…

KEEP EYES 👀

[Leif | Investing @LeifInvests]

@AmeanNune @antibearthesis I would go either $AXP or $MA. Honestly just buy both half and half IMO.

[Leif | Investing @LeifInvests]

@sabrinaoptions It’s my cost basis 😂

[Leif | Investing @LeifInvests]

@Gubloinvestor Agree Gublo. DeadAdobe $ADBE

[Leif | Investing @LeifInvests]

You can pay a premium for a market that is becoming mission-critical. Enterprise AI adoption requires cybersecurity, and demand is only accelerating. As the market leader, $CRWD sits at the center of that trend. When a company operates in a market that is required for company’s to spend on, valuation multiples become less important IMO. I’ll be comfortable paying any price.

[Leif | Investing @LeifInvests]

$CRWD Earnings Debrief and Thoughts Going Forward 👇🔥

Revenue: $1.39B vs $1.36B 🟢
EPS: $1.10 vs $1.07 🟢
Net Income: positive vs negative from last year

“CrowdStrike is benefiting from the AI inflection point fueled by rising customer platform adoption” —George Kurtz

“Mythos moment.” Anthropic's Mythos threatens to accelerate the pace of cyberattacks. CrowdStrike is AI security infrastructure, critical to successful AI adoption.

"Think of CrowdStrike as the picks and shovels of the world's largest technology gold rush of all time," —CEO George Kurtz

Q2 Guidance
Revenue: $1.44B vs $1.43B 🟢
ARR: $5.79B–$5.80B vs $5.77B 🟢

FY27 Guidance
Revenue: $5.91B–$5.96B vs $5.87B–$5.93B 🟢
ARR: $6.53B–$6.56B vs $6.47B–$6.52B 🟢

🚨 4-for-1 stock split effective July 2, 2026

Here are the FACTS for cybersecurity in the age of AI 👇
• AI creates new attack surfaces.
• AI adoption requires security first.
• Every AI deployment drives cybersecurity demand.
• Cybersecurity is becoming core AI infrastructure.

My Thoughts 👇
We’re still in the early innings of AI-driven cybersecurity demand.

This quarter reinforced that AI is directly benefiting companies like CrowdStrike. The post-earnings pullback looks like profit-taking after a massive run—hence a good buying opportunity.

Cybersecurity is becoming a core requirement for AI adoption, and AI could make companies like CrowdStrike look like growth stocks for years to come. The valuation can be debated, but in my opinion you can pay any price for a company this essential in the age of technological innovation.

$CRWD $PANW $NET $FTNT $ZS $RBRK

[Leif | Investing @LeifInvests]

@QualCompounders Glad I’m not apart of that. Feel bad tho

[Leif | Investing @LeifInvests]

@Nbusiness1990 Which one?

[Leif | Investing @LeifInvests]

@NotA_Bull BANGGGG waiting for this moment lol

[Leif | Investing @LeifInvests]

@LongGameEquity I have been looking at this one. May join you on it $LEU

[Leif | Investing @LeifInvests]

@InvestFreedom05 Not touching it at all because equities are better.

[Leif | Investing @LeifInvests]

@theaveragegal__ Stay away for $SPCX !

[Leif | Investing @LeifInvests]

@EarningsBrief That’s alright. Doesn’t change my mindset as I would rather have the market be red right now when I’m younger. Just gonna keep buying into my favorite names.

[Leif | Investing @LeifInvests]

@LongGameEquity That’s fair