Mac Park

Current holdings: $QXO $UBER $RELY $ZETA $NOW $CRM $META $RDDT $PLTR

learning to sell options 📈

[Mac Park @MacGrowsMoney]

It can be tough to rationalize the valuations of some of the high-flyer stocks of 2026.

Here are 10 growth stocks outside of the AI space that I either own or am tracking right now:

[Mac Park @MacGrowsMoney]

Ran into Henry and Ed from Last Podcast on the left in front of my hotel in London. Hundreds of hours of listening to LPOTL and so cool just randomly bump into them!

[Mac Park @MacGrowsMoney]

Another week another work trip 👀

[Mac Park @MacGrowsMoney]

Officially in $PLTR. $125 puts I sold were exercised 👀

[Mac Park @MacGrowsMoney]

Wow! $APPL price increases due to memory shortage are steep!

[Mac Park @MacGrowsMoney]

Waking up to a beautiful morning in one of my favorite cites, Calgary!

[Mac Park @MacGrowsMoney]

$ZETA you love to see it! Partnership with $PLTR!

[Mac Park @MacGrowsMoney]

@ariaradnia curious if you’ve ever taken a look at this one? Probably not as developed of a moat as companies you typically talk about, but interesting setup and positioning nonetheless!

[Mac Park @MacGrowsMoney]

1/ $YOU might be one of my favorite under the radar growth stocks.

Most investors think CLEAR is an simply an airport subscription company, but it’s beginning to become clear (no pun intended) that they are building out a scaled identity network that can be leveraged for countless other use cases.

[Mac Park @MacGrowsMoney]

12/ To conclude, I believe CLEAR provides an interesting setup for outsized returns over a multi-year holding period. I am actively selling puts to try and acquire shares at a lower price. As $YOU guides for potential expanded use cases within their network, I may buy shares outright as the bull thesis strengthens.

[Mac Park @MacGrowsMoney]

11/ As far as valuation, it currently sits at a 5.2B market caps and a 40PE, however 2027 estimates place it at a 20PE. You’re definitely paying a slight premium for the growth, but barring a large scale travel shutdown, I can’t see a scenario where this growth slows.

[Mac Park @MacGrowsMoney]

Give a follow to see for breakdowns on each business over the following weeks!

[Mac Park @MacGrowsMoney]

It can be tough to rationalize the valuations of some of the high-flyer stocks of 2026.

Here are 10 growth stocks outside of the AI space that I either own or am tracking right now: