I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW target $260 back to its 52-week high.
Agentic AI adoption + Q1's 22% subscription growth with 97% retention makes this a re-rating story, not a recovery story.
2. $MSFT $650 ATH was $538.
Bull case pushes past it as Copilot revenue becomes a material line item in Q4 FY2027 guidance.
3. $ORCL $400 52-week high was $345.
The $30B US government cloud deal plus AI infrastructure buildout makes $400 the natural re-test of prior highs with a new catalyst.
4. $PLTR $260 — back to its ATH.
Q1 revenue beat of 85% YoY with 104% US growth; at this rate the valuation conversation changes entirely by mid-2027.
5. $CRM $370 — ATH was $364 in Dec 2024.
Agentforce commercial traction is the re-rating catalyst; Salesforce's own 12-month consensus sits at $255 bull case blows past that.
6. $DDOG $340 — already at an ATH today.
Bull target extrapolates the FedRAMP win + 32% revenue growth sustaining through 2027.
7. $SNOW $420 — ATH was around $229 (post-split era).
Snowflake's best day ever on May 28 was a signal. Cortex AI + Iceberg momentum makes $420 the 12-month bull ceiling.
8. $MDB $500 — ATH was $444.
Q1 FY2027 blew past estimates; Morgan Stanley just raised to $380. $500 is the full bull re-rate on Atlas cloud reacceleration.
9. $INTU $650 — ATH was $813.
Down 60%+ from peak. At $331 this is the most dislocated name on the list; bull case is a partial recovery to historical fair value as AI Intuit products ramp.
10. $ADBE $480 — ATH was $638.
Down 60%+ from peak. Firefly AI monetization is early innings; bull case assumes the market stops pricing in disruption and starts pricing in dominance.
11. $TTD $65 the biggest upside.
ATH was $91. Currently at $21 absolutely wrecked from peak. A single strong quarter + CTV ad spend recovery could triple this from current levels. Highest risk, highest reward on the list.
12. $VEEV $330 — ATH was $310.
Analyst consensus is $262. Bull target assumes Vault CRM global adoption ($TEVA, $MRK both committed this week) drives a meaningful re-rating above prior highs.
The best SaaS ETF to get is $IGV and its the $SOXL for semi-conductors and $DRAM for memory.
♻️ RESHARE this post and write 1 comment, I'll share with you my $IBM play and I don't own it yet so I need to add it.
This would have been my best trade of the week if $DELL didn’t go bonkers! I charted $SNOW a month or so ago, double bottom on monthly. Last April/May it pumped like this into June & July. Hell of a week!
$SNOW ripping 30% after hours ❄️📈📈
Do you think these call buyers from yesterday knew? 🫣
They bought to open over $3M worth of OTM June calls less than a month out..
And now the $210 calls are ITM 💰
Trump has been telling you what to buy for months:
AI:$DELL $MU $SNDK $WDC
Chips:$INTC $AMD $NVDA $TSMC $ARM
Space:$RKLB $PL $ASTS
Crypto:$HOOD $CRCL $PURR
Energy:$BE $GEV $FCEL $TE
Drones:$UMAC $ONDS $AVAV
Nuclear:$XE $CCJ $OKLO $UUUU
Robotics:$OUST $AEVA
Quantum:$IONQ $QBTS $RGTI $QUBT
Batteries:$FLNC $AMPX $KULR
Healthcare:$OSCR $CLOV
Photonics:$AXTI $AAOI $LITE $CRDO
Rare Earths:$USAR $CRML $TMC
Manufacturing:$STRL $CDNL
Critical Minerals:$TMQ $MP $LAC
🧐This isn't about politics.
It's about capital flows.
AI.
Energy.
Defense.
Space.
Critical resources.
The government is signaling where trillions of dollars could be invested over the next decade.
Don't overthink it.
Follow the money.
Trump announced they will be adding equity to companies that manufacture Drones.
You should take a look at these so you can make money following the president.
$ONDS
$RCAT
$AVAV
$KTOS
$AVEX
$UMAC (Trump jr is an advisor in this)
Worth paying attention to.
$DELL
i don't think we will ever have a president who buys a stock and literally tells you after that you should buy it
it started with the "its a great time to buy" post in April last year and HAS NOT STOPPED
content in chief
$IBM plans to invest more than $10B in quantum over the next five years.
The company also reaffirmed its goal of delivering its first large-scale fault-tolerant quantum computer by 2029
It’s snowing in May! $SNOW charted this a month ago. Double bottom a year apart…what are the odds history repeats itself? A lot of luck with earnings but the vision was there! 🤞🏾🏁
This is Anton Kreil.
A kid from Liverpool, raised by a single mom with no money, who walked into Goldman Sachs at 20 and walked out of Wall Street at 28 with the kind of resume nobody believes is real.
His prop book at Goldman grew from $25M to over $400M in four years.
Lehman headhunted him in 2004.
JP Morgan paid him a fortune to run their global pharma, biotech, and chemicals trading franchises in 2006.
He retired in May 2007, months before the entire system blew up.
The 16 minutes below is the closest thing I've seen to an actual trader explaining how he thinks.
No fluff, no charts, just the framework that made three of the biggest banks on Wall Street fight to hire him.
Memorial Day special for my watch company Seventeenth
Buy any watch, get a lifetime membership to the Wealth Squad / @WealthSquad
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