$SOFI remains my favorite Long-term Investment.
Fundamentals are improving quarter by quarter.
The fact that this isn't up at ATH's together with the rest of the market makes this even more attractive.
I'm buying before the move happens, not chasing it at the top.
Over the next years, this will easily reach $80.
My target for the next move is $50.
Save this and thank me later.
Every rally comes to an end eventually.
The question is... when?
We'll be joined by @saxena_puru for a deep dive into the current state of the AI sector.
Catch us live on X & YouTube, tomorrow at 12PM EST.
🎯 https://t.co/yuUWeyqOfW
Here are the top performing ETFs ranked by year-to-date returns.
$PSI $FTXL $SOXX $SOXQ $XSD $CHPX $TEKX $PTF $HECO $SHOC $SMHX $QQQA $MEME $PSCT $XES
Semiconductor-focused ETFs continue to dominate performance tables in 2026, with AI, chip manufacturing, and technology momentum themes leading the market.
The "SaaSpocalypse" seemed to be over.
But over the last two weeks:
$NOW went from $139 to $102
$CRM went from $211 to $165
$PLTR went from $163 to $127
$ADBE went from $274 to $204
The market is once again questioning whether AI will replace enterprise software.
The CEO of $NOW explained it perfectly:
"The market thinks maybe I can do everything with a language model and build the software myself. But that's not gonna happen. Why would companies rebuild software like $NOW and pay 10x more?"
Building software with LLMs is possible.
Replacing mission-critical software used by thousands of enterprises is a completely different challenge.
Custom-built solutions are more expensive, harder to maintain, and create additional complexity.
Meanwhile, companies like $NOW and $CRM are integrating AI directly into their platforms.
AI isn't replacing enterprise software.
It's becoming another feature inside it.
Here are 7 stocks over 50% undervalued using our DCF calculator. Are you buying any of these?🧵
1) $ADBE Adobe
Current price: $204.02
DCF fair value: $353.84 (73.4% undervalued)
I called first $BTC dump to $60K
Now shorting second to $60K and called it for my subs
You could just follow me and know all of these
My next step will be buying BTC at ~$60K