J Rex

I eat more than you. Providing Higher Ed Solutions @themoderncampus #ModernCampus

[J Rex @j_rex]

@kevinxu Kevin XU sucks... but not really, I love the ride.

[J Rex @j_rex]

@asklivermore what are the other Stage 2 to start aquiring?

[J Rex @j_rex]

@itsmichaelluu IBM!! leskoo, whats the play... leap by Jan?

[Michael | Hypermarkets @itsmichaelluu]

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.

[J Rex @j_rex]

@itsmichaelluu How do I buy a leap for 2027/2028 for NOW? can you give a recommendation?

[J Rex @j_rex]

@itsmichaelluu 250 NOW!!!!! Leskooooo.

[J Rex @j_rex]

@kevinxu IOT?

[J Rex @j_rex]

@itsmichaelluu so do you recommend buying SPCX when it IPOs? or when?

[Michael | Hypermarkets @itsmichaelluu]

$SPCX SPACEX IPO is on June 12.

Its valued at $1.75 trillion but in 10 years it could hit $200 trillion.

Pay attention, doing nothing is the best strategy:

1. $AAPL IPO Date: December 12, 1980
$10,000 → Approx. $26,800,000
ROI: Approx. +268,000%

2. $NVDA IPO Date: January 22, 1999
$10,000 → Approx. $57,200,000
ROI: Approx. +572,000%

3. $AMD IPO Date: September 27, 1972
$10,000 → Approx. $2,000,000–$3,000,000
ROI: Approx. +20,000% to +30,000%

4. $MU IPO Date: June 1, 1984
$10,000 → Approx. $1,200,000–$1,800,000
ROI: Approx. +12,000% to +18,000%

5. $INTC IPO Date: October 13, 1971
$10,000 → Approx. $1,000,000–$1,500,000
ROI: Approx. +10,000% to +15,000%

6. $GOOG IPO Date: August 19, 2004
$10,000 → Approx. $900,000–$1,200,000
ROI: Approx. +9,000% to +12,000%

7. $QCOM IPO Date: December 13, 1991
$10,000 → Approx. $5,000,000–$7,000,000
ROI: Approx. +50,000% to +70,000%

8. $ASTS IPO Date: April 7, 2021
$10,000 → Approx. $35,000–$50,000 today
ROI: Approx. +250% to +400%

9. $SNDK IPO Date: November 12, 1995
$10,000 → Approx. $400,000–$700,000
ROI: Approx. +4,000% to +7,000%

10. $BE IPO Date: July 25, 2018
$10,000 → Approx. $20,000–$35,000
ROI: Approx. +100% to +250%

♻️ RESHARE this post and write 1 comment. I'll DM you my $SPCX option I plan to get so I can hold it for 1000%

[J Rex @j_rex]

@clintoptions SPY

[J Rex @j_rex]

@daniel_koss Been following you on Autopilot & just see what you buy and sell. Would love to mirror you but can't see exactly the cost you buy/sell at. Do you just buy stocks or is it options? Sorry I am new to all of this. If I subscribe can I see numbers and just buy/sell when you do?

[J Rex @j_rex]

@itsmichaelluu IREN or NBIS over the next five years?

[J Rex @j_rex]

@sommer_eri @kevinxu Yeah but he was all free and now most of it is paid? I was in since first time he bought IREN. To close it now… or have it goes subscription is rough to me

[J Rex @j_rex]

@TheRonnieVShow What do you think PT is? I’ve been holding since 12. Time to get out or still going up?

[J Rex @j_rex]

@Denise_Meant4u @kevinxu Copy trades I think…. Still
Missing on crypto for me

[J Rex @j_rex]

@Sandeman52 Just found you here. Looking to learn and grow my portfolio over the next 10 years. How do I start?

[J Rex @j_rex]

@EmmaStockNotes @HolySmokas NU has been pretty flat for 3 years... why does it break out more now?

[J Rex @j_rex]

@Denise_Meant4u @kevinxu Yes but which ones... too many to choose from.

[J Rex @j_rex]

@kevinxu Thanks for sharing... really appreciate it... all in together 🧑‍🤝‍🧑