Some days I’m John Galt and some days I’m Dagny Taggert; #ungovernable “The question isn’t who is going to let me, but who is going to stop me” Ayn Rand
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𝗣𝗮𝗶𝗱 𝗖𝗼𝘂𝗿𝘀𝗲 𝗙𝗥𝗘𝗘 (PART - 3)
1. Artificial Intelligence
2. Machine Learning
3. Prompt Engineering
4. Claude,Chatgpt,Grok
5. Data Analytics
6. AWS Certified
7. Data Science
8. BIG DATA
9. Python
10. Ethical Hacking
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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.
He even managed to spin "blockading the blockade" as trying to help Europe by shutting off Iran's oil exports until they open the strait. Sure. That would be an acceptable result: Iran caves in and eliminates their nuclear program so Israel no longer has casus belli to drag us into war, opening the strait in the process. You can't withdraw from Iran and establish greater North America if Iran has nucs. The Lost Tribe of Big Nose won't allow it. You can't leave Europe with Ukraine still hot.
From listening to you and Krainer, I've learned to ignore all the noise and just look at the results.
Since the first time since I've been alive, you can only get oil from one of three sources: the USA, Russia, and Saudi Arabia. The rest of it is dependent on the Strait of Hormuz being open or too insignificant to matter.
There's nothing that screams ARC louder than that. The EU can't wage war on Russia without oil, unless they secretly developed an arsenal of solar powered stealth fighters.
Trump and Putin have Europe in a vice. Make peace with Russia in Ukraine so the US can withdraw from Europe or we'll bring the entire house of cards down on top of Europe.
Blockading the blockade might actually be code for "starve European globalists of every resource they need to wage war on Russia and the US."
The script, it has been flipped.
For a month all we heard was all Iran has to do is blow up one tanker and no ships sail.
One dood with a missile in a cave …
One fast attack boat…
One drone…
One
But people who can think farther out than where they are going to buy their next energy drink so they can stay up all night drunk tweeting realized immediately that Iran had one chance to move on the Strait…
And it was taken away from them on day 1 of the war. No air defense equaled no Iranian strategy to enforce the blockade and act like pirates, which is what they are.
Yes, to be pedantic, the A10 Warthog says, “Hi!!!”
So something else was at play. A larger play for a bigger prize. London’s extortion racket centered around insurance, legal, clearing services which taxed global commerce getting us coming and going
Iran the pirates paired with the extortionists in London were the perfect pair. Everyone else in the Gulf was complicit because they all got paid to be a part of the grift.
Trump blew it up and normal people have been so gaslit by these morons that he’s the bad guy. He has to be for them, otherwise the past decade of their miserable grifting lives has been a lie.
Fine, I get it, Kubler-Ross and all that, but it also means that those in the middle, the targets of the gaslighting, those who have paid the extortion fees for their entire lives, should now realize who they should listen to going forward.
Look up people. Trump literally executed the ultimate reversal. And in doing so is in the process of rebuilding the entire global trade architecture
America! Fuck yeah!
Turns out the real sleeper cells revealed and deployed during the war were Tucker carlson, Alex jones, Marjorie Taylor green, Candace owens, Dave smith, Shawn ryan, Joe kent, Owen Shroyer, Robert Barnes and many more influencer types who proved, if nothing else, they are as stupid as it gets. At best
At worst they are just traitors
He keeps framing this conflict in ways that are NOT part of Trump’s plan…it is part of London’s plan…Iran is their Thucidies Trap.
Trump’s like…”you break it you bought it. I fixed it and am going home. You can buy oil, gas, and shipping insurance from the US.”
Rep. Thomas Massie is on the brink of securing a huge win for small farmers.
His PRIME Act is officially included in the 2026 Farm Bill.
If this passes, it will deliver a blow to Big Ag’s stranglehold on the meatpacking industry.
“This would make it easier for local farmers to sell directly to local consumers using a local slaughterhouse.”
How?
It would cut the USDA out of inspections for local processing facilities.
“You don’t need the USDA to inspect a facility that has seven employees.”
“So what I’ve proposed is that you could just have the local health inspection… inspecting these slaughterhouses.”
“As long as you don’t cross state lines, you shouldn’t need the federal government’s involvement in this processing.”
“The good news is, I got that in the Farm Bill.”
@RepThomasMassie
HOLY BOMBSHELL! Trump just said that the RIGHT TO REPAIR is coming to our farmers!
John Deere has been BENDING OVER our farmers and giving them the raw end of the deal for DECADES.
This is PHENOMENALLY HUGE!