Mike Romano

✞ • Investing for Freedom • Currently in $ONDS $PLTR $IREN $OPEN $HIMS $SOFI 🚀💰• $TSLA $NVDA 🧱

[Mike Romano @MikePLTR]

Never Forget.

$PLTR is a $200+ stock.
$IREN is a $100+ stock.
$HIMS is a $60+ stock.
$SOFI is a $30+ stock.
$ONDS is a $20+ stock.
$OPEN is a $8+ stock.

$TSLA is a $500+ stock.
$NVDA is a $250+ stock.

No matter what happens in the market, we will be at these prices.

[Mike Romano @MikePLTR]

Looks like we are back on…

$PLTR $ONDS 🧐

[Mike Romano @MikePLTR]

@DeItaone

[Mike Romano @MikePLTR]

Why $HIMS is a buy right now

1) Strategic Evolution
• Hims & Hers has evolved well beyond basic telehealth. Their big move into branded GLP-1 weight loss treatments, plus strong offerings in hair loss, sexual health, and dermatology, has dramatically expanded the addressable market.

2) Huge Market Opportunity
• People want convenient, affordable, and personalized healthcare without dealing with traditional doctor visits. Hims delivers exactly that through a simple app with recurring subscriptions. Healthcare is shifting online, and Hims is one of the clearest leaders.

3) Improving Fundamentals
• Steady revenue growth, expanding margins, and encouraging early results from the weight loss business. The platform creates real customer loyalty and high lifetime value through personalized care.

4) Attractive Setup
• Still reasonably valued with multiple growth drivers ahead. The combination of convenience, personalization, and powerful secular tailwinds in digital healthcare makes this a compelling long-term story.

$HIMS is redefining everyday healthcare; making it simple, personal, and accessible. This is a high-conviction compounder in a massive industry that’s only getting bigger.

If they continue executing, $HIMS has strong multi-year growth potential.

[Mike Romano @MikePLTR]

Why $OPEN is a buy right now?

1) Leadership Reset
• Kaz Nejatian (former Shopify COO) took over and has completely transformed the company. New strategy, ruthless cost cutting, better technology, and a much stronger team. This is truly “Opendoor 2.0”.

2) Massive Market Opportunity
• The U.S. housing market is broken; high mortgage rates, low inventory, and homeowners stuck in place. Opendoor’s iBuying model solves real pain points: instant liquidity, convenience, and certainty for sellers. The addressable market is enormous.

3) Improving Fundamentals
• Recent quarters show clear progress: better margins, improved take rates, faster transaction velocity, and operational efficiency. They’re hiring top talent aggressively and fixing past mistakes.

4) Attractive Valuation + Momentum
• Trading at depressed levels with growing institutional interest (Mike Alfred and others adding). If housing normalizes even modestly, the upside is substantial.

This is no longer the old Opendoor. Kaz has the right recipe, and the setup is improving. High-conviction turnaround story in a massive industry.

If they execute, $OPEN has multi-year upside.

Are you in? 🚀🚪

[Mike Romano @MikePLTR]

Why is $SOFI a buy right now?

1) Strong Business Momentum
$SOFI has evolved into a full digital bank with a banking charter. They’re delivering consistent growth in lending, deposits, and member numbers. Q1 2026 showed record revenue and continued profitability; they’re no longer just a student loan company.

2) Massive Market Opportunity
Millennials and Gen Z want modern, mobile-first banking without the legacy banks. $SOFI offers student loans, personal loans, credit cards, investing, and full banking services all in one app. The addressable market in U.S. consumer finance is massive.

3) Improving Fundamentals
Strong balance sheet, disciplined underwriting, and rising net interest margins. Member growth is accelerating, and they’re expanding into new products while keeping risk under control. The path to becoming a major player in U.S. banking is clear.

4) Attractive Valuation
Still trading at a reasonable multiple given the growth rate and improving profitability. Compared to traditional banks, $SOFI offers much higher growth potential with a superior user experience.

$SOFI is building a modern financial platform that people actually love using. With a clean balance sheet, full banking capabilities, and strong execution, this is a high-conviction fintech compounder.

If they keep taking market share, $SOFI has a very bright future.

[Mike Romano @MikePLTR]

Why is $SOFI a buy right now?

1) Strong Business Momentum
$SOFI has evolved into a full digital bank with a banking charter. They’re delivering consistent growth in lending, deposits, and member numbers. Q1 2026 showed record revenue and continued profitability; they’re no longer just a student loan company.

2) Massive Market Opportunity
Millennials and Gen Z want modern, mobile-first banking without the legacy banks. $SOFI offers student loans, personal loans, credit cards, investing, and full banking services all in one app. The addressable market in U.S. consumer finance is massive.

3) Improving Fundamentals
Strong balance sheet, disciplined underwriting, and rising net interest margins. Member growth is accelerating, and they’re expanding into new products while keeping risk under control. The path to becoming a major player in U.S. banking is clear.

4) Attractive Valuation
Still trading at a reasonable multiple given the growth rate and improving profitability. Compared to traditional banks, $SOFI offers much higher growth potential with a superior user experience.

$SOFI is building a modern financial platform that people actually love using. With a clean balance sheet, full banking capabilities, and strong execution, this is a high-conviction fintech compounder.

If they keep taking market share, $SOFI has a very bright future.

[Mike Romano @MikePLTR]

@jamesdongda Kaz has always said they are not dependent

[Mike Romano @MikePLTR]

Why $OPEN is a buy right now?

1) Leadership Reset
• Kaz Nejatian (former Shopify COO) took over and has completely transformed the company. New strategy, ruthless cost cutting, better technology, and a much stronger team. This is truly “Opendoor 2.0”.

2) Massive Market Opportunity
• The U.S. housing market is broken; high mortgage rates, low inventory, and homeowners stuck in place. Opendoor’s iBuying model solves real pain points: instant liquidity, convenience, and certainty for sellers. The addressable market is enormous.

3) Improving Fundamentals
• Recent quarters show clear progress: better margins, improved take rates, faster transaction velocity, and operational efficiency. They’re hiring top talent aggressively and fixing past mistakes.

4) Attractive Valuation + Momentum
• Trading at depressed levels with growing institutional interest (Mike Alfred and others adding). If housing normalizes even modestly, the upside is substantial.

This is no longer the old Opendoor. Kaz has the right recipe, and the setup is improving. High-conviction turnaround story in a massive industry.

If they execute, $OPEN has multi-year upside.

Are you in? 🚀🚪

[Mike Romano @MikePLTR]

@GMN_watch It’s difficult to find a better opportunity at that price. Even under $10

[Mike Romano @MikePLTR]

Why $HIMS is a buy right now

1) Strategic Evolution
• Hims & Hers has evolved well beyond basic telehealth. Their big move into branded GLP-1 weight loss treatments, plus strong offerings in hair loss, sexual health, and dermatology, has dramatically expanded the addressable market.

2) Huge Market Opportunity
• People want convenient, affordable, and personalized healthcare without dealing with traditional doctor visits. Hims delivers exactly that through a simple app with recurring subscriptions. Healthcare is shifting online, and Hims is one of the clearest leaders.

3) Improving Fundamentals
• Steady revenue growth, expanding margins, and encouraging early results from the weight loss business. The platform creates real customer loyalty and high lifetime value through personalized care.

4) Attractive Setup
• Still reasonably valued with multiple growth drivers ahead. The combination of convenience, personalization, and powerful secular tailwinds in digital healthcare makes this a compelling long-term story.

$HIMS is redefining everyday healthcare; making it simple, personal, and accessible. This is a high-conviction compounder in a massive industry that’s only getting bigger.

If they continue executing, $HIMS has strong multi-year growth potential.

[Jack Prescott @JackPrescottX]

Mogged

[Mike Romano @MikePLTR]

@BMSInvests 👏 👏

[Mike Romano @MikePLTR]

@kevinxu We don’t realize how many people don’t know a thing about stocks. So many out there have never even invested.

[Mike Romano @MikePLTR]

This is why I only invest in companies I have strong conviction in.

While this market dip sucks, I am not worried.

[Mike Romano @MikePLTR]

@mrfundman

[mr fundman @mrfundman]

Real