@QC_Capitals $NOW still wildly undervalued. Soft rerate just begun.
$NVDA Valuation absurd
$Uber - still so misunderstood
$nflx - subscription businesses will haw their time again like $spot
$zeta - just beginning
@apterfinancial Catalyst wasn't needed. It had dropped from 780 to 400 on fears the long term business was in jeopardy by AI. Those fears were alleviated with their long term guide on investor day and new partnerships/offerings. Just reverted back to a middle ground. But yes, ads need work.
@TheWiseIC Looking at pure value is not ideal in this market. Own all three but would argue $Now is more of a screaming buy despite not being the "cheapest". Uber and Reddit are going to face much more obstacles on their way back to previous highs.