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[RonnieV @TheRonnieVShow]

It's happening...

Semis have been the kings of 2026.

But SaaS, Cyber, Healthcare, and Fintech are quietly improving beneath the surface.

Pay attention.

[RonnieV @TheRonnieVShow]

The Time is $NOW

Verdict: Strong Buy NOW

Value Snapshot - One Sheet. All You Need.

[RonnieV @TheRonnieVShow]

Everyone keeps asking me...

"Ronnie what is the fair value of $ZETA?"

Based on my Bull Case we should be trading between $40-$50 today.

[RonnieV @TheRonnieVShow]

This could become one of the biggest AI winners of this cycle.

$ZETA is primed across every major timeframe:
Daily. Weekly. Monthly.

"Bull Triggers" are everywhere.

For the $ZETA bulls… 🧵👇

[RonnieV @TheRonnieVShow]

How Much Should You Actually Spend, Save, and Invest with $10k Monthly Income?

[RonnieV @TheRonnieVShow]

SaaS Valuations Are About to EXPLODE

The best software stocks are $MSFT $NOW and...
https://t.co/0x1GGe30pN

[RonnieV @TheRonnieVShow]

Nobody can seem to agree on what $NBIS is worth.

One analyst just raised their PT to $250.

Others are still sitting in the mid-$100s.

Meanwhile the stock is trading at $214.

That's usually what happens when a company is changing faster than Wall Street can model it.

[RonnieV @TheRonnieVShow]

There will be massive gains made in software stocks.

But many software companies won't survive the AI era.

5 stocks I believe thrive in an AI-first world 🧵👇

[RonnieV @TheRonnieVShow]

The easiest stocks to buy are usually the ones everyone already loves.

The biggest winners often come from themes that are temporarily out of favor.

Right now:
• SaaS -20%
• Fintech -19%
• China -17%

I'm spending a lot of time digging through the laggards.
What should I research next? 👇

[RonnieV @TheRonnieVShow]

$NOW is being priced like growth is over.

Meanwhile:
• Revenue growing
• Margins improving
• Cash flow expanding
• Management raising guidance

The math eventually wins.

[Value SnapShot @ValueSnapShotio]

@TheRonnieVShow Nice Site 😉

[RonnieV @TheRonnieVShow]

SaaS Valuations Are About to EXPLODE

Buckle Up $NOW $ZETA $IGV & MORE...

New YT Video just dropped 👇
https://t.co/YGcIzxgHjB

[RonnieV @TheRonnieVShow]

Analysts say buy $SOFI

[RonnieV @TheRonnieVShow]

Claude says Zeta Global is a buy.

OpenAI says $ZETA is a buy.

Analyst say Zeta is a buy.

$ZETA to $40+ sooner than you think.

[Value SnapShot @ValueSnapShotio]

@trevhesinvests @deTerrobster Correct

[Ashton Invests @Ashton_1nvests]

The One Sentence Thesis Test

Every investor should be able to explain why they own a stock in one simple sentence.

If you cannot simplify the thesis, you probably do not understand it well enough.

Here is mine for every stock I currently hold:

Advanced Micro Devices

$AMD

AMD is my AI infrastructure bet because I believe the company can capture a meaningful piece of a massive compute cycle while continuing to grow across data center CPUs, GPUs, and enterprise AI demand.

[RonnieV @TheRonnieVShow]

$SOFI = Opportunity

Snapshot: One Sheet. All you need.

[Trevor Heslop @trevhesinvests]

Average analyst PT is $31 for $PGY

$25 on the low-end and $35 on the high-end

Pagaya screams undervalued here.

[RonnieV @TheRonnieVShow]

I don't know who needs to hear this but...

The KING Microsoft is going a lot higher.

$MSFT - Strong Buy

[RonnieV @TheRonnieVShow]

Michael Burry saw this chart and still decided to short $NVDA …insane.