Palantir is mentioned as a past opportunity that investors might have missed.
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The UNTHINKABLE is About to Happen to Stocks
The creator discusses a market opportunity driven by big money rotating between sectors, emphasizing momentum over quality. They highlight that while the NASDAQ has surged, major tech software stocks have declined, creating a potential reversal. The creator plans to provide an ETF and three individual stock picks, along with a free research report.
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Tickers discussed in this post
Mara Holdings (MARA) is presented as a stock pick with a straightforward explanation for why the creator likes it, likely related to its Bitcoin mining operations.
Expensify (EXFY) is a speculative buy, being a beaten-down expense management platform with millions of users that is integrating AI and undergoing a share buyback program.
Commvault (CVLT) is a buy due to its role in cyber resilience and data protection, with strong revenue growth, enterprise clients, and institutional buying indicating a recovery phase.
Avis experienced a significant short squeeze where the stock rose 400% due to short sellers covering, before collapsing again.
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