Source Post

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.

Linked Mentions

Tickers discussed in this post

PLTRNeutralLow ConvictionResearch Only

Palantir is mentioned as a past opportunity that investors might have missed.

MARABullishMedium ConvictionSignal-backedPrimary

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.

EXFYBullishMedium ConvictionSignal-backedPrimary

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.

CVLTBullishHigh ConvictionSignal-backedPrimary

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.

CARNeutralLow ConvictionResearch Only

Avis experienced a significant short squeeze where the stock rose 400% due to short sellers covering, before collapsing again.

Linked Signals

Tracked calls opened from this post

CVLT
buy opened Jun 18, 2026
+9.44%