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The creator discusses recent stock market movements, highlighting significant buys in NBIS and HIMS, and th...

Bdon TradesMay 28, 2026

The creator discusses recent stock market movements, highlighting significant buys in NBIS and HIMS, and the AI-driven surge in CRSR and SNOW. They predict a rotation into solar, software, and fintech sectors.

Linked Mentions

Tickers discussed in this post

HIMSBullishHigh ConvictionSignal-backedPrimary

A director bought $1.2 million of HIMS shares, the first insider buy in two years, signaling strong confidence and a potential bullish move.

CRMNeutralLow ConvictionSignal-backedSecondary

Salesforce is mentioned as a company seeing money flow into service names, indicating potential for future growth within the software sector.

ZETANeutralLow ConvictionSignal-backedSecondary

Zeta Global is mentioned as a company seeing money flow into service names, suggesting potential future growth in the software sector.

SNOWBullishHigh ConvictionSignal-backedPrimary

Snowflake's strong earnings, with EPS and revenue beating expectations, led to a 37% overnight surge, indicating a positive outlook for software stocks.

CRSRBullishHigh ConvictionSignal-backedPrimary

CRSR stock jumped 70% today due to its AI server strategy, indicating a strong bullish sentiment driven by the AI trend.

NBISBullishHigh ConvictionSignal-backedPrimary

Leopold Aschenbrenner bought 12.4M shares of NBIS, making him the largest institutional holder, signaling a positive outlook.

Linked Signals

Tracked calls opened from this post

SNOW
buy opened May 28, 2026
+43.59%
NBIS
buy opened May 28, 2026
+25.33%
HIMS
buy opened May 28, 2026
+32.50%
CRSR
buy opened May 28, 2026
-5.80%