SoFi is a high-risk, high-upside fintech growth story with massive member adoption, but faces risks from dilution and credit quality, requiring careful position sizing.
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These Stocks Are Crashing — My New Price Targets Shocked Me
May 22, 2026
The creator discusses the impact of AI on software companies, noting that some stocks like Intuit, ServiceNow, and Salesforce have fallen significantly. The video aims to analyze whether these sell-offs are due to broken businesses, overvaluation, or market pessimism, and to determine if they present buying opportunities or value traps. Intuit's recent 20% crash after earnings is highlighted, with the creator questioning if AI or cheaper alternatives are weakening its TurboTax moat.
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Tickers discussed in this post
Elf Beauty's hyper-growth story is facing scrutiny as the market questions if growth is slowing, despite a history of strong sales growth.
Uber is a strong buy due to its transformation into a diversified, profitable platform with significant operating leverage and free cash flow generation.
Netflix is a premium business with a premium valuation, but its improved quality, expanding margins, and software-like economics offer growth levers.
Salesforce is a credible investment with valuation support, huge free cash flow, capital returns, and a business moat, offering significant upside.
Service Now is presented as a strong buy due to a market overreaction, with the stock trading at a significant discount despite excellent business fundamentals and growth prospects.
Intuit crashed 20% after earnings, trading at new 52-week lows, with the creator questioning if AI competition is weakening its TurboTax moat, making it a potential value trap or an overreaction.