Oscar Health is mentioned as one of the creator's top five portfolio positions.
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Broken Business or Broken Stock - ServiceNow ($NOW) Zeta Global ($ZETA)
Jun 20, 2026
The creator discusses ServiceNow ($NOW) and Zeta Global ($ZETA), both experiencing recent stock price slumps. For ServiceNow, the creator argues that despite a recent dip, the company's fundamentals and AI positioning are strong, and its current low forward PE ratio presents a significant valuation opportunity that, combined with expected EPS growth, should drive the stock price higher.
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Meta is a new addition to the creator's portfolio, and they are willing to continue building the position despite a small unrealized loss.
Elf Beauty is mentioned as a position in the creator's portfolio, currently up 12%.
Novo Nordisk is mentioned as one of the creator's top five portfolio positions.
Amazon is mentioned as one of the creator's top five portfolio positions.
Google is mentioned as one of the creator's top five portfolio positions.
Zeta Global Holdings has fallen over 25% in the last month, and investors are questioning if it's a broken company or a broken stock, with the creator indicating the latter is more likely but not providing a deep dive into its current valuation or actionable stance.
ServiceNow's stock is a buy due to its strong business fundamentals, cutting-edge AI integration, and a significantly undervalued forward PE ratio that is poised to expand alongside expected EPS growth.
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NOWbuy opened Jun 20, 2026
+8.63%