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The creator reviews nine stocks across three themes (cybersecurity, AI, and fintech), categorizing them as...

Sep 25, 2026

The creator reviews nine stocks across three themes (cybersecurity, AI, and fintech), categorizing them as 'too late', 'early', or 'right now' based on recent performance and growth metrics.

Linked Mentions

Tickers discussed in this post

SOFIBullishMedium ConvictionSignal-backedPrimary

The stock is a 'right now' buy with 40% revenue growth and 35% member growth, with expectations to double.

HOODBearishMedium ConvictionSignal-backedPrimary

The stock is considered 'too late' due to an 85% gain and heavy reliance on crypto; the creator suggests waiting for a better price.

NVDABullishHigh ConvictionSignal-backedPrimary

The stock is a 'right now' buy with 554% revenue growth in one year and a partnership with Meta, with expectations to double.

CRWVBullishMedium ConvictionSignal-backedPrimary

The stock is considered 'early' with $100 billion in pending orders.

METABearishMedium ConvictionSignal-backedPrimary

The stock is considered 'too late' after a 40% gain in one month; the creator suggests buying only on pullbacks.

AKAMBullishHigh ConvictionSignal-backedPrimary

The stock is a 'right now' buy following an $11.6 billion deal with Anthropic, with expectations for the stock to double.

TENBBullishMedium ConvictionSignal-backedPrimary

The stock is considered 'early' because it recently turned profitable and grew revenue by 9%.

CRWDBearishMedium ConvictionSignal-backedPrimary

The stock is considered 'too late' due to a 115% gain in the past year; the creator suggests buying only on pullbacks.

Linked Signals

Tracked calls opened from this post

NVDA
buy opened Sep 25, 2026
-4.86%
AKAM
buy opened Sep 25, 2026
-22.93%