Palantir is mentioned due to Cyberhawk's partnership with its Tier One division.
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BUY THE DIP! 4 Cheap Stocks To Buy Now.
Sep 30, 2026
The creator discusses the current market downturn, particularly affecting small-cap and growth stocks, attributing it to rising yields, Federal Reserve rate hikes, and oil price increases. Despite the short-term pain, historical data suggests that market dips, even significant ones, are temporary and often followed by strong recoveries, presenting opportunities in undervalued small-cap companies.
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Tickers discussed in this post
Dzyne Technologies, a builder of autonomous aircraft drone systems, is mentioned as a partner in the new defense division Enduril Sentinel.
Cyberhawk is a primary buy due to strong revenue growth, a large cash position, and recent contract wins, despite high short interest and dilution concerns.
Ondas (ONDS) is highlighted for its growth in autonomous systems, including advanced drones and robots for defense applications, building on its foundation in wireless networking for critical infrastructure.
SoundHound AI is a buy as it's trading at a cheap valuation with significant upside potential, driven by its voice AI business and a recent acquisition, despite high short interest.
UiPath (PATH) is a strong buy due to its leading position in robotic process automation and generative automation, with revenue growth significantly exceeding expectations and short sellers likely mistaken.
HIMS is presented as a cheap, high-potential stock with strong growth prospects, a large short interest being covered, and positive catalysts like the Novo Nordisk partnership.