Alibaba's recent dip is attributed to geopolitical factors, and the creator is not concerned about its late earnings release.
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Shopify ($SHOP) And Lemonade ($LMND) Up Next
The RoseMar 8, 2026
The creator discusses Shopify's strong growth metrics, including topline revenue and free cash flow, and its potential in the AI commerce era. However, the creator hesitates to buy due to Shopify's premium valuation, specifically its high forward P/E and PEG ratios, despite recent price drops.
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Lemonade is a buy on the dip, with AI improving its loss ratio and operating leverage, suggesting future margin expansion.
Shopify shows strong growth and AI integration, but its high valuation prevents the creator from buying.
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LMND
buy opened Mar 8, 2026
+5.31%