Source Post

SOFTWARE STOCKS READY TO EXPLODE?? + BUY TESLA BEFORE SPACEX IPO?? + NVDA EARNINGS!!

The creator discusses a potential rally in software stocks, noting that cybersecurity stocks like Fortinet, Palo Alto, and CrowdStrike have shown strong performance. They also mention Bill Ackman starting a position in Microsoft, but express caution due to overall technical damage in the software sector. The creator advises locking in profits on software dips unless investing long-term, with the exception of cybersecurity stocks.

Linked Mentions

Tickers discussed in this post

CRMBearishMedium ConvictionSignal-backedSecondary

Salesforce also has an ugly chart and faces uncertainty around its business model similarity to ServiceNow and AI impact.

MUNeutralHigh ConvictionResearch Only

Micron is a semiconductor stock benefiting from AI and unlikely to see profit-taking.

MSBullishHigh ConvictionSignal-backedSecondary

Morgan Stanley is a strong buy, already at new all-time highs and well-positioned for IPO fees.

GSBullishMedium ConvictionSignal-backedSecondary

Goldman Sachs is a buy if it breaks above $1000, as they will earn significant fees from IPO underwriting.

DXYZBullishMedium ConvictionSignal-backedPrimary

DXYZ is a speculative trade for exposure to the potential SpaceX IPO.

TSLANeutralLow ConvictionResearch Only

Tesla is mentioned in the context of a potential SpaceX IPO, with no specific call to action.

NVDANeutralMedium ConvictionSignal-backedPrimary

Nvidia's stock has historically sold off post-earnings despite consistent beats; unclear if new catalysts will drive it higher.

HDBearishMedium ConvictionSignal-backedSecondary

Home Depot's stock chart looks terrible and it falls every day, indicating a bad housing market.

NOWBullishMedium ConvictionSignal-backedSecondary

Holding Service Now calls as the stock is above a key support level.

CRWDBullishMedium ConvictionSignal-backedSecondary

CrowdStrike is part of the strong cybersecurity trend, showing positive momentum.

PANWBullishMedium ConvictionSignal-backedSecondary

Palo Alto Networks is performing well, aligning with the strong trend in cybersecurity.

MSFTNeutralLow ConvictionSignal-backedSecondary

Bill Ackman initiated a position in Microsoft, but overall technical damage and AI disruption concerns create uncertainty.

FTNTBullishMedium ConvictionSignal-backedPrimary

Fortinet is showing a huge move higher, indicating strength in the cybersecurity sector.

Linked Signals

Tracked calls opened from this post

MS
buy opened May 15, 2026
+11.67%