Microsoft is an attractive company with potential momentum, being one of the most beaten-down Meg 7 stocks.
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Shopify ($SHOP) Lemonade ($LMND) TransMedics ($TMDX) Best Opportunity?
The RoseMay 17, 2026
The creator discusses three stocks: Shopify (SHOP), Lemonade (LMND), and TransMedics (TMDX). Shopify's recent earnings showed strong revenue growth and GMV, but free cash flow margins remained flat. The creator notes that while they don't own these stocks, they are interested in them for potential investment.
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TransMedics is a company to watch after a significant price drop, despite solid recent financial performance and reiterated full-year guidance.
Lemonade shows rapid top-line growth but faces questions regarding its profitability trend.
Shopify shows strong revenue and GMV growth, but flat free cash flow margins warrant a hold stance.
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