C Limited reported impressive full-year numbers with significant revenue and net income growth, particularly in its Money product, making the stock seem undervalued.
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AI GROWTH STOCKS rocket ship my portfolio at the start of May 2026
May 7, 2026
The creator reviews their growth stock portfolio for April 2026, highlighting AI-focused companies that drove portfolio gains. They discuss portfolio changes, including trimming some positions and adding new ones, and analyze individual stock performance and outlooks. The creator expresses renewed confidence in their strategy, particularly with strong results from Ethos Technologies and Silicon Motion, and anticipates upcoming earnings reports.
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Tickers discussed in this post
SoFi, a financial company aiming to be a one-stop shop, reported strong Q1 numbers with consistent member growth, but the inability to raise full-year guidance limits interest.
Ouster, a maker of LiDAR and 3D vision hardware sensors, has an expanding business, but the creator wants to see the numbers proven out more, especially considering acquisition impacts on growth rates.
Bloom Energy, a fuel cell provider for data centers, has seen significant updates and produced a strong report, but its high market cap suggests it may be fully valued.
Max Linear, competing with Credo in optical transceiver products, has seen an incredible stock run-up but remains unprofitable, raising questions about the justification for its current valuation.
Analog Devices, with a wide array of electrical products for various industries including AI, has strong revenue guidance and profitability, but its large market cap and high valuation make it a pass for now.
The creator sold Nebius due to growing concerns about the deep unprofitability of its other businesses, potential contract breaches, and issues with a key contractor, despite a recent stock price run-up.
Toyo, a solar cell manufacturer, is ramping up fast with stunning revenue growth and profitability, but concerns about a past short report and company structure keep the allocation small.
Lamentum, a maker of optical components, has a unique optical circuit switch solution and significant indium phosphide capacity, with demand vastly outstripping supply, though the stock price has run up significantly.
Viant Technology, an ad tech platform in the CTV space, is taking market share from The Trade Desk with strong profitability and cash flow growth, despite topline numbers not fully reflecting underlying business strength.
