Source Post

If Tom Lee Is Right About the Bottom… These 3 Stocks Could Explode

Invest with HenryApr 15, 2026

The creator discusses a bullish outlook on the equity market, suggesting a potential bottom is forming. They highlight three stocks poised for growth: IREN (Iris Energy) for its data center strategy leveraging cheap renewable power, SoFi for its strong business model and customer acquisition in the fintech space, and Shopify for its dominant position in e-commerce infrastructure and data flywheel. The creator emphasizes dollar-cost averaging into these companies as a long-term investment strategy.

Linked Mentions

Tickers discussed in this post

HOODNeutralLow ConvictionResearch Only

Robinhood is mentioned as a competitor to SoFi in the fintech space, with the creator preferring SoFi due to its broader product adoption.

CRWDNeutralLow ConvictionResearch Only

CrowdStrike is mentioned as a software company that could benefit from the AI boom.

ADBENeutralLow ConvictionResearch Only

Adobe is mentioned as a software company that could benefit from the AI boom.

CRMNeutralLow ConvictionResearch Only

Salesforce is mentioned as a software company that could benefit from the AI boom.

ISRGNeutralLow ConvictionResearch Only

Intuitive Surgical is mentioned as a company that will benefit from robotics advancements driven by the AI boom.

SNOWNeutralLow ConvictionResearch Only

Snowflake is mentioned as a cloud infrastructure provider that could benefit from the AI boom, despite a recent pullback.

ORCLNeutralLow ConvictionResearch Only

Oracle is mentioned as a cloud infrastructure provider that could benefit from the AI boom.

AMZNNeutralLow ConvictionResearch Only

Amazon is mentioned as a cloud infrastructure provider that could benefit from the AI boom.

INTCNeutralLow ConvictionResearch Only

Intel is mentioned as a semiconductor company that could benefit from the AI boom.

AVGONeutralLow ConvictionResearch Only

Broadcom is mentioned as a semiconductor company that could benefit from the AI boom.

ASMLNeutralLow ConvictionResearch Only

ASML is mentioned as a semiconductor company that could benefit from the AI boom.

TSLANeutralLow ConvictionResearch Only

Tesla is mentioned as a company that will benefit from the AI boom and higher oil prices, and also in the robotics category.

PLTRNeutralLow ConvictionResearch Only

Palantir is mentioned as a company that will benefit from the AI boom and higher oil prices, and as an example of high switching costs.

MSFTNeutralLow ConvictionResearch Only

Microsoft is listed as a company that will benefit from the AI boom and higher oil prices, but without a specific investment recommendation.

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned as a key company benefiting from the AI boom and higher oil prices, but without a specific buy/sell recommendation.

SHOPBullishHigh ConvictionSignal-backedPrimary

Shopify is a strong long-term growth play and value stock, acting as the operating system for online commerce with a powerful data flywheel and high customer lock-in.

SOFIBullishMedium ConvictionSignal-backedPrimary

SoFi is a buy due to its strong business model, customer acquisition, and data analytics capabilities, positioning it for long-term recovery and dominance in fintech.

Linked Signals

Tracked calls opened from this post

SHOP
buy opened Apr 15, 2026
-0.54%