Hims & Hers Health remains a buy, though the creator is doing further research.
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AMD, SOFI, FUBO Investors Get Ready‼️
The creator discusses several stocks, highlighting AMD for its outperformance and expected growth, Fubo for its strong financial outlook and positive EBITDA guidance, and SoFi for its potential to surge if the market becomes risk-on. The creator also touches on Microsoft's underperformance relative to the S&P 500, expresses a buy sentiment for several companies on their watchlist including ServiceNow, Adobe, and Celsius, and notes that Fubo remains a buy despite recent gains.
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Tickers discussed in this post
Celsius is a huge buy at $35, offering better value than RH.
e.l.f. Beauty is a huge buy right now, offering better value compared to RH.
RH is interesting, but the creator is not ready to invest yet, preferring other deals like Elf or Celsius.
Chewy is consistently a buy, and is preferred over RH at current prices due to better value.
Robinhood's stock price is heavily dependent on Bitcoin's performance; if Bitcoin falls to $30K, Robinhood could drop below $50 and potentially into the $30s.
American Express is consistently a buy and remains so today.
Amazon is consistently a buy for long-term investors, a stance held since its IPO.
Whirlpool is a stock the creator is still considering and taking a look at.
PayPal is mentioned as a buy, though without further elaboration on the conviction or specific reasons.
Adobe continues to be recommended as a buy, with strong growth rates making it attractive.
Meta is considered a long-term buy, with recent changes in ad payment methods potentially boosting ad revenue and growth.
ServiceNow remains a buy, especially if it can be acquired at or below $100 per share.
The creator reiterates their positive stance on Nike, implying it remains a buy.
The creator loves Honest Company and believes it will reach over $5 by year-end regardless of market conditions, and would like to buy more shares.
Bath & Body Works is on the creator's potential buys watchlist, with a preference to start a position if the stock price drops to the $15-$16 range, though $17-$18 is also considered cheap.
Micron (MU) is described as the most risk-on/risk-off stock, rallying strongly when the market goes up and getting destroyed when it goes down.
Microsoft has been significantly underperforming the S&P 500 over various timeframes, and while the creator likes the stock, they are not planning to buy it due to better opportunities elsewhere.
SoFi is poised to 'fly' if the market turns risk-on again due to its high growth rates in the banking and fintech space, and any market sell-off presents a buying opportunity.
Fubo is in its strongest financial position ever, with positive adjusted EBITDA outlooks for 2026 and 2028, and positive free cash flow expected by 2027, indicating it no longer needs outside capital and remains a buy.
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