On Cloud running shoes (On Holding AG) are experiencing strong consumer discovery and high satisfaction, indicating repeat purchases.
Source Post
This Trader Predicted a 38% Crash Before Earnings. Check Out What He's Saying Now.
Stansberry ResearchMar 15, 2026
Andy Swan of Likefolio discusses his unique approach to identifying consumer spending shifts and market trends using social media, AI, and other data sources. He shares insights on how this data can predict stock performance, drawing parallels to past successes like Deckers Outdoor. Swan also highlights current investment themes, particularly in AI-related infrastructure and agentic AI, and discusses the importance of risk management and having a data-backed thesis for trading.
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Tickers discussed in this post
Hims & Hers Health, despite recent price weakness, shows strong customer loyalty indicative of long-term profitability and growth potential.
Planet Labs provides Earth data, acting as a 'Bloomberg terminal' for geospatial information, and has shown strong performance.
Oklo is a company involved in AI infrastructure buildout, specifically in power generation, and is attractive on pullbacks.
Lemonade is a promising AI-driven insurance company with strong consumer interest and a potential partnership with Tesla.
Deckers Outdoor was an early example where Likefolio's data predicted a significant earnings miss and stock drop.
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Tracked calls opened from this post
PL
buy opened Mar 15, 2026
+93.99%