The creator would gladly buy into e.l.f. Beauty (ELF) and plans to research it further to build it into a larger position, using trimmed Google funds.
Source Post
SoFi Busts | Google Booms
The RoseMay 1, 2026
The creator discusses the contrasting earnings reports of SoFi and Google. SoFi's stock dropped despite strong revenue and member growth, primarily due to unraised guidance attributed to economic uncertainty. Google, on the other hand, saw its stock rise significantly after exceeding expectations across the board, particularly in cloud revenue, leading to increased CapEx spend. The creator expresses a preference for SoFi as a buy opportunity at its current dip, seeing potential for significant long-term growth, while noting Google's high expectations.
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The creator still holds a small position in ServiceNow and is considering adding more after further research.
Intel is mentioned as a semiconductor play that could benefit from Google's increased CapEx spend.
Nvidia is mentioned as a potential beneficiary of Google's increased CapEx spend, alongside AMD and Intel.
Amazon is the creator's number one position and is interconnected with Google's increased CapEx spend, suggesting potential benefits from that investment.
The creator views SoFi's recent 15% stock drop as a good buying opportunity, especially for those who missed previous lows, with potential to reach $30-$35 in 2-4 years.
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