Here’s everything you need to know about the earnings reports: SOFI $SOFI Members New members grew by 643,000 in Q2 alone bring the total members to 8.8M. This was a 41% YoY growth rate. New members are the primary growth driver for the business so this was huge. Lending Revenue Lending revenue was light but this was completely expected as management have continuously outlined they are upping their lending at the moment despite the room in their capital ratios to do so. Tech Revenue The tech platform was good with total accounts up 23% YoY, however, revenue increased 8%. Financial Services Revenue The financial services division was the star of the show with revenues up 80%. For me, the high of the earnings report was the increase in guidance up to $2,465M and EPS up to $0.08 for the

Yesterday, $Microsoft(MSFT)$ CEO Satya Nadella said $Palantir Technologies Inc.(PLTR)$ was the “leader in their industry” which is a huge shout-out.Below I’ll outline 5 reasons why $PLTR is one of the best investments over the next 10 years.Image1/ $Palantir Technologies Inc.(PLTR)$ are clear leaders in an absolutely booming industry. We are quickly moving towards commoditizing anything that can be produced by a machine. The key to this is data.The collection, analysis, and utilization of data will be one of the most important activities in business. This is $PLTR.Image2/ Customers are flocking to the $PLTR AIP.The AIP allows customers to use their data to create

You can build an incredible portfolio picking a few of these 20 stocks: AI Hardware |$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ Hyperscalers | $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ Fintech | $Nu Holdings Ltd.(NU)$ $SoFi Technologies Inc.(SOFI)$ $DLocal Limited(DLO)$ Healthcare | $Hims & Hers Health Inc.(HIMS)$

The most undervalued Mag 7 stock is $Amazon.com(AMZN)$ The most undervalued fintechs are $Shift4 Payments, Inc.(FOUR)$ $Nu Holdings Ltd.(NU)$ and $PayPal(PYPL)$ The most undervalued cybersecurity stocks are $SentinelOne, Inc(S)$ and $Zscaler Inc.(ZS)$ The most undervalued semiconductor stocks are $ASML Holding NV(ASML)$ and $Taiwan Semiconductor Manufacturing(TSM)$ . Other undervalued companies are $Airbnb, Inc.(ABNB)$

The PEG ratio is an incredible metric to look at.Here's 10 quality companies with a PEG below 0.9x (undervalued) 1. Uber | $Uber(UBER)$ Revenue growth: 17.9%PEG: 0.70xNet income margin: 57.6%Commentary: A lot of the sentiment around $UBER today is purely down to the AV competition with $TSLA. Personally, I think $UBER will compete very well in the AV market if they partner with $TSLA or not. They have tons of growth avenues available to them outside of the AV market too.2. PDD holdings | $PDD Holdings Inc(PDD)$ Revenue growth: 89.6%PEG: 0.51xNet income margin: 25.1%Commentary: A Chinese company growing revenues at 89% yet trading at just 2.0x sales on paper is an absolute bargain. I personally own $BABA an

1. NuBank | $Nu Holdings Ltd.(NU)$ Niche：LatAm fintech $NU has rapidly become one of largest fintechs globally, let alone in LatAm.- In Q3, $NU added 5.2 million new customers. They are completely dominant in Brazil where they now have over 100 million customers.- They added 13% of their Mexico customer base in Q3 alone.- Mature accounts in Brazil now have an ARPAC of $25 (far higher than the average of $11) which shows the stickiness of the platform over time.Image2. TransMedics | $TransMedics Group, Inc.(TMDX)$- The recent investor day was very strong. Management stated that their goal is FAR more than 10,000 transplants annually.- The new Command Center at HQ highlights the complete control that $TMDX ha

Here is a summary of the top 10 NASDAQ performers of 2025 so far, along with their year-to-date (YTD) performance and next twelve months (NTM) sales multiples:1. Constellation Energy $Constellation Energy Corp(CEG)$ +38%A leading provider of nuclear energy in the U.S.,NTM Sales multiple: 4.3x2. Arm $ARM Holdings(ARM)$ +32%Focused on semiconductor design for AI infrastructure, NTM Sales multiple: 35.4x3. Atlassian $Atlassian Corporation PLC(TEAM)$ +29% Provides project management and collaboration software,NTM Sales multiple: 14.3x4. CrowdStrike $CrowdStrike Holdings, Inc.(CRWD)$ +23% A leading cybersecurity company, focuse

1. $Amazon.com(AMZN)$AWS grew 18.7% to $26.3b which beat Wall St.Diluted EPS grew by 96% YoY in Q2 and 137% in H1 2024.AWS now boasts a 35.5% margin.$AMZN is dominant in rapidly growing industries.Image2. $SoFi Technologies Inc.(SOFI)$Added 643k members (highest in 1 quarter ever)Was conservative on lending, yet grew home loan originations by 71% and student loan by 86%80% YoY increase in total deposits80% YoY increase in financial services with 129% increase in debit spend.Stock down 16% in a week.Image3. PayPal | $PYPL1.8M accounts addedActive transactions per account grew 11% YoYFCF up 31% YoY and a FCF margin of 14% QoQ allwing $PYPL to raise FCF guidance and increase buybacks to $6b.$PYPL currently h