15+ trades executed through the AI selloff. Melvin calls the drawdown a toll, not a warning.
HOOD sold at +55%, HYPE at +135%. Capital rotated into Nebius and CoreWeave.
AppLovin trades at 29x earnings below its $660 fair value. E-commerce data decides if that gap closes.
NBIS, CCXI, MU, CRWV, MRVL, LLY, NOW, CRM.
Cheap intelligence lowers cost to serve and makes 202M user relationships harder to copy.
As frontier tokens commoditize, workflow owners and routers capture the surplus. App layer beats labs.
SpaceX, ServiceNow, SK Hynix, Marvell, and a Robinhood exit.
22% growth, 98% renewal, PEG of 1. NOW trades at its cheapest multiple in a decade.
The SaaSpocalypse wiped $2T off software stocks. But here are three companies priced for death that aren't dying.
Venice hits $50M ARR with real buyback mechanics. But there’s a big corporate risk to this self-funded crypto fairytale.
My full portfolio revealed: GLXY, BTC, KLAR, FIGR, NU, and UBER.
Then Q1 landed, and Klarna ripped 13%.
