Key insights
- A retail investor outlines bullish positions in BRK.B, RDDT, NOW, IOT, AMZN, and SOFI, citing undervaluation due to market overreaction or overlooked growth potential. The rationale includes strong financials, revenue growth, AI licensing opportunities, and expansion into core banking infrastructure. While a single retail investor's opinion has limited impact, the focus on growth stocks and AI-related themes reflects current market trends.
Feel in the mood to talk about the stocks I'm gonna buy. Should you listen? Probably not, but fuck it we ball. I'll add a little reasoning next to each share explaining why.
- (BRK.B) Berkshire Hathaway - Well the regards have done it again. Every dumb motherfucker and their brother has convinced themselves that they're smarter than literally the undisputable best traders in the history of the US. I'll take it at a discount fo sho. 2. (RDDT) Reddit - 70% you growth, 198.4 million domestic mau (estimated - 50 million dau), growing use overseas, and AI licensing. All very yummy. 3. (NOW) Servicenow - a bunch of regarded middle aged wall street guys who have no clue how AI works have decided that AI will replace servicenow. The bear case is literally some cliche "AIpocalypse" nonsense that's not even coherent. They'll continue to make money hand over fist. 4. (IOT) Samsara - IOT is the overlooked basis for all of tech infrastructure. Samsara has strong financials, revenue growth, revenue growth plans, and pricing. 5. (AMZN) Amazon - Really good financials and pricing. Amazon leo is an underlooked growth play. 6. (SOFI) SOFI - 40% yoy growth, 5.14 over sales, all while becoming a core player in US banking infrastructure. This is no longer a "loan" play anymore, it's an online bank with agressive customer acquisition and expansion.
Let me know if you think I'm regarded or genius please.