Jun. 30 at 8:02 PM
2030 price targets being thrown around like certainties is fun for engagement, but markets don’t really work on fixed endpoints.
Still, framing it as a long-term conviction basket:
$ZETA - ad tech + data platform scaling story
$MELI - dominant LATAM ecosystem compounder
$AMZN - diversified cloud + retail + AI infrastructure
$SOFI - financial platform scaling into broader ecosystem
$NOW - enterprise software compounding cash-flow machine
The real driver isn’t the exact price in 2030 - it’s whether these companies keep expanding revenue, margins, and market share through cycles.
If they do, higher prices take care of themselves. If they don’t, no target survives that math.
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