Aug. 8 at 3:00 PM
The next big rotation may already be setting up.
Earlier calls:
$NBIS at
$87 → +244%
OSCR at
$12 → +180%
TEAM at
$61 → +144%
Now I’m watching these 4 closely:
1.
$ORCL - ~
$147
Building what could become a major long-term bottom. With
$600B+ contracted backlog and strong revenue growth, the valuation is getting interesting.
2.
$CRWV - ~
$90
Multi-month wedge is tightening. A breakout could put new highs back on the table. The neocloud leader has massive backlog and strong NVDA ties.
3.
$SOFI - ~
$18
Nearly 50% below its highs, while the chart develops a potential cup-and-handle and fundamentals continue improving. A breakout could bring the
$50 zone into focus.
4.
$APP - ~
$346
Rule of 40 above 120, explosive growth + margins, yet still trading at an attractive forward multiple.
Don’t chase yesterday’s winners. Find tomorrow’s before the crowd does.
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