Apr. 24 at 10:57 PM
Hot take thread — positioning for what could dominate the next cycle:
$META isn’t just ads anymore — if smart glasses hit mass adoption, you’re looking at a real iPhone disruptor narrative.
$SOFI quietly building a full-stack financial machine for Gen Z… deposits + lending + ecosystem = sticky.
$HIMS turning healthcare into subscription cash flow. If retention holds, this model scales HARD.
$NBIS has the setup to be AI infra rails — think early AWS-type optionality if execution lands.
$IREN sitting on massive power capacity — if they fully monetize ~4.5GW, the valuation ceiling moves way higher.
LMND still controversial, but lowest-cost insurance + AI underwriting could flip the incumbents.
Not saying this happens tomorrow — but these are asymmetric bets where narrative + execution = outsized returns.
Stay early, stay selective
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