Apr. 29 at 10:56 PM
$LMND is a steal deal in the mid
$50’s.
$SOFI is a steal deal in the mid
$15’s.
$IREN is a steal deal in the
$40’s.
$TSLA is a steal deal in the
$370’s.
$META is a steal deal in the low
$600’s.
This "shopping list" hits hard!
$SOFI in the mid-
$15S is definitely eye-catching—revenue growth is at a 3-year high despite the post-earnings volatility. Meanwhile,
$META under
$630 is a high-conviction bet on long-term ROI from their massive AI CapEx.
On the other hand,
$IREN and
$TSLA represent the peak beta for compute and FSD. Personally, I find the risk/reward for
$SOFI and
$IREN incredibly sexy at these levels. Which one do you see as a "Must Buy" and which is a "Value Trap"? Let’s debate!
