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New Ideas

SoFi Technologies: Bull vs. Bear Snapshot
Execution Is Now the Only Thing That Matters
 • Triple Gains
Meta Platforms: Bull vs. Bear Snapshot
A Cash Machine Funding an Expensive AI Future
 • Triple Gains
Microsoft Corp.: Bull vs. Bear Snapshot
AI Infrastructure Scale and Operating Leverage Drive Another Beat
 • Triple Gains
Apple Inc.: Bull vs. Bear Snapshot
Strength Without the Hype. Record Q4 results reinforce durability — but expectations are now doing the heavy lifting
 • Triple Gains
Intel Corp.: Bull vs. Bear Snapshot
Strong Demand, Weak Timing, and Why the Market Hit the Sell Button
 • Triple Gains
SoFi Technologies (SOFI): Transforming Personal Finance with a Digital-First Approach
Building Market Leadership Across Financial Products and Services
 • Triple Gains
Spotify (SPOT): Leading the Charge in the Streaming Music Market
Dominance in Streaming: A Growing Ecosystem of Music, Podcasts, and Global Expansion
 • Triple Gains
Coinbase Global, Inc. (COIN): Leading the Crypto Revolution
A Leader in Cryptocurrency Exchanges: Strong Growth in Commercial & Institutional Markets Amid Regulatory Challenges
 • Triple Gains
Palantir Technologies Inc. (PLTR): Unlocking Big Data for Government & Enterprise
Pioneering Data Analytics and Big Data Security for Government and Enterprise
 • Triple Gains
Zscaler (ZS): The Zero-Trust Cybersecurity Pioneer in a Cloud-First World
A Leader in Zero-Trust Security
 • Triple Gains
Robinhood Markets Inc. (HOOD): Navigating Growth and Regulatory Challenges
Strong Growth Amid Regulatory Scrutiny: Robinhood's Path to Continued Innovation and Market Leadership
 • Triple Gains
ServiceNow (NOW): Leading the Digital Transformation Wave with AI and Workflow Automation
The Digital Transformation Leader
 • Triple Gains
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