Our Updated Stock Theses

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Welcome to our new subscribers! We’re excited to have you with us as we continue our journey to educate and highlight some of our favorite stock picks. This week, we are mixing things up a bit. We want to do a little summary of all of the stocks that we have highlighted in our usual mid-week summary and tell you where we stand. We think this is important for the subscribers who use the information we provide to decide for themselves where they want to invest their money. Some of the stocks we already see as winners but since starting this newsletter just a short few months ago, many of these stocks that we have chosen we have long term outlooks on and don’t expect the numbers to show rapid growth for some time.

Robinhood ($HOOD)

We originally posted about Robinhood back on June 24th when the stock was below $70, and now is hovering right around $100. From the start of this newsletter this was a stock that we want to highlight early because we saw the growth potential and we still do. The team at Robinhood continues to push the limits of laws and regulations that they are expected to follow and have been very successful in doing so. They pushed their prediction markets earlier this year and are now looking forward to the biggest sports betting time of the year, football season. We expect many factors during this time of the year like the growth or prediction markets due to football, the growing IPO market that sees heightened traffic towards the app, and the growth of crypto over the last couple of months as all big positives for the company. We are still investing heavy in the company and love the direction it is headed.

SoFi ($SOFI)

Just two weeks ago we posted about our favorite banking stock SOFI. It has only been a short time since this post but if you read our thesis, it is very obvious that we are very long on this stock. We see this company continuing to grow alongside Robinhood, taking up banking for the new generation. They have also recently added their own ETF for actively managed funds, as well as IPO access to companies like Klarna and Gemini who are expected to go public in the coming days. We see a possibility that Sofi could capture the investments of the people who already use Sofi as a banking tool to make a app that can support all the financial needs of loans (student and mortgage), banking (HYSA) and now investments. We are continuing to heavily invest in SOFI

Nebius AI ($NBIS)

Just last week we posted about Nebius AI being an infrastructure company that we like and think its partnerships could be the key to continued rising growth. Not much has changed with the stock but we think that taking the foot off the gas while the stock is at all-time highs is smart. We have our position and think that this is going to be a stock that we are going to hold long term but not continue to add to our position until some more major news comes out regarding the company and something that we see for a bright future.

Vistra ($VST)

A couple of weeks ago we posted about Vistra and how out of the energy companies we are investing in this is the one that we like the most. This is due to the growth of the company and the diversification of their revenue sources in terms of different types of energy. The AI race and the race for energy does not seem to be coming to an end. The stock saw a little bit of a fall recently, but we think that this is a healthy pullback of 10% to possibly set up another move higher. There has been no recent news to suggest that the company will be seeing less growth than expected. We are staying put for now with our position still below $150 but with any major announcements with the current price we may be looking to add more.

Dutch Bros ($BROS)

The second stock we ever posted on our weekly stock picks was Dutch Bros. We wanted to give our readers some diversity when it comes to stocks and didn’t want to just focus on tech heavy stocks. We chose Dutch Bros because coffee is seemingly recession proof and the large market share that Starbucks has owned could be seeing some other competitors starting to take up market share as the everyday consumer can’t afford the ridiculous prices that Starbucks has to offer. Sadly, it seems like this rally is only going to be fueled by tech or at least has already. That is why we are trimming our position and taking gains on the stock that we have been investing in since it was only $30 a couple months before we started this newsletter. We are focusing more attention on the AI trend and fintech companies that we have mentioned earlier in the newsletter.

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The information provided in this newsletter is for informational and educational purposes only and should not be considered financial, investment, or trading advice. While every effort has been made to ensure accuracy, we do not guarantee the completeness or reliability of the information. Past performance is not indicative of future results. You should conduct your own research or consult with a licensed financial advisor before making any investment decisions. We are not responsible for any losses that may occur from the use of this content.