Smartfin is the stock analysis platform for everyday investors. Visit https://teapawt.net/t.co/R0twleCux5 and sign up for FREE today!
Joined February 2025
- Tweets3.9K
- Following249
- Followers421
- Likes3.6K
Pinned Tweet
🚀 𝗬𝗼𝘂'𝘃𝗲 𝗼𝗻𝗹𝘆 𝗵𝗲𝗮𝗿𝗱 𝗮𝗯𝗼𝘂𝘁 𝗦𝗽𝗮𝗰𝗲𝗫, 𝗿𝗶𝗴𝗵𝘁?
That’s a mistake. 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 $RKLB is building a full-stack space business - launch, spacecraft & Neutron.
In our latest blogpost, we break down execution, valuation tension & what investors are missing 👇🔗
thesmartfin.com/blog/rocket-…
Smartfin retweeted
If you want to actually track valuation metrics like this across stocks.
I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place.
Makes finding opportunities like this way easier.thesmartfin.com/dashboard
🤝 Paid partnership
Smartfin retweeted
If you want to actually track valuation metrics like this across stocks.
I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place.
Makes finding opportunities like this way easier. thesmartfin.com/home
🤝 Paid partnership
Smartfin retweeted
If you want to actually track valuation metrics like this across stocks.
I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place.
Makes finding opportunities like this way easier. thesmartfin.com/home
🤝 Paid partnership
Smartfin retweeted
If you want to actually track valuation metrics like this across stocks.
I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place.
Makes finding opportunities like this way easier. thesmartfin.com/dashboard
🤝 Paid partnership
Smartfin retweeted
The best opportunities in the market right now are not the stocks that feel easy to buy.
They’re the companies still executing, still compounding, and still being priced like the story is broken.
Here are 9 stocks I think the market is still mispricing:
1/ $SOFI
$SOFI is no longer just a turnaround story. It’s becoming a real scaled financial ecosystem.
In Q4 2025, SoFi reported record net revenue of $1.03B, net income of $174M, and record member and product growth.
Why I’m bullish long term:
- The company keeps adding members into a broader ecosystem, not just one product
- Deposits and financial services keep making the model stronger
- Profitability is improving while the business is still growing fast
The long-term upside is in SoFi becoming a much larger, more complete financial platform
To me, this still feels like a company the market is undervaluing because many people are stuck on the old version of the story.
Smartfin retweeted
If you want to actually track valuation metrics like this across stocks.
I’ve been using SmartFin to break down things like P/E, growth, and margins all in one place.
Makes finding opportunities like this way easier.
thesmartfin.com/
🤝 Paid partnership
Smartfin retweeted
I use SmartFin to track valuation, margins, and long-term trends across names like these. It helps cut through the noise and focus on what actually matters.
You can check it out here: thesmartfin.com/
🤝 Paid partnership
Smartfin retweeted
Stocks that are massive opportunities in this market today
Everyone sees “indexes near all-time highs” and assumes the easy money is gone.
But under the surface, a lot of high-quality companies have been repriced, reset, or simply ignored.
This market isn’t about buying everything.
It’s about being selective and buying businesses that are still executing while sentiment is shaky.
Here are 7 stocks I think are real opportunities right now (for different reasons), with a long-term lens:
1. $SOFI
SoFi is quietly shifting from “story stock” to “real business.”
They’ve been putting up record quarters, scaling fee-based revenue, and proving they can grow while improving profitability. When a company starts stacking member growth, product growth, and bottom-line progress at the same time, it changes the conversation.
The reason people miss it is simple: the stock doesn’t move in a straight line. But the business has been building an ecosystem (banking, lending, investing, tech platform), and the longer they execute, the harder it gets to ignore.
10 Stocks with real value and big upside
- $AMZN: Under-penetrated cloud (<20% workloads) + AI supercycle; EV/EBITDA ~15x with double-digit op margin and $240B backlog = I’m buying quality growth at a fair price.
- $APP: Massive Q4 beat and 66% YoY rev surge; 60%+ net margin TTM and strong FCF momentum keep this on breakout watch.
- $UBER: Real profits now (10.7% op margin, strong FCF) at ~14x P/E; network effects compounding: top of my watchlist on any dip.
- $SPGI: Blue-chip data/indices compounding machine; guidance wobble created a setup to buy quality at ~27x P/E and 40%+ op margin.
- $HIMS: 75% gross margin, positive GAAP, P/S ~1.6; partnership momentum + skepticism = asymmetric setup: I’ll size if it dips.
- $ZETA: Identity-driven ad/CRM moat, 34%+ rev growth trajectory and P/S ~3.5; operating profitability inflecting: undervalued compounder vibes.
- $GOOG: 30%+ net margin fortress with AI optionality, ~28x P/E; still cheaper than many peers given growth/FCF.
- $META: 41% op margin, buyback + dividend kicker; rerate potential after recent pullback: I’m watching for a higher-low base.
- $NVDA: 58% op and 53% net margins are elite; momentum cooled, but secular AI demand intact: respect the setup, buy strength.
- $NBIS: Hypergrowth AI infra (sold out Q1, 2026 targets) with high-risk/high-reward multiple: momentum trade only, size smart.
Smartfin retweeted
$NOW is down from its highs… but the fundamentals aren’t.
That disconnect is exactly why I started buying.
A Thread 🧵👇
1/ Consistent Revenue Growth in a Weak Tech Market
ServiceNow just reported ~20–21% year-over-year subscription revenue growth, with total revenue also up ~20%.
That kind of growth in a tough macro + tech sentiment environment tells me demand for enterprise workflow automation remains strong.
Reliable revenue growth is the foundation of long-term winners.
Smartfin retweeted
I use SmartFin to track valuation, margins, and long-term trends across names like these. It helps cut through the noise and focus on what actually matters.
You can check it out here: thesmartfin.com/companies/NO…
Smartfin retweeted
Looks like they will be opening ~26 new locations in fiscal year 2026.
Love the sound of that.
$CAKE Earnings Just Dropped 🍰
- Revenue: $961.6M vs $948.9M est. ✅
- EPS: $1.00 vs $0.99 est. ✅
That’s a clean double beat.
Stock is down after hours, but honestly that’s not shocking. It’s had a strong run this week.
I’m excited to dig into the report and listen to the call.
Strong quarter. Still bullish.
Watchlist for this week
- $AMZN: Cloud/AI capex flywheel; fair multiple for the moat.
- $APP: Post-earnings momentum; watching for a clean breakout continuation.
- $ZETA: Undervalued growth (P/S ~3.5) with improving profitability.
- $HIMS: High-margin consumer health; partnership catalyst, P/S ~1.6.
- $UBER: Cash machine at scale; trend strong, buy-the-dip candidate.
- $SPGI: Guidance reset = quality on sale; 40%+ op margin.
- $GOOG: Elite margins, AI monetization optionality, still reasonable multiple.
Any on your radar?
Smartfin retweeted
When investing in the stock market it’s important to buy broken stocks, not broken companies.
Here are 10 names that have been drastically improving fundamentally, but the stock price hasn’t fully caught up yet.
1/ $SOFI
SoFi continues to grow members and deposits while delivering profitability. Their fintech ecosystem - from lending to wealth and banking, is being built for recurring revenue. While member engagement keeps increasing quarter after quarter.
