Pretty simple here: $CRWV, I want to see revenue scale faster than the financial burden required to build out that capacity. Demand isn’t really the question anymore. Execution and the economics behind fulfilling that demand are.

$CRWV and $NBIS are pulling back today… but has the long-term thesis actually changed? I don’t think so. If anything, the fundamentals behind the AI infrastructure buildout keep getting stronger. Just this week: $GOOG increased its 2026 capital expenditure plans as AI demand continues to accelerate. $INTC also raised capital spending while highlighting continued investment across AI and foundry infrastructure. That’s important because hyperscalers don’t spend tens of billions of dollars unless they expect demand to be there for years… For companies like $CRWV and $NBIS, more AI infrastructure spending ultimately means a larger opportunity to deploy GPU capacity and convert their massive backlogs into revenue. I actually added more $CRWV today. My trade account average is now $77.73. At today’s valuation, I continue to think the market is underpricing the business relative to peers. $CRWV has roughly $25B of backlog expected to convert during 2027, yet it’s trading at only about 1.8x estimated 2027 sales. Meanwhile, $NBIS (I’m long) has a similar total backlog but trades closer to 5x 2027 sales despite a smaller portion expected to convert that year. As execution risk declines and backlog continues converting into reported revenue, I believe that valuation gap becomes increasingly difficult to justify.

My previous high-conviction bets have already moved: $OSCR: $14 to $26.25 $ZETA: $16 to $21.91 $NBIS: $85 to $232.60 The next two stocks I believe can make major moves are $HIMS and $SOFI. $HIMS at roughly $27 has two massive catalysts coming: Peptide therapy: $HIMS is preparing to expand beyond its traditional categories into longevity and personalized treatments. Peptides could open another large recurring-revenue category, and the company is already adding medical leadership with direct experience in this space. Q2 earnings: This will be the first major look at how the business is performing after the GLP-1 reset. The market is treating $HIMS like the entire company depended on one weight-loss product, while its core categories, international expansion and personalized-care platform continue growing. Then there is $SOFI at roughly $16.44. The stock price is lagging while the fundamentals are exploding: Q1 revenue grew 43% YoY to $1.1B. Adjusted EBITDA grew 62% to $340M. Members grew 35% to 14.7M. Products grew 39% to 22.2M. $SOFI delivered its 10th consecutive profitable quarter. Ignore the short-term noise. When fundamentals keep compounding while the stock goes sideways, the gap eventually closes. My next two high-conviction runners are $HIMS and $SOFI.

I started to invest in: $PLTR at 14$ $SOFI at 8$ $HIMS at 18$ $AMD at 80$ Now, my next high-conviction bets are $OSCR at 14$ and $ZETA at 16$. My next multibaggers in the making.

$OSCR is back under $15 — and people are panic-selling over ACA headlines. Let me remind you: Investors dumped $HIMS at $20 over GLP-1 fears… fast forward today $HIMS 100% from then. Here’s what matters: even if $OSCR misses its 2027 EPS goal of $2 by half and only hits $1, that still puts the stock at roughly 15x 2027 EARNINGS for one of the fastest-growing insurers in the U.S. Trump’s comments about potentially cutting ACA subsidies might shake weak hands, but $OSCR has said multiple times that its growth DOESN’T depend on the enhanced ACA. Profitability is already locked in for 2026. Whether the subsidies stay or go, the business model works. This is a CRAZY buying opportunity…

$OSCR is breaking out and it’s clear this move will be a 200-300% rally in 1-2 years… I’ve been accumulating $OSCR in the 12-15$ range and it’s already up nearly 30%. 📊 Last quarter revenue up ~48% YoY, guidance raised by $1B, and profitability expected next year. 📊 Short interest still 25%+, which fuels the squeeze potential. Anything under $20 remains a generational buy. $32+ incoming very soon. $HIMS is setting up for its own massive breakout. My average is sub $25 and I still love this company moving forward. 📊 Q2 revenue up ~45% YoY to over $300M+, with 18 straight quarters of growth. 📊 Memberships surpassed 2M, and margins keep expanding. Anything under $50 is a gift. $100+ incoming.

Here are 3 high-conviction stock price predictions for the end of August: $ZETA 22$ $OSCR 20$ $OPEN 5$

$OSCR getting ready for a breakout to +25$. Unbelievable EPS growth, billions in cash… I’ve been accumulating it between 12-15$ for a while now. If $OSCR beats or matches its preliminary Q2 setup, MLR comes in at or under 86%, and commentary reassures the street that 2026 pricing and costs are improving… it could finally trigger the long awaited breakout.

$OSCR and $ZETA earnings will send both flying…