Senior Software Developer👨💻 | 10+ Years Investing Experience 📊 High-conviction stock picks & fundamental research. ⏳ Long-term focus (5-10 years). NFA/DYOR
Joined January 2026
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🧵8 STOCKS THAT TRADE CHEAP IN REALTION TO THEIR GROWTH👇
1/ $META - Meta Platforms
🔹Revenue Growth: +26%
I agree, there are a lot more attractive buys in the market.👇
$NFLX ISN’T CHEAP YET. ⚠️
Be careful who you listen to on here.
Netflix is entering value territory, but there’s a BIG difference between a great company and a great investment.
My 2030 target: $126
🔹 $6.30 EPS by 2030
🔹 20x P/E — an extremely fair multiple for $NFLX given its low-double-digit earnings growth, potentially slowing to single digits
🔹 Implies a $126 share price
At $63, that’s an 18.9% CAGR over 4 years. Decent, but not enough to get me excited.
At $45? That’s a 22.9% CAGR over 5 years.
I don’t buy great businesses at any price. I BUY when the price makes the return worth the risk.
$NFLX at $45 gets my attention. 🎯
$AVGO and $APP are two stocks at the top of my watchlist that I'm highly considering a position in.
$AVGO — Take 2027 EPS of $19.29, apply a 25x multiple, and you get a $482 stock price with +46.6% upside potential.
$APP — Take 2027 EPS of $19.99, apply a 25x multiple, and you get a $500 stock price with +91.6% upside potential.
$SOFI IS UP 11.5% PRE-MARKET AFTER SMASHING EARNINGS 🟢🟢
$SOFI Q3 EARNINGS ARE OUT: 🚨
✅ Revenue actual: $1.37B adjusted (+44% YoY) — estimate: $1.26B.
✅ EPS actual: $0.18 (+64% YoY) — estimate: $0.17.
FY2026 guidance: 🔮
✅ Adjusted net revenue: ~$5.04B (~40% YoY)
✅ Adjusted EPS: ~$0.60 (+54%)
FY2027 guidance: 🔮
✅ Revenue guide: ~$6.4B (+27% YoY)
✅ EPS guide: ~$0.90 (+48%)
🔷 Members: 1.2M added in the quarter, total 17.1M (+35% YoY).
🔷 Products: Record 2.2M added in the quarter, total 26.7M (+44% YoY).
$SOFI Q3 EARNINGS ARE OUT: 🚨
✅ Revenue actual: $1.37B adjusted (+44% YoY) — estimate: $1.26B.
✅ EPS actual: $0.18 (+64% YoY) — estimate: $0.17.
FY2026 guidance: 🔮
✅ Adjusted net revenue: ~$5.04B (~40% YoY)
✅ Adjusted EPS: ~$0.60 (+54%)
FY2027 guidance: 🔮
✅ Revenue guide: ~$6.4B (+27% YoY)
✅ EPS guide: ~$0.90 (+48%)
🔷 Members: 1.2M added in the quarter, total 17.1M (+35% YoY).
🔷 Products: Record 2.2M added in the quarter, total 26.7M (+44% YoY).
🚨 $SOFI REPORTS TUESDAY BEFORE THE BELL 🔔
Consensus Q3:
📊 Revenue: $1.26B (+32.4% YoY)
📊 EPS: $0.17 (+54.6% YoY)
FY26 guidance:
$4.75B - $4.85B adjusted net revenue (+32% to +35% YoY)
$0.60 adjusted EPS (+62% vs 2025)
What the Street is watching:
🎯 Members + products per member — after a record 1.1M new members in Q2
🎯 Lending vs non-lending mix — diversification = more durable earnings
🎯 Credit quality + loan originations
$AVGO's debt is elevated because of VMware — $69B in 2023.
Broadcom has deleveraged since then, and AI spend growth means it can deleverage even faster now.
$AVGO's software segment currently makes up ~30% of total revenue.
$8.8B of software out of $29.6B total.
That share is expected to get less meaningful over time, as AI revenue grows at a much higher clip:
FY2026: $58B (+186% YoY)
FY2027: $115B (+98% YoY)
FY2028: $230B (+100% YoY)
Software, by comparison, is growing at ~15% (ARR).
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$NVDA is trading at a forward PE of 13.3x on 2027 earnings.
$NVDA expects 70% revenue growth. The outlook factors in zero China revenue and is supply-constrained — actual demand is a lot larger.
If you take 15.81 and apply a 20x multiple to it, you get a $316 stock, giving you 50% upside.
How can you not be bullish on $NVDA here?
Visuals courtesy of VJN. A powerful stock research platform with incredible visuals designed to help you easily understand any stock. Try it for free for 14 days. Use this URL and get 10% off.
[Affiliate Link: I earn a small commission at zero cost to you if you sign up!]
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Semi stock rise on positive news for the AI trade.📈
🔹 $META unveiled a $95B funding plan ($35B now, $60B more in 2027) with $NVDA,$ AMD, and $AVGO indicating up to $5B of interest
🔹 $SPCX rose after Musk said it secured $40B in debt financing to buy GPUs — a direct demand signal for the chipmakers.
🔹Anthropic's IPO filing calmed the debt-fueled AI-spend fears
$NVDA $TSM $AVGO $SKHY $MU $AMD $INTC
🚨 $SOFI IS ABSURDLY CHEAP RIGHT NOW 🚨
Trading near a 3-year low forward PE of 20x.
For a company that just grew revenue 43% last quarter.
The market only cares about rates right now.
The growth hasn't stopped.
Massive upside with ZERO multiple expansion.
Add any expansion on top, and this thing runs even harder.
Are you buying $SOFI here?
🧵BUY THE COMPANY, NOT THE STOCK. PRICE CAN LAG FUNDAMENTALS. LONG TERM, IT CATCHES UP. THAT GAP IS THE OPPORTUNITY.
6 NAMES WHERE THE STOCK AND THE BUSINESS WENT OPPOSITE WAYS:
1/ $SOFI - SoFi Technologies
🔹Stock YTD: -35%
🔹Revenue Growth: 43% YoY
🔹EPS Growth: +50% YoY
🔹Forward PE: 28x
Visuals courtesy of VJN. A powerful stock research platform with incredible visuals designed to help you easily understand any stock. Try it for free for 14 days. Use this URL and get 10% off.
[Affiliate Link: I earn a small commission at zero cost to you if you sign up!]
👉 vjn.ai/home?ref=QualCompound…
